This guide is meant to help retailers get started with Dsco. If you are a retailer that is new to Dsco then review this guide and the attached step-by-step walkthroughs. Contact our support team at firstname.lastname@example.org if you have additional questions.
Rather watch a video than read this guide? Go here to check out our retailer onboarding webinar.
Step 1: Welcome to Dsco
Your first step when connecting to Dsco is to verify that your account is configured correctly. Please review the links below for help setting up your ship mapping, creating additional user accounts, and making sure that your company information is correct:
Ship Mapping: Setting up Ship Mapping
User Accounts: Creating Additional User Accounts
Company Information: https://app.dsco.io/account/company
Dsco EDI Information: EDI for Retailers
As you read through the steps below you'll notice several references to creating automated jobs in Dsco. Dsco uses a simple automation system to exchange data with you and your suppliers. If you have no intention of using automation with Dsco and only plan on using the portal then you can safely ignore those instructions.
Step 2: Checking Inventory
The first part of the testing process is to verify that you can see your supplier's inventory in Dsco. A good first step to take is to head to the INVENTORY page in Dsco (https://app.dsco.io/inventory) and verify that you can see inventory for a specific supplier. Go here for more help viewing your supplier's inventory in the Dsco portal.
Go here if you need to set up an automated job to export inventory from Dsco.
Step 3: Creating Orders
Once you've verified that you can see and export your supplier's inventory, go ahead and submit some test orders for that inventory. Dsco's recommendation is to submit three different orders to test several different shipping scenarios:
Test Order #1: Have the supplier completely ship this order.
Test Order #2: Have the supplier partially ship/cancel this order.
Test Order #3: Have the supplier completely cancel this order.
Each test order should have multiple (at least two) SKUs included on the order so that the supplier can correctly test the partial ship/cancel scenario.
Go here for help creating those orders in the Dsco portal.
Go here for help creating an automated job to import your orders to Dsco.
Step 4: Checking Shipped Orders
Once your supplier has acknowledged and shipped your test order, the next step is to test that you can view those order updates in Dsco. Go here for help using the Dsco portal to check for those shipping updates.
If you're using automation in Dsco, make sure that you've already set up your shipment export job. Go here for more help with that process.
Step 5: Checking Cancelled Orders
Along with checking that a supplier has shipped an order, you should also check to verify that the supplier cancelled an order as well. Go here for help using the Dsco portal to check for those cancellation updates.
If you're using automation in Dsco, make sure that you've already set up your cancellation export job. Go here for more help with that process.
Step 6: Working with Invoices
Your suppliers may also want to send their invoices to you via Dsco. Your onboarding process should involve checking those invoices to verify that they include all of your required information. Go here for help using the Dsco portal to check those invoices from your supplier.
If you're using automation in Dsco, make sure that you've already set up your invoice export job. Go here for more help with that process.
Step 7: Celebrate
Once you've finished your invoice testing then you are done with your onboarding to Dsco. Go ahead and work directly with your suppliers to determine a go-live date when you will start submitting live orders to Dsco. Then go buy some milkshakes! Finishing an onboarding process, even one as simple as this, deserves some attention!