Last Updated: Jul 28, 2019

InfiPlex Inventory & Order Management System (OMS) offers 3PL's and warehouses an affordable way to manage your client's shipments and connect them with all of their sales channels. This document outlines the basic set-up processes for warehouses that want to use InfiPlex to manage their client connections.

InfiPlex - Warehouse Management System (WMS) Set-up

Infiplex can be configured to be your Warehouse Management System (WMS), allowing you to manage client marketplace connections and shipping from within InfiPlex. You can also use InfiPlex as a Connector with other WMS packages like 3PL Central or shipping applications like ShipStation.

Each client for a 3PL is set-up with their own Site Area within InfiPlex. This allows you to separate out all of a clients orders and marketplaces to manage them in one centralized area.

Setting Up Clients:

You will need to contact InfiPlex to have a new client added to your InfiPlex site. There is a one-time set-up cost for each new client. For most new clients it will only be 1 hour unless they require more set-up time due to SKU count or a large number of existing marketplace set-ups that you want assistance with. You can contact your account manager or open a support ticket to request the client set-up and connection with the Client Portal. Please include the name of the client so we can name it appropriately for the Client SA listing.

Once the client has been set-up and you have security access to manage the client, you can manage the OMS for that client, which includes:

• Setting Up Integrations
• Managing Orders
• Managing Product/SKU listings
• Managing Inventory & Bin Locations
• See below on how to manage these areas...

 

Client Portal Area:

Your WMS can also be set-up to give your clients access to view Orders and Tracking, Inventory, Reports, and place manual orders for shipment. The Client Portal is a separate one-time set-up fee which will then make it available to new Client Site Areas. You will need to contact InfiPlex to configure access to the Client Portal for your client login accounts.

Requesting Additional Admin Users

You can add new admin users to the Main Site Area User application. Once they have been added, you can notify InfiPlex Support to associate the new Admin account to all of your Client's or only a specific sub-set of clients.

Managing Client Orders:

After logging into the InfiPlex admin area, you will see a list of Client Site Areas and the different applications that are set-up for each client. To access orders for a client:

• Click on the purple Shop button for the client
• Then click on the Orders tab from the Orders > Dashboard page
• You can then manage shipments from the Order List page or the Order Detail page
• Please see our Shipping integration options for informaiton on setting up your shipping accounts. Our standard default shipping integration uses EasyPost.

Eashship Warehouse Program Integration:

Warehouses working with Easyship to ship client orders can easily integrate with their client's Easyship accounts. Please review our Easyship Warehouse Program Integration document, which outlines how to connect to your client's account and then process orders.

Please Note: You will need to contact Easyship and ask them to configure the client's account for the warehouse program. This will allow InfiPlex to pull the shipping labels created in the client's Easyship account.

Adding SKUs to a Client Site Area:

After the initial Client Site Area set-up by InfiPlex, you can add new SKUs yourslef as needed for a client. Navigate to the Tools > Product Upload page to add SKUs for a Client SA. Your file should be a comma separated file (.csv). The base product upload tool available in the Shop app allows you to enter the column number of the field that corresponds to the field in the upload tool. Below are the recommended minimum fields to upload for a warehouse shipping set-up:

• Bold items are required
• Upload File: Select Your file first
• File Delimiter: Comma (,)
• Name Column Number: type the column number, like 2
• Base SKU Column Number: type the column number, like 1
• Active: Set to Yes
• Tax Type: Select General Goods & Services
• Price Group: Select Standard
• Associated Client: Start typing the name of the Client SA you are in, like Aquatech
  • Then click on the grey drop-down box that will appear with the client’s name
  • This will associate the new SKUs to the Client record in the CRM app for the SA
  • This allows the client to view this SKU’s inventory and orders in the Client Portal area
  • The Client can also be associated by editing the product if needed
• First Row is Header: Yes – this will hide the header row so it doesn’t get uploaded as a SKU
• Preview:
  • The first 7 rows of the file will show in the Preview so you can make sure you set the correct column number mappings
• Save:
  • You must click the Save button to save the SKUs
  • If the SKU already exists, the SKU will be updated

Inventory Updates and Bin Location Updates:

The system has several ways to update inventory. These are outlined in the Manage Inventory Knowledge Base article. Below is a quick overview:

• Inventory Page
  • Click on the Inventory menu button
  • This will allow you to use the purple Add button to add inventory to any SKU
  • You can add positive and negative numbers, like 24 or -15
  • This tool adds to the existing inventory level
• Price & Inventory Upload
  • Go to the Price menu button
  • First, use the Download form to download your current SKU information .csv file. This is located at the bottom of the page.
    • Price Group: select Standard
    • Warehouse: select Main (or the warehouse you want to update if multiple warehouses)
    • Click the green Download button to save the file to your computer
  • Second, update the inventory and bin_location columns and save the .csv file
  • Third, refresh the Price & Inventory Tools page, then upload the new file using the Price & Inventory Upload form at the top of the page.
    • Price Group: select Standard
    • Warehouse: select Main or appropriate warehouse if you have multiple warehouses
    • File: select the .csv file you just updated
      • The file MUST be in the defined column format to work
  • The file upload tool sets the total inventory level to the new quantity in the .csv file. It does not add to the total like the inventory page.

InfiPlex API for Custom Client Integrations:

You can also request API access to allow a client access to push from their own custom store or ERP system. You can open a support ticket with the client information and we can set-up a test account and give them API instructions for their custom integration. After they have finished testing, we can set-up production access to their account.