How to set up a Camelot 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/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].
   
  

  WARNING: Make sure that the text entered in the reference fields (Shipment Reference Number Template and Receipt Reference Number Template) is in uppercase. Lowercase characters may lead to integration issues.
  

   

• Channel Settings: Allows managing the channel connection settings:
  • URL Address: Camelot URL Address endpoint.
  • Username & Password: Camelot username and password.
  • Client Name: Camelot Client name ID.
  • Trading Partner: Camelot Trading partner ID.
  • Pull Inventory profile: Profile value for pulling inventory, matching the definition in Camelot.
  • Push/Pull shipments profile: Profile value for pushing/pulling shipments, matching their definition in Camelot.
  • Push/Pull receipts profile: Profile value for pushing/pulling receipts, matching the definition in Camelot.
  • Date Format: Allows you to change the format of the order date.
    
    
    NOTE: Some older versions of Camelot may only support specific date formats. Use this field to address such cases. 
      
• 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. 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 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.