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Add Order List Page into Fluent Store

How-to Guide
  • Guide for a user to add an order list page into Fluent Store.

Print current Page in OMS Webapps

How-to Guide
  • a trick on how to print the current list page to the printer

Enable Japanese language in Fluent OMS / STORE

How-to Guide
  • enable Japanese language in OMS via settings modifications

Enable multi-parcel pack screen in Fluent Store

How-to Guide
  • A Guide for enabling Multi-parcel with ES starter Pack via workflow, settings and manifest modifications.

Control webapps STORE AND OMS UI by using roles and action in manifest

How-to Guide
  • describes how to set up the user to see the “query” only page or “edit” entity page by using User Roles and UserAction in Manifest.
  • The below example demonstrates where "Finance" users in "query" only mode on OMS data and "CustomerService" cancel orders and other user actions.

Restrict UserAction button visibility by using user roles

How-to Guide
  • The below example demonstrates how the visibility of the CREATE WAVE button in Fluent STORE can be customised via roles, permissions, and the manifest.

setting up Article barcode scanning in Webapps STORE

How-to Guide

Fluent STORE: capture Driver Name and Vehicle Number in the Carrier Collection Screen

How-to Guide
  • A simple way to add user action to capture driver name and vehicle number in the carrier collection process.

Enable Chinese Language in OMS webapps

How-to Guide
  • This document describes how to enable the Chinese language in Fluent OMS webapps.  
  • There are 2 Chinese Languages in writing:  Traditional and Simplified.  The Simplified Chinese are mainly used in Mainland China and Traditional Chinese are typically used in Taiwan, Hong Kong and Macau.

Restrict a store user to login into OMS webapps

How-to Guide
  • In the default reference mystique manifest, a store user can log in to OMS web apps, and sometimes, the user can see other location data within the OMS web apps.  
  • One way to solve this issue is to introduce the “
    `role`
    ” in the 
    `fc.mystique.manifest.oms`
    context.

Displaying Inventory Quantity sum and count on the Inventory Position UI Page

How-to Guide
  • You can show the Inventory Quantity sum and count in the UI via modifications of the manifest
  • `sum`
    and 
    `count`
    values are retrieved via custom queries and then displayed in the UI

Adding a Trigger to a Ruleset

How-to Guide
  • A Trigger defines when a User Action is applicable to the given entity.  
  • A trigger can be added via UI or via JSON. If there’s not trigger status for a ruleset, then all statuses are considered as trigger.

Adding a State to your Workflow

How-to Guide
  • It’s possible to add a new state into an existing WorkFlow by adding a new status to the 
    `Statuses array`
    of the workflow JSON.

Adding or modifying Categories in a Workflow

How-to Guide
  •  A category represents a lifecycle phase in the WorKFlow,  it appears as a vertical column in the WF UI.
  • Within each lifecycle, we can have one or multiple statuses.

Committing a change to a Workflow

How-to Guide
  • It’s possible to commit a Workflow change via the UI as long as the user has the right permissions.

Adding an Entity to your Workflow

How-to Guide
  • It’s possible to add a new entity to an existing Workflow by modifying the original Workflow. In order to do so, a “CREATED” status and a CREATE Ruleset need to be added for the new entity.
  • This is not feasible via “ADD RULESET".

Configure Order List View

How-to Guide
  • Fluent OMS can display the order list in two ways: Compressed and Standard.
  • The manifest needs to be modified in order to enable the compressed view.

Enable the Scan to Storage Area feature

How-to Guide
  • Enabling scan to storage area is only possible on Fluent store (not on Service Point).
  • This guide will take you through the setup and workflow changes required to enable the Storage Area Scanning feature in Fluent Store.

Create a Custom Printable Pack Slip

How-to Guide
  • The Pack Slip on Fluent Store can be customised via an HTML template.
  • This guide will take you through the setup and fragment changes required to customise the Pack Slip.

Enable Add Comment functionality

How-to Guide
  •  Comments can be added to Fluent OMS web app by modifying the manifest, this article covers the required steps.

Enable Fluent Store Multi-Parcel

How-to Guide
  • A practical hands on guide to enable Multi-Parcel in your account. It is recommended to be used alongside the Multi-Parcel field document.
  • Articles are now called Parcels.
  • This guide is aimed at technical implementors who are looking to enable In-Store Associates to capture multiple parcels per fulfilment.
  • Step-by-step setup multi parcel feature in Fluent Store.

Configure displaying of Shipment section in Order Item Details drawer

How-to Guide
  • The Shipment clock section in Order item Details is not shown by default. This functionality can be turned on via a setting.  

Inventory File Loader

How-to Guide
  • The SDK allows to import data into Fluent OMS via batch jobs.
  • The data can be stored in an Amazon S3 bucket and imported into Fluent OMS via API. 
  • The inventory job handler requires various settings that need to be defined in the account’s settings list ( location-pattern, archive-folder... )

Enable a Return Summary

How-to Guide
  • A dynamic total Refund Summary can be configured into the Returns Wizard, on both Fluent Store and Fluent OMS.
  • In order to configure the returns summary, to would need to enable to returns workflow, add the appropriate setting and modify the manifest.

Migrate to the New Print Component

How-to Guide
  • The new print component enables faster printing and additional features.
  • You can update to the new print component by updating the component name and adding the relevant configuration.

SCIM Connector Package Installation

How-to Guide
  • The SCIM connector is a Java based project that enables seamless integration with the SCIM. In order to install the SCIM Connector, you’d need to make sure you have the right dockers and tools. Next step is setting up the local environment, configuring the connector, and finally deploying the connector.
  • The SCIM connector and connect SDK versions need to be aligned.

Salesforce Service Cloud (SFSC) Connector Installation Guide

How-to Guide
  • The Salesforce Service Cloud (SFSC) connector can be downloaded on Salesforce marketplace (Appexchange).
  • In order to launch the connector: A SFSC administrator would need to download the Fluent OMS app from Salesforce App Exchange and deploy it within the SF organisation. API configurations and settings would then need to be added on Fluent OMS app to complete the set up.

Connector Deployment Cloudformation

How-to Guide
  • Prerequisites
  • Manual Deployments
  • Stack Provisioned

Environment Setup

How-to Guide
  • Local Developer Setup
  • Fluent Platform Sandbox
  • Fluent Platform Production

Configure an order with requested delivery dates

How-to Guide
  • You will understand how to configure workflows to adjust delivery dates for processing orders to suit your business needs.
  • You will learn about the necessary settings and their functionalities. 

Configure Okta connection via SAML

How-to Guide
  • Register application with Okta
  • Add the identity provider in PingOne
  • Add Metadata URL
  • Continue IDP Configuration
  • Do not forget

SCIM Connector Credential/Secret Configuration

How-to Guide
  • A guide on how to set up SCIM Secret Configuration

SCIM Connector Provisioning Configuration

How-to Guide
  • You can configure provisioning function for Fluent OMS in Azure Active Directory.
  • You would first need to have access to Microsoft Azure Portal to update the credentials and map the relevant attributes. Next step is triggering the start/stop provisioning form the portal. 

SCIM Connector Setup and Configuration Overview

How-to Guide
  • The overview of the SCIM Connector Setup and Configuration

Kafka Connector built on top of Connect SDK

How-to Guide
  • The User can configure Kafka Connector on top of the Connect SDK.
  • Some configuration is required. 

Enable Retailer Context Switcher functionality

How-to Guide
  • Retailer context switcher allows you to switch the retailer without having to log off and back in with the specific credentials. This is feasible as long as the user permissions are configured accordingly. 
  • The context switcher requires a few manifest modifications, which are detailed in the article below. 

Collecting Attributes via a User Action

How-to Guide
  • Adding Attribute details via the UI
  • Adding Attribute details via the Workflow JSON

Enable Fluent Store Multi-Parcel

How-to Guide
  • This document serves as a practical hands-on guide to enable Multi-Parcel in your account. 
  • It is recommended to be used alongside the Multi-Parcel field document.

Debugging ShippIt Connector issues

How-to Guide
  • This guide covers the common symptoms and associated steps to debug issues with the ShippIt Connector.
  • In most cases, if there is an issue, the most likely symptom is if Fluent Store shows the consignment entity status as FAILED.

Configure UI for Mixed Baskets

How-to Guide
  •  Mixed basket functionality is not covered in Fluent's base default pre-configurations. 
  • In order to enable mixed basket functionality on the UI, you would need to modify the manifest and add a few settings. The process is explained in detail in this article. 

SSO - Multi-Factor Authentication (MFA) Configuration

How-to Guide
  • In order to enable MFA, you need to log into pingOne to make sure that MFA is enabled for Fluent App and for the logged user.
  • You would then need to log in the system via Fluent’s self service link.
  • Once this has been completed, a new authentication method needs to be added on Ping Identity.

Fluent Store - Support SKU with multiple barcodes in Pick-Stage

How-to Guide
  • a trick to support multi-barcode scans within OMS
  • A typical scenario where the EAN 13 barcode (e.g. 0123456789123) and sometimes the barcode on the physical product might not include the leading 0. So when the product gets scanned, it will return 123456789123 rather than 0123456789123 and the Pick screen is not able to find the product from the pick list.
  • One suggestion is to utilise product attributes to include possible barcodes and to include the fields.

Ability to display full attribute value on the Screen (specially on phone/tablet view)

How-to Guide
  • A trick to display the full value regardless of the user's screen size

Adding a User Action to your Workflow

How-to Guide
  • User actions allow to manually trigger specific events in the Workflow.
  • User Actions can be added, changed, or removed.
  • User actions can be added via UI or via the Workflow JSON.

Weather Updates

How-to Guide

Bulk Extracts with GraphQL

How-to Guide
  • A python script can be used for ad-hoc extracts of a large number of GQL entities into a CSV file. 
  • Currently the Fluent platform does not support any bulk extracts. 
  • This scripts helps to extract data in bulk using the pagination functionality provided by the schema.
  • Depending on the amount of data that is extracted the script might run for a while.
  • The above codes are provided as is and are for reference purposes. 

Raise a Support Request for Reference Modules

How-to Guide

Test web app UI layout on the Phone / Tablet via computer Chrome Browser

How-to Guide
  • how to use Computer Chrome Browser to view Phone / Tablet layout
  • A handy way to test the layout on your computer without using an actual phone 

User Creation and Editing Mutations

How-to Guide
  • A user can be created and modified via UI.
  • The user creation requires the associated Location, Retailer, Role, and Context. It’s also possible to add extra attributes.
  • It’s only possible to ADD roles to the user on the UI. Removing roles is not feasible from the UI.

Enable Order Activity View in STORE webapps

How-to Guide
  • 2 main steps to enable order activity view in STORE app. 
    • add OMS plugin to your store fragment,
    • add EVENT_VIEW permission to your location user

Change the Delivery Address

How-to Guide
  • Customer Service Personnel can change the home delivery (HD) addresses for HD orders. 
  • This functionality is available via Fluent OMS for HD orders PENDING_PAYMENT, BOOKED, CREATED, PICK_PACK statuses.

Setting Editing Mutation

How-to Guide
  • A setting can be modified directly on Fluent OMS UI.

Control Group Creation and Editing Mutations

How-to Guide
  • Control groups can be created and modified via the UI.
  • In order to create or modify Control Groups, the user needs to have the correct permissions.

Configure session timeout for SSO users without external IDPs

How-to Guide
  • Session timeout for Fluent OMS can be configured for SSO users without external IDPs via Ping Identity.
  • In order to configure the timeout, you would need to configure Access token time to live and the authentication policy on Ping Identity.

SSO Enablement Process

How-to Guide
  • In order to configure the SSO, you would need to first sign the DPA, define the number of required SSO users, and raise a support ticket.
  • Second step is to configure your company IDP in Ping Identity.
  • Third step is to test to test to make sure that the user can log in.

Enable Storage Scanning

How-to Guide
  • To enable the storage scanning feature in Service Point the following setup and workflow changes are required

Enable "Update Customer" UI mutation as User Action

How-to Guide
  • enable updateCustomer on the UI via manifest modifications

Control visibility of the User Action button by using entity status and attribute

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide a new feature where the user action button's visibility is based on the fulfilment's status and a entity in the attribute.

Adding a Ruleset to your Workflow

How-to Guide
  • The Ruleset, defining the executed actions for matching events, can be added through the UI using either an existing Ruleset list or the Entity Workflow Swimlane.
  • Green icons in the Status rectangles represent Rulesets triggered on that State, while those outside a status transition the entity to the indicated state.
  • Adding a Ruleset via JSON requires inclusion in the Workflow JSON's Rulesets Array, following a schema with mandatory elements like name, rules, and triggers, and optional elements like description, type, subtype, eventType, and userActions.

Enable Navbar Badges

How-to Guide
  • The navigation bar badge displays a count of items for a particular page. It should represent the outstanding actions that need to be performed.
  • This guide will teach you how to configure navigation bar badges in your OMX Web App(s). It is only relevant if you have the requirement to display outstanding items for a particular page.Steps to enable navigation bar badges with an example

Configure complex calculation in Manifest

How-to Guide
  • This article describes how to configure complex calculations in the Manifest
  • Target audience: Architect, Partner Developer, Partner BA.

Assign Articles to Storage Areas

How-to Guide
  • This guide shows you how to assign an article to a Storage Area as part of the Scan to Storage Area feature of the baseline Fluent Store web app
  • Step-by-step guide

Add a Comment to Order

How-to Guide
  • A Comment provides an additional piece of information to the entity it is related to. 
  • An Order can contain multiple comments associated with it.

Appease Customer

How-to Guide
  • Custom Service Personnel have an ability to appease a customer in certain situations by providing a refund for an existing customer order. 
  • This functionality is available via OMS for orders of all types in all statuses.

User Editing Mutation

How-to Guide
  • A user can be edited directly on the Fluent OMS UI.
  • It’s only possible to ADD roles to the user on the UI. Removing roles is not feasible from the UI.

Pick an Order

How-to Guide
  • Selecting fulfilments to add to a wave and create wave
  • Generating standard or custom pick list
  • (Optional) Scanning items to pick via the ENFORCE_BARCODE_SCAN setting.

Create Multiple Articles for a Fulfilment

How-to Guide
  • Create Multiple Articles for a Fulfilment

Troubleshooting Inventory Feeds

How-to Guide
  • This section will detail a few common issues and troubleshooting options for Inventory Feeds.

Update an existing Inventory Feed via GraphQL API

How-to Guide
  • After following this guide a user will be able to update an existing Inventory Feed
  • Various updates are available once an Inventory Feed has been created and started running

Upgrade an Existing Plugin to the latest SDK

How-to Guide
  • Upgrade an Existing Plugin to the latest SDK

commercetools Setup

How-to Guide
  • In order to integrate commercetools API, an API Client needs to be created on commercetools.
  • When this is completed, you will need to proceed with the commercetools connect SDK installation to enable the connector. 

commercetools Package Installation

How-to Guide
  •  In order to utilize the commercetools connector, you would need to download the Java-based commercetools Fluent Connector and make sure you have the right dependencies and tools.
  • Development and deployment: The development environment needs to be configured with the correct credentials. The build and run are done via dockers and scripts. CloudFormation can be leveraged for production deployment.
  • Connect SDK and commercetools Connector should have matching versions for increased stability.

commercetools Local Development Setup

How-to Guide
  • Local development uses localstack to emulate AWS services
  • AWS CLI Configuration is optional
  • IntelliJ and Eclipse / STS  Setup in local environment

commercetools Connector v2.0.0 Migration Steps

How-to Guide
  • The 2.0 Commerce tools connector offers a range of new capabilities in regards to configurations, availability calls and DSK context creation.
  • The migration requires a few Java changes and configuration changes that are covered in detail in this article.

Colourful Dots Statuses Configuration Guide

How-to Guide
  • Setting Example
  • Defining the Dot for Each Value in the Cell
  • Setting Naming Convention

Password Reset Overview

How-to Guide
  • This page helps to understand the new functionality that helps users to change their own passwords during the authentication process.
  • This is only applicable to users who don't use corporate identity to login into Fluent OMX. 
  • If you use corporate identity to log into Fluent, please contact the internal IT team or administrator and follow an internal process for changing your password.

Create a dashboard reporting component

How-to Guide
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Page Filter Select configuration via Manifest

How-to Guide

Virtual Catalogue Creation and Editing Mutations

How-to Guide
  • A Virtual Catalogue can be created and modified via the UI.
  • In order to create a new Virtual Catalogue or to edit the existing one, the user needs to have the right permissions, and the required mutations need to be enabled in the manifest.

Creating and Editing Product Catalogues

How-to Guide
  • A Product Catalogue can be created and modified via the UI.
  • To create a new Product Catalogue or to edit the existing one, the user needs to have the right permissions, and the required mutations need to be enabled in the manifest.

Colored Thresholds for Gauge Charts Configuration

How-to Guide

Create and Edit Inventory Catalogues

How-to Guide
  • An Inventory Catalogue can be created and edited via the UI.
  • To create a new Inventory Catalogue or edit an existing one, the user needs to have the right permissions, and the required mutations need to be enabled in the manifest.

SCIM Connector Roles Configuration

How-to Guide
  • When an enterprise application needs to be configured in Azure, App roles need to be added on Azure Active Directory, and dynamic roles need to be set up on Fluent OMS.
  • it’s possible to manage the roles individually or via Group management on Microsoft Entra.

Display full attribute value on the Screen (specially on phone/tablet view)

How-to Guide
  •  In the current OMX (OMS webapp and STORE), depending on the user’s resolution, it will render the contents to fit within the screen. For some string that are longer than the screen’s width, The OMX will be showing “…" at the suffix.
  • To overcome this issue, you can use charCutoff in the manifest. 

Installing rubix-plugin-email

How-to Guide
  •   Upon following the guide, you would be able to set up a "send email” button for specific order statuses, which will be plugged to the email service 

Troubleshoot PENDING status on Create Retailer Batch

How-to Guide
  •  Create retailer batch can get stuck in PENDING status in a few case scenarios (incorrect payload, missing settings...)
  • When this occurs, it’s not possible to create any new retailers on the account
  • The only way to resolve this is though an SRE ticket

Adobe Commerce Connector Package Installation

How-to Guide
  • Prior to installing the Adobe connector package, make sure that the versions are compatible. 
  • In order to install the connector package, you would need to back up the system and the data base, download the package, enable the module and confirm the installation.

Configure ServicePoint Dashboard

How-to Guide
  • Overview
  • Configuring the Dashboard
  • User Role and Permission
  • Understanding Dashboard View
  • Customisation Example

Storing HTTP links on different entities (packing slips, delivery slips, invoices...)

How-to Guide
  • Clients frequently are requesting information such as packing slips, delivery slips or invoices to be accessible through a clickable link in Admin Console. This can be achieved through a Mystique configuration.
  • HTTP links can be stored as attributes against an entity.
  • The attributes can be displayed as a clickable link in admin console.

Product Availability Enrichment

How-to Guide
  • You would first need to have access to a Fluent account, and have 
    `localstack`
     container running.
  • There are two possible cache configurations: In-memory cache or External cache.

Enable article barcode scanning

How-to Guide
  • Working with barcodes in Service Point

Add Comment Workflow Template Overview

How-to Guide
  • Configuration

Adding a Rule to your Workflow

How-to Guide
  • Working with Rules
  • Adding a Rule via the UI
  • Adding a Rule via the Workflow JSON

Azure Single Logout configuration

How-to Guide
  • The article offers detailed instructions for setting up Single Logout (SLO) for Azure AD, serving as an external identity provider.
  • Users can establish a robust authentication system by following the precise steps outlined, enhancing security and efficiency.

Identify Inventory Failed Events

How-to Guide
  • Detect Inventory problems or anomalies with the Total Failures card on the Sources Dashboard.
  • Identify the specific failure events with advanced filtering on the Events page. 
  • Understand the what, where, and why of the event failure by using the Event Details Drawer.

Enable Returns Functionality

How-to Guide
  • Return Order

Customise the Printable Pick List Setting

How-to Guide
  • To aid with the picking process, Users can download a printable pick list that details the items required to complete the outstanding fulfilments. Customisable via a setting, the custom pick list allows developers to define their own fields and layouts to create a more efficient picking process.
  • Enabling the Custom Pick List

Configure session timeout for SSO users with external IDPs (Okta)

How-to Guide
  • Configure Fluent OMS session timeout for SSO users with external IDPs (Okta)

Manual Event with Run-Once Workflow

How-to Guide
  • The Fluent platform allows sending events with a workflow "attached" in the meta section of the event. This means that Rubix will execute the rulesets and rules that have been passed through as part of the event. This is especially useful to manually execute particular rules on an entity and is mostly used for operational purposes.

Fluent OMS session timeout configuration for SSO users with Azure as an external IDP

How-to Guide
  • The article offers a step-by-step configuration for setting up Fluent OMS session timeout specifically tailored for Single Sign-On (SSO) users.
  • It focuses on configuring session timeout within Fluent OMS while utilizing Azure as the external Identity Provider (IDP).

How-to Guide
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Retrieving access reports from PingIdentity via APIs on a regular basis (for SSO enabled accounts) .

How-to Guide
  • The API can be retrieved here
  • The token is generated using client credential flow from PingOne 
  • SSO settings values are required as inputs in the flow

Webapp User Action visibility by using entity's attribute value

How-to Guide
  • The best practice for controlling the visibility of the user action button should be driven by the entity status within the ruleset.  
  • However, if the customer does not want to enhance the list of statuses, this trick can be used to control the User Action button visibility by using the entity's attribute value.
  • This article will demonstrate the following in an Order entity:
    • Display a user action button:  once clicked,  it will add an attribute (SENT_TO_WMS) to the order entity
    • Update the manifest to check the attribute (SENT_TO_WMS), if the value is not "True", then display the button.    
  • the sample source code will be provided in this article.

Bulk update Location Hours using Postman Runner

How-to Guide
  • Perform a bulk mutation update on the Location hours.
  • Requires Postman and Pycharm 

Add Order line / Order Item Search Page into Fluent Store

How-to Guide
  • A step by step guide on how to create Order Line / Order Item search page in Fluent Store

Log Action & Events

How-to Guide
  • In the fluent platform, a log action allows to generate a specific log event when a rule executes. 

Example of how to use Fragment in GQL within Fluent.

How-to Guide
  • Example on how to use fragments in GQL

Introspect the Fluent GraphQL Schema using Postman

How-to Guide
  • To Introspect the Fluent GraphQL schema, run an Introspection Query against the Fluent GraphQL API Endpoint. Below is the raw GraphQL Introspection Query.

Enable GraphQL Auto Complete in Postman

How-to Guide
  • Prerequisites
  • Steps to Follow

Update an order attribute and trigger an orchestration via user action

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide a new feature where the User can enter/update an Order Attribute value via user Action and trigger an orchestration.
  • The source code can be used by using Rule SDK and in the default Mystique Manifest.

Install starter pack into your sandbox

How-to Guide
  • steps on how to install starter pack into your OMS sandbox

Generate a Collection of the Fluent GraphQL API

How-to Guide
  • Prerequisites
  • Steps to Follow

Convert a JSON Introspection result to Schema Definition Language (SDL)

How-to Guide
  • Converting JSON Introspection to SDL allows for a human-readable format of GraphQL schema, which is essential for documentation and understanding the API structure.
  • Tools such as GraphQL Voyager and Apollo Studio can automate the conversion process, providing a visual representation and SDL output without manual coding.
  • Understanding the structure of the introspection query result is crucial for manually converting the JSON to SDL, should automated tools not be available or suitable.

Capture User Details as part of a User Action

How-to Guide
  • Need to capture user details for critical actions like Order Cancellation in Fluent OMS or Store. 
  • An audit trail necessitates knowing which user performed an action.
  • Ideally, the username should be available in Rubix event logs as "GeneratedBy," but currently only the user's first name is retrieved. 
  • As a workaround, acquiring user inputs via an OOTB API query called the "me" query. User details are then sent as part of the UserAction event.

Update your Plugin Project for JDK 17+

How-to Guide
  • A step-by-step guide to update your plugin Project for SDK 17+

Display JSON data in OMX

How-to Guide
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How-to Guide
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This is a preview for both Vimeo and Youtube

How-to Guide
  • It should read the URL from the CMS, pull the video id and render the embedded iframe (either YouTube or Vimeo), depending on the source
  • Can embed YouTube and Vimeo videos
  • Video description below (optional) - similar as code sample

Authenticating (logging in) into Fluent

How-to Guide
  • Login into Fluent Web Apps
  • Multi-Factor Authentication
  • Session Timeout

Enable location switcher in Fluent Store

How-to Guide
  • Location context switcher allows you to switch the location without having to log off and back in with the specific credentials. This is feasible as long as the user permissions are configured accordingly. 
  • The context switcher requires a few manifest modifications, which are detailed in the article below. 

Supercharge your Manifest Configurations with custom Template Functions!

How-to Guide
  • Create custom Template Functions using the Component SDK to enhance capabilities in Manifest Configuration

Role Creation and Editing Mutations

How-to Guide
  • When creating or editing roles, ensure to define permissions accurately to maintain system security.
  • Follow the best practices for naming conventions and role descriptions for easier management and clarity.
  • Test role changes in a controlled environment before applying them to the live system to avoid unintended access issues.

SCIM Local Development Setup

How-to Guide
  • Local development uses localstack to emulate AWS services
  • AWS CLI Configuration is optional
  • IntelliJ and Eclipse / STS  Setup in local environment

GraphQL mutation removeUserRolesFromUser

How-to Guide
  • Quick Example of how to use GraphQL mutation 
    `removeUserRolesFromUser`

Dev Environment Setup for working with the Connect SDK

How-to Guide
  • This article provides you with templates to setup your local environment for developing with the Connect SDK 
  • Local development uses a Docker localstack to emulate AWS services.

Metrics Examples

How-to Guide
  • Providing reference examples on how to use metrics

Manage and view Inventory Feed Runs

How-to Guide
  • Inventory Feed runs can be individually tracked for their status and data about the run
  • A user will know how to analyse Inventory Feed Runs from this guide

Enable Store Associates to select Fulfilments to add to Waves

How-to Guide
  • This guide explains how to enable Store Associates to select Fulfillments to add to a Wave in Fluent Store. 
  • Once this capability is enabled in Fluent Store, Store Associates can filter and select Fulfilments (including by custom attributes) to be added to a new Wave.
  • This guide will require knowledge of how to configure your manifest and workflow. If you wish to extend this functionality even further, you'll need to be able to compose rules.

Guide - Customise a Pick List

How-to Guide
  • How to customise a Pick List

Configure UI to display IPU and IPC reports

How-to Guide
  • The Fluent Big Inventory Web app is pre-configured with certain standard functions. 
  • The IPU and IPC reports functionality is not a part of the default configuration. 
  • This guide will enable users to configure the web app to display the IPU/IPC reports.

Create a Fluent GraphQL API in Postman

How-to Guide
  • Open Postman, click Import, then choose "Upload Files" in the dialog box.
  • Upload the GraphQL SDL File named 
    `fluent-graphql.graphql`
    .
  • Confirm settings, including "Include deprecated fields," and click Import; a success message confirms installation in the APIs tab.

Rules SDK - Debugging Rules

How-to Guide
  • the best approaches to debugging your custom rules and plugins
  • Debugging locally in your IDE can be done as per standard Java practice while running rules in Unit Tests or with the TestExecutor.
  • Debugging on Sandbox - The primary mechanism for debugging on a deployed environment is by activity tracking or Orchestration Audit Events. You can easily query these for any context via the Event API, or the Admin Console.

Setup your Development Environment for Rules SDK

How-to Guide
  • Step-by-step guide to setup Rule SDK in your local Environment. 

Create a new Rules SDK Plugin Project

How-to Guide
  • A step-by-step guide to creating Rule SDK Plugin Project.
  • The Rules SDK comes with a Maven Archetype for generating a new Rules Plugin Project, and a handy script file to run the project generation steps.
  • A fully setup and functioning Fluent Account is required as of this activity.

Write your first custom Rule using the Fluent Rules SDK (Hello World)

How-to Guide
  • A step-by-Step guide to creating your first custom Rule to log "Hello World"

Deploy and Run your Rules SDK project

How-to Guide
  • A step-by-step guide to deploy your custom Rules Plugin and run the project.
  • A fully setup and functioning Fluent Account is required.
  • An API User with the 
    `DEVELOPER`
     role (Note: If using a Training Account, the Account Admin already has this role applied)

Creating a new connector with the Connector SDK

How-to Guide
  • The Connector SDK generates a blank Maven starting project for your custom integrations.

Updating a Workflow

How-to Guide
  • A Workflow can be updated as long as the user has the right permissions.
  • A Workflow can be updated via the IMPORT/EXPORT button or via API.

Settings Creation and Editing Mutations

How-to Guide
  • A setting can be added or modified directly via UI.
  • A new setting requires its name, context, the identifier of the context, the value, and the value type.

Create a mystique manifest page for testing component Examples

How-to Guide
  • A step-by-step guide to show how to create a new manifest page.
  • This new manifest page will be used to play around with Component SDK examples from the other articles.

Install Reference Modules using Plugin and Workflow APIs

How-to Guide
  • Reference Modules: There are four reference modules: Core, Order, Fulfilment, and Inventory
  • Version: Always download and install the latest version of the module
  • Extraction: Unzip the downloaded file using system-appropriate software
  • Verification: Ensure the extracted folder follows the naming pattern fc-module-<domain>-<pluginVersion>
  • Assets Folder: Confirm the extracted folder contains the "assets" folder, which includes "rules" and "workflows" subfolders
  • Jar File: Within the "rules" folder, locate the jar file named fc-plugin-<domain>-<pluginVersion>. Keep track of the domain and version numbers
  • Workflows: In the "workflows" folder, ensure default workflows with placeholders are appropriately customized for your account

Fluent STORE - Manager Approval Process for ReturnOrder

How-to Guide
  • A Client Business Requirement:
    • The returnOrder created by Store Staff must require a Manager’s Approval
    • 2-step process to ensure the customer is refunding the right products/amount. This is done through workflow and roles/permissions modifications.

Enable Return Order in ServicePoint

How-to Guide
  • Step-by-step configuration guide to enable Returns functionality in ServicePoint.
  • The configurations include the following:
    • User Role assignments
    • Settings
    • workflows

Enable Sorting in a Picklist

How-to Guide
  • Properties of CUSTOM_PICK_LIST_SORT_CONFIG Setting

Edit Customer via UI

How-to Guide
  • Data Modification: Ensure that users can modify customer data, including the ability to correct typos in existing information.
  • Error Handling: Implement error handling procedures in case the edit fails or invalid data is submitted.
  • User Experience: Aim for a seamless and intuitive editing process to minimize the risk of user errors.

Create Customer via UI

How-to Guide
  • Comprehensive Data Entry: Ensure that all necessary customer information is captured accurately to create a complete profile. This includes personal details, contact information, and any specific requirements or preferences.
  • Validation and Verification: Implement validation checks to prevent errors during the data entry process. Verify that mandatory fields are not left blank.
  • User Experience: Design the customer creation process to be user-friendly. Provide clear instructions and feedback during the process to enhance the user's experience and minimize the likelihood of errors.

Manual Inventory Position Changes through the UI

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide an extended new feature where the Store User can update the Store inventory through the UI to ensure the OMS has the most accurate product inventory.
  • New custom UI component and rules to capture the user input in the UI user Action screen. Then, the backend will create a new Inventory Quantity entity and update the Inventory Position and the downstream workflow.

Validate Customer ID at Pickup

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide an extended new feature where the Store User can validate the Customer ID during the Customer Collection Process.
  • New custom UI components and rules are needed to capture the user input and confirm the selected articles in the UI user Action screen.  Then, the store/business can track and trace the proof of the shopper's collection.
  • Due to security reasons, the shopper's sensitive personal information should not be stored within Fluent OMS. Therefore, the proof of collection should be stored at a third-party storage.

Manual Fulfillment Reassignment

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide a new feature where the Store User can enter the rejection reason code during the Pick Confirm Process.
  • This feature allows customer service to reroute an existing 
    `fulfilment`
    to a specific location that can fulfill the order.

Enable entering of Rejection Reason Code during pick confirm in Fluent Store

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide a new feature where the Store User can enter the rejection reason code during the Pick Confirm Process.
  • This feature allows specifying the rejection reason for fulfillment on the picking step of wave processing. The user can select the rejection reason code when the picked item list is confirmed as the first step of wave processing.

Image capture of Returned Goods during Return

How-to Guide
  • This article gives System Integrator (SI) Partners and Businesses a high-level idea of where new features can be built on top of the OMS reference solution to support the customer's requirement within Fluent OMS.
  • This idea/solution will provide a new feature where the Store User can take a photo of the returning item and attach it as part of the returnOrder entity.
  • The source code will not be provided in this article.

Configure a drawer via manifest

How-to Guide
  • Drawers can be added in any mystique components by modifying the mystique manifest.
  • The drawer’s custom data source can be defined via queries and variables.

Configure extended address for Return Orders

How-to Guide
  • Extend the Order Module schema
  • Modify the Rule for Return Order creation and the Order Workflow Return Order Ruleset
  • Update the Order Management Manifest

Quick Search in UI by using Custom UI Component

How-to Guide
  • Quick Search Functionality: Enables users to find information rapidly by typing keywords or phrases.
  • User Efficiency: Quick search is designed to save time and streamline workflows.
  • Learning Curve: New users can quickly become proficient in finding the information they need due to the intuitive nature of quick search.
  • Integration: These features should seamlessly integrate with the user interface for maximum effectiveness.

Add and Edit Customer Address by using custom UI component

How-to Guide
  • Address Validation: Ensure that the address entered by the user is valid and correctly formatted to avoid shipping issues.
  • Default Address: Allow customers to set a default address for a quicker checkout process.
  • Edit Capability: Provide an option for users to edit customer address details in case of errors or changes.
  • User Experience: Design the add and edit address process to be user-friendly and accessible, with clear instructions and error messages.

Build a Webhooks Monitoring Dashboard

How-to Guide
  • For Frontend Configurators (JSON) of the Fluent OMX UX Framework with access to a small custom component
  • Enable a visual Webhooks Monitoring Dashboard in the Fluent OMS (or any other Fluent web app)
  • How to add a new page to the Insights section
  • How to query the Event API for Webhook Audit Events
  • How to use the 
    `devrel.provider.rest`
    component to display information from the Fluent REST APIs using standard the standard UX Component Library
  • Access specific attributes by name (even when they contain spaces!)
  • How to conditionally color code a specific table column
  • How to display a details drawer from a list
  • How to display contextual Webhook information on the Order Details screen

Displaying order attributes byName in Fluent Store in PACK screen

How-to Guide
  • step by step to teach you how to add order attribute values into the PACK screen in STORE APP
  • the byName function will allow OMS to display the specific attribute value on the UI.

Revise Order

How-to Guide
  • Order Revision User Guide

Order Revision Workflow Templates Overview

How-to Guide
  • Order Revision implementation can be done either from the UI or via Postman.
  • This implementation requires workflow changes and adding a few specific settings. The detailed process is covered in this article.

Enable bulk order Cancel in the UI by using the action property in the LIST component

How-to Guide
  • To enable cancelling orders via the UI the cancel order ruleset needs to be used
  • Update the mystique manifest to show the list action.

Debugging the Component SDK

How-to Guide
  • Using Chrome developer tools and IDEA Webstorm to debug Fluent component SDK
  • This article will only work for Chrome desktop browser

Display REST API Data in Standard Library Components

How-to Guide

Cash on Delivery workflow action

How-to Guide
  • Understanding the Market: Recognizing the importance of Cash on Delivery (CoD) in markets like India, where it is a preferred payment method.
  • Global Adaptability: The workflow's design serves a global audience, providing a template that can be customised for regions where upfront payment is not the norm.
  • Seamless Integration: Ensuring the CoD process is smoothly incorporated into the existing order journey to enhance customer experience.
  • Operational Efficiency: Streamlining the CoD transaction to ensure quick and secure payment collection at the point of delivery.

Enable quick access filters for users with a custom Predefined Filter component

How-to Guide
  • Predefined Filters: Provide a way to access commonly used search parameters with a single click, enhancing the user experience.
  • User Efficiency: Predefined filters are designed to save time and streamline workflows.
  • Customization: Users may have the ability to create and save their own filters for recurrent use (via manual Manifest changing).
  • Consistency: Predefined filters ensure that the same criteria are used for searching, leading to consistent results.
  • Learning Curve: New users can quickly become proficient in finding the information they need due to the intuitive nature of predefined filters.
  • Integration: These features should seamlessly integrate with the user interface for maximum effectiveness.

Settings Template on the UI

How-to Guide
  • It is possible to configure fields as a dropdown and sort the order of displayed field on the UI within OMX framework

Install Fluent Modules into your sandbox

How-to Guide
  • step-by-step guide on how to install modules into your OMS sandbox

Display Order Items On The Customer Collection Screen

How-to Guide
  • It’s possible to enhance Service Point to show order items from the current order on the collection screen.
  • This can be achieved by adding a specific setting and making sure that the user’s role has the appropriate permissions.

Request Training Enrolment

How-to Guide
  • This guide provides an overview of the process to access our eLearning offerings.

Adding Header Components to an OMX Web App (Store, OMS, Inventory etc)

How-to Guide
  • A step-by-step guide on how to add a custom help menu to the header to serve as inspiration for other custom components that can be added

Create an empty Workflow

How-to Guide
  • A new Workflow creation requires the correct permissions for the user, and a valid workflow JSON file (schema, 
    `entityType`
    and statuses/rulesets).

How-to Guide
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Adding a Setting to a Workflow

How-to Guide
  • It’s possible to add settings to a workflow via Json in order to improve the performance and the functionality of the workflow.

Hiding WaveCreate button if there are no awaiting_wave fulfilment for the location.

How-to Guide
  •  OOTB, the create wave button on Fluent Store will always be displayed whether there are pending fulfilments or not.
  • It’s possible to only display the button when there are pending waves when a condition is added.

Add a new order and fulfillment type to Fluent Store

How-to Guide
  • Understanding the default Order and Fulfilment Types
  • Users with SETTING_VIEW, SETTING_CREATE, and SETTING_UPDATE permissions can add new order and fulfilment types to Fluent Store.
  • A guide to add a new Order Type to customise the Fluent Store
  • A guide to adding a new Fulfilment Type to customise the Fluent Store

Switch Retailers

How-to Guide
  • This guide shows you how to seamlessly switch Retailers within the Fluent Order Management System web app.
  • This guide is aimed at multi-retailer Admin users.

Adobe Commerce Connector Setup and Configuration

How-to Guide
  • This guide covers setting up a fresh new Adobe Connector in the below-required systems:
    •  Fluent OMS information details (account credentials, client secret, etc.)
    • Adobe Commerce
  • This guide does not cover:
    • The standard setup of Fluent OMS, this guide is explicitly for the Fluent Adobe Connector configuration.
    • Detail on how to migrate an existing Adobe Commerce to use Fluent OMS.
  • Please get in touch with Fluent Expert Services for guidance on any migration.

Enable Fluent Store on your Existing Account

How-to Guide
  • Verify Compatibility: Ensure your existing account meets all prerequisites for enabling Fluent Store.
  • Follow Step-by-Step Guide: Adhere to the provided instructions to enable Fluent Store on your account seamlessly.
  • Utilize Support Resources: Refer to the official documentation and support channels for any issues or queries.

Configure Printable Pack Slips

How-to Guide
  • The Pack Slips can be customized using an HTML template.
  • This guide outlines the setup and fragment modifications required for generated PDF customization.

Appeasement Workflow

How-to Guide
  • User action capability is used to create a Refund against an Order. Order workflow should be extended to have a rule to capture appeasement requests and then process them by looking up the billing account of that customer and creating a credit memo of that refund amount. 
  • It is possible to configure Appeasement functionality via UI and via Postman.

Pack Field Component Sections Configuration in Fluent Store

How-to Guide
  • This guide will walk you through configuring the main sections of the Pack Wizard: Unpacked Items, Packed Items, Rejected Items, and the scanner, enabling you to tailor it to your specific requirements.
  • The default configuration does not include a list of parcel types with predefined dimensions. It only displays basic details of the items being packed (such as image, product name, and reference) and allows users to select from four predefined reasons for rejecting items.

Configure Printable Order Labels

How-to Guide

Storing HTTP links on Entities with Attributes (Admin Console)

How-to Guide
  • This guide is about displaying HTTP(S) links in Admin Console.
  • This can be achieved through a Mystique configuration.
  • Store a HTTP(S) link to a document e.g. packing slip as an attribute against an entity.
  • Display the attribute as a clickable link in the Admin Console.

Display JSON in Mystique (Admin Console)

How-to Guide
  • Often you might need to display JSON payload on the Admin Console
  • You can use a mustache helper, or you can display individual values with deep references

SSO: Configure JumpCloud connection via SAML

How-to Guide
  • It is possible to use the generic SAML configuration to add an external identity provider that follows the SAML standard
  • This page provides a guide on how to configure an external identity provider via SAML configuration.

Getting Started with the Fluent CLI

How-to Guide
  • Overview
  • Prerequisites
  • Installation
  • Next Steps

Using the Setting Form Component

How-to Guide

Set up a new Account with Reference Modules and B2C sample data.

How-to Guide
  • Create a profile
  • Create a retailer
  • Install the Fluent Reference Modules
  • Install B2C Sample Data modules
  • Validate the Account set up

Azure AD Configuration via OIDC

How-to Guide
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Enable Store Associates to assign Items to Parcels

How-to Guide

Workflow Framework

How-to Guide
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SSO: Configure Google Workspace connection via SAML

How-to Guide
  • This guide covers setting up an SSO connection between PingOne and Google Workspace using SAML.
  • Ensure you have admin access in PingOne and a Google Workspace account with an active subscription.
  • You need to register the application in Google Workspace to configure it as an external identity provider.

Getting Started with the Fluent Utility Bundles

How-to Guide
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Update Fulfilment Choice status via EVENT API

How-to Guide
  • An easy step-by-step guide on how to add a new ruleset to update fulfilmentChoice status.
  • This example can be used on the MULTI order type (mixed basket) workflow.

Monitoring Inventory Batches

How-to Guide
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Enable Batch Inventory Pre-Processing

How-to Guide
  • Batch Pre-Processing (BPP) occurs before batch inventory updates reach the inventory workflows. This means if you have any configurations within the workflows that rely on every update reaching the workflow, it is best to opt-out of BPP, make sure to read through this article before toggling this setting off via settings (Read the 'Disabling Batch Pre-Processing' callout shown later)
  • BPP is by default enabled at an ACCOUNT and RETAILER context level, to turn it off see the callout 'Disabling Batch Pre-Processing' below
  • If enabled at an ACCOUNT level, every retailer under that ACCOUNT will have their batch inventory updates pre-processed
  • If enabled at RETAILER levels, it will only pre-process updates for that specific retailer
  • The RETAILER context setting overrides the ACCOUNT context setting. This allows you to enable for the whole account and disable for specific retailers. 

Convert workflow statuses list to CSV Excel table format

How-to Guide
  • A step-by-step guide how to convert workflow statuses list into CSV / Excel table format

Implementing Locker Collection

How-to Guide
  • A simple way to illustrate how to enable the locker collection option in the Click & Collect workflow
  • Illustrates a way to expose the locker information to the order sales channel via the Fulfilment Options workflow
  • Access to the lockers is assumed via the carrier company delivering to the locker location (i.e. there is no hardware integration)

Change Address Workflow Template Overview

How-to Guide
  • User action capability is used to update the Delivery Info of an Order.

Using Postman (Web) to upload plugin is returning 400 Bad Request

How-to Guide
  • uploading jar file {{fluentApiHost}}/orchestration/rest/v1/plugin/upload

Filter Panel: Configuration, Customization, and Best Practices

How-to Guide
  • This guide provides step-by-step instructions on setting up and customizing the Filter Panel component to filter data effectively, whether on standalone pages or embedded within the List component to filter an inner list.
  • Discover how to define data sources, integrate custom queries, and display query results seamlessly using descendant components.
  • Explore options to customize fields: modify field types, set default values, rearrange the field order, and remove unnecessary fields.
  • Unlock the component's key functionality—synchronizing filter data with the URL. This enables easy sharing of pre-filtered views through links.
  • Learn how to configure default filter values using settings for a streamlined and consistent user experience.

Submit Inventory Batches With Attributes

How-to Guide
  • Create new Inventory Batches using the Job API 
  • Sample Inventory batch payload 
  • Inventory batch details

Overriding the default manifest

How-to Guide
  • The UX Framework in the Fluent platform automatically checks for configured manifests in Account settings. If none exist, the Fluent web app defaults to loading using baseline manifests within the platform, ensuring a seamless and standardized user experience.
  • To customize the main web app manifest or specific fragments, users should follow the naming convention, with the setting name for the main web app manifest file.
  • It is recommended to override the main manifest only when adding or removing fragments; otherwise, users can efficiently modify specific fragments by overriding them individually.

Displaying the date time in OMS and STORE web apps

How-to Guide
  • Fluent OMS apps support time-zone-specific display of date and time values in the UI.
  • It is a good practice to store the date-time value in UTC format and let the OMS UI display the value based on the user's locale.

Creating Mystique Manifest list page by using graphQL query with Pycharm

How-to Guide
  • This tool is a quick easy way to generate a manifest List Page by just providing a GQL query (with edges/node) 

Putting a User Action on a Fluent App page

How-to Guide
  • As a developer, you can add user actions to a Fluent App page using the OMX orchestration engine. The user action enables users to interact with the Orchestration engine via the UI.
  • This article covers user actions, how the UX Framework understands our workflows, and mechanisms that enable us to leverage that to the user via the UI.
  • The process involves creating a ruleset in OMX, setting the module and subtype, modifying data queries, and enabling actions in the component properties.
  • Ensure appropriate user permissions are set to view objects and refer to the guide's debugging tips if issues arise.

Create a new Inventory Feed via GraphQL API

How-to Guide
  • After following this guide a user will be able to create a new Inventory Feed
  • The output from this feed can be used to supply inventory availability data to any system
  • Additional steps will outline optional configuration that can be applied to Inventory Feeds

Customise the Printable Pick List with GraphQL

How-to Guide

Step-by-Step Guide to Reusing Filtering Components in Order Management

How-to Guide

Enable Phone Camera scanning in Fluent STORE Picking

How-to Guide
  • A step-by-step guide to enable phone camera scanning for product picking.
  • Configuration

Supporting SKU with multiple barcodes during the picking

How-to Guide
  •  A typical scenario where the EAN 13 barcode (e.g., 
    `0123456789123`
    ) and sometimes the barcode on the physical product might not include the leading 0. So when the product gets scanned, it will return 
    `123456789123`
    rather than 
    `0123456789123`
    , and the Pick screen will not be able to find the product from the pick list.
  • We can utilize product attributes to include possible barcodes and to include fields.

Fulfilments Page

How-to Guide
  • Clear definitions of each fulfilment status to avoid confusion
  • User-friendly interface for easy navigation
  • Real-time updates on fulfilment progress
  • Detailed logs for tracking fulfilment history

Availability

How-to Guide
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Create Order Wizard

How-to Guide
  • The 'Create Order' wizard streamlines the order creation process by guiding users through each step, reducing the chances of errors, and ensuring all necessary information is captured.
  • It provides a user-friendly interface that simplifies complex order configurations, making it accessible for users with varying levels of technical expertise.
  • The wizard includes validation checks at each step, ensuring that all entered data is accurate and complete before proceeding to the next step.

Configure a Master Retailer Inventory Catalog notifying Sub-Retailer(s) Virtual Catalog(s)

How-to Guide
  • Create your Master-Retailer Inventory Catalog
  • Create your Sub-Retailer(s) Virtual Catalog(s)
  • Configure your Inventory Catalog Workflow for Cross-Retailer events sending

Module Recipe - How to integrate into a CI/CD Pipeline

How-to Guide
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Module Recipe - How to create a new data module

How-to Guide
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Enable Batch Inventory Pre-Processing

How-to Guide
  • Inventory Batch Pre-Processing (BPP) occurs before batch inventory updates reach the workflow engine. If you rely on every incoming inventory item hitting the workflow, ensure you configure the job-level meta value appropriately or disable BPP at the relevant account/retailer level. However, we recommend using the job-level option for greater flexibility. Be sure to read through this article in full—especially the “Managing Batch Pre-Processing” section—before making any changes.
  • If enabled at an ACCOUNT level, every retailer under that ACCOUNT will have their batch inventory updates pre-processed
  • If enabled at RETAILER levels, it will only pre-process updates for that specific retailer
  • The RETAILER context setting overrides the ACCOUNT context setting. This allows you to enable the whole account and disable it for specific retailers. 

Configuring the Unified View of Inventory: A Step-by-Step Guide

How-to Guide
  • The Unified View of Inventory (UVOI) is a powerful feature available out of the box. It offers comprehensive insights and real-time updates across inventory locations and sales channels.
  • To configure its full functionality, you need to create several settings that define default filter values and ensure filters are populated with appropriate statuses from workflows.
  • This guide will walk you through the configuration steps using examples from a reference solution. Note that the statuses and catalog names of these examples may differ from your specific implementation requirements.

Azure AD & Microsoft Entra ID OIDC Configuration: Unified Guide

How-to Guide
  • Adding the application to PingOne
  • Registering application with Microsoft
  • Getting the client ID and client secret for the application
  • Setting up API permissions
  • Adding the identity provider in PingOne
  • Adding the Redirect URI to the Microsoft portal
  • Do not forget

Azure AD & Microsoft Entra ID SAML Configuration: Unified Guide

How-to Guide
  • It is possible to use the generic SAML configuration to add an external identity provider that follows the SAML standard. 
  • Steps to configure an external identity provider via SAML configuration

Module Recipe - How to update a workflow

How-to Guide
  • Describe how to go about updating a workflow in a module
  • TL;DR from module creation to installation:
  • Create: 
    `fluent module create`
  • Update 
    `resources/module.json`
    with the module's name
  • Copy the workflow into 
    `resources/workflows/<workflow-name>.json`
  • Optional: add any workflow tokens into 
    `resources/module.config.json`
  • Build module: 
    `./scripts/build_module.sh`
    , hint: add 
    `-p`
    to skip building the plugin
  • Optional: create module config: 
    `fluent module config dist/<module-name>-<version>`
    ; edit the resulting 
    `module.config.<retailer>.<module-name>.json`
    ; add account-specific values
  • Install the module: 
    `fluent module install dist/<module-name>-<version>/ -p <profile> -r <retailer> -c <config-file>`

Return Order with Exchange

How-to Guide
  • Eligibility & Conditions – Clearly define the conditions under which an item can be exchanged, such as time limits, product conditions, and receipt requirements.
  • Exchange Process – Outline the step-by-step process, including how customers initiate an exchange, return shipping details, and replacement timelines.
  • Inventory & Availability – Ensure the desired replacement item is in stock and provide alternatives if it's unavailable.
  • Refund vs. Exchange Policy – Specify whether price differences will be refunded or charged.
  • Customer Communication – Keep customers informed at every stage with order tracking, confirmation emails, and support availability.

Create a Custom Ruleset for Batch Inventory Input for Custom Quantity Types

How-to Guide
  • Preprocessing Disabled (Skip Enabled): If preprocessing is disabled (set to skip), all event items are passed as is, regardless of changes.
  • Preprocessing Enabled: If preprocessing is enabled, only changed items are passed through as events.
  • Event Structure: The batch input includes optional fields, and default values are set if they are not provided.
  • Event Name: If you specify a custom event name in the batch input, it will be used in the resulting event. If not, the default event name is 
    `"InventoryChanged"`
    .

Switch Store Locations

How-to Guide
  • This guide shows you how to seamlessly switch Store Locations within the Fluent Store web app
  • This guide is aimed at In-Store users

Complex Filter Configuration: Tips and Techniques

How-to Guide

Module Recipe - How to create an Extension Module

How-to Guide
  • Describe how to go about updating a workflow in a module
  • TL;DR from module creation to installation:
  • Create: 
    `fluent module create`
  • Update 
    `resources/module.json`
    with the module's name
  • <To populate>
  • <To populate>

Configure Bulk Threshold Controls to manage Inventory and Virtual Positions Statuses

How-to Guide
  • Use Bulk Threshold Controls to manage Out of Stock and At Risk Statuses for Inventory and Virtual Positions
  • Create Control Groups for Inventory and/or Virtual Catalogs to respectively apply Bulk Threshold Controls
  • Configure Bulk Threshold Controls with:
    • Context
    • Threshold
    • Status
    • and Execution Order

Enable the Status Filter with Predefined Values

How-to Guide
  • Target audience: Configurers or Fluent Partners.
  • The guide explains how to successfully configure the status filter with predefined values.

Using Predefined Values in Order Tag Filters

How-to Guide
  • The 
    `tag1`
    , 
    `tag2`
    , and 
    `tag3`
    filters allow users to filter orders based on an exact match of the entered value.
  • These filters can be configured to use predefined values instead of a text input field that is available out of the box, enhancing usability and consistency.

View Category with assigned Products in OMS Webapp

How-to Guide
  • Standard Product Page: A standard product page typically includes detailed information about a single product, such as descriptions, specifications, images, pricing, and customer reviews. They are essential for providing customers with all the necessary information to make an informed purchase decision.
  • Variant Product Page: A variant product page is used when a product comes in different versions, such as sizes, colors, or models. These pages allow customers to choose their preferred variant while viewing the product's overall information. This approach simplifies the shopping experience and helps customers find the exact product they need.
  • Consistent Layout: When adding both standard and variant product pages to a product category page, it's crucial to maintain a consistent layout and design. This consistency ensures a seamless user experience and makes it easier for customers to navigate and compare products.
  • Clear Navigation: Implement clear navigation elements, such as filters and sorting options, on the product category page. This helps customers quickly find the specific products or variants they are looking for, improving their overall experience.

Module Recipe - Plugin Setup and Installation Guide

How-to Guide
  • Create: 
    `fluent module create`
  • Update 
    `resources/module.json`
    with the module name and author details.
  • Follow the plugin structure
      
    `rules/`
    - Contains rules, unit tests and Graphql queries/mutations.
      
    `types/`
    - Stores model classes and extended DTOs.
      
    `util/`
    - Holds service classes and utilities.
  • Build the plugin scripts - 
    `./build-module.sh`
  • `Install`
    the module

Provides Product Availability via UI custom component

How-to Guide
  • Provide accurate product availability information to user.
  • Implement a user-friendly search and filter functionality to help users find products quickly.
  • Include clear and concise product descriptions, along with images.
  • Offer alternative suggestions for out-of-stock items.

Custom UI Field Component on Add Network to Location user action

How-to Guide
  • This component simplifies the addition of networks to locations by providing an easy to use selector of available networks
  • The basic principles can be used in other scenarios where complex fields and values may be required

Custom UI Field Component on Remove Network from Location

How-to Guide
  • This component simplifies the removal of networks to locations by providing an easy to use selector of available networks.
  • The basic principles can be used in other scenarios where complex fields and values may be required

Disclaimer: All information and resources found on community.fluentcommerce.com are based on the opinions of the author (unless otherwise noted). All information is intended to inspire and motivate well thought through technical decisions inline with Fluent Commerce recommended practices and principles.

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