IN THIS GUIDE
This integration allows you to connect to ShipCentral's VeraCore-backed warehouses.
Order Desk can import orders from your shopping cart(s), apply custom information and then submit them to ShipCentral 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 ShipCentral integration.
To connect to ShipCentral, click on the Manage Integrations link in the left sidebar and under the Fulfillment tab find and enable the ShipCentral integration.
Once enabled, enter your ShipCentral username and password and click to connect.
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 ShipCentral to use for your orders.
If you need to apply specific methods for certain orders, match your method names to the names ShipCentral 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 ShipCentral.
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 ShipCentral sends shipment details back to Order Desk.
If Canceled, Move To
Select the folder you want orders to be moved into if they are canceled at ShipCentral.
For more information, see the Working with Folders guide.
Check for Shipments
Choose the time interval for how often you want Order Desk to check for new shipments in ShipCentral.
To send the source name of your orders into VeraCore, set that value here. This will also need to be set up within your VeraCore OMS for the value to pass through.
This can be set on a case-by-case basis for different orders using SourceCode as order metadata or checkout data, details below.
Send Customer Email Address to ShipCentral Fulfillment
Select if you want the email address on the orders to be sent to ShipCentral.
Check ShipCentral for BackOrder Status
Select this setting to schedule a daily appointment to check ShipCentral for orders that have been set to the backorder status. You can edit the time the appointment runs from the View Appointments page in your Order Desk store, but it will only run once a day.
The appointment itself will not take any action on backorders. To have Order Desk take action when an order is reported as backordered by ShipCentral, use the Rule Builder to create a rule on the event When Order Backordered at ShipCentral and set any actions you want to have taken in the rule.
Once an order has been noted as backordered, Order Desk will stop checking to see if the order exits backer status. The next event expected is that the order is shipped, at which point the shipment details will be sent into Order Desk.
Send Price Details to ShipCentral Fulfillment
If you want to send your price details to ShipCentral with your orders, select this. Before enabling this, please set Tax Calculation Method to 3rd Party Tax Total in the OMS Basic System Information.
Automatically Send Imported Orders to ShipCentral Fulfillment
If selected, every order that is added to Order Desk will automatically be sent to ShipCentral.
Select this setting only if all orders will be sent to ShipCentral. 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 ShipCentral do not select this.
Inventory Management Settings
Enable if you want your inventory stock counts to be pulled in from ShipCentral.
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 ShipCentral for inventory updates.
Inventory Location Name
If you want to set a specific inventory location name for the products you have at ShipCentral, set that name here. As ShipCentral sends back reports, your custom name will be added as the location.
For more information on what these product settings in the ShipCentral integration are for and how to use them, read the Fulfillment Integration Product Settings guide.
Shipping Class Match
If the shipping methods you set up in your shopping cart(s) don't match the shipping method names ShipCentral 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 ShipCentral 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.
Order Level Details
The following fields can be added as checkout data or order metadata to be passed through to VeraCore on an order by order basis:
|Field Name||Field Description|
|SourceCode||Set the source name on orders on a case-by-case basis if different from the default that comes from the source classification field in the settings above.|
If you are unfamiliar with checkout data, see the How to Work with Checkout Data guide.
Item Level Details
The following can be set as item metadata or variations on the items in your orders.
|Field Name||Field Description|
|comments||Any information added as comments will be sent to ShipCentral.|
If you are unfamiliar with how to add item metadata or variations to your items in Order Desk, see the How to Work with Inventory Details guide.