Magento - Configure for Automated Fulfillment

This article outlines the steps required to configure your Magento integration.

  1. Configure product SKUs
  2. Gather shipping methods
  3. Minimum user permissions
  4. Gather API credentials
  5. Enable API access
  6. Enable inventory tracking
  7. Include tracking numbers in shipment emails
  8. Review order status
  9. Enable tracking notifications
  10. Configure bundled or separate line items

Configure product SKUs

Stock Keeping Units (SKUs) are merchant-defined codes that uniquely identify products in a warehouse. It is critical that the SKUs defined in Magento are identical to the SKUs loaded into your fulfillment provider's warehouse management system.

➤ Configure SKUs in Magento.

Gather shipping methods

As part of the third-party fulfillment setup, the shipping methods offered in the eCommerce system must be mapped to the corresponding shipping codes used by the fulfillment provider.

➤ Gather shipping methods from Magento.

Minimum user permissions

When you create a Magento user for API access, we recommend the user have access to all role resources. If you must restrict the user access, make sure the minimum permissions are enabled.

➤ Minimum user permissions.

Gather API credentials

To enable API access, you must gather your Web Service Username, API Key, and Store URL. It is recommended that you also enable the WSDL Cache.

➤ Gather API credentials in Magento.

Enable API access

The API (Application Programming Interface) allows for automated communication between connected systems. Before automated fulfillment can begin, API access must be enabled.

➤ Enable API access in PackageBee.

Enable inventory tracking

The integration supports inventory tracking.

➤ Enable inventory tracking for Magento.

Include tracking numbers in shipment emails

PackageBee provides an enhancement to the default settings allowing tracking numbers to be sent in shipment emails for Magento.

➤ Include tracking numbers in shipment emails for Magento.

Review order status

Setting the integration to Enabled will begin the process of automatically sending orders from Magento to your fulfillment provider's warehouse management system.

➤ Review order status from Magento.

Enable tracking notifications

PackageBee can be configured to send email notifications when tracking numbers are available.

➤ Enable Tracking Notifications.

Configure bundled or separate line items

Magento provides the option to bundle products, or list them as individual line items. PackageBee honors these settings when displaying your orders.

➤ Configure bundled or separate line items in Magento.

Magento version support

The following versions of Magento are supported by PackageBee:

  • Magento Community (versions 1.6.x, 1.7.x, 1.8.x, and 1.9.x)
  • Magento Enterprise
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