5a. Creating a Source for Inventory (only in Omnyfy v4)

5a. Creating a Source for Inventory (only in Omnyfy v4)

Now you will need to create a source so you can assign products inventory to this:

NOTE: If your Vendor Type has the configuration already set to automatically create sources, then one source for the vendor will be created on approval. The vendor will still need to populate the contact information and address, however they will be able to skip selecting "Add New Source" unless they wish to add more.

1. Go to Stores > Sources


2. Select Add New Source from the top right.

NOTE: If the vendor already has a source created automatically, they can simply just navigate to the right table, and choose Actions > Select > Edit.



3. Populate/edit the required fields for the General section



General:

Field Name
Notes
Name
Insert the name of this source
Code
This is a unique identifier. You can just reuse the same name, all lowercase and underscores (_) or hyphen (-) instead of spaces
Is Enabled
Enables or disables this source for use
Stock
Choose the stock/marketplace this source belongs in
Description
Enter a description for this source
Latitude
Optional
Longitude
Optional
Pickup Location
Currently leave this set to 'No'
Easyship Account (if applicable)
Use to select your Easyship Account - 3. SET UP - Linking a Vendor Location to an Easyship Account.
Easyship Address ID
This will autopopulate with the Easyship Account selected, once saved. This field is used to link the Address to the Source in the shopping cart and is used for determining shipping origin calculations.

4. Populate the fields for the Contact Information.



Field Name
Notes
Contact Name
This will be the name of the contact person for this particular location for shipping notifications/enquiries (eg if a courier is coming to pick up an order) (Limit to 15 characters incl spaces)
Email
For pick up notifications if required
Phone
This is the phone number that Easyship will use to contact this location regarding pick up of the deliveries
Company Name
To appear on the label if applicable (you can use Vendor name) (Limit to 19 characters incl spaces)
Fax
Ignore if not required

5. Populate the fields for the Address Data for the source.



Field
Notes
Country
Select the country of this source
State/Province
This will update once your country is selected. Ignore if not required.
City
Input the city of this source. Ignore if not required
Street
Input the street of this source
Postcode
Input the postcode of this source. This is required.

6. Choose Save and Continue once completed. You can also use the dropdown to Save & Close too if you are finished, or Save & New if you have another source to create.



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