Corporate Office features a generic solution that allows any Third-Party Logistics Provider (3PL) to access and update shipping status.
With this automated SSH File Transfer Protocol (SFTP) solution the 3PL can call to Corporate Office without the need of an API integration.
You simply setup your own SFTP hosted location and enter the credentials in Administration > Advanced Settings. Shipping status will be automatically sent to the SFTP sites via .CSV files, the 3PL will edit those files with shipping status, and then Corporate Office will edit the database with the new shipping statuses.
You’ll need to setup your own SFTP site with a third-party service such as ExaVault.
Choose SFTP when setting it up and then setup the folders inside of the server like so:
home folder (/) │ └───To DirectScale │ │ │ └───<Warehouse name> │ │ │---<upload .csv files to sync here> │ │ │ └───archive │ │ │ └───error │ └───From DirectScale │ │ │ └───<Warehouse name> │ │---<download .csv files to sync here>
<Warehouse name> will be the same name as the warehouse you created in Corporate Office.
For more information, see: 2.9. Configuring Warehouses and Shipping Methods
FileZilla is very handy in looking at the files/folders for troubleshooting.
Now, you can enter your credentials into Corporate Office.
Corporate Office Advanced Settings
In Corporate Office, navigate to: Administration > Advanced Settings > 3PL.
The 3PL Provider dropdown is a deprecated feature and can be safely ignored.
Scroll down to the FTP Site section and enter your credentials provided by your FTP provider.
Click the Save Changes button.
Configuring Warehouses to Use GenericFTP
In Corporate Office, navigate to: Inventory > Warehouses.
Click the Edit button for the warehouse that will use FTP.
Read more: How to Edit a Warehouse
Change the Logistics Provider (3PL) dropdown to FtpSite.
Important: The Warehouse Name and the folder name
<Warehouse name> in the file structure settings above need to match.
home folder (/) │ └───To DirectScale │ │ │ └───US Warehouse │ │ │---<upload .csv files to sync here> │ │ │ └───archive │ │ │ └───error │ └───From DirectScale │ │ │ └───US Warehouse │ │---<download .csv files to sync here>
Click the Save Changes button.
Downloading and Uploading Files to and from DirectScale
Every hour DirectScale will do a synchronization. This sync will take all submitted orders that haven’t been shipped yet and create a .CSV file that will be inside the client’s SFTP site in:
└───From DirectScale │ │ │ └───<Warehouse name>
Download this .CSV file and update the last three columns:
Keep the DATESHIPPED format the same (i.e., “01/01/0001 00:00:00”).
For Example: Change that date to “01/25/2018 12:30:00” for Jan 25 2018 at 12:30pm.
Once the .CSV file is updated please place it inside the folder on the SFTP site:
home folder (/) │ └───To DirectScale │ │ │ └───<Warehouse name>
The sync that happens every hour will also check the folder above for any new .CSV files that has been uploaded. Then the shipping status of the order will change in DirectScale’s database to Shipped.
If the update is successful, then it will no longer show up in Inventory > Shipping within Corporate Office.
You can force the synchronization to happen by clicking the Synchronize button in the Shipping page.
Once a folder has been processed it will get copied to either the
error folder inside of
home folder (/) │ └───To DirectScale │ │ │ └───archive │ │ │ └───error