# Macy’s Direct Account Integration

## Overview

[Macy’s](https://www.macys.com/) is one of the largest and oldest department store chains in the United States. It offers a wide range of clothing, accessories, home goods, gifts, food, and more. As a seller, you can collaborate with Macy’s to offer your products through its stores and online platforms by becoming a [Vendor Partner](https://www.macysinc.com/work-with-us/vendors/Become-a-Vendor-Partner/default.aspx). The integration between Sellercloud and Macy’s works through EDI documents, transmitting information between the two services via plugins and [Scheduled Tasks](https://descartessystems.aha.io/pages/7630838715868958891). If necessary, you can open a ticket with [Sellercloud Support](https://descartessystems.aha.io/pages/7630831494839563427) to request additional customizations or other plugins for this integration. Any such modifications will be billable.

To have a dedicated representative complete the testing for your account and ensure that the setup is configured correctly, we recommend [Premium Support](/content/premium-support/index.html).

## Prerequisites

Before you can integrate Macy’s with Sellercloud, complete the following requirements.

We recommend creating a [Company](https://descartessystems.aha.io/pages/7630838368529930257) where you will set up the [Custom Company Settings](https://descartessystems.aha.io/pages/7630848929259288263) and automate the plugins with [Scheduled Tasks](https://descartessystems.aha.io/pages/7630838715868958891).

### Macy’s Support

You must contact [Macy’s](https://customerservice-macys.com/) for your **FTP details**: **Server Name**, **Username**, and **Password**. You will need them when setting up the scheduled tasks to automate the plugins.

Macy's requires the products to be identified by a **UPC**, so if an item doesn't have one, it will be skipped.

### Sellercloud Support

Open a ticket with [Sellercloud Support](https://descartessystems.aha.io/pages/7630831494839563427) and request [A VAN](https://descartessystems.aha.io/pages/7630831953420092119) for the integration and the following plugins to be installed on your server:

- **Macy's 850 Order and 820 Remittance Import** \- Imports orders from Macy’s to Sellercloud in EDI 850 format and imports remittance in EDI 820 format.
- **Macy's 856 Tracking Export** \- Exports tracking information from Sellercloud to Macy's in EDI 856 format.
- **Macy's 810 Invoice Export** \- Exports invoices from Sellercloud to Macy's in EDI 810 format.
- **Macy's 846 Inventory Export** \- Exports inventory from Sellercloud to Macy's in EDI 846 format.
- **Macy's And Bloomingdale's Packing Slip** \- Generates a printable PDF packing slip in a format that complies with Macy’s requirements.

### Custom Company Settings

Create the following [Custom Company Settings](https://descartessystems.aha.io/pages/7630848929259288263). **On your default company**:

- **ISAControlNumber**
- **GSControlNumber**
- **STControlNumber**
- _(Optional)_ **Macys_ExportOriginalProductUpc** \- Used by the **Macy's 856 Tracking Export** plugin. Defaults to False. If enabled, it will export the order item's **original ProductID UPC** instead of the **product UPC**. This is useful for managing [Shadow Products](https://descartessystems.aha.io/pages/7630853485781701904) as the setting determines the tracking that will be exported.
- _(Optional)_ **Macys_CompanyForOrders**\- The **Company ID** of the company where you want to create Macy’s orders.
- _(Optional)_ **Bloomingdales_CompanyForOrders** \- The **Company ID** of the company where you want to create Bloomingdale’s orders.
- _(Optional)_ **Consider Replenishable Products** \- Defaults to **False**. If the **Available Qty** is 0 or less and this setting is **True**, the plugin will export the quantity from the next setting.
- _(Optional)_ **Replenishable qty** \- Required if the **Consider Replenishable Products** setting is enabled. The quantity exported if **Available Qty** is 0 or less and **Consider replenishable products** is **True**.

**ISAControlNumber**, **GSControlNumber**, and **STControlNumber** can all start at 1. The tracking and inventory exports will increment this number accordingly as jobs are processed.

**On the company created for this integration:**

- **Macys_CustomerISAID**\- Your ISA ID. Enter a unique phone number that you don’t use for any other EDI integration.
- **Macys_ISAID_820**\- Macy’s ISA ID for EDI 820. Contact [Macy's](https://customerservice-macys.com/) for the value of this setting.
- **Macys_CustomerQualifier**\- Your Qualifier. Set to **ZZ**.
- **Macys_ISAID**\- Macy’s ISA ID. Contact [Macy's](https://customerservice-macys.com/) for the value of this setting.
- **Macys_Qualifier**\- Macy’s Qualifier. Typically, it’s **08**. Contact [Macy's](https://customerservice-macys.com/) for the value of this setting.
- **Macys_ISAID_846**\- Macy’s ISA ID for EDI 846. Contact [Macy's](https://customerservice-macys.com/) for the value of this setting.
- **Bloomingdales_ISAID** \- Bloomingdales ISA ID. Used by the Tracking, Invoice, and Inventory Export plugins for Bloomingdales orders. If the queued job’s note states “ **Bloomingdales**”, this setting will be used instead of **Macys_ISAID_846**. Contact [Macy's](https://customerservice-macys.com/) for the value of this setting.
- **Bloomingdales_ISAID_820** \- Bloomingdales ISA ID for EDI 820. Used by the **Macy's 850 Order and 820 Remittance Import** plugin for Bloomingdales’ orders. Contact [Macy's](https://customerservice-macys.com/) for the value of this setting.
- **MacysRemittanceEmailTo**\- Specify the email address where remittance notifications and payment information from Macy’s will be sent.
- **MacysVendorID**\- Used by the **Macy's 856 Tracking Export** plugin. Typically, the VendorID consists of 6 digits and is comprised of the department and vendor numbers.
- **MacysVendorName**\- Used by the **Macy's 810 Invoice Export** plugin. Contact [Macy's](https://customerservice-macys.com/) for the value of this setting.
- **MacysVendorDunsNumber**\- Used by the **Macy's 810 Invoice Export** plugin. Contact [Macy's](https://customerservice-macys.com/) for the value of this setting.
- _(Optional)_ **EnforceSendingFullCatalog** \- Used by the **Macy's 856 Tracking Export** plugin. Defaults to False. If enabled, it enforces the next plugin execution to skip checking if the quantity has changed since the last update.
- _(Optional)_ **Macys_PutPoBoxOrdersOnHold** \- Used by the **Macy's 850 Order and 820 Remittance Import** plugin. If enabled, it will set PO box orders on hold and leave an order note: “Do not cancel - need to unlock shipping method.”
- _(Optional)_ **Import Orders as Unpaid Wholesale instead of Website** \- Used by the **Macy's 850 Order and 820 Remittance Import** plugin. If enabled, orders will be imported with channel **Wholesale** instead of **Website**.
- _(Optional)_ **Macys Expedited Shipping Services** \- Used by the **Macy's 850 Order and 820 Remittance Import** plugin. Holds a list of comma-delimited codes of shipping services to use to denote [Rush orders](https://descartessystems.aha.io/pages/7630851295162501658). Example: **'FXFE,UPSS, UPSN_CG'**.
- _(Optional)_ **Macys_ShippingRequiresThirdPartyBilling**\- This is an optional but recommended setting, which is enabled by default if you don’t create it. With this setting, orders will be imported with [Third-Party Billing](https://descartessystems.aha.io/pages/7630854054786105518) required. To disable this setting, create it and set it to **False**.

### **Custom Product Columns**

Create the following [Custom Product Columns](https://descartessystems.aha.io/pages/7630852553944422166):

- _(Optional)_ **Macys_Enabled** \- Enable only specific products for **Macy’s**. Set to **True** for any products you want to send with the [Inventory Export](https://help.sellercloud.com/sellercloud-knowledge-base/integrations/channels/macys/macy-s-direct-account-integration~7630867790711841123#inventory-export) plugin. Set the **Data Type** to **Boolean**.
- _(Optional)_ **Macys_ProductSafetyQty**\- The [Safety Quantity](https://descartessystems.aha.io/pages/7630840614112309363), which is to be subtracted from the **Available Quantity** to prevent overselling on **Macy’s**. Defaults to **0**. Set the **Data Type** to **Integer**.
- _(Optional)_ **Macys_UPC**\- If enabled, this value will be used instead of the standard product UPC. Set the **Data Type** to **String**.

Macy’s requires the products to be identified by a UPC, so if an item doesn’t have one, it will be skipped.

The Macy’s plugins match products by **UPC** first. If that fails, products are matched by the **Macys_UPC** Custom Product Column.
- _(Optional)_ **Macys_Discontinued** \- Used by the **Macy's 846 Inventory Export** plugin. If enabled, it will send 0 quantity as available inventory for the product. Set the **Data Type** to **Boolean**.

### Custom Order Columns

Create the following [Custom Order Columns](https://descartessystems.aha.io/pages/7630852553944422166):

- **LocationCode**\- Used and populated by the [Order Import](https://help.sellercloud.com/sellercloud-knowledge-base/integrations/channels/macys/macy-s-direct-account-integration~7630867790711841123#order-import-and-functional-acknowledgement) and [Tracking Export](https://help.sellercloud.com/sellercloud-knowledge-base/integrations/channels/macys/macy-s-direct-account-integration~7630867790711841123#tracking-export) plugins. Set the **Data Type** to **String**.
- _(Optional)_ **Source**– Required if working with Bloomingdales orders. Set to **Bloomingdales** to flag the order as Bloomingdales. If missing or there is no value, orders will be treated as Macy’s. Set the **Data Type** to **String**.
- **Source_Code**\- Used by the **Macy's 850 Order and 820 Remittance Import** and **Macy's And Bloomingdale's Packing Slip** plugins to categorize orders. Valid values for Macy’s are 11, 13, 15, and 16. Valid values for Bloomigdale’s are 00, 21, 23, 25, and 26. Set the **Data Type** to **String**.
- **Returns_Code**\- Used by the **Macy's 850 Order and 820 Remittance Import** and **Macy's And Bloomingdale's Packing Slip** plugins. Valid values are NV, NN, NM, NX, BT, SV, SN, and SM. Orders with a different or no returns code will be skipped since no relevant returns message can be assigned. Set the **Data Type** to **String**.
- **Registry_Number**\- Used by the **Macy's And Bloomingdale's Packing Slip** plugin. This is the Gift Registry number on the invoice. Set the **Data Type** to **String**.
- **Reservation_Number**\- Used by the **Macy's 850 Order and 820 Remittance Import** and **Macy's And Bloomingdale's Packing Slip** plugins. This is the Reservation Number on the invoice. Set the **Data Type** to **String**.

Any orders with a reservation number set to 0 or missing will be skipped since the barcode cannot be generated.

## Order Import and Functional Acknowledgement

The **Macy's 850 Order and 820 Remittance Import** plugin imports order data from Macy’s to Sellercloud in EDI 850 format, imports remittance in EDI 820, and exports functional acknowledgment in EDI 997 format. Macy's sometimes sends an updated order file, marked with a ' **07' flag**. When this happens, the old order is deleted, and a new order is created based on the new file. Orders will be created with the username \[ **CompanyID**\]@Sellercloud.com. By default, the orders are associated with the Website channel. However, if the custom setting **Import orders as unpaid wholesale instead of website** is enabled, the orders will be imported as unpaid wholesale orders.

Macy’s uses **UPC** as a primary identifier for their items. Therefore, the plugin will match items in Sellercloud using their respective UPCs.

The unit price of each item in the order will be set to the Wholesale Price specified in the file. This price represents what Macy's will pay for the item.

### Automate Order Import and Functional Acknowledgement

To create a [Scheduled Task](https://descartessystems.aha.io/pages/7630838715868958891) that imports orders:

1. Navigate to **Settings** \> **Scheduled Tasks** \> **Manage Scheduled Tasks**.
2. Click the green + icon: **Create New Scheduled Task.**
3. Complete as follows:
   1. Click **Task Type** and select **Import Orders**.
   2. Set the **Task Name**.
   3. Select the **Company**.
   4. Select the **Start Time**.
   5. Click **CREATE**.
4. On the **Scheduled Task** page, click the **Edit** button at the top right corner.
5. In the **Details** panel:
   1. Click the **Create Orders For Company** menu and select the company you designated for this integration.
   2. Click the **Plugin** menu and select **Macy's 850 Order and 820 Remittance Import.**
6. In the **Import Options** panel, set **Import From** to **FTP** and fill out the FTP fields **.**
7. In the **Frequency** panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the **General** panel, click the **Enable** button.
9. Click **Save**.

## Tracking Export

The **Macy's 856 Tracking Export** plugin exports tracking from Sellercloud to Macy’s in EDI 856 format. If an order does not have an estimated delivery date, the plugin automatically sets it to **5 days from the ship date**. This field is mandatory and needs to be filled. The plugin generates a special **SSCC** code ( **Serial Shipping Container Code**) and stores it in the backend so it can be used by the shipping label plugin. The shipping label plugin follows the same logic and can generate and save the **SSCC** code if it hasn’t been generated already. Before you move on, create a [Saved Search](https://descartessystems.aha.io/pages/7630838405969463824) for orders filtered by:

- **Company** \- The company you created for the integration.
- **Order Status** \- InProcess Or Completed
- **Shipping Status** \- FullyShipped
- **Payment Status** \- Charged
- **Tracking Uploaded** \- No

### Automate Tracking Export

To create a [Scheduled Task](https://descartessystems.aha.io/pages/7630838715868958891) that exports order tracking:

1. Navigate to **Settings** \> **Scheduled Tasks** \> **Manage Scheduled Tasks**.
2. Click the green + icon: **Create New Scheduled Task.**
3. Complete as follows:
   1. Click **Task Type** and select **Export Orders**.
   2. Set the **Task Name**.
   3. Select the **Company**.
   4. Select the **Start Time**.
   5. Click **CREATE**.
4. On the **Scheduled Task** page, click the **Edit** button at the top right corner.
5. In the **Details** panel:
   1. Click the **User ID** menu and select your email.
   2. Click the **Saved Search** menu and select the saved search you created earlier.
   3. Click the **Export Via** menu and select **Macy's 856 Tracking Export**.
   4. Check **This Is Tracking Export**.
6. In the **Export Options** panel, set **Export To** to **FTP** and fill out the FTP fields **.**
7. In the **Frequency** panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the **General** panel, click the **Enable** button.
9. Click **Save**.

## Invoice Export

The **Macy's 810 Invoice Export** plugin exports invoices from Sellercloud to Macy’s in EDI 810 format. Before you move on, create a [Saved Search](https://descartessystems.aha.io/pages/7630838405969463824) for orders filtered by:

- **Company**– The company you created for the integration.
- **Shipping Status** – Fully Shipped
- **Order Status** – InProcess Or Completed
- **Invoice Uploaded**– No
- **Tracking Uploaded** – Yes

### Automate Invoice Export

To create a [Scheduled Task](https://descartessystems.aha.io/pages/7630838715868958891) that exports invoices:

1. Navigate to **Settings** \> **Scheduled Tasks** \> **Manage Scheduled Tasks**.
2. Click the green + icon: **Create New Scheduled Task.**
3. Complete as follows:
   1. Click **Task Type** and select **Export Orders**.
   2. Set the **Task Name**.
   3. Select the **Company**.
   4. Select the **Start Time**.
   5. Click **CREATE**.
4. On the **Scheduled Task** page, click the **Edit** button at the top right corner.
5. In the Details panel:
   1. Click the **User ID** menu and select your email.
   2. Click the **Saved Search** menu and select the saved search you created earlier.
   3. Click the **Export Via** menu and select **Macy's 810 Invoice Export**.
   4. Check **This Is Invoice Export**.
6. In the **Export Options** panel, set **Export To** to **FTP** and fill out the FTP fields.
7. In the **Frequency** panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the **General** panel, click the **Enable** toggle button.
9. Click **Save**.

## Inventory Export

The **Macy's 846 Inventory Export** plugin exports inventory from Sellercloud to Macy’s in EDI 846 format. Optionally, you can enable only specific products for Macy’s by setting their **Macys_Enabled** Custom Product Column to **True**:

- For one product at a time: go to the [Product Details Page](https://descartessystems.aha.io/pages/7630846719601169819) \> click **Toolbox** and select **Custom Columns** \> click **Edit**, update the **Macys_Enabled** column, and **Save**.
- For multiple products in bulk: follow the steps to [Bulk Update Products](https://descartessystems.aha.io/pages/7630834039903362072) and use the **Macys_Enabled** column – set it to **True** for all products you want to enable.

Unlike core integrations, plugin integrations don’t require products to be in the company with the scheduled tasks. The export will include the products you select with your [Saved Search](https://descartessystems.aha.io/pages/7630838405969463824). Before you move on, create a Saved Search for products filtered by **Macys_Enabled - True**. Optionally, you can add more filters to the search to narrow down the export further.

### Automate Inventory Export

To create a [Scheduled Task](https://descartessystems.aha.io/pages/7630838715868958891) that exports inventory:

1. Navigate to **Settings** \> **Scheduled Tasks** \> **Manage Scheduled Tasks**.
2. Click the green + icon: **Create New Scheduled Task.**
3. Complete as follows:
   1. Click **Task Type** and select **Export Products**.
   2. Set the **Task Name**.
   3. Select the **Company**.
   4. Select the **Start Time**.
   5. Click **CREATE**.
4. On the **Scheduled Task** page, click the **Edit** button at the top right corner.
5. In the **Details** panel:
   1. Click the **User ID** menu and select your email.
   2. Click the **Saved Search** menu and select the saved search you created earlier.
   3. Click the **Export Via** menu and select **Macys via CH EDI 846 Product Inventory Export**.
6. In the **Export Options** panel, set **Export To** to **FTP** and fill out the FTP fields **.**
7. In the **Frequency** panel, specify the task frequency. For optimal performance, select a range between thirty minutes and one hour.
8. In the **General** panel, click the **Enable** toggle button.
9. Click **Save**.

## Configure PDF Invoices

With the **Macy's And Bloomingdale's Packing Slip** plugin set up under your designated company, you can print PDF invoices with information about your Macy’s orders and the products they include through Sellercloud or Shipbridge. To set up the invoice plugin:

1. Go to the [Company Settings](https://descartessystems.aha.io/pages/7630848954242562863) of the company you created for the integration.
2. Click **Toolbox** and select **Invoice Settings**.
3. Click [Per Channel Preferences](https://descartessystems.aha.io/pages/7630841345631954195).
4. For **Website** \> select **Plugin** \> **Macy’s And Bloomingdale’s Packing Slip**.
5. Click **Save**.

### Configure UPS Prepaid Labels for Macy’s orders in Shipbridge

Macy’s will require you to use a prepaid UPS account to ship out Macy’s orders. You need to enable the **Macys_ShippingRequiresThirdPartyBilling** setting under the company’s **Custom Company Settings** page to ensure that Shipbridge will not allow you to ship these orders with your own carrier account, and [Third-Party Billing](https://descartessystems.aha.io/pages/7630854054786105518) will be enforced. Prior to being able to ship, the configuration for the account itself has to be completed in the carrier portal.