SmartRoutes integration
SellStack integrates seamlessly with the SmartRoutes platform. We offer two subscription plans: basic SmartRoutes integration and SmartRoutes Plus integration. These plans differ primarily in their workflows.
The basic SmartRoutes integration sends orders from SellStack to the SmartRoutes platform only after the orders are marked as ready for shipment. This shipment status is retrieved from Dynamics.
In contrast, the SmartRoutes Plus workflow bypasses this step and sends orders to SmartRoutes immediately after they are sent to Dynamics, without waiting for confirmation that the order is ready for shipment. Additionally, the SmartRoutes Plus plan allows customers to select their preferred delivery date during checkout (see the Checkout chapter). This preferred delivery date is stored in the Requested Date order-level field within SmartRoutes. The Requested Date field is a custom field that must be created in the client’s SmartRoutes account before connecting it to SellStack. The correct setup of the Requested Date field is shown in the picture below.
SmartRoutes custom fields
SmartRoutes custom fields setup form
To activate order booking synchronization with SmartRoutes, this feature must also be enabled in the platform’s advanced settings. An example of the correct configuration is shown in the image below.
Order booking settings in SmartRoutes
Along with this, a Case Capacity custom field should also be created at the Line Item level. Custom fields can be configured in SmartRoutes’ advanced settings (see SmartRoutes custom fields image). An example of the SmartRoutes Order with the mentioned custom fields is shown in Custom fields in SmartRoutes Order image.
Custom fields in SmartRoutes Order
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