3BM IT Solutions Integration

IN THIS GUIDE

Overview
Setup
Integration Settings
Inventory Management Settings
Product Settings
Custom Instructions

Overview

Many warehouses use software provided by 3BM IT Solutions to manage their orders. If your fulfillment provider uses this software, Order Desk can connect to them through the 3BM IT Solutions integration and send your orders for fulfillment. As they fulfill your orders, the tracking numbers will be sent back into Order Desk and back through to the original shopping cart(s).

This guide explains how to set up and use the 3BM integration in Order Desk.

Setup

To connect to 3BM, click on the Manage Integrations link in the left sidebar and under the Fulfillment tab find and enable the 3BM integration.

Once enabled, enter your 3BM username and password and click to connect.

Integration Settings

After you have connected the integration, you can apply your preferences in the settings.

After Import, Move To

Select the folder you want orders to be moved into after they are successfully sent to your fulfillment provider through 3BM.

You can use one of the default folders already in your store or create your own. Read the Working with Folders guide for more information.

After Shipment, Move To

Select the folder you want orders to be moved into as your fulfillment provider sends shipment details back to Order Desk from 3BM.

Default Shipping Method

Set the default shipping method you want your provider to use for your orders. You can override this setting on a per order basis. Details can be found below in the  Custom Instructions section.

Automatically Send Imported orders to 3BM

If selected, every order that is added to Order Desk will automatically be sent to your fulfillment provider through 3BM.

Select this setting only if all orders will be sent to this provider. If any orders will not be sent, or if you need a delay between when an order is imported into Order Desk and when it is sent do not select this.

Inventory Management Settings

Order Desk can download your 3BM inventory and update the stock count in your Order Desk inventory. From there, this data can be updated at one or more shopping carts.

Sync 3BM Inventory

Enable this setting if you want to pull inventory counts back from your fulfillment provider.

For more information, see the How to Work with Inventory Counts guide.

Sync Interval

Choose how often you want Order Desk to pull in inventory updates from your fulfillment provider.

Inventory Location Name

If you want to set a specific inventory location name for the products being updated from 3BM, set that name here. As Order Desk pulls in inventory details, your custom name will be added as the location.

Product Settings

Product Code Match and Skip

For more information on how Product Code Match and Product Code Skip work, please read the Product Code guide.

Inventory Location Match

If you only want to send certain items to your fulfillment provider, you can set the inventory location name from the item in this field. Orders with items that don't have an exact match will not be submitted to 3BM.

To avoid confusion about which items in which orders are being sent for fulfillment, it is generally better to split orders than to use this field. If you do choose to use this field, please be careful that your inventory location names match exactly.

Custom Instructions

To customize the details or instructions that are sent to 3BM for a particular order, you can set the following checkout data fields on the order:

Field Name Field Description
ShippingMethod Set the shipping method to be used for the order. If not included, the default shipping method will be used instead.
Incoterm Set the incoterm to use for the order. If not included, an incoterm value will not be sent.
Language Set the language to be used for order(s). Default is EN.

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