How to configure Automations for Sales/Fulfillment channels [Step-by-step guide]

You can set up automations in techOMS to control how information flows between your sales or fulfillment channels. This helps ensure that data stay updated without manual intervention. 

NOTE: In this guide, "channels" refers to both sales and fulfillment channels unless stated otherwise. 

This article is divided into the following sections:

1. Automation Modes
2. Webhook Jobs
3. Recurring Jobs
   1. Recurring Jobs for Stable Channels
   2. Recurring Jobs for Beta Channels

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

A. AUTOMATION MODES

There are two automation modes in techOMS: 

• Webhook Jobs: These are instant updates that occur whenever a specific event happens in the channel (e.g., a new order or a status change).
• Recurring Jobs: These are scheduled updates that run automatically at set intervals (e.g., every hour, daily) to keep data synchronized. Recurring jobs are further divided based on channel type:
  • Stable channels: Configured at the account level, affecting all channels within that account.
  • Beta channels: Configured individually for each channel, allowing you to set up different schedules and settings for each.
    
    
    NOTE: Jobs for stable and beta channels are independent. Configurations for stable channels do not impact jobs set up for beta channels within the same account. 

To determine which channels support each mode, refer to: 

• techOMS Sales Channels - Master List [Guides List]. 
• techOMS Fulfillment Channels - Master List [Guides List].

The following table summarizes each mode:

B. WEBHOOK JOBS

To configure webhook jobs for a specific channel:

NOTE: Make sure your channel's webhook mappings are properly set up before you continue. For setup instructions, refer to your channel's guide in the master lists mentioned above.

The setup process is the same for all channels. Screenshots in this guide use beta sales channels as an example.

1. Click Channels from the left menu under either the Sales Channels or Fulfillment Channels section.

2. Click on the desired channel.

3. Select Webhook in the Mode field.

4. Configure the necessary parameters for each Webhook Job Type:

• Delay: Specifies how much time the webhook job waits before triggering after an event is detected.
  
  
  NOTE:  If set to "None", no delay will be applied.
  
  
  
• Emergency Job Period: Defines the time interval at which an emergency recurring job will automatically run if the webhook job fails to trigger as expected. This acts as a fallback to ensure data is eventually synchronized. 
  
  
  NOTE: If set to "None", the job will not run.
  
  
  

5. Press Save.

C. RECURRING JOBS

a. Recurring Jobs for Stable Channels

To configure recurring jobs for all stable channels in an account:

1. Click Account from the left menu under the System Settings section.

2. Click Recurring Jobs tab.

3. Configure the necessary parameters:

• Enabled: Check the box to activate the Recurrent Job.
• Type: Indicates the action the job performs.
• Period: How often the job runs (e.g., how often you expect to receive orders).
• Shift (when applicable): Delays the job execution by a specified time (None, Minimal - 5 minutes, or explicit options).

4. Press Save to apply the changes

b. Recurring Jobs for Beta Channels

To configure recurring jobs for a specific beta channel:

NOTE: The setup process is the same for all beta channels. Screenshots in this guide use beta sales channels as an example.

1. Click Channels from the left menu under either the Sales Channels or Fulfillment Channels section.

2. Click on the desired channel.

3. Select Recurring Job in the Mode field.

4. Configure the necessary parameters for each Recurring Job Type:

• Delay: Specifies how much earlier the job will execute within the defined Main Job Period.
  
  
  NOTE:  If set to "None", no shift will be applied. This option is available for selected recurring jobs.
  
  
  
• Main Job Period: Defines how often the job runs.
  
  
  NOTE: If set to "None", the job will not run. Available frequencies depend on the channel and the recurring job.
  
  
  
  NOTE: The Delay and Main Job Period fields work together as follows: the execution window defined by the Main Job Period will be shifted earlier by the time specified in the Delay field. For example, if the Main Job Period is set to "Each 8 hours" and the Delay is "1 hour", a job originally scheduled between 08:00 AM and 04:00 PM will instead run between 07:00 AM and 03:00 PM due to the shift.
  

5. Press Save.

NOTE: To further automate inventory synchronization, refer to How to Configure Inventory Synchronization for a Beta Sales Channel [Step-by-Step Guide].