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

techOMS allows you to automate information updates between Sales and Fulfillment channels and control the frequency of these updates. These automated tasks are known as recurring jobs.

This article is divided in the following sections:

1. Recurring job Types
2. Recurring jobs for Stable Channels
3. Recurring jobs for Beta Channels

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

A. RECURRING JOB TYPES

Recurring jobs are classified into two types based on the channel version:

• Recurring jobs for stable channels: These jobs apply to stable Sales and Fulfillment channels. They are configured at the account level and affect all channels within that account.
• Recurring jobs for beta channels: These jobs apply to beta Sales and Fulfillment channels. They are configured and scoped within each specific channel.

NOTE: Recurring jobs for stable and beta channels are independent of each other. A job configured for a stable channel does not affect jobs configured for beta channels within the same account.

To determine whether your channel is stable or beta, refer to the following lists:

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

NOTE: Although this guide categorizes jobs by channel version (stable or beta), minor differences in available options may exist depending on the specific channel type.

B. RECURRING JOBS FOR STABLE CHANNELS

To configure recurring jobs for all the stable sales and fulfillment channels in an account:

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

2. Click Recurring Jobs tab.

3. Check and and 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

C. RECURRING JOBS FOR BETA CHANNELS

To configure recurring jobs for a specific beta sales or fulfillment channel:

NOTE: The setup process is the same for Beta Sales and Fulfillment Channels. Screenshots in this guide use Beta Sales Channels as an example, but the process applies to Beta Fulfillment Channels as well.

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

2. Click on the desired channel.

3. In the Recurring Jobs section, configure the necessary parameters:

• Type: Indicates the action the job performs.
• 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.
  

4. Press Save to apply the changes.

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