Shipedge Integration

IN THIS GUIDE

Overview
Setup
Integration Settings
Inventory Syncing
Product Settings
Shipping Class Match

Overview

Order Desk can import orders from your shopping cart(s), apply custom information and then submit them to any warehouse that uses the Shipedge fulfillment software. As orders are fulfilled, shipment and inventory information can be sent back into Order Desk.

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

Setup

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

You will need some Shipedge account credentials. These can be found in your Shipedge account by clicking My Account > Preferences > API Integration. You may need to open a support ticket with Shipedge to have API access enabled on your account.

Enter the 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.

Default Mail Classes

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

If you need to apply specific methods for certain orders, match your method names to the names Shipedge 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 Shipedge.

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 Shipedge sends shipment details back to Order Desk.

If Canceled, Move To

Select the folder you want orders to be moved into if the order is canceled at Shipedge.

Retailer Phone Number

Some shipping couriers require a phone number for any package they deliver. Add the phone number you want used in these scenarios for any customers who did not include their phone number in their address details. This will prevent delays or problems with orders that are missing a number.

Send Customer Email Address to Shipedge

Select if you want the customer email address to be included with the order details that are sent to Shipedge.

Automatically Send Imported Orders To Shipedge

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

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

Inventory Syncing

Sync Inventory

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

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 Shipedge for inventory updates.

Inventory Location Name

If you want to set a specific inventory location name for the products you have at Shipedge, set that name here. As Shipedge 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.

Gift Message Field

Set the name of a checkout data field if you want the gift message in that field on an order to be sent to Shipedge. Shipedge charges a small fee for including a gift message.

If you are unfamiliar with checkout data, please read the How to Work with Checkout Data guide.

Inventory Location Match

If you only want to send certain items to Shipedge, 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 Shipedge.

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 Shipedge 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 Shipedge 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.

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