FORT Systems is a software service which partners with third-party warehouses to assist with the wine DTC shipping process. The integration allows you to send orders made in OrderPort to a third-party warehouse so that they can complete the fulfillment process on your behalf. 

FORT is not used for pickup orders. 

Table of Contents

• Getting Started
• Configuration
• Mappings
• Fulfillment Tab
• Export History
• Exported Information
• Custom Zone Shipping Rates
• Manual Fulfillment Mode: Fulfillment Module
• Auto Fulfillment Mode: Backorder Notification

Getting Started

To get started with the integration setup, contact helpdesk@orderport.net. 

Once activated, you can access the integration from OrderPort Admin > Integrations > FORT Systems. 

Configuration

In the Settings tab, click New Configuration. You must contact your warehouse admin in order to get the information required to fill out the configuration. 

If your business 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.

If you'd like to utilize multiple warehouse fulfillers, you can add additional configurations as well. 

Mappings

By default, OrderPort sends the OP SKU to FORT Systems when an order is placed. You can choose to change this to the Part Number instead in the Settings tab. The preferred method is to use the Part Number.

You must verify that the products between both systems are correlated correctly.

Fulfillment Tab

You may link your OrderPort locations to FORT Systems warehouses. This is done in the Fulfillment tab. Each of your inventory locations may be mapped to the configuration(s) you have set up. 

If you assign a configuration to a warehouse or tasting room, the fulfill mode dropdown will become available. There are two fulfill mode options: automatic and manual. 

Automatic mode will send orders to the FORT Warehouse as soon as the order is paid for, without any action on your part. If you use the Auto fulfill mode, please see the Auto Fulfillment section below.

Manual mode will put the orders into the OrderPort Fulfillment module where you will be prompted to push them to FORT. Under the manual system, you may still choose to fulfill them within OrderPort without sending the order to the warehouse. To learn more about the manual workflow, please see the Manual Fulfillment Mode section below.

The "Notify On Export" option allows you to configure when your customer is notified about the order being shipped. If you choose Yes, the customer will be notified as soon as the order is sent to the warehouse. If you choose No, the customer will be notified when the warehouse ships the order.

Be sure to save the changes after setting your configurations. 

Export History

You can view all shipping orders that were made at a FORT linked inventory location here. Each order has a status for the integration. Utilize the Status Legend to understand what each status means. 

In the action column, you can view logs and take actions depending on the order. Logs are available on orders where an import is rejected. They will give useful information on what caused the rejection. 

If an order has been sent to the warehouse, but is not yet shipped, you have the option to recall the order. Recalling the order allows you to make edits, then send the order back. You can also choose to fulfill the order yourself after recalling it. 

Orders with rejected imports have options to retry the export into FORT, fulfill the order yourself in the OrderPort Fulfillment Module, or to mark the order as manually uploaded to Fort (see the manual fulfillment mode section below).

Exported Information

Here is a list of everything that is exported:

• Order number
• Order date
• Order source
• Order type
• Club name (if the order is from a wine club release)
• Billing address
• Shipping address
• Shipping method
• Shipping notes
• Order total
• Fees and taxes
  
• Products (quantity, SKU, name, total)
• Future ship date (when applicable) 

Custom Zone Shipping Rates

You should contact your warehouse admin to get flat rate shipping methods. These must be added into OrderPort as Custom Zone Shipping Rates so that you are charging the correct shipping costs to your customers. For help with this process, please see this document: https://training.orderport.net/kb/onboarding/docs/shipping-module/#Custom-Zone-Shipping-Rates. 

Do not hesitate to contact helpdesk@orderport.net if you need additional assistence. 

Manual Fulfillment Mode: Fulfillment Module

If you use the manual export function, you will use the Fulfillment module to send orders into the warehouse. In OrderPort Admin, the Fulfillment Module is under the Products category. 

Orders will initially be in the To Import section. Once you finish inventory checks and push the order through, they will fall into the Fort Systems carrier terminal. For more information on the Fulfillment process, please see this document: Fulfillment Module Quick Guide.

You will find the Fort Systems orders at the bottom of the carrier terminals section.

Now, for each order, you will have the option to fulfill the order yourself, or to send it off to the warehouse. To fulfill it yourself, send the orders to OrderPort Fulfillment. To send it to the warehouse, click FF House. If you would like to request the warehouse to ship out the order on a specific date, set a future ship date prior to sending it out.  

If you'd like to bypass the integration all together, you can download orders to a CSV file and upload them into FORT. If you decide to do this, you must mark the order as manually uploaded into FORT. To do this, please see the Export History section above.

Auto Fulfillment Mode: Backorder Notification

If you use the auto fulfill mode, you need to be aware of the backorder function. If an order is made, but there is insufficient inventory to fulfill the order, the order will be backordered and will not process. In order to be notified of backorders, you must subscribe to the backorder notification in the Marketing module. 

Go to the Marketing module, then to the Notifications tab. Search for the Backorder Alert notification and add yourself to the BCC for it.