Ongoing WMS Integration

IN THIS GUIDE

Overview
Setup
Integration Settings
Product Settings
Shipping Class Match
Sending Orders to Ongoing WMS

Overview

Order Desk can import orders from your shopping cart(s), apply custom information and then submit them to Ongoing Warehouse Management Systems (WMS) 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 Ongoing WMS integration.

Setup

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

Once enabled, enter your Ongoing WMS credentials and click to connect.

Integration Settings

After Import, Move To

Select the folder you want orders to be moved into after they are successfully sent to Ongoing WMS.

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 Ongoing WMS sends shipment details back to Order Desk.

Default Mail Class

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

If you need to apply specific methods for certain orders, match your method names to the names Ongoing WMS uses in the Shipping Class Match section below.

Sync Inventory

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

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

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 Ongoing WMS as instructions for the picklist. The picklist will be sent to the Order Remarks field in Ongoing WMS.

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 Ongoing WMS, 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 Ongoing WMS.

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 Ongoing WMS 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 Ongoing WMS 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.

Sending Orders to Ongoing WMS

Order Level Details

The following details can be submitted with an order as either checkout data or order metadata. If you are unsure what these fields are, please contact Ongoing WMS for more information.

Field Name Field Description
SalesCode Set the sales code on the order.
DeliveryInstructions Provide delivery instructions with the order.
ServicePointCode Set the service point code on the order.
OrderType Set the order type.
Remark Set a remark on the order.
DoorCode Set the door code on the order.

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 a variation.

Field Name Field Description
SerialNumber Set the serial number on the item.
NotPicked Set to 1 if we should mark the item as not to be picked (virtual item)

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