Descartes PeopleVox Integration

Edited

OVERVIEW

PeopleVox is a UK and AU Warehouse Management System (WMS) platform that merchants use to manage their warehouse operations. Loop’s two-way integration with PeopleVox allows merchants to:

  • Automatically create an RMA in Peoplevox when a return is submitted in Loop.

  • Automatically process, flag, or close the return in Loop when the item is processed in Peoplevox.

  • Pull in item grading and disposition data from Peoplevox into Loop.

How it Works

When a return is created in Loop, the return information is passed to PeopleVox, allowing merchants to manage returns primarily in PeopleVox without needing to log into Loop separately. The process works as follows:

  1. A customer submits a return request in Loop.

  2. The return (RMA) is sent from Loop to PeopleVox. A note is left on the return in Loop to confirm this.

  3. The warehouse operator scans the returned item and updates the return status in PeopleVox (e.g., completed, completed with discrepancies). This update is then sent back to Loop.

  4. Loop notifies Shopify to either issue a refund or create a new exchange order, based on the customer’s preference.

  5. If any of the processed return states match the flagged reasons set during onboarding, the return will be flagged in Loop and item grading will be passed back.

Note: Canceled returns in PeopleVox must be manually processed or canceled in Loop. 

Important: Each product SKU must be unique in PeopleVox. To avoid issues, product SKUs should match across Loop, PeopleVox, and Shopify.

Setup

  1. In the Loop Admin, navigate to Returns management > Tools & integrations > Developer tools

  2. Under API keys, click Generate API key.

  3. In the Generate API Key modal, under Scopes, select Return, Developer Tools and Destinations (read).

  4. Name the API key "PeopleVox Integration," then click Generate to create the API key.

  5. Copy the generated API key.

  6.  In the PeopleVox dashboard, the merchant's Region and Client ID are contained in the page's URL. The Client ID can also be found by looking at the code is displayed on top of the sidebar as shown below. Take note of these, as they’ll be needed for the onboarding process.

    For example, if the merchant's PeopleVox dashboard URL is https://qac.peoplevox.net/lopQa1287, their Region is qac and their Client ID is lopQa1287.

  7. Setup integration templates on PeopleVox

    1. In the PeopleVox dashboard, navigate to Integrations > Integration Templates

    2. Select the Sales orders template and click Configure on the top right.

      a. Under the Export tab, set the following rows as shown:

      Field name

      Field to map

      SalesOrderNumber

      SalesOrderNumber

      CustomerPurchaseOrderReferenceNumber

      CustomerPurchaseOrderReferenceNumber

      Attribute1

      Attribute1

      Attribute2

      Attribute2

      Attribute3

      Attribute3

      Attribute4

      Attribute4

      Attribute5

      Attribute5

    3. Select the Return reasons template and click Configure on the top right.

      a. Under the Export tab, set the following rows as shown:

      Field name

      Field to map

      Code

      Code

      Description

      Description

    4. Select the Return authorizations template and click Configure on the top right.

      a. Under the Import tab, set the following rows as shown leaving the Value column empty:

      Field to map

      Field name

      Value

      ReturnAuthorizationNumber *

      ReturnAuthorizationNumber

      SalesOrderNumber

      SalesOrderNumber

      ReturnTrackingNumber

      ReturnTrackingNumber

      ReturnSenderName

      ReturnSenderName

      ReturnAuthorizationComments

      ReturnAuthorizationComments

      SiteReference *

      SiteReference

      CustomerPurchaseOrderReferenceNumber

      CustomerPurchaseOrderReferenceNumber

      ExternalReference

      ExternalReference

    5. Select the Return authorizations items template and click Configure on the top right.

      a. Under the Import tab, set the following rows as shown leaving the Value column empty:

      Field to map

      Field name

      Value

      ReturnAuthorizationNumber *

      ReturnAuthorizationNumber

      ItemCode *

      ItemCode

      ReturnAuthorizationItemLineNumber

      ReturnAuthorizationItemLineNumber

      ReturnReason

      ReturnReason

      ReturnAuthorizationItemComments

      ReturnAuthorizationItemComments

      Quantity *

      Quantity

  8. Open the magic link provided by the onboarding team.

  9. Under the Integration tab, set an identifier for this integration; for example, “UK STORE”. Click Save.

  10. Under the Credentials tab, copy the API key generated from Loop and enter in your PeopleVox. Region, Cleint ID, USername and Password. Click Save.

  11. In the Settings tab, configure the way the integration will function by:

    • Map return reasons (optional).

    • Map the Loop Destinations to PeopleVox Sites (required).

    • Configure any flag rules for return statuses (optional).

    • Set the Order Reference to match orders to (required).

      To learn more about these fields, click the Documentation tab.

  12. Once configured, hit Save to finish onboarding.

FAQ

How long does this integration take to set up? This should take only 2 -5 minutes to set up. 

Do I need a developer to complete set up? No, this can be done by any user with Loop Admin access. 

Who manages this integration? This integration was built through an iPaaS by Loop. You can direct any feedback or support requests directly to the Loop team at support@loopreturns.com.

Is there an additional cost to use this integration? No, any merchant with access to integrations in Loop can use the Descartes Peoplevox integration at no additional cost.


Please contact support@loopreturns.com for any additional questions on this integration.

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