DirectScale provides the ability to synchronize (sync) orders with a 3rd-party logistic provider (3PL) using .csv files and an SFTP.
The 3PL and SFTP settings were set up during your initial configuration. For more information, or to change 3PLs, contact your Account Manager.
If you have integrated with a supported 3PL, order information and shipping information is passed automatically between Data & Commissions and the 3PL.
Order information in Data & Commissions (Commissions Portal) is captured in a .csv file.
When a sync is triggered, the 3PL obtains the .csv and updates it with the shipping information for the orders.
That .csv is then returned to Data & Commissions and the orders become updated with the shipping information.
When a new order registers with the 3PL, sync is scheduled for 1 ½ hours later. Any orders that come in during that 1 ½ hour duration will not trigger another sync.
When the sync occurs, all orders that are at least 1 hour old are provided in the .csv file. Any order less than 1 hour old will wait until a new order is registered with the 3PL and a new sync is scheduled.
Order PlacedSync Triggered?Sync ScheduledOrder’s Sync1:00 pmYes2:30 pm2:30 pm1:10 pmNo—2:30 pm3:00 pmYes4:30 pm4:30 pm3:31 pmNo—5:50 pm4:20 pmYes5:50 pm5:50 pm
In the previous example, you will see that the order placed at 3:31 pm is not included in a sync until 5:50 pm. This is because while the 3:31 order came in before the sync at 4:30, the order was not at least 1 hour old.
If you integrated with a generic 3PL, you will need to obtain the .csv with orders from Data & Commissions and then manually provide the applicable shipping information for those orders.
Data & Commissions will perform a sync through the SFTP site every hour that will:
Place a .csv file with submitted orders which haven’t been shipped.
Retrieve an updated .csv file with shipping information for the orders in the prior sync.
Provide Shipping Information
To manually provide shipping information, do the following:
Connect to your SFTP.
Locate the .csv file at ‘From DirectScale\’.
Copy that .csv file to your local machine.
Update the .csv file for each shipped order with the following information:DATESHIPPEDThe time listed for DATESHIPPED is in 24-hr format. For example, if shipped at 12:30 pm, enter 12:30:00.CARRIERTRACKINGNUMBER
Once the .csv file is updated, upload that file to the SFTP and place it in the ‘To DirectScale\’ parent directory.At the next sync, the updated .csv file is examined by Data & Commissions.If the update is successful, then the order has a shipping status of ‘Shipped’ and no longer appears in the Inventory/Shipping list in Data & Commissions. The .csv file is moved to the ‘archive’ subfolder in the SFTP.If the update is not successful, the order’s status remains ‘Submitted’ and stays in the Inventory/Shipping list in Data & Commissions. The .csv file is moved to the ‘error’ subfolder in the SFTP.You will then need to download the errored .csv file, make the necessary changes and upload it back to the ‘To DirectScale\’ parent directory.
Forcing a Sync
Data & Commission’s Shipping functionality provides a Synchronize button that lets you force a sync for either an auto or a manual sync.
Auto Sync – Resends a trigger to schedule a sync.Forcing an auto sync does not alter the sync schedule behavior. When you force a sync, you are simply just triggering the 3PL to schedule a new sync.
Manual Sync – Sends all non-shipped order information immediately in a new .csv file to the ‘From DirectScale\’.
For instructions on how to force a sync, see the Inventory Tutorial > Shipping Tutorial.