Configuring Medallion Fulfillment and Logistics

Overview

Medallion Fulfillment & Logistics (http://www.medallionenterprises.com) is a premier fulfillment service located in Los Angeles, California.

To sign up with Medallion Fulfillment and Logistic, contact them at:

Phone: 818-998-8366
Fax: (818) 882-5018
Email: info@MedallionEnterprises.com

To learn more, see: http://www.medallionenterprises.com/about/index.html

Configuring Medallion Fulfillment 

To configure Medallion in your UltraCart account, navigate to the Distribution Center tab of the shipping configuration:

Export Mapping

Configuration Navigation

Main Menu → Configuration →  (middle menu) Order Management → Exporting Orders

Navigate: 

  1. Click the 'new' button
  2. Enter 'CartRover' for the Name
  3. Choose the radio button for 'XML (validated against DTD)'
  4. Scroll down and then click the 'Save' button

Configuring the Distribution Center

Configuration Navigation

Main Menu > Configuration > (middle menu) Checkout > Shipping > Distribution Center (tab) > Either click the "Edit" or "New" buttons

Configuration of the Distribution Center Tab

In the first tab of the Distribution Center editor, the Distribution Center tab, you'll configure the following details:

FieldDescription
Code

Each distribution center should be assigned a 4-5 letter code. We recommend that the code be an abbreviation of your fulfillment center's name so that it has meaning when you see it. 

If this is a new Distribution Center, you can make the code "Medal" or similar code.

If this is an existing D.C. that you have already been processing orders in, leave the DC code to whatever it is (such as "DFLT"), as changing the code with placed orders that are already sitting in Pre-orders, Accounts Receivables, Fraud Review, or Shipping department locations will be coded to go into the existing DC, so if you change the code the order will not appear in the shipping department correctly.



NameMedallion Fulfillment & Logistics
Address120675 Nordhoff St.
Address2leave this field blank
CityChatsworth
Postal Code91311
StateCA
CountryUnited States
Hold Before Shipment

If you want to hold the order for a certain amount of time before it is shipped (or transmitted to your fulfillment house for shipment) you can specify that value here.

Leaving it blank will allow the order to immediately transmit. Some merchant will set this to something along the lines of 30 or 60 minutes to allow for situations where the customer calls back shortly after placement requesting the order be cancelled. This prevents having to contact the fulfillment warehouse to have the shipment halted, in these situations.

Checkbox setting: "Hold the shipment for review before transmission to fulfillment house."This is normally left unchecked. This setting will hold all orders that reach the shipping department from transmitting to fulfillment, requiring you to manually navigate to the shipping department and slect and release the orders for transmiission. 
Checkbox setting "Send Kit ID instead of component item ids (only use if your fulfillment house doesn't perform conversions)."Leave unchecked unless otherwise instructed by Medallion Fulfillment.
Checkbox setting: "Send zero weight items (normally zero weight items are omitted from transmission)"Leave unchecked.
QuickBooks Code
(QuickBooks Enterprise Only)
Configure the Quickbooks code only if you are using the Quickbooks Enterprise edition software. It does not apply otherwise (and will not appear unles you have already configured the UltraBooks application.

Delivery Blackouts Tab

If there are dates that you know deliveries are not possible (December 25th, January 1st, etc.) and you want to prevent customers from selecting those dates during the checkout, enter them below. Otherwise leave this tab unconfigured.

Location Preferences Tab

By default each distribution center can ship to anywhere around the globe. UltraCart will select the distribution center that is the shortest distance away from the customer as long as there is available inventory there. There may be circumstances where you have a distribution center that can only serve a particular set of places. For instance you may have a Canadian distribution center that is only meant to handle Canadian orders. Using preferences you can enforce these types of restrictions.

You do not need to configure preferences unless you have multiple shipping DC's handling different locations.

Order Status Codes Tab

This tab does not apply to the integreation with an external fulfillment service. Skip this tab.

Shipment Blackouts

If your distribution center has specific dates that they are not shipping, enter them below. Configure this tab as instructed by Medallion Fulfillment.

Shipment Cuttoff Times

Time each day that orders must be received by in order to ship. This information will be used to calculate the shipment day. Some shippers will provide a number of days in transit which will be used to tell the customer the estimated date of delivery. Enter all times in 24 hour format EST time zone. If you only ship on certain days of the week, fill out cut-off times for those days and leave all the other days blank.

Shipment Processing Time

If any order takes time to prepare for shipment then you can configure additional processing days. This will increase the date that the order actually ships. If you leave the processing days blank then UltraCart will assume that you are shipping same day as long as the cut-off time has been met.

This should be left blank unless specifically instructed to configure it by Medallion Fulfillment.


Transmission Mechanism

  1. Scroll down the list and select "FTP" mechanism,



Obtain your credentials form Medallion

All other credentials will be provided to you by Medallion when you signup for service.

Transmisison Schedules Tab

By default each order that reaches the shipping department will be transmission over to fulfillment within a few minutes of arrival to the shipping department.  You should consult with Medallion about configuration of schedules.

FTP Account Tab

This tab does not apply to integration with Medallion Fulfillment. 

Configuring Shipping Methods

Medallion supports the following shipping method options. You should consult with Medallion about which specific shipping methods you should configure for your account:

CA Post: Delivered Tonight
CA Post: Expedited
CA Post: Int. Parcel Air
CA Post: Int. Parcel Surface
CA Post: Int. Priority Worldwide Env.
CA Post: Int. Priority Worldwide Pak
CA Post: Int. Priority Worldwide Parcel
CA Post: Int. Small Packets Air
CA Post: Int. Small Packets Surface
CA Post: Int. Tracked Packet
CA Post: Int. Xpresspost
CA Post: Library Books
CA Post: Priority Courier
CA Post: Regular
CA Post: US Expedited Parcel
CA Post: US Priority Envelope
CA Post: US Priority Pak
CA Post: US Priority Parcel
CA Post: US Small Packets Air
CA Post: US Tracked Packet
CA Post: US Tracked Packet (LVM)
CA Post: US XpressPost
CA Post: XpressPost
CA Post: Xpresspost Certified
PeriShip: FedEx Priority Overnight
PeriShip: FedEx 2-Day
PeriShip: FedEx Standard Overnight
PeriShip: FedEx Express Saver
PeriShip: FedEx Home Delivery
PeriShip: FedEx Ground
AU Post: Exp. Courier Int. Document
AU Post: Exp. Courier Int. Merchandise
AU Post: Express
AU Post: Express Post International
AU Post: International Air Mail
AU Post: International Sea Mail
AU Post: Regular
FedEx: Priority Overnight
FedEx: 2-Day
FedEx: 2-Day AM
FedEx: Standard Overnight
FedEx: First Overnight
FedEx: Express Saver
FedEx: 1-Day Freight
FedEx: 2-Day Freight
FedEx: 3-Day Freight
FedEx: Freight
FedEx: Home Delivery
FedEx: Ground
FedEx: International Priority
FedEx: International Economy
FedEx: International First
FedEx: Int. Priority Freight
FedEx: Int. Economy Freight
FedEx: Int. Economy Freight
FedEx: Europe First International Pri.

FedEx: SmartPost

(Note: This is now marketed as "FedEx Ground Economy", but use the text above when configuring)

UPS: Next Day Air Early AM
UPS: Next Day Air
UPS: Next Day Air Saver
UPS: 2nd Day Air AM
UPS: 2nd Day Air
UPS: 3 Day Select
UPS: Ground
UPS: Canada Standard
UPS: Worldwide Express
UPS: Worldwide Express Plus
UPS: Worldwide Expedited
Watkins: LTL
FreightQuote.com: LTL
Con-way: LTL
USPS: Express Mail
USPS: First Class
USPS: Parcel Post
USPS: Priority Mail
USPS: Media Mail
USPS: Express Mail International
USPS: Priority Mail International
USPS: First Class International
USPS: Global Express Guaranteed
Shipwire: Ground
Shipwire: 2-Day
Shipwire: 1-Day
Shipwire: Freight
Shipwire: International
OnTrac: Sunrise
OnTrac: Sunrise Gold
OnTrac: Palletized Freight
OnTrac: Ground

OnTrac: Same Day

Item Configuration

Be default UltraCart sends the ultracart itemID over to Medallion. However, if you have items in UltraCart that are listed differently in Medallion, you can configure the Ultracart item with the Medallion SKU by editing the item and then navigating to the Inventory Control and Distribution sub-tab. There you will have options for enabling inventory tracking as well as assigning the MEdallion SKU:

Note regarding Shippable items

Shippable items must have a configured weight above zero. Items with a zero weight are treated as a billing only item and will not appear in the shipping department for transmisison to Medallion. The items may need to be configured with their package diemensions, if Medallion instructs you to configure packages in the UltraCart shipping configuration.

Related Documentation

https://support.cartrover.com/portal/kb/articles/setting-up-ultracart#Integration_Specs