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Overview of Fulfillment Automation
Overview of Fulfillment Automation
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Written by Support
Updated over a week ago

October 31, 2010

UPDATED March 1, 2020

In order to use the Fulfillment functionality available in CRM, you will need to establish an account with one of the automated fulfillment companies currently integrated within our system.

Please keep in mind that you will not be restricted to the use of only one fulfillment company. You can have multiple fulfillment company accounts which gives you the ability to use one fulfillment center for Campaign X, and a different fulfillment center for Campaign Y.

Once you have established an account with the fulfillment company, you will be provided with the parameters needed to configure your fulfillment provider within the CRM. Please refer to the Help Article for the Fulfillment Company you have contracted with to add in the credentials.

Once your fulfillment provider profile has been created, then you will go through your campaigns and assign the fulfillment provider to the corresponding campaign(s). Campaigns are located in Products>Campaigns

You will also need to create shipping methods for your fulfillment provider which should correspond to the information you have provided to the Fulfillment provider. To create your shipping methods go to Products/Shipping Methods.

Once your Fulfillment Center is up and running, all activity will be logged as a note in the order history for the order.  As soon as tracking numbers are received from the fulfillment company the order status will update to shipped and the tracking information will be added to the notes section for each order.

Please note that you must configure your product SKUs with the selected Fulfillment Center before your orders will successfully post to fulfillment.

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