PDR Integration

IN THIS GUIDE

Overview
Setup
Export Settings
Inventory Settings
Product Settings
Shipping Class Match
Custom Details
FAQ

Overview

Order Desk can import orders from your shopping cart(s), apply custom information and then submit them to  PDR 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 PDR integration. For more details about what the Order Desk app is used for, please see the  Getting Started for Merchants guide.

Setup

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

Enter your PDR user ID and password and click to connect.

Export Settings

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

Default Mail Class

Choose the shipping class you want PDR to use for your orders.

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

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 PDR sends shipment details back to Order Desk.

Custom Field Name

Custom field to communicate with PDR any extra information you need to send with the order. Set the name of a checkout data field if you want the message in that field on an order to be sent to PDR.

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

Automatically Send Imported Orders To PDR

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

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

Inventory Settings

Sync Inventory

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

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

Inventory Location Name

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

Inventory Location Match

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

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 PDR uses, they won't know what methods you intend for them to use. When this happens, the default mail class applied above will be used instead for all of your orders.

To tell PDR 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.

Custom Details

PDR can accept certain custom details about your orders and your items, listed here.

Order Details

The following details can be submitted for an order as either checkout data or order metadata.

Field Name Field Description
GiftWrap
Set any value (yes, 1, true, etc.) to tell PDR to use gift wrap. Do not use this field or leave it empty if you do not want PDR to use gift wrap.
SalesChannel
Free text area to communicate to PDR. Example: set wholesale for wholesale orders.

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

Item Details

The following fields can be set as variations or item metadata for each order item.

Field Name Field Description
GroupID Use to group certain parts of a bundle together.


FAQ

When do shipments come in?

Order Desk checks for new shipment files once every 12 hours on the schedule set in your  View Appointments page. If you do not see a shipment you expect to see, it's possible the import appointment has not run yet. You can manually run the appointment to check for updates from PDR.

Make sure to also check the order in Order Desk to see if tracking has already been added to it. If tracking has been added, then PDR has updated the order already. If you aren't seeing that update show up in your shopping cart, make sure Sync Tracking is enabled in your cart integration settings.

You can also check the Order History for the order to see if there were any problems with telling the shopping cart about the shipment. Some shopping carts will not accept a shipment update if the order has already been marked as fulfilled before PDR and Order Desk have had a chance to report the shipment details to the cart. Orders must remain unfulfilled in your shopping carts until Order Desk sends fulfillment details back to them.

Why isn't Order Desk reporting the right inventory numbers from PDR?

Order Desk cannot change the details that PDR sends. The app reads the files from PDR and updates the information in your Order Desk store based on what those files say.

If you see any discrepancies between what is being reported in Order Desk and/or your shopping cart and what PDR has told you they have received and have in stock, this is typically due to a misunderstanding about what PDR considers in stock and reports back to Order Desk and what inventory has been received and is being processed but is not yet in stock. If in doubt, please contact PDR for more information.

How do I send the gift message to PDR?

The gift message will be applied to checkout data in Order Desk. Different shopping carts send the gift message through with a different field name, so first look at an order with a gift message and find out what the checkout data field name for that message is.

As an example, Shopify gift messages are called "Note". To add the gift message to your PDR export template(s), you will need to add this same checkout data field name Note to the Gift Message field name in the  product settings.

Who is managing my account?

Order Desk support will gladly help you get your account set up and running to be able to communicate with PDR about your orders, but it will be up to you to learn how Order Desk works so you can monitor and manage your own account. This includes handling updates and special settings that fall outside of the initial setup done by Order Desk.

If you have any questions, feel free to contact Order Desk support for help, but ultimately this is your store and your responsibility.

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