Order Management

Updated on July 3rd, 2023

  • Extensiv Hub
    Popular Articles Getting Started Using Hub Technical Issues & FAQs Extensiv's Ideas Portal
  • 3PL Warehouse Manager
    Receiving Operations Inventory Management Shipping Operations System Configuration Scanning Operations Integrations Content Best Practice Resources Release Notes Popular Articles Troubleshooting Guides
  • Warehouse Management
    Getting Started Admin Console Shipping Order Picking & Packing Receiving Customer Portal Cycle Counting Kit Building Managing Users Barcode Scanner Import/Export Integrations Barcoding Wave Picking Bin Move Mobile Receiving and Picking Settings Popular Articles Reporting
  • Order Management
    Dashboard Orders Inventory Purchase Orders Shipments Customers Products Analytics Settings API API Integrations Accessing and Navigating Order Manager Error Messages Order Manager Popular Articles Accounting Integrations
  • Integration Management
    Getting Started with Integration Manager General Support Troubleshooting Extras & Addons API Documentation Popular Articles Order Sources Order Destinations
  • FAQs
  • Network Manager
    Getting Started Order Routing Management Technical Issues Shopping Carts Settings Settings, Products, and Orders
  • Billing Manager
    Getting Started Using Billing Manager
  • Release Notes
    Extensiv Sandbox Extensiv Extensiv Hub 3PL Warehouse Manager Integration Management Warehouse Management Order Management Billing Manager
  • Fulfillment Marketplace
    Getting Started
  • Sandbox
    Getting Started
+ More
  • Help Center
  • Order Management
  • Settings
  • Warehouses & Vendors
  • Settings
    • General
        • Tax Identifiers
        • Company Time Zone Setting
        • Ruby Has 3PL Integration
        • Disable the Inventory Update From Extensiv Order Manager to All Sales Channels
        • Update My Profile
        • How to Enable Out of Stock Control for eBay Sales Channels
        • Company Info and Additional Account Settings
        • How to View Your Extensiv Order Manager Invoices
        • Installing an App from the Order Manager App Store
        • How To Remove an App in Order Manager
        • Configuring Shipping Presets
    • Sales Channels
        • Walmart Fulfillment Services - WFS
        • Setting Up Shipment & Carrier Mappings for Your Sales Channels
        • WFS Workflow
        • Amazon Cancellation Settings
        • Amazon Pacific Time Orderbot Setting
        • Shopify Locations
        • Shopify Tags
        • Enable or Disable Extensiv Order Manager Email Notifications to Your Customers
        • Deactivating a Sales Channel
        • Adding Shopify as a Sales Channel
        • Viewing a Sales Edit Channel's History
        • Adding Amazon as a Sales Channel
        • Adding eBay as a Sales Channel
        • Adding Newegg as a Sales Channel
        • Steps in Adding Walmart as a Sales Channel
        • Editing Sales Channels
        • Adding a Manual Sales Channel
        • How to Exclude a Warehouse From Pushing Inventory to a Sales Channel
        • Assigning a Packing Slip and/or Email Template to your Sales Channel
        • Adding Sales Channels
        • Reactivating Sales Channels
    • Webhooks
        • Order Payment Webhook
        • Shopify Auto-Subscribing Webhooks
        • Shopify Product Update / Product Edit Webhook
        • Shopify Refund Webhook (e-commerce Orders)
        • Order Creation Webhook
        • Shopify Cancellation Webhook
        • Shopify Fulfillment Webhook
        • Shopify Refund Webhook - POS Orders
        • Shopify Product Deletion Webhook
        • BigCommerce Webhook
    • Shipping Providers
        • Adding Shipping Providers
        • Adding DHL eCommerce as a Shipping Provider
        • How to Add Express 1 as a Shipping Provider
        • Adding Amazon Buy Shipping as a Shipping Provider
        • UPS Mail Innovations Services
        • Customizing Shipping Services and Package Types Per Shipping Provider
        • FedEx ETD
        • Deactivate or Reactivate a Shipping Provider
        • Adding FedEx as a Shipping Provider
        • Adding Stamps.com as a Shipping Provider
    • Vendors
        • Adding a Dropship Vendor to Extensiv Order Manager
        • How to Automatically Create Purchase Orders For Dropship Orders
        • Creating or Updating Vendors
    • Warehouses & Vendors
        • Instructional Video - Creating Warehouses & Warehouse Settings
        • Use Component Inventory Setting for Bundles and Kits
        • Setting a Dropship Template and Fulfilling Orders with a P.O.
        • Configuring Dropship Vendor FTP
        • Configuring Shipping Label Print Format Options
        • Can I have additional order information populated on my Shipping label?
        • Configuring a Dropship Vendor
        • How to Configure the Order Export File for FTP Connections
        • Search for Vendors
        • Inventory Dependent Warehouses
        • Updating the Address/Return Address for Your Warehouse
        • Deactivating a Warehouse in Extensiv Order Management
        • Creating and Configuring Warehouses in Extensiv Order Manager
        • Pick List Settings
        • Setting Up Document Print Settings
        • Setting Up Domestic Backup Warehouses
        • FTP Inventory Import for a 3PL
        • Setting Up a Warehouse's International Rank
        • How do I connect Extensiv Order Manager with Deliver?
        • Setting Up a 3PL Warehouse
        • Creating an In-House Warehouse
    • Orderbots
        • Adding Order Item to Order Orderbot Action
        • Understanding Apply Best Rate vs Cheapest Rate Orderbots
        • Support for Shopify's Additional Details
        • Orderbots filtered by zip code range
        • Postal Zones in Extensiv Order Manager
        • Mark Order as Shipped Orderbot
        • Automating Orders to Fulfill from a Specific Warehouse
        • Editing an Orderbot
        • Deactivating an Orderbot in Extensiv Order Manager
        • Replace Address Orderbot
        • Creating an Orderbot
        • Orderbots - Complete List of Filters & Actions
        • Orderbot: Set order weight and dimensions based on products
        • Orderbot: Using Hold the order for and Mark Order as Shipped
        • Commonly Used Orderbots
    • Templates
        • Email Verification Process for P.O. & E-mail Templates
        • Email Templates
        • Setting up Packing Slip Templates
        • Setting up Purchase Order (PO) Templates

Setting Up a 3PL Warehouse

A 3PL, or third-party logistics warehouse, is a warehouse that stores and ships your products for you.

NOTE

Before you set up your 3PL in Order Manager, you will need to know how your connection will be set-up. You can connect a 3PL to Order Manager via FTP, API, EDI or XML.

 

FTP

To set up a 3PL via FTP, you'll need:

  • FTP Credentials provided by the 3PL
  • Folder paths for the orders export, shipment import, and inventory import.
  • Archive paths for the orders export and shipment import.
  • A sample of an order export file your warehouse can support.
  • A sample of a shipment file the 3PL will send to Order Manager. (Shipping Carrier, Sales Channel, Tracking Number & Order Number are required on this file)
  • A sample of an inventory file your warehouse will be sending back.
  • A list of any sales channel, state, country, and carrier mappings your warehouse may have.
  • Run times for each import/export. Please keep in mind these times cannot overlap.
  • Please keep in mind we only support multi-line files in CSV, Excel, or Text format. They can be fixed or flexible.

API

To connect via API, please inform your Account Manager or the Order Manager Support Team so that they can provide you with information on native integration options available in the Order Manager App Store. If we do not already have an option that can connect with your warehouse, you will need to find a developer on your end to build out the connection into Order Manager for your warehouse. You can begin the process by reaching out to our team (via AM or Support) to first confirm if there is any existing option you can use. We can provide further directions from that point on.

Please keep in mind we do not do any custom development. All custom development must be done on your end or via a partner upon our developers' approval.

EDI or XML

To connect your 3PL to Order Manager via EDI or XML, please inform your Account Manager or the Order Manager Support Team so that they can introduce you to our EDI and XML partners. Order Manager’s partners will outline the connection and integration process with you, provide a quote, and then build out a solution.

How to Create a 3PL Warehouse in Order Manager

Once you've assessed the information above, you can begin creating a 3PL warehouse in Order Manager.

To add a new 3PL warehouse, go to the Settings module and go to the Warehouses tab in the left-hand navigation panel. Then click + New Warehouse and select Third Party Logistics.

In the new window, you’ll need to complete several required fields, including:

  • Warehouse Name
  • Address
  • City
  • State
  • Zip Code
  • Country
  • Contact Phone

If you’ve already created other warehouses, you can assign them as domestic backup warehouses for the new warehouse you’re creating. Select the backup warehouses you want to add, then drag and drop the entries to change their order. This determines the order in which the warehouses will fulfill orders in the event that the primary warehouse is out of stock. This is all information that can be modified after you save it. Once you’ve finished, click “Continue.”

Note

If you create more than one warehouse (In-House, 3PL, or otherwise), you will be prompted to assign inventory allocation shipping zones. Doing so will allow you to assign inbound orders from certain states or regions to a particular warehouse.

 

This can also be adjusted by clicking on the wrench button next to the U.S. map on the Warehouses page. Selecting the clipboard button (next to the wrench icon) will show you an edit history of changes made to the allocation zones.

Once you’ve created the warehouse, you can click the wrench button next to its name and select from a number of options, including:

  • Basic Info & I.D. Color: You can revise basic warehouse contact information here and assign a unique color to the warehouse (as displayed on the Inventory Allocation Shipping Zones map). 


     
  • Returns Location: This is the address to which returned items will ship, assuming they were originally fulfilled by this warehouse. This does not have to match the address of the origin warehouse. The returns location will default to the origin warehouse’s address if these fields are left blank. 

NOTE: If you are connecting to your 3PL via FTP you will need to fill out the Communication Settings portion of the warehouse setup below. This is where you will need to fill in all of the FTP information that you previously collected from your 3PL.

Each tab will need to be filled out before you can proceed to the next tab. You will not be able to save your changes if any required fields are blank.

  • In the Server Connection tab, enter your FTP credentials provided by the 3PL and make sure that they are validated by clicking the Test Connection button.
  • In the Export and Import tabs, you will need to set up the specific folder paths, archive paths, and file formats according to your 3PL. You'll need to indicate Folder Paths for all import/export tabs.
  • For Order Exports, you'll need to choose how orders for multiple SKUs will be formatted - one SKU per row, or one order with multiple SKUs separated by the assigned Delimitor in a row.
  • Under the Daily Schedule section of these tabs, you can set up Run Times, when these files will automatically either import or export to/from the 3PL. Make sure that the Import Run Times DO NOT share the same times selected in the Export Run Times, or there will be a communication failure. You can choose for Run Times to happen both on weekdays and weekends, or just on weekdays. Import Times may be at the same time as each other.
  • In the Import/Export Fields sections, you'll need to set up mappings so your 3PL can read the file contents. The left column houses the terms Order Manager uses, and the right column should be the terms your 3PL uses. Make sure to only map corresponding content, otherwise, you may end up with a very confused warehouse employee not understanding why an order lists "Ship To Country" as an email address! Select whether or not you want the export file to include Column Headers (the first row of the export file will be Headers instead of order data) and make sure that the Import files also should/should not be importing inventory and shipments with the Column Headers. If the wrong option is chosen, the import will always have at least one failed entry.
    • Order Export: You must indicate at least one field mapping. No specific columns are mandatory.
    • Shipment Import: Mandatory columns are Sales Channel, Order Number, Shipping Carrier, and Shipment Tracking Number.
      Inventory Import: Mandatory columns are Master SKU & On Hand Stock.
    • Failing to map the required columns will likely result in complications with order fulfillment and/or imports failing to be created successfully in Order Manager.
  • Lastly, the Field Mappings tab is where you can associate any potential differences in terminology for field inputs between Order Manager and the 3PL. For example, if you want to export orders assigned to ship with the Carrier value as USPS, but your 3PL refers to that Carrier as "Endicia", you would map that under the Shipping Carriers subsection. These mappings are populated as a default, so they are simply here for customization as needed.

Click Save to save all of the information above.

  • International Shipping Warehouse Order: This is the order in which warehouses will be assigned to orders shipping internationally. This hierarchy can be “activated” by creating an orderbot.


     
  • Domestic Backup Order: This is the order in which inventory will be pulled from if the warehouse associated with the order runs out of stock.


    Note

    Setting up dependents will result in the merging of sales velocities, which will be reflected in Order Manager-generated POs.

     
  • Inventory Dependents: These are the warehouses that source new inventory from the Master (Parent) Warehouse.
  • Deactivate: This will deactivate the warehouse.
  • History: This tracks the history of actions performed on the warehouse.

     

Extensiv University

Gain deeper insights and learn more about Order Manager with our online course at Extensiv University.
supply chain 3pl warehouse

Was this article helpful?

Yes
No
Share additional feedback about this article

Related Articles

  • Ship Multiple-Package Orders
  • Adding Amazon Buy Shipping as a Shipping Provider

Not finding the help you need?

Contact Support
Solutions
  • Solutions for Brands
  • Solutions for 3PLs
  • Solutions for 4PLs
  • Solutions for B2B
Products
  • Extensiv 3PL Warehouse Manager
  • Extensiv Warehouse Manager
  • Extensiv Order Manager
  • Extensiv Integration Manager
  • Extensiv Network Manager
Products
  • Customer Success
  • Implementation
  • Consulting
Ecosystem
  • Fulfillment Marketplace
  • Integrations
  • Partners
  • Become a Partner
Resources
  • Resource Library
  • Blog
  • Market Insights
  • What is a 3PL?
  • What is a 4PL?
  • What is a WMS?
  • Why a Cloud-based WMS?
  • Glossary
Help
  • Help Center
  • API Documentation
  • Extensiv Univerisity
  • Community
  • System Status
  • Extensiv Logo
  • 100 N Pacific Coast Hwy, Suite 1100, El Segundo, CA 90245
  • |
  • Contact Us:
  • 83-EXTENSIV 888.375.2368 (main)
  • |
  • 310.844.7570 (local)
  • Copyright © 2023 Extensiv
  • |
  • All rights reserved.
  • Privacy Policy
  • |
  • Terms of Service
  • Follow Us:
Expand