eFulfillment Service Integration

IN THIS GUIDE

Overview
Setup
Integration Settings
Inventory Management Settings
Product Settings
Shipping Class Match
Check for Shipping

Overview

Order Desk can import orders from your shopping cart(s), apply custom information and then submit them to eFulfillment Service for fulfillment. When orders are shipped, the tracking details will be sent back to Order Desk and back to your shopping cart(s) if your store is set up for it.

This guide explains how to set up and use the eFulfillment Service integration.

Setup

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

Log in to your eFulfillment Service account. In the Client Info > My Settings menu, you will find your Merchant Token, Merchant ID and Merchant Name.

Enter these details in Order Desk and click to connect.

Integration Settings

After you have connected the integration, you can apply any necessary details or preferences to the settings.

Submission Mode

While you are still testing, keep this set to Test. When you are ready to begin sending real orders to eFulfillment Service, switch this to Live.

Default Mail Classes

Choose the shipping classes you want eFulfillment Service to use for your orders.

If you need to apply specific methods for certain orders, match your method names to the names eFulfillment Service uses in the Shipping Class Match section below.

After Import, Move To

Select the folder you want orders to be moved into after they are successfully sent to eFulfillment Service.

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 eFulfillment Service sends shipment details back to Order Desk.

Automatically Send Imported Orders To eFulfillment Service

If selected, every order that is added to Order Desk will automatically be sent to eFulfillment Service.

Select this setting only if all orders will be sent to eFulfillment Service. 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 to eFulfillment Service do not select this.

Inventory Management Settings

Sync Inventory

Enable if you want your inventory stock counts to be pulled in from eFulfillment Service.

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

Sync Update Interval

If Sync Inventory is enabled, choose how often you want Order Desk to check eFulfillment Service for inventory updates.

Inventory Location Name

If you want to set a specific inventory location name for the products you have at eFulfillment Service, set that name here. As eFulfillment Service sends back reports, 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 eFulfillment Service, 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 eFulfillment Service.

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.

Shipping Class Match

If the shipping methods you set up in your shopping cart(s) don't match the shipping method names eFulfillment Service uses, they won't know what methods you intend for them to use. When this happens, the default mail classes applied above will be used instead for all of your orders.

To tell eFulfillment Service what methods you want them to use, you will need to match your method names to theirs. This can be done in the shipping class match section. For detailed instructions on setting this up, please read through the shipping class match guide.

Check For Shipping

Order Desk checks eFulfillment Service for shipments every eight hours. If a shipment is found it will be posted to the order.

You can also press the Check eFulfillment Service For Shipment button in an order to manually look for shipments before the scheduled check runs.

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