Step 7: Adding a fulfillment service

A fulfillment service is a third-party warehouse that prepares and ships your orders for you. Using a fulfillment service is a great option if you don't want to have to deal with shipping, or if you’ve grown beyond your existing warehousing capabilities to a point where you can't ship items manually anymore.

Setting up a fulfillment service

• From your ClickCRM admin, go to Setup> Fulfillment Houses then click on Add New.

• In the form, select the Fulfillment Company.
• Complete the relevant fields with the credentials for the selected fulfillment house (ex: username,password, Access Code, API key, Client ID and more).
• Add the return address(optional).
• If you check the Inventory on demand option, the low stock alerts will no longer be sent, as the products are ordered directly from the manufacturer, not from a fulfillment house.
• Click Save to save your changes.
• When saving, the system will automatically perform a validation of your fulfillment house details and alert if on any errors.

Set your products to be fulfilled by your custom service

• Go to Setup > Products, select the product to be fulfilled by the custom service. Then click on the edit icon right next to the product name.
• Select your product format to Physical. In the Fulfillment house section, select the fulfillment service that you want to use from the Inventory, then add the SKU and quantity.
• Click Save to save your changes.
• When saving the updates, the system will perform a validation of the SKU - fulfillment house pair you defined, making sure the product SKU exists on the selected fulfillment house.