Getting Started - CartRover Fulfillment Account
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.
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:
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
Standard integration functions include (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 per merchant
|Shipping Confirmations||Shipments (tracking numbers) are retrieved from the WMS system into CartRover application||Frequency set per merchant|
|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 per merchant|
|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 Fulfillment Account HERE by selecting Business Type: Fulfillment Center
- 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
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 Interface: Enabling 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.
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.