Configuring UST Fulfillment

If you are working with UST Fulfillment, you can activate the automated fulfillment technology in your CRM at any time.

In order to do this you just need to go to Clients & Fulfillment > Fulfillment Providers and select UST Fulfillment from the drop down menu. Click on "Add Fulfillment Provider" and fill out the following parameters to Configure UST Fulfillment:

  • Username - This will be provided to you by UST Fulfillment.
  • Password – This will be provided to you by UST Fulfillment.
  • Receive Tracking Numbers – Specify whether you would like to receive tracking numbers with your shipments or not.
  • Receive ReturnsSelect Yes if you would like your returned orders to be automatically updated after they have been received by UST Fulfillment; otherwise, select No. Please note that the campaign must be configured to "Include Returns".
  • Delay Hours – Specify if you would like to delay our system from pushing the orders to your fulfillment center for an “X” amount of hours. This would allow you to review the orders before they get sent out to the fulfillment provider.
  • UST Server Name - This will be provided to you by UST Fulfillment.
  • Alias - For internal purposes only to help you organize among multiple fulfillment profiles within your CRM

 

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).

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