Exporting Orders For Fulfillment
Order Desk supports a number of integrations that will export orders to a third party for fulfillment and then continue to check back for shipping status. If you are using one of these integrations, this article explains how best to set up your store.
Sending Orders For Fulfillment
You can send orders for fulfillment from the order list page or from the order detail page. From the list page, check the orders you want to send and click the button at the bottom for your integration. From the detail page, click the button under the items inside the order. In each case, the orders are not submitted immediately but are queued up and sent to the Order Desk appointment system. The next time appointments are processed (every few minutes) your orders will be submitted to the third party.
If any blocking errors were encountered (invalid SKU, invalid credentials, etc.) the store admin will be emailed. If a temporary connection error was encountered, the submission will be tried again in a few minutes. If you want to run the import immediately, browse to the Tools > View Appointments page and run the appropriate pending appointment.
Checking For Shipped Orders
Most of the shipping and fulfillment integrations can listen for shipments and report back. The system is setup to check the third party for updates to the shipped orders every 6 hours. After 50 tries (about 12 days) the system gives up. On the order detail page you can see how many times the order has been checked and restart the checking if it has expired. To check all pending orders immediately, you can run the shipping check appointment from the View Appointments page.
Create a rule to put the order in the Prepared folder when it is submitted to fulfillment and another rule to put it in Closed when a shipment is added.
Customizing The Products Being Submitted
At the bottom of the setup page for your integration you can set some product code customization features. If you need to adjust the product codes being submitted, you can use the Field Match functionality to change your product codes into others. For example, if your shopping cart had the SKU “blueshirt6” but your fulfillment company wanted it to be 87BL223X7m you could put this in a line in the product code match box:
blueshirt6 = 87BL223X7m
You can even convert one code into multiple like this:
BUNDLECODE = PROD1CODE,PROD2CODE,PROD3CODE
You can skip certain products so that some product codes don’t get submitted. Put each code to skip on its own line.
Some integrations support a gift message functionality. By setting a field name here, you will tell the integration to look for a checkout field with this name and if one is found, submit that value as the gift message.
Doing it Manually
Many fulfillment companies simply support receiving a CSV file. You can build a custom export according to the fulfillment house’s specification and direct it to be emailed or sent via FTP when you run the report. This method doesn’t allow for reporting package tracking numbers automatically, but if you get that information back from the fulfillment company, you can easily edit it and paste it into the Tools > Add Shipments page. You just need two columns: one for the source ID and one for the tracking number.