Getting Started - CartRover Fulfillment Account

Note

This page is designed for CartRover Fulfillment Plan users. If you are a merchant using a Merchant Account, please see our Getting Started - CartRover Merchant Account page.

About CartRover

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, allowing fulfillment centers to easily connect their merchant's online order sources to their Warehouse/Order Management System (WMS/OMS) for the purpose of order fulfillment.

There are four steps of communication to complete the order process:

  1. 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). 

  2. CartRover delivers your orders to your WMS. 

    • Delivery schedule can be set as frequent as every 5 minutes, or as infrequent as once per day (per cart). 

  3. 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. 

  4. CartRover uploads shipment confirmations (tracking numbers) and inventory levels to your shopping carts. 

    • Ship Conf schedule can be set as frequent as every 15 minutes, inventory schedule as frequent as once per hour. 

 What account types does CartRover offer? Does it matter which I choose?

CartRover offers two account types:

  1. 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.
  2. 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.

 Which systems can CartRover download orders FROM?

CartRover can download orders from any number of order sources per account.

In CartRover these systems are called "Carts"

 Which systems can CartRover send orders TO?

CartRover can send orders to ONE system per account.

 Which functions does a CartRover integration include?

Standard integration functions include (all on automatic schedules set by user):

Function
Result
Frequency
Order DownloadOrders are downloaded from order source (e.g. Shopify, Amazon, etc.) into CartRover applicationFrequency set per cart connection
Order DeliveryNewly downloaded orders in CartRover are sent to the WMS system

Frequency set per merchant

Shipping ConfirmationsShipments (tracking numbers) are retrieved from the WMS system into CartRover applicationFrequency set per merchant
Shipment UploadNewly retrieved shipments (tracking numbers) are sent to the order source from CartRoverFrequency set per cart connection
InventoryInventory levels are retrieved from the WMS system into CartRover applicationFrequency set per merchant
Inventory UploadNewly retrieved inventory levels from WMS are sent to each order source by CartRoverFrequency 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.

Basic Setup


 Step 1: Sign up for a CartRover Fulfillment account.

Sign up for a CartRover Fulfillment Account HERE by selecting Business Type: Fulfillment Center

 Step 2: Connect to your WMS system

CartRover is able to pull orders from different sources and deposit them into any system that manages fulfillment and shipping. We define the recipient system as the WMS (Warehouse Management System). You may be using an Order Management or other system, but for simplicity we will call all these systems by WMS. Your account can only map to one WMS. Contact support if you need more advanced order routing.

Step-by-step guide

  1.  Add any supported WMS to your CartRover account by clicking on WMS Setup in the left navigation area.
  2.  On the WMS Setup screen, select the WMS you use from the Select WMS drop down field.
  3.  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

 Step 3: Set up your first merchant

If you use a Fulfillment Account, you have the ability to add an unlimited number of merchants to your account through the CartRover interface. Adding a merchant allows you to separate cart connections (and orders) from one another. 

Step-by-step guide

Step 1: To add a new merchant, click on the Merchants tab and then click New Merchant.


Step 2: Enter the Merchant Name


Step 3: Setup Merchant User checkbox

If selected, a new merchant user will be created and will allow the user to only access that merchant. Full permissions are given to the merchant user including adding cart connections. The email address entered will be used during log-in.



Step 4: Synchronization with WMS

Order Delivery (sets how often orders are sent from CartRover to the WMS system for this merchant)

Shipping Confirmations (Sets how often CartRover checks the WMS for new shipments for this merchant)

Inventory (Sets how often CartRover checks the WMS for new inventory levels for this merchant)



Step 5: WMS Settings

Your WMS will likely require merchant level credentials. (e.g. CIO Direct requires a Client ID for each merchant) Check your WMS specific setup guide for details on how to find the credentials you need. 


Step 6: Additional Settings

Optional Extra InterfaceEnabling one of the interfaces listed here will cause CartRover to send order/tracking information to that system. This is in addition to your main WMS system. Accounts not provided by CartRover.


 Step 4: Connect to the merchant's shopping carts

Warehouse users can easily set up and configure new shopping cart connections for any of their merchants.

Note

You must have a merchant set up first before you can create a shopping cart integration. See how here.

Step-by-step guide

Step 1: To start, go to the Merchants tab and select the desired merchant. 

Step 2: Click the New Cart button.

Step 3: Choose the shopping cart or marketplace that you intend on setting up for your merchant.


Step 4: Fill out the settings on the New Cart Setup page.

New Cart Setup Settings

Client

In the Client Section you can set which value will be sent to the warehouse in the "Order Source" field. You can also give the cart a description (optional). The cart description is only for viewing purposes in the CartRover interface. 

API Information

The main credentials to connect to the shopping cart will be entered under the API Information section. Each cart will have unique credentials required. View the setup guide specific to the shopping cart for instructions on how to obtain these credentials. You can click the Question Mark at the top of the Cart Setup page or you can view a full list on the right side of this page.

Services

Skip this section until all other fields have been set as desired. Setting each service will turn on the connection to the shopping cart. 

Order DownloadSets how often CartRover downloads orders from the shopping cart
Shipment UploadSets how often CartRover sends tracking numbers received from the WMS back to the shopping cart
Inventory UploadSets how often CartRover sends inventory levels received from the WMS back to the shopping cart

Cart Setup

This section displays cart specific settings, such as which statuses an order must be in to be downloaded by CartRover. Unless you have specific custom needs, the default statuses listed will be correct according to your carts standard. Review all fields and hover over the question mark for a description of the field's purpose.

Order Load Options

This section displays the same fields for every shopping cart:

FieldOptionsDescription of purpose

Reject Unmapped Shipping Codes

Disable, Enable

This field should be enabled if you plan to map your shipping methods within CartRover before sending your orders to the WMS. Enable will hold the order in CartRover until the ship code has been mapped. Each ship code only needs to be mapped once. Disable will send the shipping code from the shopping cart straight to the WMS. See Ship Method Mapping for more info. 

Earliest Order Date

Select Date

Orders that were placed before this date will not be pulled even if they meet all other criteria. This prevents accidentally downloading old orders. The first time we pull orders we will attempt to pull orders back to this date as well.

Sync Inventory With Warehouse

COMBINE ALL WAREHOUSES, specific warehouse

Inventory will be synced to the shopping cart from the selected warehouse. Or inventory from all warehouses can be synced. 

Sync Inventory Alias

Master SKU, Alias type(s)

  • All products aliases come from your WMS. Please reach out to CartRover support to see if your WMS supports aliases download.

  • If your shopping cart is using product aliases instead of (Master) SKU, please select alias name.

  • Products that do not contain the chosen alias will be ignored during inventory sync.

Minimum Inventory Level

number

In order to prevent shopping carts from overselling, items that have less than the Minimum Inventory Level will be set to quantity Zero. 

Note: It is only available to those carts that utilize Available Quantity during inventory sync.

WMS Settings

Some WMS systems have required fields on the cart level. Please check your specific WMS Setup Guide for instructions. 

Shopping Cart Setup Guides

 Step 5: Turn on cart connection

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 DownloadSets how often CartRover downloads orders from the shopping cart
Shipment UploadSets how often CartRover sends tracking numbers received from the WMS back to the shopping cart
Inventory UploadSets how often CartRover sends inventory levels received from the WMS back to the shopping cart
 Step 6: Place test orders in 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. 


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