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

To connect Extensiv, first create a Fulfillment Channel connection, and then set up the connection parameters.

Once the connection is established between the system and techOMS, you can push Sales Orders, pull inventory levels and shipments, send and get receipts, get stock updates, and synchronize inventory.

This is a two-phase procedure:

1. Create the Fulfillment Channel
2. Configure additional parameters

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

CREATE THE FULFILLMENT CHANNEL

To create a Fulfillment Channel, follow the instructions in How to set up Warehouses and Fulfillment Channels for an Account [Step-by-step guide].

Once added, proceed to the following section.

CONFIGURE ADDITIONAL PARAMETERS 

To configure additional parameters:

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

2. Click on the created channel's name in the list.

3. Modify parameters according to each section as required (click to enhance).

SECTIONS

A) VIEW SELECTION allows changing the different view modes:

• Main Settings (default): Allows reviewing and setting general settings and recurring jobs.
• Advanced Settings: Allows changing the fulfillment channel behavior:
  • 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.
  • 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.
  • Suppress PII: If checked, suppresses passing Personally Identifiable Information.
  • 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.
• Channel Settings: Allows managing the channel connection settings:
  • Environment: Allows switching between the Production or Test (Sandbox) endpoint/environment.
  • Credentials: Allows configuring the connection with your WMS:
    • 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.
    • Export Shipment Status: Controls whether shipments are sent to Extensiv with an Open, Completed, or Undefined status.
    • Throughput: Defines the maximum number of requests per minute allowed for the integration. Default is 100, but some channels (e.g., Shopify) may have specific limits. 
      
      

      WARNING: To properly connect the channel, ensure you enter your correct WMS credentials. Credentials are sensitive and should be handled securely. Avoid sharing or exposing them.
      

      
      
      
      
• Carrier Mappings: Allows reviewing and setting Carrier name mappings between the WMS connection and techOMS as detailed in How to map Carriers in a Fulfillment Channel [Step-by-step guide].
• SKU Mappings: Allows reviewing and setting SKU mappings between the WMS connection and techOMS as detailed in How to map SKUs in a Fulfillment Channel [Step-by-step guide].
• Reference Mappings: Allows reviewing and setting reference mappings between techOMS and Extensiv. Fields are mapped only from techOMS to Extensiv. However, the following Extensiv standard fields — BillOfLading, LoadNumber, LotNumber, and PalletId— can be mapped from Extensiv to techOMS. Refer to How to map References in a Fulfillment Channel [Step-by-step guide] for more details.

B) GENERAL displays and/or allows editing the connection name.

C) RECURRING JOBS allows configuring the available recurring jobs. For more information, refer to How to configure Automated Recurring Jobs for Sales/Fulfillment channels [Step-by-step guide].

D) QUICK ACTIONS allows performing additional/quick actions:

• Sync: Allows manually synchronizing elements between 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.