Use 3PL for EDI orders
Overview
Find out how to use third-party logistics (3PL) to fulfill electronic data interchange (EDI) orders.
When using third-party logistics (3PL) to fulfill an electronic data interchange (EDI) order, you must send your 3PL a request to fulfill each linked sales order (a pick request) and await their confirmation of each request (the pick confirmations).
On the EDI Dashboard, when an order’s ready to be transferred to your 3PL, you’ll see Waiting To Be Sent to 3PL in the Dispatch column (or, if the delivery window has opened, you’ll see Urgent Action Required).
Note: If you’re in a ship-to-DC workflow and the order has multiple linked sales orders for the same distribution center, always create and export the pick requests for those sales orders at the same time.
1. Create pick requests
Log in to EDI Dashboard.
Open the order (select inside the Customer PO cell).
We strongly recommend that users in a ship-to-DC workflow select the DC tab, and that other users in ship-to-store, Amazon Vendor, and dropship workflows select the Next Action tab, and create pick requests in bulk per group:
Select the DC or Next Action tab.
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For each group of linked sales orders ready to be transferred to your 3PL:
Select Next Action in the group header.
Set Affected Orders to Transfer to 3PL Now.
Select Update Status (if any sales order in the group isn’t ready to be transferred, you won’t be able to complete this step).
Select Save.
(Alternatively, for each linked sales order, create a pick request:
In the Next Action column, select Transfer to 3PL.
Select Save.)
You’ve created the pick request for a linked sales order when it says Scheduled to transfer to 3PL in the Next Action column. You’ve created all the pick requests for an order when it says Scheduled to Transfer to 3PL in the Dispatch column (select Back to Dashboard to return to see the order’s status).
2. Export pick requests
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your 3PL’s integration dashboard.
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On the Ready For Export tile, either:
Select Export beside the pick request, or
(Recommended) Select Export All, which exports all pick requests pending export.
You’ve exported all the pick requests for an order when the order says Awaiting 3PL Confirmation in the Dispatch column on the EDI Dashboard. You’ve exported the pick request for an individual linked sales order when it says Awaiting 3PL in the Next Action column.
3. Import pick confirmations
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your 3PL’s integration dashboard.
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On the Ready For Import tile, either:
Select Import beside the pick confirmation, or
(Recommended) Select Import All, which imports all pick confirmations pending import.
You’ve imported all the pick confirmations for an order when the order says 3PL Confirmed in the Dispatch column on the EDI Dashboard. You’ve imported the pick confirmation for an individual linked sales order when it says Dispatched in the Stage column (and Done in the SSCC, Dispatch, Carrier, Tracking Code, and Invoice Date columns).
Now continue processing the order (create and export the Advance Shipping Notice):