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Email

The WMS integration for email imports warehouse orders from emailed Excel and CSV attachments to the WMS for fulfillment.

Email Setup​

POP3​

For the email inbox to be monitored for new orders to import, the following POP3 details are required:

  • Server
  • Port
  • Use SSL
  • Username - Typically the email address for the account being monitored

Authentication​

Different authentication mechanisms can be handled, for which the following details are also required:

Basic:

  • Password

Microsoft Entra / Azure:

  • Client ID
  • Tenant ID
  • Secret

Please contact us if you require a different method of authentication.

Email Filters​

Emails can be filtered by senders email address, e.g. [email protected], or email domain, e.g. @client.com, so orders are only be imported from known senders.

tip

You may want to include senders from your own staff so that any failed orders can be corrected and re-sent for processing internally.

Spreadsheet Column Mappings​

Mappings need to be provided for the columns in the Excel / CSV attachments:

  • Order Number - The unique order number from the customers side.
  • Client Reference - Optional.
  • Delivery Required By Date - Optional.
  • Delivery Address - Each component of the delivery address should have it's own column.
  • Order Lines - The products being ordered.
    • Product Code
    • Quantity
note

The Order Number, Delivery Address, etc. will be duplicated in the spreadsheet for each order line of the order.

WMS Setup​

WMS setup instructions.