Configuring Account Operational Settings [Guide]

Modified on Tue, 24 Mar at 3:37 PM

Once your Account and Account Users are established within the techOMS hierarchy, you must configure its operational elements to begin fulfilling orders.

This guide covers the end-to-end process of setting up carrier mappings, sales and fulfillment channels, and synchronizing your product catalog and inventory.


	If you have not yet set up your foundational hierarchy, you must do so before proceeding. For more information, see: Understanding the techOMS Organization Structure [Information].

TABLE OF CONTENTS

Carrier and Service Mappings
Fulfillment and Sales Channels
Product and Inventory Synchronization

Carrier and Service Mappings

When setting up your Accounts, you must configure carrier and service mappings to ensure they are available when working with fulfillment and sales channels.

To configure these mappings, follow the steps in this article:

How to configure Carriers and Services Master Mapping [Step-by-step guide]

Fulfillment and Sales Channels

As you finish configuring the internal elements of your techOMS portal, you will begin connecting to external services or an Integrated System. Create and set up your fulfillment and sales channels by following these articles in order:


	Ensure your physical or virtual warehouses are fully defined at the Organization level before attempting to assign them to your Account's fulfillment channels.

Product and Inventory Synchronization

Now that you have successfully created your channels and carrier mappings, you can synchronize your product catalog and inventory to accurately reflect your stock levels.

Defining the Master Product Source

First, you must define your master product source. This is the Integrated System that will act as the single source of truth for all products across your entire ecosystem. Follow these articles in order:

Importing the Product Catalog

Depending on your selected master product source, proceed with the recommended method to populate your catalog.


	While you can import products via file directly into techOMS regardless of your master source, doing so when techOMS is not the master is strongly discouraged. Manual imports will not sync back to your master channel and may be overwritten during the next automatic sync.

If techOMS is your master product source , import your full product catalog directly into the system using these guides:

If a Sales Channel or Fulfillment Channel is your master product source , synchronize your product catalog directly from the source channel using these guides:

Synchronizing Inventory

Once the product catalog is successfully imported or synced, you must complete your setup by synchronizing your actual inventory levels. Follow the applicable guide based on your channel setup:

After completing these steps, your Account is fully operational and ready to process orders within techOMS.