How to Create a Fulfillment Channel [Step-by-step guide]

Modified on Wed, 09 Nov 2022 at 10:58 AM

To connect to a WMS, you will have to create a Fulfillment Channel connection.

Once the connection has been established between the system and techOMS, you will be able to push Sales Orders, pull inventory levels and shipments, send and get receipts, get stock updates and synchronize inventory.


The process consists in two phases:

1) Create the channel

2) Configure additional parameters


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




CREATE CHANNEL


To create a Fulfillment Channel you will have to:


1. Click Channels under Fulfillment Channels


2. Click Create to deploy the fields for creation



3. Complete the fields accordingly



  • Application: System to which you will be connecting (3PL Central, Synapse, Camelot, etc)
  • Name: Fulfillment Channel's name
  • Host: WMS system's URL (e.g. http://3plcentral.your.url.io)


4. Press Save to apply the changes


NOTE: By default, the connection will have the basic elements preset, such as the keys, billing types and standard information pull/push synchronization times.
Nevertheless, if you need to define or customize mappings, references, etc., continue using the guide to configure these additional parameters.



CONFIGURE ADDITIONAL PARAMETERS 


To configure additional parameters:


1) Access the configuration view clicking on your connection name


2) Add/Change/Set parameters according to each section as required (click to enhance):



SECTIONS


A) VIEW SELECTION, allows to change the different view modes:

  • Main settings (default): Allows to review and set the basic connection settings
  • SKU Mappings: Allows to review and set SKU mappings between the WMS connection and techOMS
  • Carrier Mappings: Allows to review and set Carrier name mappings between the WMS connection and techOMS 


B) QUICK ACTIONS, allows to perform additional/quick actions:

  • Health Check: Verifies if the connection is active or not
  • Sync: Allows to manually synchronize different elements between both systems
    • Import Products from channel
    • Export Products to channel
    • Receive Inventory Levels from channel
    • Receive Shipments from channel
    • Receive Receipts from channel
  • Save: Saves and commits changes
  • Delete: Deletes the channel


C) GENERAL, displays and/or allows to edit:

  • Application & Key (locked): Connection type and API key
  • Connection name: Display name for the connection, can be edited if required for more convenient identification if there are many
  • Host: URL of the connection, can be edited if the URL is changed at any point


D) CHANNEL SETTINGS, displays and allows to set/modify channel connection and binding settings:

  • Webhooks information: Set or modify webhooks keys and connection ID and password (secret)
  • WMS Connection parameters: Set or modify WMS keys, IDs, password (secret)
  • References: Set or modify reference mappings between techOMS and the Fulfillment channel; each field targets a reference (Shipment and Receipt reference and PO) for which you can select which variable you will use for each case


E) WAREHOUSE MAPPINGS, allows you to bind or modify the connection to a specific warehouse instance:

  • Warehouse IDs: Set or modify the Warehouse IDs (Warehouse as the techOMS entity, External as the Identifier on the WMS end) to bind both ends
  • Default Carrier information: Set or modify the default Carrier and Service code for this connection


F) SYNC ACTIONS, displays information about the synchronization actions and last activity, as well as allowing manual logging


 

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