How to set up a CartRover Sales Channel [Step-by-step guide]

To connect CartRover, 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]

NOTE: This channel requires Registration. Provide it's name for identification and API User and Secret (API password) for Registration purposes in this step.

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 the Refresh Token and change the API Validation Rules for each Entity Type (SO, Shipments, etc.), Units of Measurement, related fields (Carrier Code, Service Code, etc.) and the Status associated
• Warehouse Mappings: Allows you to bind or modify the connection to a specific warehouse instance, setting or modifying the Warehouse IDs (Warehouse as the techOMS entity, External as the Identifier on the Sales Channel end) to bind both ends
  
• SKU Mappings: Allows to review and set SKU mappings between the Sales Channel connection and techOMS as detailed here: How to map SKUs in a Sales Channel [Step-by-step guide]
• 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]

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

• Sync: Allows different synchronization actions manually to receive, send, import and export
  
• Save: Saves and commits changes
  
• Delete: Deletes the channel connection

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

• Application (locked): Connection type 
• Connection name: Display name for the connection, can be edited if required for more convenient identification if there are many
  
• API User and Secret: API user and password

D) PRIVACY, displays and allows to set/modify the Personal Identification Information retention threshold

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

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]