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

To connect Synapse, first create a fulfillment channel connection, and then set up the connection parameters.

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.

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.

A. 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.

B. CONFIGURE ADDITIONAL PARAMETERS 

To 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. Modify parameters according to each section as required (click to enhance).

SECTIONS

A) VIEW SELECTION allows changing the different view modes:

• Main Settings (default): Allows reviewing and setting general settings and recurring jobs.
• 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 Synapse fulfillment channels:
  • Lot and Serial Number Pass-Through: When enabled, lot and serial numbers are received from the WMS as detailed in Understanding Lot and Serial Numbers Synchronization [Information].
    
    

    WARNING: Only receiving lot and serial numbers from shipments is currently supported.

    
    
• Channel Settings: Allows managing the channel connection settings:
  • Api Url: The URL of the Synapse instance.
  • Username: The API username.
  • Password: The API password for the above user.
  • Customer Id: The Synapse Customer ID.
    
    

    WARNING: To properly connect the channel, ensure you enter your correct credentials. Credentials are sensitive and should be handled securely. Avoid sharing or exposing them.
    

    
    
  • Country Code: Select between ISO alpha-2 or alpha-3 codes to use two- or three-letter abbreviations for countries.
  • Inventory Status: Define one or more inventory class–status combinations to include only the desired items.
  • Purchase Order Type: Specify the type of purchase order to be sent.
  • Throughput: Set the maximum number of requests per minute for the integration.
    
    
• Carrier Mappings: Allows reviewing and setting carrier name mappings between the WMS connection 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 WMS connection and techOMS as detailed in How to map SKUs in a Fulfillment Channel [Step-by-step guide].
• Reference Mappings: Allows reviewing and setting reference mappings from techOMS to Synapse. Refer to How to map References in a Fulfillment Channel [Step-by-step guide] for more details.

B) GENERAL displays and/or allows editing the connection name.

C) RECURRING JOBS allows configuring the available 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
  • Receive Inventory Levels From Channel
  • Receive Shipments From Channel
  • Receive Receipts From Channel
• Save: Save changes.
  
• Delete: Delete the channel connection.