ShipCentral Integration

IN THIS GUIDE

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

Overview

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.

Setup

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.

Integration 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 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.

Source Classification

Set this value only if ShipCentral tells you to. This also requires you to set this value up within your OMS.

Send Customer Email Address to ShipCentral Fulfillment

Select if you want the email address on the orders to be sent to ShipCentral.

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

Sync Inventory

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.

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.

Picklist Message Field

Set the name of a checkout data field if you want the message in that field on an order to be sent to ShipCentral as instructions for the picklist.

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 ShipCentral, 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 ShipCentral.

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 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.

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