How to manage Fulfillment Channels Advanced settings [Step-by-Step guide]

When setting up a Fulfillment Channel connection, you can manage Advanced Settings. These can be added to already created Fulfillment Channels and will differ depending on the Fulfillment Channel type and version.

This article is divided in the following sections:

1. Access the advanced settings
2. Stable Fulfillment Channel advanced settings
3. Beta Fulfillment Channel advanced settings
4. Apply changes

To check if your Fulfillment Channel is stable or beta, refer to techOMS Fulfillment Channels - Master List [Guides List].

NOTE: Make sure that you are operating at the right Vendor/Warehouse beforehand.

A. ACCESS THE ADVANCED SETTINGS

To access the advanced settings:

1. Click Channels from the left menu under the Fulfillment Channels section. 

2. Click on the Name of the desired fulfillment channel.

3. Click the Advanced Settings tab. 

B. STABLE FULFILLMENT CHANNEL ADVANCED SETTINGS

The available advanced settings for stable fulfillment channels are:

B.1) Channel Settings 

• Credentials (Webhook/API keys/tokens): Allows updating connection credentials.
• Backorder Mode: Define whether backorders will be managed in techOMS or the Fulfillment Channel, as detailed in Understanding Backorders in techOMS [Information].

• Suppress PII: If checked, suppresses passing Personally Identifiable Information.
• Reference Number Templates: Edit to name the template and choose the related field.
• Extension Digit and GS1 Company Prefix: Set the Extension Digit and GS1 Company Prefix associated with the vendor. This information helps reconstruct the full label within techOMS when needed.

B.2) Timezone shows the fulfillment channel timezone.

B.3) Unit of Measure (UOM)

• Size: Switch to define the UOM type for dimensions.

• Weight: Switch to define the UOM type for weight.

NOTE: To learn more about UOM, refer to How Units of Measurement work in techOMS [Information].

B.4) API Validation Rules

• Sales Order: Switch to define the Status type (Warning or Error) for Carrier and Service Code.

• Shipment: Switch to define the Status type (Warning or Error) for Carrier and Service Code.

• Purchase Order: Switch to define the Status type (Warning or Error) for Carrier and Service Code.

• Receipt: Switch to define the Status type (Warning or Error) for Carrier and Service Code.

C. BETA FULFILLMENT CHANNEL ADVANCED SETTINGS

The available advanced settings for beta fulfillment channels are:

C.1) Allocation Settings 

• Backorder Mode: Define whether backorders will be managed in techOMS or the Fulfillment Channel, as detailed in Understanding Backorders in techOMS [Information].

C.2) Channel Settings

• Reference Number Templates: Edit to name the template and choose the related field.
• Extension Digit and GS1 Company Prefix: Set the Extension Digit and GS1 Company Prefix associated with the vendor. This information helps reconstruct the full label within techOMS when needed. 

C.3) Privacy

• Suppress PII: If checked, suppresses passing Personally Identifiable Information.

C.4) System 

• Timezone: Shows the fulfillment channel timezone.

• Size: Switch to define the unit of measure type for dimensions.

• Weight: Switch to define the unit of measure type for weight.

D. APPLY CHANGES

After modifying the desired settings, click Save to apply the changes.