Xpedite Fulfillment Integration

IN THIS GUIDE

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

Overview

This integration allows you to connect to Xpedite Fulfillment’s VeraCore-backed warehouses.

Many warehouses use software provided by Xpedite to manage their orders. If your fulfillment provider uses this software, Order Desk can connect to them through the Xpedite integration and send your orders for fulfillment. As they fulfill your orders, the tracking numbers will be sent back into Order Desk and back through to the original shopping cart(s). 

This guide explains how to set up and use the Xpedite integration in Order Desk.

Setup

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

Once enabled, select your provider from the dropdown, enter your Xpedite username and password and click to connect.

Then setting up Xpedite 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 Xpedite to use for your orders.

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

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 Xpedite sends shipment details back to Order Desk.

If Canceled, Move To

Select the folder you want orders to be moved to if an order is canceled in Xpedite.

Source Classification

Set this value only if your Xpedite provider tells you to. This also requires you to set this value up within your OMS or it will fail.

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 Xpedite

Select if you want the email address on the orders to be sent to your Xpedite provider.

Check Xpedite 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 Xpedite

If you want to send your price details to Xpedite with your orders, select this. Before enabling this, please set Tax Calculation Method to 3rd Party Tax Total in the OMS Basic System Information in Xpedite.

Automatically Send Imported Orders to Xpedite

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

Select this setting only if all orders will be sent to your fulfillment provider. 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 do not select this.

Inventory Management Settings

Sync Inventory

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

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 Xpedite for inventory updates.

Inventory Location Name

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

You can also send your first order note through to Xpedite by adding FIRSTORDERNOTE to the Picklist Message Field. If orders are being submitted to Xpedite 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 Xpedite, 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 Xpedite.

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 Xpedite 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 Xpedite 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 Desk supports the Xpedite warehouse fulfillment solution. Orders can be submitted and tracking numbers will be pulled down. Inventory counts can also be synced into Order Desk.

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.
  • Xpedite 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 Xpedite on an order by order basis:

Field Name Field Description
PO Number Send a PO Number to Xpedite.
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.

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