When an Associate places an order, it appears on this page with the status of Submitted. Once your 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 CSV files and an SFTP.

What We’ll Cover

• Permissions
• Finding the Page
• Auto Sync
• Sync Schedule
• Manual Sync
• Providing Shipping Information
• Forcing a Ship Sync

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Permissions

To access the Shipments page, you must have the ViewShipping() permission enabled for your Role.

Read more: Assigning Employee Permission Roles

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Finding the Page

In Corporate Office, navigate to: Inventory > Shipping.

[CLIENTID].corpadmin.directscale.com/Corporate/Inventory/Shipments

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Auto Sync

Order information and shipping information passes between Corporate Office and the 3PL. This process records to a CSV file. When you or the system triggers a sync, the 3PL looks at the CSV and updates it with the shipping information. The 3PL returns the CSV file to Corporate Office. The system updates the orders with the shipping information.

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Sync Schedule

When the 3PL registers a new order, the system schedules perform a 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 CSV file. Any newer orders have to wait for a new sync.

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Manual Sync

If you are using a generic 3PL, you have to get the CSV with orders from Corporate Office and enter the shipping information. Corporate Office will perform a sync through the SFTP site every hour that will:

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

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Providing Shipping Information

To manually provide shipping information, do the following:

1. Connect to your SFTP.

2. Locate the CSV file at From DirectScale\.

3. Copy the CSV file to your local machine.

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

   DATESHIPPED - The time listed for DATESHIPPED is in 24-hr format.

   For example, if shipped at 12:30 pm, enter 12:30:00.CARRIERTRACKINGNUMBER

After updating the CSV file:

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

At the next sync, Corporate Office examines the updated CSV file.

• If successful, the order updates its shipping status to Shipped. It will no longer appear in the Inventory/Shipping List in Corporate Office.

  The 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 Office.

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

  1. Download the erroneous CSV file
  2. Make the necessary changes
  3. Upload it back to the To DirectScale\ parent directory.

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Forcing a Ship Sync

1. Select the Warehouse needed to force a sync.

   This will update the order list to reflect that warehouse.

2. Click Synchronize.

The system records the information for the shipping orders 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 triggering the 3PL to schedule a new sync.