How to set up a Datex Fulfillment Channel [Step-by-step guide]

To connect Datex, 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 channel Advanced settings as detailed in How to manage Fulfillment Channels Advanced settings [Step-by-Step guide]

• Warehouse Mappings: Allows to review and set Warehouse mappings between the WMS connection and techOMS as detailed here: How to manage Warehouse Mappings [Step-by-Step guide]

• 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: If available, set or modify reference mappings between techOMS and the Fulfillment channel; each field targets a reference (Shipment and Receipt reference and PO) for which you can select which variable you will use for each case

• Integrations: Allows to set up integrations with other applications, providing URLs, API keys and other connection parameters according to the case

  • User Name: Datex Username for connection purposes 
  • Password: Datex Password for connection purposes 

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

• Health Check: Verifies if the connection is active or not
  
• Save: Saves and commits changes
  
• Delete: Deletes the channel connection

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

• Application & Key (locked): Connection type and API key
• Name: Display name for the connection, can be edited if required for more convenient identification if there are many
• Host: URL of the connection, can be edited if the URL is changed at any point

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

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]