Configuring ShipRight Fulfillment

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

In order to configure ShipRight Fulfillment, you will just need to navigate to Settings > Providers and select "Add New Provider Profile" from the Actions drop-down menu.  Select 'Fulfillment' as the type, select ShipRight from the Provider drop-down list, and fill out the required parameters.

Combine Similar Addresses - Set to YES if you want to combine similar addresses.

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

Order Source Id – This will be provided to you by ShipRight Fulfillment

Owner Code- This will be provided to you by ShipRight Fulfillment

Receive Tracking Numbers – Specify whether you would like to receive tracking numbers with your shipments or not

Alias - For internal purposes only to help you organize among multiple fulfillment profiles within your CRM.

 

ShipRight Fulfillment Additional Notes

  • Orders created with a test payment method from the CRM will be sent to the testing environment within ShipRight Fulfillment. Moreover, test orders will by-pass ShipRight's production environment.  

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).