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Warehouse management integrations
Warehouse management integrations

Explains how to integrate WMS with Settle through Trackstar API for managing catalogs, syncing inventory, creating receipts, tracking orders

Aneesah Ahamed avatar
Written by Aneesah Ahamed
Updated over a week ago

Setting up the integration

Configuring sync settings

Integration overview

Catalog management

Inventory information

GRN (Receipt) creation

Order and fulfillment sync

Maintaining the connection

Troubleshooting

List of supported WMS integrations

Read/write information on warehouse management integrations

Settle's Warehouse Management Systems (WMS) integration allows businesses to manage their product catalog, sync daily inventory updates, streamline receipt creation, and track order and fulfillment information.

The WMS integration is setup via Trackstar. This tool is a connector that makes it easy for Settle to support integrations with many different WMS platforms.

Setting up the integration

  1. Set up the integration either from your Catalog page or the Integrations page.

  2. Navigate to Settings >> Integrations. Click Connect under the WMS header. Scroll through the WMS options and select the WMS you use today. Enter the credentials you use to access this WMS.

  3. Wait for the credentials to be validated. Once you have successfully logged in, you will see your products begin importing.

Configuring sync settings

After connecting your WMS, you can further configure your sync settings from the default setting of Read only.

When the permissions are set to:
Read: the associated items will be imported to Settle
Read and Write: the associated items will be imported to Settle and any updates made to the Universal Catalog will be reflected in your WMS

Integration overview

The WMS integration supports 4 sources of data integration:

  • Catalog management

  • Inventory information

  • GRN (Receipt) creation

  • Order and fulfillment syncing

Catalog management

The WMS integration allows you to keep your SKUs updated across all of your integrated systems. Where possible, you can push new SKUs or changes to SKUs made in Settle to your WMS. Depending on your WMS and sync settings, this may be a one-way or a two-way sync.

Selecting which items should be imported

  • Once you've set up your WMS integration, your Catalog page may show an error: "Unknown catalog items found in external systems."

  • Select Review, which will take you to the Sync Center. Open it, and you'll see all SKUs from your WMS.

    • If the SKU is already in your catalog, search for it under the Name column in the Internal section. You can map it to the existing SKU and select Merge.

    • If the SKU doesn't exist, click Create, and it will be added to your catalog.

Pushing SKU updates to your WMS

If your sync settings are configured to “Read and Write,” Settle will update your WMS with changes made in Settle:

  1. Navigate to the Catalog page.

  2. Find the SKU you want to be updated in your WMS.

  3. Click the three dots and select the "Push updates" from the dropdown.
    Note: this step is only necessary if you'd like to manually push an update. Otherwise, this step isn’t required as a sync will automatically run daily to keep your WMS up to date.

Inventory information

  • Inventory information is ingested no less than once per day.

GRN (Receipt) creation

  • GRNs (Receipts) are auto-ingested from your WMS.

  • Optional: If read and write permissions for GRNs are enabled, you can receive inventory in Settle.

Order and fulfillment syncing

  • Orders and their fulfillment status are auto-ingested from your WMS. If you have order information imported to Settle from other platforms, order information will be matched to those orders.

Maintaining the integration

  • Once the integration is setup, you can make changes to the default settings for the WMS that is connected. Additionally, you can add additional WMS connections as needed.

  • Note that if you remove the connection, this will not remove historical data.

Troubleshooting

If you encounter issues while pushing SKUs:

  1. Not all WMS integrations support bi-directional sync. If you encounter a 404 error, it may indicate that your WMS doesn't support this feature.

  2. Check your integration settings to ensure "Push" is enabled for Catalog items.

  3. Verify that your WMS credentials are up-to-date.

  4. Check the sync center to make sure there aren’t any error messages. Any problems with the inventory sync are surfaced in your Sync Center.

  5. If problems persist, contact Settle support for assistance.

List of supported WMS integrations

Today, here are some of the systems that we integrate with. This list is regularly growing and changing. Please consult with your Account Manager directly with any questions.

Read/write information on warehouse management integrations

Actions

Ams

Amware

Bluebox

Camelot

Crafty

Davinci

Dcl

Dear Systems

Deposco

Elite Ops

Excelsior

Extensiv 3pl Central

Fba

Ffe

Flat Fee Shipping

Flexport

Icreate

Infoplus

Jazz Central

Logiwa

Logiwa Io

Masonhub

Mintsoft

Nfi

Nimble

Nlrp

Ongoing

Packiyo

Rjw

Sandbox

Shipbob

Shipfusion

Shiphero

Shipmonk

Shipoffers

Shipping Tree

Shipstation

Shipstream

Shipwire

Skusavvy

Skuvault

Smart Warehousing

Sojo

Stord

Teapplix

Veeqo

Veracore

Walmart

Whiplash

Get Inventory

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Adjust Inventory

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Create Product

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Update Product

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Get Inbound Shipments

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Get Inbound Shipments Suppliers

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Create Inbound Shipment

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Update Inbound Shipment

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Create Receipt

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Get Orders

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Get Order Channels

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Create Order Shipment

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Cancel Order

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Get Warehouses

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Get Shipping Methods

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Create Return

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Update Return

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Get Bills

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Get Warehouse Customers

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Get Warehouse Locations

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