Magento 2 - Configure for Automated Fulfillment

Magento 2

This article outlines the steps required to configure your Magento 2 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. Configure bundled or separate line items

Configure product SKUs

First, ensure the SKUs defined in Magento are identical to the SKUs loaded into your warehouse management system.

Configure SKUs in Magento 2.

Gather shipping methods

Next, gather all of the shipping methods offered in the eCommerce system. These shipping methods must be mapped to the corresponding shipping codes used by the fulfillment center.

Gather shipping methods from Magento 2.

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

Gather the credentials required to connect to Magento 2.

Gather API credentials from Magento 2.

Enable API access

Configure your PackageBee store to connect to the Magento 2 API.

Enable API access in PackageBee.

Enable inventory tracking

The Magento 2 integration supports inventory tracking.

Enable inventory tracking for Magento 2.

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 2.

Review order status

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

Review order status for Magento 2.

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 2.

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