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

Modified on Tue, 4 Feb at 3:05 PM

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

Once the connection is established between the system and techOMS, you can 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.

WARNING: This procedure applies to internal users only. If you are an organizational or account user, refer to How to set up Warehouses and Fulfillment Channels for an Account [Step-by-step guide].

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:

Name: Fulfillment Channel's name
Warehouse: Warehouse that will be connected with the Fulfillment Channel
Host: WMS system's URL (e.g. http://3plcentral.your.url.io)

NOTE: If you need to set up a Warehouse, check How to Create a Warehouse [Step-by-step guide]

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., follow the process using the guides to configure these additional parameters according to the WMS you are connecting to.

Find the system you're connecting to and enter the Setup Steps article: techOMS Fulfillment Channels - Master List [Guides List].

If you need to additionally configure Advanced Settings, follow the steps here:

How to manage Fulfillment Channels Advanced settings [Step-by-Step guide]