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Outcomes - Warehouse Integration

Checklist to validate Warehouse Integration in Bevica Select. Confirm outbound documents, message formats, and expected posting and status updates.

Use this checklist after the Warehouse Integration training.

It helps you prove you can generate, send, and manage outbound requests to your 3PL.

Before you start

You need:

Recommended:

  • Run these tests against a warehouse test mailbox or test endpoint.

Completion criteria (what “done” looks like)

You’re done when:

  • You can configure a warehouse integration record and link locations.

  • You can create outbound requests from released sales (and transfers, if used).

  • You can cancel, re-send, and recover from common mistakes.

Warehouse integration setup

Create and validate setup

Do

  1. Create a Warehouse Integration record for a warehouse site.

  2. Link it to the relevant location code(s).

  3. Review and confirm the setup fields you will rely on.

Check

  • You understand what each key field controls (sending, formats, and behaviour).

Sales orders (outbound demand)

Create orders that generate outbound requests

Do

  1. Create the sales order types you use.

  2. Populate the fields required by your warehouse.

  3. Release the sales orders.

Check

  • Released orders appear in the outbound request list as expected.

Useful reference: Sales Order Processing.

Outbound requests

Generate, send, cancel, and recover

Do

  1. Generate an outbound request.

  2. View the request content.

  3. Send the request.

    • Ensure the setup is sending to an internal email and not the live warehouse.

  4. Cancel a request.

  5. Manually add a sales order to the outbound request list.

Check

  • You can explain what state the request is in and why.

  • You can repeat the send safely in a test cycle.

Request formats (choose the right one)

Only complete self-learning for the warehouse you use:

Testing guidance (Vision)

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