Load Facilities
Learn how to load facility data in OMS by creating facilities and their internal locations, either automatically or manually, for efficient bulk creation using the facilities CSV.
To establish facilities, it is necessary to create both the facilities and their internal locations within OMS. Typically, upon creating facilities, the associated locations are generated automatically. In cases where they are not generated, manual addition of location data is required. For an efficient bulk creation of facilities and their corresponding locations during the initial setup, it is advisable to utilize the facilities CSV.
Get a sample facility CSV
To obtain the sample facility CSV file, please navigate to https://<instance-name>.hotwax.io/commerce/control/ImportData?configId=IMP_FACILITY and click on the "Download Sample CSV template" button to initiate the download. Once downloaded, fill out the CSV with the required information and proceed to import it into the system.
Here are what each of the required columns mean:
Facility ID
Give a facility ID which can be alphanumeric. It is recommended to keep the facility ID same as Shopify store name.
External facility ID
Give the same value as the facility ID.
Facility name
Use the same name as in Shopify.
Facility type ID
There are two types of facility IDs, RETAIL_STORE for stores and WAREHOUSE for warehouses.
Address
Give the complete address of the facility if given by the client or available in Shopify.
Phone number
Give the phone number of the facility if given by the client or available in Shopify. Required as needed for Shipping carrier integrations
Facility group
Decides if inventory for the facility will be included for online sales.
Product Store
If there is only one product store, by default the product store value will be ‘STORE’.
Verify Facility and Locations
To ensure the accuracy of facility information and locations, follow these steps:
Log into OMS
Access the OMS platform using your credentials:
https://{instanceName}.hotwax.io/
Navigate to Facilities
Open the Hamburger menu
Go to Warehouse
Select Facilities to open the Find Facility page
Search and verify Facility
Search for the desired facility, this will verify the facility.
Verify Locations
Click on the facility to open the View Facility page
Scroll to the bottom of the facility page to locate the facility's associated locations.
Verify the locations, which are presented in the following format:
warehouse-idwarehouse-external-idarea-idaisle-idsection-idlevel-idposition-idlocation-type{facilityID}
TL
AI
AA
II
1
Conclusion
This process verifies both the facilities and their corresponding locations.
By following these steps, you can ensure that the facility information and associated locations in the OMS align with the expected data format.
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