Retail & Wholesale Configuration Reference

Owlery sets up and maintains each retailer’s configuration. To change one, email support@owlery.ai.

Settings Owlery Maintains

Area	What it controls
Connection	How the retailer’s documents reach Owlery: direct, EDI network, or web portal. See Retailer Setup.
Retailer identity	The sender and receiver IDs that match each document to the retailer and to your organization.
Document mapping	How the retailer’s purchase orders map to your orders: PO number, locations, dates, lines, and references.
Item matching	How the retailer’s item codes, such as UPCs or GTINs, match your items.
PO acknowledgments	Whether Owlery sends the retailer a PO acknowledgment for each new PO. Off unless you ask for it.
ASN changes	Whether the retailer accepts changes to an ASN that was already sent.
Invoice type	Whether the retailer gets a standard invoice (810) or a grocery invoice (880).
Invoicing automation	Whether invoices go out automatically after the order syncs, and whether Send Invoice appears in the order drawer.

Setting	Why it matters
Item Master	Retailer item codes match against it, and ASNs need each item’s barcode numbers.
Send order to facility	Sends the order to your warehouse when you tender. If it’s off, send the order by hand. Until the warehouse has the order and confirms the shipment, no ASN goes out.
Retail ASN Issue Contact	Gets an email when an ASN can’t be created, so it’s fixed before a chargeback.
Accounting integration	Retail invoices are created in your accounting system first. See Integrations Overview.