Getting Started - CartRover Merchant Account
This page is designed for CartRover Merchant Account users. If you are a fulfillment center user using the CartRover Fulfillment Plan, please see our Getting Started - CartRover Fulfillment Account page.
What is CartRover and what does it do?
CartRover is a web-application that is pre-integrated with all of the most popular e-commerce shopping carts and marketplaces, allowing merchants to easily connect their online order sources to their Warehouse/Order Management System (WMS/OMS) or the WMS system of their 3rd-party fulfillment center for the purpose of order fulfillment.
CartRover is designed to be the bridge between your order sources and your warehouse. There are four steps of communication to complete the order process:
CartRover downloads orders from each shopping cart.
Download schedule can be set as frequent as every 5 minutes, or as infrequent as once per day (per cart).
CartRover delivers your orders to your fulfillment center, WMS, or OMS.
Delivery schedule can be set as frequent as every 5 minutes, or as infrequent as once per day (per cart).
CartRover retrieves shipment confirmations (tracking numbers) and inventory levels from your WMS.
Ship Conf schedule can be set as frequent as every 15 minutes, inventory schedule as frequent as once per hour.
CartRover uploads shipment confirmations (tracking numbers) and inventory levels to your shopping carts.
CartRover offers two account types:
- CartRover Fulfillment Account - designed to be managed by a 3PL fulfillment center, allowing them to connect the e-commerce order sources of each of their merchants to their WMS system.
- CartRover Merchant Account - designed to be managed by a merchant (seller of goods), allowing the merchant to connect their e-commerce order sources to their 3PL fulfillment center or their own WMS/OMS system.
Note: Each account offers the same functionality, with the only difference being that the Fulfillment account is used to manage connections for multiple merchants, and the Merchant account is used to manage integrations for a single merchant.
CartRover can download orders from any number of order sources per account.
In CartRover these systems are called "Carts"
CartRover can send orders to ONE system per account.
In CartRover, this is referred to as the WMS
Most integration typically include the following functions (all on automatic schedules set by user):
|Order Download||Orders are downloaded from order source (e.g. Shopify, Amazon, etc.) into CartRover application||Frequency set per cart connection|
|Order Delivery||Newly downloaded orders in CartRover are sent to the WMS system||Frequency set on merchant level|
|Shipping Confirmations||Shipments (tracking numbers) are retrieved from the WMS system into CartRover application||Frequency set on merchant level|
|Shipment Upload||Newly retrieved shipments (tracking numbers) are sent to the order source from CartRover||Frequency set per cart connection|
|Inventory||Inventory levels are retrieved from the WMS system into CartRover application||Frequency set on merchant level|
|Inventory Upload||Newly retrieved inventory levels from WMS are sent to each order source by CartRover||Frequency set per cart connection|
Note: Some integrations may include purchase order sync and/or product sync in addition to the functions above. Some order sources do not support shipment confirmations or inventory sync, although the vast majority do.
Sign up for a CartRover Merchant Account HERE by selecting Business Type: Merchant
- Add any supported WMS to your CartRover account by clicking on WMS Setup in the left navigation area.
- On the WMS Setup screen, select the WMS you use from the Select WMS drop down field.
- Fill out the required information needed for that particular WMS and click OK. See the list below for the setup guide specific to your WMS.
Choosing CSV File allows you create virtually any CSV file format you need without any coding required. You can then send/receive the .csv files via FTP or Email.
Need to send orders somewhere that we don't yet support? Open a support ticket to request an integration.
For more details on how to set up a specific WMS, go to the applicable help article below:
Supported WMS Systems
If you did not do so already when entering cart settings, you can turn on your cart connection on the cart setup page.
If you clicked away from the page you can find it under: the Carts tab → select the cart → click Edit Setup → go to the Services section.
Setting each service will turn on the connection to the shopping cart.
|Order Download||Sets how often CartRover downloads orders from the shopping cart|
|Shipment Upload||Sets how often CartRover sends tracking numbers received from the WMS back to the shopping cart|
|Inventory Upload||Sets how often CartRover sends inventory levels received from the WMS back to the shopping cart|
If you do not already have orders waiting to be downloaded in the shopping cart, it is a good idea to place test orders to verify the connection passes the order information to your WMS as desired. If you are mapping ship methods in CartRover it is a good idea to place a test order using each offered shipping service in the shopping cart. This will prevent you from having to map each ship method one by one over time.