Lines of Business (LOBs) can be created and managed from the Line of Business table at any time. Assign a name and code to each of your clients. The code field is what shows up across the system in the LOB columns.
If you are using Infoplus Insights, the Service Defaults, Account Status and SLA Rules can be configured here.
Step by Step Line of Business Setup
Once the new line of business record is created you are ready to start implementing it into the rest of the site. Consider each bolded step below, not every step is necessary for some LOB's.
** denotes required fields
Users & Roles
Will this LOB need any Users or Roles setup? If so, we recommend setting permissions at the Role level and assigning users to roles. Note that permissions can be granted at the user level as well, if necessary.
Example of Role Level Permission:
- The Warehouse Manager's role is set to Warehouse Manager in Infoplus. This role has specific LOBs attached to it. If the Infoplus Administrator is adding new LOBs, they will not automatically be added to the Warehouse Manager's role and they will not see the new LOBs.
- To remedy this issue, the administrator will have to add new LOB to the role, Warehouse Manager, after creating the new LOB.
Warehouse Doc and Email Templates
When possible, we recommend duplicating an existing records and changing things as needed. Get a good base template in place and this step becomes easy going forward.
Data You Might Want/Need
Customer Service Contact Information
Keep in mind that packing slips can be changed via triggers. This allows you to dictate templates based on any order smart filter (ie certain sku's, certain order sources, zip codes etc.)
Does this LOB require Email Confirmations?
Order Sources are required and are used to automatically assign packing slip / order invoice templates, emails, GS1 settings, SLA data and more. A line of business can have as many order sources as necessary. Note that every line of business will have a default 'Not Specified' order source that gets generated with every line of business.
if the LOB has Kit on Demand needs where you create a 'kit' as you pick the order.
Vendors are required for all ASN's. If you do not track vendors, you will still need to create a generic vendor for the LOB.
Will this LOB need customization like Barcodes or Smart Documents? How about Custom Fields? note custom fields are global and therefore visible to all Lines of Business. Here are the custom field type options:
Boolean - true/false
Date - us en
String - text field up to 250 characters
Integer - numbers only
Scripts will this LOB need any scripts, or will any current scripts need adjust because of this LOB?
Shopping Cart Connections
Shopping Carts - does this client have a Shopify, Magento, eBay, WooCommerce, BigCommerce or Channel Advisor cart to integrate?
If we don't offer the cart you need out of the box, it's likely we have you covered with our turn key integration with Cart Rover.
What is needed?
Admin Login and Password
Tell us what packaging options this LOB has access to via Carton Types.
What is needed:
Type of Carrier (eg. FedEx, UPS, USPS, etc.)
Billing Address for the Account
Parcel Label Return Address Override used return addresses needs to be different than the warehouse’s address you are shipping from.
If this LOB ships Internationally, you'll want to have the following:
- Commodity Codes (Harmonized Tarif Codes)
- International Shipping Parcel Services
- User Reports
- EDI Connections
- 3PL Billing Setup
- Cart Rover Connections
- Job Recipes
- ShipStation Connections