The Shipments page, within Corporate Office, lets you easily check whether an order has been shipped. When an order is placed, it appears on this page with the status of Submitted. Once the order has been recorded as shipped from the 3PL, the order is removed from this list. You can also synchronize orders with a 3rd-party logistic provider (3PL) using CSV files and an SFTP.
What We’ll Cover
- Finding the Page
- Auto Sync
- Sync Schedule
- Manual Sync
- Providing Shipping Information
- Forcing a Ship Sync
Finding the Page
In Corporate Office, navigate to: Inventory > Shipping.
If you have integrated with a supported 3PL, order information and shipping information is passed automatically between Corporate Office and the 3PL and 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 Corporate Office and the orders become updated with the shipping information.
When a new order registers with the 3PL, sync is scheduled for one and half hours later. Any orders that come in during that duration will not trigger another sync.
When the sync occurs, all orders that are at least one hour old are provided in the CSV file. Any other order will wait until a new order is registered with the 3PL and a new sync is scheduled.
If you integrated with a generic 3PL, you will need to obtain the CSV with orders from Corporate Office and then manually provide the applicable shipping information for those orders.
Corporate Office 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.
Providing Shipping Information
To manually provide shipping information, do the following:
Connect to your SFTP.
Locate the CSV file at
Copy that CSV file to your local machine.
Update the CSV file for each shipped order with the following information:
DATESHIPPED- The time listed for
DATESHIPPEDis in 24-hr format.
For example, if shipped at 12:30 pm, enter
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 Corporate Office.
If the update is successful, then the order has a shipping status of Shipped and no longer appears in the Inventory/Shipping List in Corporate Office.
The CSV file is moved to the
archivesubfolder in the SFTP.
If the update is not successful, the order’s status remains Submitted and stays in the Inventory/Shipping List in Corporate Office.
The CSV file is moved to the
errorsubfolder in the SFTP. You will then need to download the erroneous CSV file, make the necessary changes and upload it back to the
To DirectScale\parent directory.
Forcing a Ship Sync
Confirm that the warehouse for which you wish to force a sync is selected from the warehouse drop down.
This will update the order list to reflect that warehouse.
The information for the shipping orders is created in the CSV file ready for the 3PL.
If using a supported 3PL, 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.