Copper Peak Logistics offers DTC fulfillment services to wineries across the United States. Integrating your OrderPort account with a Copper Peak Logistics warehouse allows you to store wine offsite and ship directly to consumers and club members. OrderPort and Copper Peak Logistics will communicate directly to ensure wines are shipped on time, inventory is tracked, and customers are provided with the most up to date information on their delivery.
The integration requires you to have an account with Copper Peak Logistics.
Request the Integration
You need to contact both OrderPort and Copper Peak Logistics:
- Contact helpdesk@orderport.net and ask for the Copper Peak Logistics module to be enabled.
- Contact manderson@copperpeaklogistics.com and ask for the OrderPort integration to be enabled. You will also need to ask for an API Key and a LOB ID.
Once you hear back from both parties, you can start setting up the integration.
Setting up the Integration
Once the integration is enabled, you will find it active under the list of integrations in OrderPort Admin.
1. Enter in your LOB ID and API Key. You should have this information from your previous request to manderson@copperpeaklogistics.com.
2. In the Domain field, enter in the following URL: copperlink.infopluswms.com
3. Select a Product Mapping Type
- WMSSKU: You will have to use the Catalog tab to manually map products from OrderPort to products from CopperLink.
- OPSKU: Requires that the product OPSKU from the OrderPort Catalog Manager matches the Product SKU set in the WMS Admin Portal.
- PartNo: Requires that the product PartNo from the OrderPort Catalog Manager matches the Product SKU set in the WMS Admin Portal.
4. Map your products (see below).
5. Set up your location preferences (see below).
Product Mapping
WMSSKU: If you select the WMSSKU option for product mapping, you need to manually map each product in the Catalog tab. Any product that is not mapped will not be sent to Copper Peak Logistics.
OPSKU & PartNo: If you select OPSKU or PartNo, you will need to match the Product SKU in CopperLink to the OPSKU or PartNo in the OrderPort Catalog Manager, depending on which setting you choose. When using OPSKU or PartNo, You don't need to use the Catalog tab in the integration module.
Locations Tab
You will need to map your inventory location(s) to warehouses offered by Copper Peak Logistics. You can also choose whether the order importing process is manual or automatic.
If you select OrderPort Fulfillment for an OrderPort inventory location, any orders that ship out of that location will not utilize the Integration.
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.
The Fulfil Mode has two options: Manual and Auto. Manual allows you to manually send each order to the warehouse or choose to fulfill it yourself on a case-by-case basis. The Auto mode sends each order to the warehouse automatically. If you use the Auto mode, please look at the Backorder Notification section below.
Orders Tab
The Orders Tab allows you to look at and search for Copper Peak Fulfillment orders. Each order has a status. The Status Legend is also available in the Orders Tab.
- New - The order was created in OrderPort.
- Fulfillment Restricted - The order has some issues and needs to be reviewed and fixed in OrderPort by winery staff.
- Rejected By Warehouse - The Warehouse rejected the order. Check the logs of the order to review the response of the Warehouse system.
- In Progress At Warehouse - The Warehouse accepted the order and is currently being prepared to be shipped.
- Returned From Warehouse - The Warehouse returned the order to OrderPort so that the winery can edit it.
- Shipped - The Warehouse shipped the order and notified OrderPort. At this point, clicking "View" will allow you to see the tracking number of the order.
- Removed - The order was manually released from OrderPort without being sent to Warehouse.
- Canceled - The order was cancelled in OrderPort.
Each order has a view button, and a dropdown to the right. The View button opens the order in OrderPort. The dropdown lets you recall the order back to OrderPort, view order events, or open the order in Copper Peak.
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 need to 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.