WMS Integration

This article introduces Warehouse Management System (WMS) integration, which allows you to connect a WMS for efficient inventory management. Item DI offers two configurable options for managing warehouses, but each merchant can only connect to one WMS system at a time.

Note: Based on your plan, if your plan doesn’t include the service of WMS integration for inventory management, you can still handle orders manually in item OMS. This includes dispatching orders, creating shipping labels, and fulfilling shipments. For more details, refer to the Order Management section.

Perquisites

Complete the following configurations before connecting to the warehouse system.

Creating a site (for item WMS)

1. Sign in to item WMS with your account.
2. Add the facility at Modules > Company & Facility > Facility Management. For more information, See Facility Management (opens in a new tab).

Creating a site and generating an Authorization Code (for UNIS Wise)

1. Sign in to UNIS wise with your account.
2. Add the facility at Modules > Company & Facility > Facility Management. For more information, See Facility Management.
3. Navigate to Modules > Foundation Data > Account Data Sync > Account Data Sync Authorization code.
4. Click the NEW button, the pop-up window appears.
5. Select the Customer (Default Customer), choose the facility, and enter the Alias for the customer (optional).
6. Click the Generate Code & Save button.
7. Copy the Authorization Code from the code list and make a note for later use.

Note: A Default Customer is set up for the admin account, you can also create customers at Settings > Organization. For more information, see Add Organizations.

Connecting to item WMS

To connect to item WMS:

1. From the left panel, switch to item DI.
2. Navigate to Merchants > select the desired merchant > Sales Channels.
3. Select WMS under the Live Channels section.
4. Click the + New Channel button. The channel list window will appear.
5. Choose the WMS category and select item WMS from the channel list. The new channel pop-up window appears.
6. Enter the Channel Name and select a Customer from the drop-down.

7. Click Test Connection. If the "Connection Successful" message appears, click Submit.

Note: A Default Customer is set up for the admin account, you can also create customers at Settings > Organization. For more information, see Add Organizations (opens in a new tab).

After connecting to item WMS, item DI will pull the warehouse data that corresponding to this customer from item WMS and display it in the Warehouses section.

Connecting to UNIS Wise

To connect to UNIS Wise:

1. From the left panel, switch back to item DI.
2. Navigate to Merchants > select the desired merchant > Sales Channels.
3. Select WMS under the Live Channels section.
4. Click the + New Channel button. The channel list window will appear.
5. Choose the WMS category and select UNIS Wise from the channel list. The new channel pop-up window appears.
6. Enter the Channel Name, enter the Authorization code and choose the customer. * If the Authorization code is correct, the customer in Unis WISE will appear in the drop-down list.
7. Click Test Connection. If the "Connection Successful" message appears, click Submit.

After connecting to UNIS Wise, item DI will pull the warehouse data that corresponding to this customer from UNIS Wise and display it in the Warehouses section.

Warehouse Management

When you connecting item WMS or UNIS Wise as your warehouse management system, the warehouse data will be displayed in the Warehouses section. If you have no WMS system connected, no data will be shown. Additionally, orders that do not meet the requirements of the order dispatch rule will be dropped to the primary warehouse.

Setting the Primary warehouse

1. Go to Merchants > Warehouses.
2. Select one from the warehouse list and check the box. The warehouse you selected will be marked as PRIMARY.

Adjusting the warehouse order

By default, warehouses are sorted by accounting code. You can adjust their order by Select the warehouse and clicking the Sequence Up or Sequence Down button.

Setting warehouse coverage

If orders are not dispatched according to the set rule, it will be dropped to the primary warehouse.

To set the order dispatch rules:

1. Click Edit settings.
2. Download the template.
3. Import the completed template file.
4. Click Upload and Confirm Upload. The warehouse data will be updated.