Overview

This guide is intended to walk you through the process of creating an Order that is fulfilled in a store (not dropship or eCommerce).

Creating an Order will make it available to other iQmetrix products such as RQ and Endless Aisle.

Postman Example

iQmetrix uses Postman for testing and debugging our APIs.

Click the button below to import the collection directly into Postman.

Who Is This Guide For?

You may be interested in this guide if you are creating…

• A system to manage service requests
• A mobile POS that will send Orders to RQ
• An Interactive solution allowing users to add items to an order, which is then picked up by RQ to be processed

Prerequisites

To use this guide, the following steps must be completed:

• You must have your onboarding package from iQmetrix, which includes your access credentials and environments
• Your Product Library, or physical inventory for your store(s), must be set up
• Your Company Tree, representing company structure (stores, groups, divisions, etc), must be created

Before You Begin

To make requests to iQmetrix APIs, you must generate an Access Token.

Use the request Obtaining an Access Token and the following parameters:

• grant_type - Use password
• client_id - Provided in Onboarding Package
• client_secret - Provided in Onboarding Package
• username - Provided in Onboarding Package
• password - Provided in Onboarding Package

Example Request (cURL)

curl -X POST \
  https://accountsrc.iqmetrix.net/v1/oauth2/token \
  -H 'content-type: application/x-www-form-urlencoded' \
  -d 'grant_type=password&client_id=PROVIDEDCLIENTID&client_secret=PROVIDEDSECRET&username=EMAIL&password=PASSWORD'

Example Response

HTTP 200
{
    "access_token": "b0k0dY70N3Vv9jR1b9oEdW9IeT5WIn85WCYFJRo6AiIKLEMBFwNbEQsfeCUeM3gdPA1gAAVxWTJacX8mJyBaGRcFVwQOEV49NgBz",
    "expires_in": 43199,
    "refresh_token": "FOPAB0K3eshQjrJW4mt6FbWF3OwDJL7CGdZX"
}

The token (access_token) is placed in the Authorization header of requests to iQmetrix APIs, prefixed by the word Bearer.

Example

Authorization: Bearer b0k0dY70N3Vv9jR1b9oEdW9IeT5WIn85WCYFJRo6AiIKLEMBFwNbEQsfeCUeM3gdPA1gAAVxWTJacX8mJyBaGRcFVwQOEV49NgBz

Steps

Step 1 - Finding or Creating a Location

Every Order must have an associated that belongs to the .

We will reference this Location in our request by using its EntityId.

For the Order to appear in the pending list of orders in RQ, the EntityId must match the EntityId of the logged-in store.

Example

"EntityId": 14192

Step 2 - Finding or Creating a Customer

Every must have an associated that belongs to the .

We will reference this Customer in our request by using its CustomerId.

Example

"BillingCustomerId": "659c2a38-d083-4421-9330-46d779702f85"

Step 3 - Finding or Creating a Billing Address

All orders must include a billing for the in the request.

We will reference this Address in our request by using its AddressId.

Example

"BillingAddressId": "a08b0640-606a-41f0-901a-facaf50e75dd"

Step 4 - Setting the Order Type

Each must have an associated OrderType.

We will use the Sales type for an in-store Order, referencing it by associated identifier 1.

Example

"OrderTypeId": 1

(Optional) Step 5 - Adding Optional Order Properties

The following properties can be added to the request:

• Name - Name of the Order
• DiscountAmount - Value of discount to be applied at Order level
• DiscountCode - Discount Code for a discount applied to this Order
• DiscountDescription - Description of the discount
• OrderExpiryHours - Amount of time in hours before the Order expires, defaults to 72. When the Order expires it will be removed from the pending list of orders in RQ upon refresh

Example

"Name": "Interactive Display Order 331", 
"DiscountAmount": 15.0,
"DiscountCode": "MTRY-15",
"DiscountDescription": "Military discount",
"OrderExpiryHours": 72

Step 6 - Getting a Catalog Item

For each Product we want to add to our , we first need to find it in our Catalog, which contains store(s) inventory.

We will reference the Product(s) in our request by using a CatalogItemId as the value for the ProductId request parameter.

Example

"ProductId": "a183f1a9-c58f-426a-930a-9a6357db52ed"

Step 7 - Setting the Item Type

Each Order Item on the Order must have an associated ItemType in the form of an integer.

For an in-store order, we will use the InStock ItemType which has a value of 2.

Example

"ItemTypeId": 2

Step 8 - Setting the Item Status

Each Item on the Order must have an associated ItemStatus value in the form of an integer.

Options are determined by the ItemType chosen in Step 7.

For RQ to accept the Item, the ItemStatus must be New, or a value of 9.

Example

"ItemStatusId": 9

(Optional) Step 9 - Adding Optional Item Properties

Each Order Item added to the Order may also have the following optional properties:

• Description - Description of this Item
• Index - A value used for sorting, if you wish to change the order of the Items on the invoice in RQ. If omitted, this value will be automatically generated
• Notes - Free form text holding notes to be stored with this Item
• Quantity - Amount of this Item in stock, defaults to 0
• SerialNumbers - Product serial numbers

Example

"Description": "LG G3 phone case",
"Index": 1,
"Notes": "",
"Quantity": 2,
"SerialNumbers": ["EQE0RCHD"]

Step 10 - Creating the Order

We can now combine the information gathered in previous steps to Create an Order with Items.

Example Request

POST /Companies(14146)/OrderFull
Authorization: Bearer b0k0dY70N3Vv9jR1b9oEdW9IeT5WIn85WCYFJRo6AiIKLEMBFwNbEQsfeCUeM3gdPA1gAAVxWTJacX8mJyBaGRcFVwQOEV49NgBz
Accept: application/json
Content-Type: application/json

{
    "OrderTypeId": 1,
    "EntityId": 14192,
    "BillingCustomerId": "659c2a38-d083-4421-9330-46d779702f85",
    "Name": "Interactive Display Order 331", 
    "OrderExpiryHours": 72,
    "BillingAddressId": "a08b0640-606a-41f0-901a-facaf50e75dd",
    "DiscountAmount": 15.0,
    "DiscountCode": "MTRY-15",
    "DiscountDescription": "Military discount",
    "Items": [
        {
            "ItemStatusId": 9,
            "ItemTypeId": 2,
            "ProductId": "a183f1a9-c58f-426a-930a-9a6357db52ed",
            "Description": "LG G3 phone case",
            "Notes": "",
            "Quantity": 2,
            "SerialNumbers":  ["EQE0RCHD"]
        }
    ]
}

Example Response

Response is truncated for brevity.

HTTP 201 Content-Type: application/json

{
    "Id": "902cdc91-65f4-4c7d-b336-5f291849f2fe",
    "Name": "Interactive Display Order 331", 
    "EntityId": 14192,
    "State": "Created",
    "OrderExpiryDate": "2015-05-08T18:05:13.137",
    "OrderExpiryHours": 72,
    "OrderType": "Sales",
    "OrderTypeId": 1,
    "CreatedDateUtc": "2015-05-05T18:05:13.137",
    "BillingAddressId": "a08b0640-606a-41f0-901a-facaf50e75dd",
    "BillingCustomerId": "659c2a38-d083-4421-9330-46d779702f85",
    "DiscountCode": "MTRY-15",
    "DiscountDescription": "Military discount",
    "DiscountAmount": 15.0,
    "PrintableId": "8765-1234-987"
    "Items": [
        {
            "Id": "2ad88692-7757-4a72-915b-dfe8f2539279",
            "OrderId": "902cdc91-65f4-4c7d-b336-5f291849f2fe",
            "ItemStatus": "New",
            "ItemStatusId": 9,
            "ItemTypeId": 2,
            "ProductId": "a183f1a9-c58f-426a-930a-9a6357db52ed",
            "Description": "LG G3 phone case",
            "Notes": "",
            "Quantity": 2,
            "SerialNumbers":  ["EQE0RCHD"]
        }
    ]
}

Next Steps

Now that you have created an Order, you may be interested in:

• Processing the Order
• Updating the Order
• Adding More Items to the Order

Troubleshooting

If you encounter any errors while following this guide, see Errors.