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

To connect Extensiv, 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): Allows to review and set the basic connection settings
• Advanced Settings: Allows to define backorder behavior, PII, reference templates, Units of Measurement, and API Validation Rules, where for backorder you will have:
  • 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

NOTE: The Advanced Settings section includes a switch to target the Production or Test (Sandbox) endpoint/environment.

• Carrier Mappings: Allows to review and set Carrier name mappings between the WMS connection and techOMS as detailed here: How to map Carriers in a Fulfillment Channel [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]
• Reference Mappings: Allows to review and set Reference mappings between the WMS connection and techOMS as detailed here: How to map References in a Fulfillment Channel [Step-by-step guide]
• Integrations: Allows to configure connections to the external systems interacting with the channel (WMS, techSHIP, etc.)
  • TPL: Extensiv API Key
  • Client ID: Extensiv Client ID Key
  • Client Secret: Key secret (password)
  • User Login ID: User login ID number
  • Customer ID: Customer ID number
  • Webhooks (Optional): Define Webhooks connection parameters

B) GENERAL, displays and/or allows to edit:

• Application: Connection type
• Connection name: Display name for the connection, can be edited if required for more convenient identification if there are many

C) SYNC ACTIONS, displays information about the synchronization actions and last activity, as well as allowing manual logging

D) QUICK ACTIONS, allows to perform additional/quick actions:

• 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]