ecomdash - Order Management

To manage orders, you will need to first set up your shipping. This article provides a checklist to guide you through setting up and integrating a warehouse for shipping.

• Set Up a Warehouse
• Warehouse Integration
• Create an Import/Export Format
• Summary
   

Set Up a Warehouse

1. Click the 'Settings' (gear) icon in the top right-hand corner of your screen. Choose Warehouse from the drop-down menu.
2. Click View under the Warehouse option you would like to configure.
3. Enter your warehouse details, and Save changes.

Integration Type will be set here. Once changes have been saved, you will be able to view and further configure your Warehouse Integration.

Warehouse Integration

1. Click the View button under Warehouse Integration.
2. Select Include Order Files, Include Packing Slips, or both, depending on your supplier's preferences.
3. Choose the Integration Interval and Integration Type.
4. Enter any corresponding drop shipping information, and Save changes.

Create an Import/Export Format

1. Click the Settings (gear) icon in the top right-hand corner of your screen.
2. Choose Bulk Import/Export from the drop-down that appears. This will take you to a page where you can choose between Manual Import Formats, Integrated Import Formats, Manual Export Formats, and Integrated Export Formats.
3. Click the View button underneath the format you wish to create.
4. Click the Add New button to create a new format.
5. Configure your format, then click the Verify Format Matches File button.
6. Once you have verified that everything matches, click the Save button.

For more information on creating Import/Export Formats, please see ecomdash - How to Build an Import/Export Inventory Format.

Summary

Setting up your warehouse, configuring integration options, and creating accurate import/export formats are key steps to ensure smooth order management and efficient shipping operations. Completing these tasks provides a strong foundation for maintaining inventory accuracy, streamlining fulfillment, and meeting customer expectations with confidence