Orderful Fulfilment
1. Overview
The Orderful Fulfillment Integration in XoroERP connects XoroERP with Orderful, an Electronic Data Interchange (EDI) provider, while functioning as a 3PL integration for order flow and fulfillment.
Through this integration:
Orders are exported from XoroERP → Orderful.
Orderful exchanges EDI documents with trading partners and sends back fulfillment and shipment data.
XoroERP uses this information to manage shipments, cartons, and order statuses.
This setup reduces manual data handling, centralizes EDI-based fulfillment workflows, and provides better visibility and control over orders, trading partners, and shipment confirmations.
2. Installation
2.1 Connect to XoroERP Instance
Log in to your XoroERP account.
Navigate to the Apps module from the main dashboard.
Click on the 3PL Connections tab.
Select Add 3PL Connection.
Choose Orderful from the available list of 3PL/EDI integrations.
2.2 Install the Integration App
Click Install to add the Orderful integration to your XoroERP instance.
Once installed, the integration will appear under Active Integrations.
2.3 Configure Account Credentials
Enter credentials provided by Orderful:
Account Name
API Endpoint
Username / Password
Ensure all credentials are valid and authorized for EDI access.
3. Workflow
The Order Fulfillment integration automates the complete order processing and inventory synchronization cycle between XoroERP and the connected fulfillment partner.
This workflow ensures that orders created in XoroERP are exported for fulfillment, shipment confirmations are received back, and inventory is kept in sync across systems.
3.1 Wave Creation in XoroERP
Sales Orders are created in XoroERP and grouped into waves based on allocation rules, warehouse configuration, and fulfillment logic.
Each wave represents a batch of orders that are prepared and queued for processing under the Order Fulfillment integration.
3.2 Product / SKU Export (Push SKU Enabled)
When Push SKU is enabled, the product master data is automatically exported from XoroERP to the fulfillment system.
This ensures that all SKUs referenced in order fulfillment exist in the target system with correct item codes and attributes.
Flow: XoroERP → Order Fulfillment
3.3 Order Export to Order Fulfillment (Order Push Enabled)
Once waves are ready and orders satisfy the configured export filters, XoroERP automatically pushes the orders to the fulfillment partner.
The fulfillment system receives these orders for picking, packing, and shipping operations.
Flow: XoroERP → Order Fulfillment
3.4 Shipment Fulfillment and Confirmation
The fulfillment partner processes the orders and performs shipping operations.
After an order (full or partial) is shipped, shipment confirmation files are generated with tracking information.
When Fetch Ship Confirmation is enabled in XoroERP:
Shipment confirmations are fetched from the fulfillment system.
Order and wave records in XoroERP are updated with:
Shipment status
Tracking number(s)
Shipped quantities
Flow: Order Fulfillment → XoroERP
3.5 Inventory Synchronization (Sync Inventory Enabled)
When Sync Inventory is enabled, XoroERP updates its inventory quantities based on the stock available at the fulfillment partner.
This ensures:
Accurate order allocation based on real-time stock levels.
Reduced overselling.
Timely visibility of stock shortages and inventory changes.
4. Configuration Settings
4.1 Data Export Settings
The following accounts and configurations will be used in XoroERP. These can be changed later as needed, for example: ShipBob–Orderful or other combinations.
Export orders to Orderful (Checkbox)
Enables the export of orders from XoroERP to Orderful. When this option is selected, XoroERP will send qualifying orders to Orderful based on the filter and store configurations defined in this section.
Enable test mode (Checkbox)
When enabled, all transactions sent and received through Orderful are treated as test transactions. This is useful during onboarding, validation, and UAT, ensuring that no production-impacting changes are made while the integration is being configured and verified.
Generate multiple cartons by SSCC
When enabled, XoroERP will generate multiple cartons based on SSCC (Serial Shipping Container Code) details received through Orderful.
Each SSCC value received corresponds to a unique carton.
XoroERP creates separate carton records, aligning with EDI packaging information.
This is particularly relevant when the 3PL or trading partner sends detailed pallet/carton-level SSCC data.
Third Party Trading Partners
This field is used as an identifier to determine the order source or trading partner.
It maps orders to specific trading partners managed through Orderful.
It helps group, route, and filter orders based on EDI partner relationships.
Drop order(s) from the following store(s)
Defines which XoroERP stores are allowed to export orders to Orderful.
Only orders created in the selected store(s) will be exported to Orderful.
This allows granular control over which channels or storefronts are part of the Orderful EDI/3PL workflow.
Block waves created via QuickShip in Xoro from flowing into Orderful (Checkbox)
When enabled:
Any waves created via QuickShip in XoroERP will be blocked from exporting to Orderful.
This is useful when QuickShip is used for internal, test, or special-case processing that should not be part of the EDI/Orderful fulfillment pipeline.
ItemIdentifierCode (Dropdown)
Specifies which item identifier XoroERP should use when sending item lines to Orderful.
Common options can include:
Item Number
UPC/EAN
Vendor SKU
Customer-specific SKU
The selected value controls how items are referenced in the EDI transactions so that trading partners can correctly interpret product lines.
Split quantity (Checkbox)
When enabled:
XoroERP will split quantities for merged items in Orderful communications.
This setting is useful when multiple order lines or merged items need to be represented as separate quantities for EDI or partner-side processing, aligning XoroERP’s merged logic with Orderful’s or the trading partner’s requirements.
Ship Method Name(s)
Defines one or more ship method names from XoroERP that should not be exported to Orderful.
Any order using one of these ship methods will be excluded from export.
This allows you to keep certain shipping methods handled outside of the Orderful/EDI workflow.
Blocked SKU(s)
Specifies item numbers (SKUs) that must not be exported to Orderful.
Items listed here are excluded from the Orderful integration, even if they appear in qualifying orders.
This is typically used for non-physical items (such as handling fees) or items not managed via EDI.
Allowed Customer(s)
Restricts order export to specific customers.
Only orders from the customers listed here will be exported to Orderful.
If left blank, all customers matching other filters can be included.
This helps segment which accounts are managed through the Orderful/EDI-based process.
Disable multishipment (Checkbox)
Controls how shipment confirmations are treated in XoroERP:
When enabled, the first ship confirmation received is treated as final:
All wave lines are shipped and closed.
Any remaining quantities are unallocated.
When disabled, multiple shipment confirmations can be processed for partial shipments.
This setting is important for determining whether the integration follows a single final shipment model or allows partial/multi-shipment behavior.
Filter Configuration
You can apply filters to control which orders are exported to Orderful:
Filter Name – Selects the field used for filtering (e.g., Third Party Source).
Operator – Defines how the value is matched (e.g., Contains).
Value – The value used to filter records (e.g., a specific domain or identifier).
This ensures that only orders whose Third Party Source matches the specified value are exported.
Default SKU
Defines a fallback SKU that is used for fulfillment when no SKU is provided in the incoming or outgoing transaction.
This ensures orders can still be processed even when item details are incomplete or missing from the EDI payload.
Shipping Markup
Defines a percentage value that will be applied as a markup on the shipping cost.
The specified percentage is added to the shipping charge for exported orders.
Useful for applying handling buffers, surcharges, or internal cost adjustments.
Shipping Markup Order Type
Specifies which order types the shipping markup should apply to.
If one or more order types are defined, the markup is applied only to them.
If left blank, the markup will be applied to all exported orders.
Ship Service Name / Third Party Ship Service Name
These two fields are used to map shipping services between XoroERP and the trading partner via Orderful.
Ship Service Name
The internal shipping service name defined in XoroERP (for example, a standard, expedited, or custom service).
Third Party Ship Service Name
The corresponding shipping service name used by the trading partner or EDI counterpart, as recognized via Orderful.
This mapping ensures that when orders are exported, the internal ship service is correctly translated into the partner’s expected shipping service, preventing mismatches or incorrect shipping method selection.
4.2 Import/Export Settings
You can schedule data import/export between XoroERP and Orderful and configure notification emails.
Time Zone
Specifies the time zone used for import/export scheduling, e.g. (UTC-05:00) Eastern Time (US and Canada).
All scheduled operations will follow this time zone.
Enable auto import/export (Checkbox)
When enabled:
XoroERP will automatically run the configured import and export processes according to the schedule settings.
Schedule Mode
You can choose one of the following:
Recurring – Runs import/export at defined intervals.
Once per day – Runs import/export once at a specific time each day.
Integration Start Date
Defines the start date and time from which the integration schedule becomes active.
Example:
5/22/2024 12:00:00 AM(as configured in your instance).
Hour / Min
Determines the exact time or interval for scheduled operations:
Hour – The hour setting for the job (e.g.,
00 h).Min – The minute setting (e.g.,
10 min).
Depending on the selected mode, this may act as:
A fixed time of day (for once-per-day schedules).
An interval reference (for recurring schedules).
Auto Import Start Time Offset
A numeric value in minutes.
This value adds a negative offset to the auto-import start time.
For example, if set to 10, the import process will start 10 minutes before the main scheduled time reference, effectively shifting the import execution earlier within the interval.
Receive import error notifications by email
When enabled:
XoroERP sends instant error notifications by email whenever an import or export operation fails.
Instant Error Email(s)
A field to enter one or more email addresses, separated by commas.
Example:
[email protected]All listed recipients will receive real-time error alerts.
Send daily error email
When enabled:
XoroERP sends a daily summary email listing errors encountered during import/export operations.
Exclude Logs
You can enter comma-separated keywords to exclude certain logs from email notifications.
Supports the use of an asterisk
*for partial matches within keywords.This helps filter out noise from recurring non-critical messages and keeps error emails focused.
5. Operations Page
The Operations Page provides a centralized interface to monitor, control, and manually trigger data synchronization with Orderful.
Header Options
Add Account – Add another Orderful account to your XoroERP integration.
Change Account – Switch between multiple Orderful accounts or update credentials.
Remove Account – Disconnect the current Orderful integration.
Settings – Open configuration parameters for automated import/export and mapping.
5.1 Sync Xoro Data to Orderful
Push orders and related data automatically or manually.
Filter by date range, order number, or keywords.
Ensures timely and accurate export.
Previous Exports
View a history of previously exported data with options to manage and reprocess items.
5.2 Orders
Manage and monitor order exports:
Run – Export selected orders immediately.
Mark as Resolved / Unresolved – Track export success/failure.
Filters: Hide Resolved, Show Errors Only.
Information: Order #, Last Execution Date, Message.
5.3 Ship Confirmations
Monitor shipment confirmations from Orderful:
Run, Mark as Resolved / Unresolved.
Filters: Hide Resolved, Show Errors Only.
Search: By Ship Confirmation #.
Information: Ship Confirmation #, Last Execution Date, Message.
5.4 Logs
View all import/export activity:
Filters: Hide Resolved, Show Errors Only.
Information: Export/Import Date, Type, Keyword/Reference, Message.
Provides visibility into failed records for manual reprocessing.
6. Summary
The Orderful Fulfillment Integration provides a reliable, auditable, and fully manageable interface between XoroERP and trading partners.
It ensures:
Accurate and timely order exports.
Visibility into shipment confirmations and ASNs.
Carton-level data management via SSCC.
Error monitoring and manual intervention.
⚡ This integration automates EDI-based 3PL workflows, transforming XoroERP into a fully compliant and manageable system for order fulfillment with Orderful.
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