Admin: Corporate Admin
Page: Inventory > Shipping
URL: [CLIENTID].corpadmin.directscale.com/Corporate/Inventory/Shipments
Permission: ViewShipping()

When an Associate places an order, it appears on this page with the status of “Submitted”. Once your third-party logistics provider 3PL records the order as shipped, the system removes the order from this list. If needed, you can also force a ship synchronization with your 3PL using XLSX/CSV files and an SFTP.

What We’ll Cover

• Automatic Synchronization
• Sync Schedule
• Manual Synchronization
• Providing Shipping Information
• Forcing Ship Synchronization
• Test Orders

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Automatic Synchronization

Order information and shipping information passes between Corporate Admin and the 3PL. This process records to an XLSX/CSV file. Then, when you or the system triggers a sync, the 3PL looks at the XLSX/CSV and updates it with the shipping information. Finally, the 3PL returns the XLSX/CSV file to Corporate Admin.

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Sync Schedule

When the 3PL registers a new order, the system schedules to sync an hour and a half later; any orders coming in during this duration will not trigger another sync. When syncing, the system records all orders that are at least one hour old in the XLSX/CSV file. Any newer orders have to wait for a new sync.

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Manual Synchronization

If you are using an FTP site, you have to get the XLSX/CSV with orders from Corporate Admin and enter the shipping information. Corporate Admin will perform a sync through the SFTP site every hour that will:

• Place an XLSX/CSV file with submitted orders which haven’t shipped.
• Retrieve an updated XLSX/CSV file with shipping information for the orders in the previous sync.

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Providing Shipping Information

To manually provide shipping information, do the following:

1. Connect to your SFTP.

2. Locate the XLSX/CSV file at From DirectScale.

3. Copy the XLSX/CSV file to your local machine.

4. Update the XLSX/CSV file for each shipped order with the following information:

   DATESHIPPED - The time listed for DATESHIPPED is in 24-hr format. For example, for Jan 25, 2018, at 12:30 PM, you would change the date to “01/25/2018 12:30:00”.

After updating the XLSX/CSV file:

1. Upload it to the SFTP.
2. Place the file in the To DirectScale parent folder.

At the next sync, Corporate Admin examines the updated XLSX/CSV file.

• If successful, the order updates its shipping status to Shipped. As a result, it will no longer appear in the Inventory/Shipping List in Corporate Admin.

  The XLSX/CSV file moves to the archive subfolder in the SFTP.

• If unsuccessful, the order’s status remains Submitted and stays in the Inventory/Shipping List in Corporate Admin.

  The XLSX/CSV file moves to the error subfolder in the SFTP. You will then need to:

  1. Download the erroneous XLSX/CSV file
  2. Make the necessary changes
  3. Upload it back to the To DirectScale parent folder.

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Forcing Ship Synchronization

1. Select the Warehouse needed to force a sync updating the order list to reflect that warehouse.

2. Click Synchronize.

   Note: The Synchronize button will sync all warehouses regardless of which warehouse you currently have selected.

The system records the information for the shipping orders in the XLSX/CSV file, ready for the 3PL. If you’re using a supported 3PL, forcing an Auto Sync does not alter the sync schedule behavior. When you force a sync, you are triggering the 3PL to schedule a new sync.

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Test Orders

When using the Test Merchant, orders created are assigned the Authorization number _TESTCARD_, denoting them as test orders. These test orders will initially appear on the Shipping page. When your shipment syncs, DirectScale has a method that voids these test orders so they will not be sent to your 3PL. Once a test order is voided, it is not voided again during the next sync.