How to set up an IntegratedFlow Sales Channel [Step-by-step guide]

Modified on Wed, 31 Jul at 4:51 PM

To connect IntegratedFlow, you will have to, first, create a Sales 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 and update Sales Orders, 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 Sales Channel you will have to follow the instructions in How to Create a Sales Channel [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) QUICK ACTIONS, allows to perform additional/quick actions:

Health Check: Verifies if the connection is alive or has been interrupted
Sync: Allows to manually Send Inventory Levels as well as Export Products to the channel
Save: Saves and commits changes
Delete: Deletes the channel connection

B) VIEW SELECTION, allows to change the different view modes:

Main settings (default): Allows to review and set the basic connection settings
- General: Indicates the Application type and the display name for the connection, which can be edited if required for more convenient identification if there are many, API key and Host and requires to configure:
  - Sender: As matching with the IntegratedFlow integration value; if not provided by the integrators yet, complete with TBD
  - Receiver: As matching with the IntegratedFlow integration value; if not provided by the integrators yet, complete with TBD
  - Environment: Indicates which mode will be used, if test (DEV) or production (PROD); if not ready to go live, set it as DEV, when ready, set to PROD
- Privacy: Determines for how long PII will be retained
- Sync actions: displays information about the synchronization actions and last activity, as well as allowing manual logging
Advanced: Allows to define Units of Measurement, Fulfillment Location Mappings, as well as order download rules and Order and Inventory options and more options as detailed in How to manage Sales Channels Advanced settings [Step-by-Step guide]
Warehouse Mappings: Allows to review and set Warehouse mappings between the Sales Channel connection and techOMS as follows:

A) Switch to the Warehouse Mappings panel
B) Press + to add a mapping
C) Choose the Warehouse from the dropdown and complete the External Warehouse Code with the WMS Code linked to techOMS in the integration
Carrier Mappings: Allows to review and set Carrier name mappings between the Sales Channel connection and techOMS as detailed here: How to map Carriers in a Sales 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 Sales Channel [Step-by-step guide]

Once ready, proceed with the IntegratedFlow additional configuration instructions here: Getting Started: IntegratedFlow additional configuration [Step-by-Step guide]

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]