3PL Exporter- Plug-in Setup Guide

Go to 'Apps' in TradeGecko and click on the 3PL Exporter Plug-in icon. Click to install.

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There are four types of documents you can export:
Sales Orders
Sales Invoice
Purchase Orders
Fulfillments

Sales Orders

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For sales orders, there is a number of templates you can select from - Basic, Basic (TSV), Banyan, Cargoline, ConnectIT, Svea Finans 3PL, Tiger 3L and Belle. Each template will have varying details of information. Select the one which is most suitable for your business, most likely you have used this template before, otherwise the Basic template will provide you with all the essential information.

Next, input your notification email. This is the email that the exported document will be sent to if the file is too large.

You can filter the data by Last Updated, Issue Date or Shipment Date. This will help to sort the information when exported.

Input your desired start date and end date. Do note that we do not allow export by time.

Statuses available are: Draft, Active, Finalized, Fulfilled, Paid and Unpaid. By default, the selected options are Finalized and Fulfilled. Depending on your needs, you can select more or deselect the statuses.

What do the statuses mean?

Draft - sales order is saved as quote and not created yet, is not paid
Active - sales order is created, not finalized, is not paid
Finalized - sales order is finalized, not fulfilled, may or may not be paid
Fulfilled - sales order is shipped, may or may not be paid
Paid - sales order has be invoiced and paid in TradeGecko
Unpaid - sales order is not paid, can be in draft, active, finalized or fulfilled stages in TradeGecko

For sales orders, there are advanced filters - stock locations and shipping address. These two fields allow you to filter the data further to export the most relevant data according to your needs. You can leave blank for them if you wish to export for all stock locations and shipping address countries.

Sales invoices

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For sales invoices, there is a number of templates you can select from - Basic, Banyan, Cargoline, Quickbooks Import and Belle. Each template will have varying details of information. Select the one which is most suitable for your business, most likely you have used this template before, otherwise the Basic template will provide you with all the essential information.

Next, input your notification email. This is the email that the exported document will be sent to if the file is too large.

You can filter the data by Last Updated or Issue Date. This will help to sort the information when exported.

Input your desired start date and end date. Do note that we do not allow export by time.

Statuses available are: Active, Paid and Unpaid. Depending on your needs, you can select one or more statuses.

What do the statuses mean?

Active - all invoices in TradeGecko 
Paid - paid invoices in TradeGecko
Unpaid - unpaid invoices in TradeGecko

Purchase Orders

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For purchase orders, there is only one template - Basic. It will provide you with all the essential information on your purchase orders.

Next, input your notification email. This is the email that the exported document will be sent to if the file is too large.

You can filter the data by Last Updated or Due Date. This will help to sort the information when exported.

Input your desired start date and end date. Do note that we do not allow export by time.

Statuses available are: Draft, Active and Received. Depending on your needs, you can select one or more statuses.

What do the statuses mean?

Draft - purchase order is saved as draft, not created yet.
Active - purchase order is created, stock is not received yet
Received - purchase order is created, stock is received

Fulfillments

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For fulfillments, there is are two templates you can select from - Basic and 3PL Central. Each template will have varying details of information. Select the one which is most suitable for your business, most likely you have used this template before, otherwise the Basic template will provide you with all the essential information.

Next, input your notification email. This is the email that the exported document will be sent to if the file is too large.

You can filter the data by Last Updated or Packed at. This will help to sort the information when exported.

Input your desired start date and end date. Do note that we do not allow export by time.

Statuses available are: Packed or Fulfilled. By default, the option is Fulfilled. Depending on your needs, you can select more or deselect the default status.

What do the statuses mean?

Packed - fulfillment is packed but not shipped
Fulfilled - fulfillment is packed and shipped

For fulfillment, there are advanced filters - stock locations and shipping address. These two fields allow you to filter the data further to export the most relevant data according to your needs. You can leave blank for them if you wish to export for all stock locations and shipping address countries.

 

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