Standard Fulfillment Centers Process

Overview

• Standard Process
• Header Template is optional but useful to provide merchant account information.
• Fulfillment templates have 40 fields to input information

Create a Header Template

1. Navigate to the Fulfillment Centers screen
2. Click “Export Templates” in the top right corner
3. Click “New”
4. Name the template and click “OK.”
   
5. Toggle “Include Field Names” if field names will be included
6. File Type and Insert header options will be ignored
7. In the table, choose “Field 1”
   1. Use the dropdown under “Field to Export” and select “Custom Column” near the bottom of the list.
      
   2. Under “Field Label,” enter “Field Name” + comma + static text
      EX: Merchant Company Name, Wholesale Toy Center
8. Repeat “Custom Column”s for any extra information
   
9. Click “Save” in the upper right-hand corner when done
10. Click “OK” and “X” to exit the window

Create a Fulfillment Template

1. Navigate to the Fulfillment Centers screen
2. Click “Export Templates” in top right corner
3. Click “New”
4. Name the template and click “OK.”
   
5. Choose to save the file as .cvs or .txt(tab-delimited)
6. Toggle “Include Field Names” if field names will be included
7. Use the dropdown to select “Header Template” recently created
   1. Click to insert header once per file or for each order
8. Click to choose how multiple items are shown
   

9. In the table choose “Field 1”
   1. Use the dropdown under “Field to Export” and select Field for the template
   2. Enter ”Field Label” to change the column header in the created document
10. Repeat for all desired fields
    *Click “Set to Standard Fields” to quickly populate the table*
    
11. Click “Save” in the upper right-hand corner when done
12. Click “OK” and “X” to exit the window

Define a Fulfillment Center

1. Navigate to the Fulfillment Centers screen
2. Click the empty cell under the “Code” column to start a new entry
3. Fill information:
   1. Code -> Create code for the fulfillment center
   2. Name -> Create a name to identify the fulfillment center
      *A Code + Name must be entered to save entry*
   3. Export to Text File -> toggle on if sending text files manually to the fulfillment center
   4. Export File -> Click “Browse” in the top right corner to set the destination of the created file
      *File name must be defined as part of the file path and a blank file created beforehand*
   5. Export Template -> dropdown to choose the created template
   6. Send Email -> toggle on if an email should be sent during export
   7. Email Template -> dropdown to choose from pre-defined templates
   8. Email Address -> enter if choosing to send email
4. Repeat for all fulfillment centers
   

Set Inventory to Fulfillment Centers

1. Main Menu -> Manage My Inventory -> View & Manage My Inventory
2. Filter or Search for a specific item
   1. Click “Edit” in the top-right corner
   2. Find “Fulfillment Ctr” near the bottom of the page
   3. Use the dropdown to select the fulfillment center from the list
   4. Click “Save” in the top-right corner
3. Repeat for all items in Fulfillment Center

Process Orders

1. Main Menu -> Process My Orders -> View & Process My Orders
2. Filter or Search for a specific order
3. When the order is Approved, data will append to a text file or email to the defined email address.

NOTE: The file must be renamed or moved to a different folder, or data will always append to the current file.