How to set up a Camelot Fulfillment Channel [Step-by-step guide]

To connect Camelot, first create a Fulfillment Channel connection, and then set up its parameters.

Once the connection is established between the channel and techOMS, you can use all its supported features as listed in the techOMS Fulfillment Channels - Master List [Guides List].

 WARNING : This article details the steps to connect using the beta version of this fulfillment channel. The stable version can be edited, but new instances can no longer be created, and its options may differ from those listed here.

This is a two-phase procedure:

1. Create the Fulfillment Channel
2. Configure Additional Parameters

 NOTE : Make sure that you are operating at the right Vendor/Warehouse beforehand.

I. CREATE THE FULFILLMENT CHANNEL

To create a Fulfillment Channel, follow the instructions in How to set up Warehouses and Fulfillment Channels for an Account [Step-by-step guide].

Once added, proceed to the following section.

II. CONFIGURE ADDITIONAL PARAMETERS

1. Click Channels from the left menu under the Fulfillment Channels section.

2. Click the created channel's name in the list.

3. Configure its parameters according to each section as required and click Save.

SECTIONS

A) VIEW SELECTION allows switching between the available view modes:

• Main Settings (default): Allows configuring general settings.
• Advanced Settings: Allows defining channel advanced settings as detailed in How to manage Fulfillment Channels Advanced settings [Step-by-step guide].

   

   WARNING : Make sure that the text entered in the reference fields (Shipment Reference Number Template and Receipt Reference Number Template) is in uppercase. Lowercase characters may lead to integration issues.

   

• Channel Settings: Allows managing the channel connection settings:
  • URL Address: Camelot URL endpoint.
  • Authentication Type: Select the authentication method used by the Camelot connection:
    • Basic: Displays the Username and Password fields for Basic authentication.
    • OAuth: Displays the Client ID, Client Secret, and Tenant ID fields for Microsoft OAuth 2.0 authentication.

  •  

    Use a URL that supports OAuth. If the URL does not support this authentication method, the server returns Not Found.

     

  • Client Name: Camelot client name ID.
  • Trading Partner: Camelot trading partner ID.
  • Pull inventory profile: Profile value for pulling inventory, matching the definition in Camelot.
  • Push/Pull shipments profile: Profile values for pushing and pulling shipments, matching their definitions in Camelot.
  • Push/Pull receipts profile: Profile values for pushing and pulling receipts, matching their definitions in Camelot.

     

     WARNING : To ensure existing profiles connect successfully, all Camelot profile fields (Pull inventory, Push/Pull shipments, and Push/Pull receipts) must be filled in. Enter dummy values (10 characters or fewer) for any fields you are not configured to use, then click Save.

     

  • Date Format: Allows you to change the format of the order date.

     

     NOTE : Some older versions of Camelot may only support specific date formats. Use this field to address such cases.

     

  • Throughput: Controls the number of API calls per second sent to Camelot during fulfillment processing. This limit helps prevent database deadlocks on the Camelot side. The default value is 1 and can be adjusted by the customer.

 NOTE : The "Bill-to address" is transmitted to Camelot through the API using the BillTo segment instead of the FreightBillTo segment. This is not visible in the Camelot user interface.

• Carrier Mappings: Allows reviewing and setting carrier name mappings between the channel and techOMS as detailed in How to map Carriers in a Fulfillment Channel [Step-by-step guide].
• SKU Mappings: Allows reviewing and setting SKU mappings between the channel and techOMS as detailed in How to map SKUs in a Fulfillment Channel [Step-by-step guide].
• Reference Mappings: Allows reviewing and setting the one-way mapping of references from techOMS to the channel. Refer to How to map References in a Fulfillment Channel [Step-by-step guide] for more details.

B) GENERAL displays and/or allows editing the connection name and the Automation Mode as detailed in How to configure Automations for Sales/Fulfillment channels [Step-by-step guide].

C) AUTOMATION SETTINGS allows configuring available automations (such as recurring jobs). For more information, refer to How to configure Automated Recurring Jobs for Sales/Fulfillment channels [Step-by-step guide].

D) QUICK ACTIONS allows performing additional/quick actions:

• Sync: Manually synchronize the following elements between systems:
  • Import Products From Channel

     

     NOTE : The Import option is available only when the channel is set as the Master Product Source; for more details, see Understanding the techOMS Master Product Source [Information]. Make sure the Camelot Inventory Profile is added under the Channel Settings tab.

     

  • Receive Inventory Level From Channel
  • Receive Shipments From Channel
  • Receive Receipts From Channel
• Save: Save changes.
• Delete: Delete the channel connection.