Table Of Contents
- Fort Overview
- Fort Integration Overview
- Getting Started
- Settings Tab
- Fulfillment Tab
- Export History
- Fort Carrier Terminal
- Backorder Alert
- Backorder Alert
Fort Overview
FORT is an Api software that allows your business to share order information with a third-party warehouse. If your third-party shipper uses the FORT software, they can provide you with credentials to integrate their warehouse with your OrderPort account.
Fort Integration Overview
If your third-party shipper uses the FORT software, you can integrate with OrderPort. This integration allows you to process orders through OrderPort and then send the order information to your warehouse so they can fulfill orders for you.
Getting Started
The Fort module must be enabled in OrderPort, please contact helpdesk@orderport.net to get this module activated. Once enabled, you can access the configuration screens from the main menu à Integrations à Fort Systems.
Settings Tab
After receiving your credentials from your third-party shipper Navigate to the Fort Systems Module. When you open the module, you will land on the settings tab. Here you will set up your Api configuration that allows Fort to communicate with OrderPort. Select New Configuration in the top right corner.
A new window will open, and you will enter your credentials in each field. The Fulfiller is your warehouse, and they will provide you with the credentials. Once each field is entered, click Save Changes.
If your winery has multiple brands using the same FORT system, toggle yes for the Cross System Unique Order Numbers. This will prevent duplicate order numbers from causing confusion in your FORT exports.
Fulfillment Tab
The Fulfillment Tab is where you decide your fulfillment settings for each location. All of your Inventory locations will be auto imported into this module. For each location, you will see their name and some information about them in OrderPort. If you wish to adjust any information in the first three columns this will be done in the inventory module.
The fourth column is the Fulfiller. You will need to decide whether you want to location to be fulfilled by your third party or in-house through OrderPort Fulfilment. Using the drop-down menu select who will fulfill these orders. Make sure to save your settings.
If you choose your Third-Party the Fulfill Mode drop-down will become available. There are two modes automatic and manual.
- Automatic mode will send orders through FORT to your warehouse as soon as the order is paid for without any action on your part.
- Manual mode will put orders into the OrderPort Fulfillment module where you will be prompted to push orders through manually to Fort. This option allows you to decide if you would like to Fulfill and order in-house instead of sending it to your warehouse.
Export History
The Export History tab provides a record of orders that are created in OrderPort and whether the information was sent through FORT to your third-party warehouse. You can come here to see the status of an order.
If an order has been rejected, you will see their error message and be able to address the issue. You can view the error message by clicking the view logs button. Once you have corrected the issue select the drop-down arrow next to view logs. Select your desired option.
- Export again (resubmit the order to fort)
- Move to OrderPort Fulfilment (Fulfill the order at the winery)
- Mark as manually uploaded to Fort (The order was manually sent to Fort Via an Excel file.)
Fort Carrier Terminal
If you set your Fulfiller Mode to manual, you will need to navigate to OrderPort Fulfillment to complete these Orders. You should be familiar with OrderPort Fulfillment if you are not please review the Fulfilment documentation.
Once you are in the fulfillment module and you have pushed your orders into their respective carrier terminals, select Open on the Fort systems terminal. The FORT carrier terminal will open in a new window, and you will see the list of orders waiting for further action. If you want to send the order information to your third-party warehouse for shipping, click Send to FF House. If you want to fulfill it in-house, click the Send to OrderPort Fulfillment button. The order will be sent to the carrier terminal for its assigned shipping method. There you will be able to print a shipping label and release the order. If for some reason you need to manually import your Orders into Fort You can export selected orders to CSV.
Backorder Alert
If a FORT order is generated, but there is insufficient inventory to fulfill the order, the order status will become “backorder” and will not be sent to FORT until the inventory issue is resolved. For this reason, it is a good idea to subscribe to the backorder alert found in the Notification section of the Marketing module. After you choose people to be BCC’d on the email, save your changes.
Backorder Alert
If you process shipping orders from your tasting room, you can decide where you want inventory pulled from as well. In the Point of Sale module, you can determine whether inventory for shipping orders is pulled from the tasting room or your warehouse.
On the Settings tab, you can view a list of your tasting rooms. Use the Ship From drop-down menu to specify where you want inventory pulled from. Click Save Changes when you are done.