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Transaction Manager: Warehouse Integration Quick Start Guide
Transaction Manager: Warehouse Integration Quick Start Guide

Following is a general guide for warehouse/3PL integrations.

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Written by Support
Updated over a week ago

Product: Transaction Manager

Congratulations on purchasing a new connector for your warehouse implementation with TrueCommerce! We can help you get up and running using the following easy steps:

1. Confirm Scope of Warehouse Implementation

Your warehouse should provide you with the scope of the implementation. The scope may include the transactions that will be involved, the transaction flow, and other pertinent information regarding your setup. Share this information with your assigned Implementation Specialist.

2. Set up Partner List for your Warehouse partner

This is the process of adding the customer name values in the Warehouse partner in Transaction Manager.
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โ€‹Note: Use the name of the warehouse as it is referred to in your Enterprise Resource Planning (ERP)/business system. For instance, this may be in a location, warehouse, or Third Party Logistics (3PL) field on your sales order or warehouse shipping order document.

3. Set up Item Catalog for your Warehouse

This will include all items and cross references (Item Translation) from your business system to TrueCommerce.

4. Establish Import Document Type for Warehouse Partner

5. Participate in Testing

The testing process will ensure that the connection between your business and your warehouse is working and that you will be fully operational when it is time to go live. It is important for all parties to be present and participate in the testing process. For information regarding this process and what it entails, contact your assigned Implementation Specialist.

Launch!

Coordinate with your TrueCommerce representative and go live!


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rev: 02/22/24

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