Verde Fulfillment USA Integration

IN THIS GUIDE

Overview
Setup
Integration Settings
Inventory Management Settings
Product Settings
Shipping Class Match
Notes and Limitations
Item Level Details

Overview

This integration allows you to connect to Verde Fulfillment USA's VeraCore-backed warehouses.

Order Desk can import orders from your shopping cart(s), apply custom information and then submit them to Verde Fulfillment USA 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 Verde Fulfillment USA integration.

Setup

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

Once enabled, enter your Verde Fulfillment USA username and password and click to connect.

When setting up VeraCore Web Service users, be sure to add permissions for the following services:
  • AddOrder
  • GetOffers
  • GetOrderInfo
  • GetShippingCharge
  • CancelOrder

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 Verde Fulfillment USA to use for your orders.

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

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 Verde Fulfillment USA 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 Verde Fulfillment USA.

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 Verde Fulfillment USA.

Source Classification

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

If you need to set the source code on an order manually to override what is set here, do so as checkout data called  Source Code. Details about working with checkout data can be found here.

Send Customer Email Address to Verde Fulfillment USA

Select if you want the email address on the orders to be sent to Verde Fulfillment USA.

Check Verde Fulfillment USA for Backorder Status

Select to flag any backordered items within an order. If selected, you must set up a rule to take action on orders with a backordered item, like moving to another folder for review.

Send Price Details to Verde Fulfillment USA

If you want to send your price details to Verde Fulfillment USA 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 Verde Fulfillment USA

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

Select this setting only if all orders will be sent to Verde Fulfillment USA. 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 Verde Fulfillment USA do not select this.

Inventory Management Settings

Sync Inventory

Enable if you want your inventory stock counts to be pulled in from Verde Fulfillment USA.

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 Verde Fulfillment USA for inventory updates.

Inventory Location Name

If you want to set a specific inventory location name for the products you have at Verde Fulfillment USA, set that name here. As Verde Fulfillment USA 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 Verde Fulfillment USA as instructions for the picklist.

You can also send your first order note through to Verde FUlfillment USA by adding  FIRSTORDERNOTE to the Picklist Message Field. If orders are being submitted automatically as they are imported, the first order note won't be included. This only works if the note is added before the order is sent.

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 Verde Fulfillment USA, 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 Verde Fulfillment USA.

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 Verde Fulfillment USA 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 Verde Fulfillment USA 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.

Notes and Limitations

  • Submitted SKUs are compared against Offers in the VeraCore system.
  • If the first name in an order is longer than 15 characters, the first name will be sent as an empty field and the full name will be sent in the last name field instead.
  • Verde Fulfillment USA has a 20 character limit for the order ID. Any order number that is longer than 20 characters will be sent with the last 20 characters as the order ID.

The following fields can be added as checkout data or order metadata to be passed through to Verde Fulfillment USA on an order by order basis:

Field Name Field Description
PO Number Send a PO Number to Verde Fulfillment USA.
Reference Number
Send a Reference Number to Verde Fulfillment USA.
ShippingAccount Add a third party shipping account number.
Rush Mark the order as a rush order by setting RUSH = 1 as checkout data.

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 Verde Fulfillment USA.

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.

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