How to set up an EWarehousing Fulfillment Channel [Step-by-step guide]

To connect EWarehousing, 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 set up Warehouses and Fulfillment Channels for an Account [Step-by-step guide]

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)
  • General: Allows to review and set the basic connection settings
  • Sync Actions: Displays information about the synchronization actions and last activity
• Advanced settings: Allows to configure Ewarehousing channel settings, Units of Measurement, and behavior 
  • 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
  • Supress PII: If checked, suppresses passing PII
  • References: Determines the templates to use for each reference, if needed
  • UOMs: Determines the UOMs to be used for the connection
  • API Validation Rules: Determines for which status is being used for each entity and field

• Warehouse Mappings: Allows to review and set Warehouse mappings between the WMS connection and techOMS as detailed here: How to manage Warehouse Mappings [Step-by-Step guide]

  
  

• 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]

• Integrations: Allows to set up integrations with other applications, providing URLs, API keys and other connection parameters according to the case

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

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]