How to Manage Account Warehouses and Fulfillment Channels [Step-by-Step Guide]

Modified on Tue, 24 Mar at 1:30 PM

Once warehouses are created at the organizational level, they must be enabled and configured for specific accounts.


This article explains how to access an account's warehouse settings, enable physical and virtual warehouses, and configure the corresponding fulfillment channel credentials.


TABLE OF CONTENTS


Prerequisites


Before proceeding, ensure you understand the difference between warehouse types and how they are created:

 

 
NoteYou must have special user permissions to access and manage these settings. To verify yours, see: techOMS User permissions structure [Information]. 
 

 

Accessing Account Warehouses

 

 
NoteEnsure no specific account is selected in the top header switcher.

 
 

 

To access the warehouse configuration for a specific account, follow these steps:


Step 1Click Organizations from the left menu under the System Configuration section.

 

Step 2Press Edit on the row of the Organization you wish to manage.

 


Step 3Press Edit on the row of the Account you wish to configure.

 


Step 4Select the Warehouses tab.

 


Enabling and Disabling Warehouses


The Warehouses tab displays all available facilities separated into two sections: Physical Warehouses and Virtual Warehouses. Virtual warehouses will display a list of their included physical members next to their name.


Because virtual warehouses rely entirely on their underlying physical locations, the system enforces strict validation rules when enabling or disabling them:

  • Enabling a Virtual Warehouse: Physical warehouses must be enabled for the account before their associated virtual warehouse can be enabled. If a required physical member is disabled, the virtual warehouse's Enabled checkbox will be read-only.
  • Disabling a Physical Warehouse: To disable a physical warehouse, you must first disable any associated virtual warehouse it belongs to.


To make a warehouse available for the account's operations, locate the desired warehouse in either the Physical Warehouses or Virtual Warehouses section, and follow these steps:


Step 1Check or uncheck the Enabled box to activate or deactivate the warehouse for this account.

 

Step 2Click Save to apply your changes.

 

 

 
WarningIf the corresponding Fulfillment Channel of a physical warehouse is set as the account's Master Product Source, disabling the warehouse will not remove it from the dropdown menus. However, Product Sync will be interrupted. Proceed with caution in such cases. To learn more, see: Understanding the techOMS Master Product Source [Information]. 
 

 

Configuring Fulfillment Channel Credentials


When you enable a physical warehouse for an account, the system automatically prepares its corresponding Fulfillment Channel.

 

 
NoteIf you are setting up a stable Fulfillment Channel, you must configure its credentials here. For other channel types, review their specific configuration requirements in the techOMS Fulfillment Channels - Master List [Guides List]. 
 

 

To configure the credentials:


Step 1Check the Show WMS Credentials or Show techSHIP Credentials box to expand the credentials panel.

 

Step 2Enter the required integration credentials.

 

Step 3Press Save.

 


With the warehouse configured, the Fulfillment Channel is now ready. Refer to the corresponding article to continue with its setup: techOMS Fulfillment Channels - Master List [Guides List].

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