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

To connect Synapse, you will have to, first, create a Fulfillment Channel connection, and then, set up the connection parameters.

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 follow the instructions in How to Create a Fulfillment Channel [Step-by-step guide]

Note you will have to define:

• Application: Select Synapse
• Name: Name the Channel accordingly
• Synapse Customer ID: As indicated by your Synapse instance
• Synapse Username/Password: Your Synapse Username and Password to complete the connection

Once you have added it, proceed to the following section.

CONFIGURE ADDITIONAL PARAMETERS 

To configure additional parameters:

1) Click on the created channel's name in the list

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 as detailed here: How to map SKUs in a Fulfillment Channel [Step-by-step guide]
• Carrier Mappings: Allows to review and set Carrier name mappings between the WMS connection and techOMS as detailed here: How to map Carriers in a Fulfillment Channel [Step-by-step guide]

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 connection

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
• Backorder Mode and Allow Backorder Partial:
  • Manage in TechOMS and Allow Partial unchecked: techOMS will check stock availability and

    if the goods are enough, it will send the full shipment to the WMS; if the goods are NOT enough, it will NOT send any shipment(s) to WMS

  • Manage in TechOMS and Allow Partial checked: techOMS will check stock availability and if the goods are enough, it will send the full shipment to the WMS; if the goods are NOT enough, then techOMS it will send the PARTIAL shipment to the WMS
  • Manage in Fulfillment Channel: techOMS will NOT check stock availability and will always send the FULL shipment to the WMS

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

• WMS Connection parameters: Set or modify Client ID and 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

NOTE: If you wish to set up automations for the channel, follow the steps here: How to configure Recurring Jobs for Sales/Fulfillment channel Automation [Step-by-step guide]