How to pass a message as an attachment (Snapfulfill) [Step-by-Step guide]

When handling Snapfulfill orders, you might need to pass messages as an attachment so that they can be printed along with the packing slip and included with the order. 

In order to do so, Sales Order Rule Conditions allow you to create the required references, and with the rules engine doing so, you can map to the Order Class table within Snapfulfill.

For this example, we will use PDESC (for Package Description) as Order Value Check Code, assuming it has been set up accordingly in Snapfulfill, and which creates attachments for gift messages.

Also, the Order Class Check Code Value we will use is GIFTMSG, also assuming it has been set up accordingly in Snapfulfill.

This process is done in separate stages:

• Configure the Channel to Use Mapped Reference Codes
• Set up Sales Order Rules to reference Order Class
• Set up Sales Order to set the Value Code in the Notes

NOTE: The rules detailed below address the specific topics in question. You can add this logic as part of other logic and rules processes if needed, with the complexity required .

CONFIGURE THE CHANNEL TO USE MAPPED REFERENCE CODES

1. Click Channels under Fulfillment Channels

2. Access your Snapfulfill account by clicking its name

3. Switch to Advanced Settings

4. Set Copy References to Attachments to Map Defined Check Codes Dictionary

5. Complete Check Defined Codes with the Code(s) you will map (for example, in this case, GIFTMSG)

6. Press Save to apply the changes

SET UP SALES ORDER RULES TO REFERENCE ORDER CLASS

Following the instructions from How to Create Sales/Purchase Orders Rules [Step-by-step guide] Phase 1, create a new rule and move forward to Phase 2 taking into account:

A) Add and define whichever condition applies to your scenario

B) Add and define an Order Reference Action of Reference Type Value, in this case with OrderClass as the code, and setting the value as PDESC 

To complete the phase, save these individually, and save the rule to apply the changes.

SET UP SALES ORDER TO SET VALUE CODE IN THE NOTES

Following the instructions from How to Create Sales/Purchase Orders Rules [Step-by-step guide] Phase 1, create a new rule and move forward to Phase 2 taking into account:

A) Add and define whichever condition applies to your scenario

B) Add and define an Order Reference Action of Entity Property type, in this case with GIFTMSG as the code, and targeting the Notes property value 

To complete the phase, save these individually, and save the rule to apply the changes.

CONCLUSION

Once these are set up, the Order Class table can be targeted, and the gift message can be referenced, mapped and passed.