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.

NOTE: Although this article is divided by channel version (stable or beta), slight differences in available options may still exist depending on the channel type. Consult the techOMS Fulfillment Channels - Master List [Guides List] for details specific to your integration. 

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 and Allow Backorder Partial:
  • Manage in TechOMS and Allow Partial unchecked: techOMS checks stock availability. If enough goods are available, it sends the full shipment to the WMS. If not, it does not send any shipment to the WMS.
  • Manage in TechOMS and Allow Partial checked: techOMS checks stock availability. If enough goods are available, it sends the full shipment to the WMS. If not, it sends the partial shipment to the WMS.
  • Manage in Fulfillment Channel: techOMS does NOT check stock availability and always sends the full shipment to the WMS.

• 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.

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 and Allow Backorder Partial:
  • Manage in TechOMS and Allow Partial unchecked: techOMS checks stock availability. If enough goods are available, it sends the full shipment to the WMS. If not, it does not send any shipment to the WMS.
  • Manage in TechOMS and Allow Partial checked: techOMS checks stock availability. If enough goods are available, it sends the full shipment to the WMS. If not, it sends the partial shipment to the WMS.
  • Manage in Fulfillment Channel: techOMS does NOT check stock availability and always sends the full shipment to the WMS.

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.