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

To connect CartonCloud, 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].

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 or 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 on the created channel's name in the list.

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

SECTIONS

A) VIEW SELECTION allows changing the different view modes:

• Main Settings (default): Allows configuring general settings.
   
• Advanced Settings: Allows to define channel advanced settings as detailed in How to manage Fulfillment Channels Advanced settings [Step-by-Step guide].
  
  In addition to those settings, the following options are specific to this channel:
  • Lot/Serial Number Pass-Through: When enabled, lot and serial numbers are received from the channel as detailed in Understanding Lot and Serial Numbers Synchronization [Information].
     
  • Product Description to send to Channel: Defines how product information is sent from techOMS to the channel's product description field:
    • Product Variant Name: Sends only the product variant name.
    • Product Name + Product Variant Name: Sends the product name followed by the variant name, separated by a hyphen (e.g., Cotton T-shirt - L).
      
      
      NOTE: This format is recommended when a full product-variant name is needed for warehouse tasks such as picking and packing.
       
• Channel Settings: Allows managing the channel connection settings:
  • Api Url: The URL for communicating with the CartonCloud API.
  • Client Id: Your unique identifier for accessing the CartonCloud API. This is generated when you create an API Client within your CartonCloud account.
  • Client Secret: API key provided when you create your API Client in CartonCloud.
  • Tenant Id: The unique identifier for your entire CartonCloud account. This ID ensures that all your requests are directed to your specific organization's data.
  • Customer Name: The name of the customer record in CartonCloud.
    
    

    WARNING: Credentials are sensitive and should be handled securely. Avoid sharing or exposing them.
    

     
• 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, as detailed in How to map References in a Fulfillment Channel [Step-by-step guide].

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 elements between systems:
  • Import Products From Channel
  • Export Products To Channel
    
    
    NOTE: The availability of Import and Export options depends on whether the channel is set as the Master Product Source:
    

    • If the channel is the Master Product Source, Export Products To Channel is unavailable.
      
    • If the channel is not the Master Product Source, Import Products From Channel is unavailable.
      

    
    For more details, see Understanding the techOMS Master Product Source [Information].
     
  • Receive Inventory Levels From Channel
  • Receive Shipments From Channel
  • Receive Receipts From Channel

• Save: Save changes.
  
• Delete: Delete the channel connection.