Fidelity Fulfillment × Fulfil

3PL provider

Fidelity Fulfillment

Connect Fidelity Fulfillment, powered by the Unify WMS platform, to automate outbound orders, ASNs, and customer returns.

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Overview

Fidelity Fulfillment is a third-party logistics provider that runs outbound fulfillment, receiving, and returns on the Unify WMS platform. Fulfil connects natively through the Unify WMS integration: customer and internal shipments are sent to Fidelity as orders, supplier shipments are sent as advance ship notices (ASNs), and customer returns are sent as return orders. Fidelity reports back tracking numbers, receipt confirmations, and lot numbers so Fulfil can close out shipments automatically.

Type: Direct 3PL Integration (Unify WMS platform)

Capabilities

  • Customer shipment fulfillment with tracking returned
  • Outbound internal shipments (transfers out)
  • Supplier shipment receiving (ASN) with lot numbers
  • Inbound internal shipments (transfers in)
  • Customer returns with lot numbers on receipt
  • Manual product master data sync
  • HS codes and country of origin for international shipments

Supported Actions

From Fulfil to Fidelity Fulfillment:

  • Send assigned customer shipments for fulfillment (D2C and wholesale)
  • Send outbound and inbound internal shipments for transfers
  • Send supplier shipments as advance ship notices (ASNs)
  • Send customer returns as return orders
  • Send product master data (SKU, name, description, image, weight, HS code, country of origin)

From Fidelity Fulfillment to Fulfil:

  • Tracking numbers on shipping advices
  • Full receipt confirmations with lot and batch numbers
  • Return receipt confirmations with lot numbers

Best For

  • DTC E-commerce Brands: Direct-to-consumer brands wanting reliable fulfillment with automatic tracking
  • International Sellers: Businesses that need HS codes and country of origin sent for customs
  • Lot-Tracked Products: Companies needing lot and batch numbers captured on receipts and returns
  • Multi-Channel Retailers: Brands selling across Shopify, Amazon, eBay, and wholesale channels
Setup Instructions

Step 1: Create the Fidelity Warehouse in Fulfil

  1. Navigate to Inventory & Stock > Locations
  2. Create a new Warehouse and configure:
  3. Warehouse Type: 3PL
  4. 3PL Source: Fidelity
  5. Click Create

Step 2: Connect the Integration

  1. Open the warehouse, click the three-dot action button at the top right, and select Connect to 3PL
  2. Enter your Fidelity (Unify WMS) credentials:
  3. Username (Unify WMS API username)
  4. Password (Unify WMS API password)
  5. Is this a test integration?: Enable to connect to the staging environment
  6. Click Connect

Contact your Fidelity Fulfillment representative to obtain your API credentials and confirm the delivery type IDs configured for your account.

Step 3: Configure the Warehouse

After connecting, the Fidelity configuration wizard opens:

  1. Select your Warehouse (the 3PL warehouse with 3PL Source set to Fidelity)
  2. Select your Account (fetched directly from Unify WMS)
  3. Select your Unify WMS Warehouse (the facility that fulfills this location)
  4. Enter a Default Return Reason (defaults to "Fulfil Return"), used on every return order
  5. Click Save

Step 4: Configure Delivery Types for ASNs

Every inbound advance ship notice must carry a delivery type:

  1. Open the inbound shipment
  2. Add a metafield with the key fidelity_delivery_type_id
  3. Set the value to the delivery type ID configured in your account

Step 5: Enable Schedulers

On your warehouse location page, click + to add a schedule for each action you want to enable:

  • Send customer shipments: Sends assigned customer shipments as orders
  • Get customer shipment advices: Imports tracking numbers; marks shipments Done
  • Send internal shipments (to shipping 3PL) / Get internal shipment advices: Handles outbound transfers
  • Send supplier shipments: Exports draft supplier shipments as ASNs
  • Get inventory receipts: Receives shipments and marks them Done once fully received
  • Send internal shipments (to receiving 3PL) / Get internal shipment receipts: Handles inbound transfers
  • Send customer return shipments / Get customer return shipment advices: Handles returns

Select an interval for each schedule and click Save.

Features in Fulfil

Automatic Tracking

Fidelity returns a tracking number on each shipping advice. Fulfil imports it, marks the shipment Done, and pushes tracking back to Shopify, Amazon, and other connected channels to trigger customer notifications.

Lot Tracking on Receipts and Returns

Inbound receipts and completed returns include lot numbers, batch IDs, and expiry dates, recorded against received inventory. Enable lot tracking on your product variants before sending products to Fidelity.

Customer Returns

Send customer returns to Fidelity as return orders, tagged with your configured default return reason. Once Fidelity marks the return completed, Fulfil imports the received items and marks the return shipment Done.

International-Ready Product Sync

Push products from Products > Products > Actions > Send to 3PL. Fulfil sends SKU, name, description, image, weight, HS code, and country of origin, so international shipments carry the customs data they need. Re-sending an existing SKU updates the record rather than creating a duplicate.

Carrier Handling

Fidelity returns a courier code with each shipping advice, recorded directly as the carrier on the shipment. For carriers to map cleanly, set the carrier service on the shipment before sending, and align the courier codes in your account with Fulfil's carrier identifiers (for example, ups, fedex, usps, dhl_express).

Warehouse Transfers

Send inventory between your warehouses and Fidelity facilities the same way as customer shipments and supplier ASNs, with automated tracking and receipt confirmations.

Support

For questions about this integration, contact Fulfil support. For Fidelity Fulfillment-specific questions or to set up your account, visit Fidelity Fulfillment or reach out to your Fidelity Fulfillment representative.

FAQ

Questions? Answers.

How do I set up Fidelity Fulfillment fulfillment in Fulfil?
To set up Fidelity Fulfillment in Fulfil, navigate to Inventory & Stock → Locations, create a new warehouse with Type set to 3PL, and configure your Fidelity Fulfillment credentials.
Can I use Fidelity Fulfillment for both Shopify and Amazon orders?
Yes, Fulfil's ERP automatically imports orders from Shopify, Amazon, and other channels. You can route all these orders to Fidelity Fulfillment for fulfillment, and tracking information syncs back to each sales channel automatically.
How does inventory sync work with Fidelity Fulfillment?
Inventory levels automatically sync between Fidelity Fulfillment and Fulfil. When products are received at Fidelity Fulfillment, stock levels update in Fulfil. When orders are fulfilled, inventory decreases automatically. This ensures accurate stock counts across all your sales channels.
Can I send supplier shipments to Fidelity Fulfillment for receiving?
Yes, you can send purchase orders and supplier shipments directly to Fidelity Fulfillment for receiving. Fulfil exports the shipment details to Fidelity Fulfillment, and once they receive and inspect the products, the shipment is automatically marked as received in Fulfil with updated inventory levels.
Does tracking information sync automatically?
Yes, when Fidelity Fulfillment fulfills an order, tracking numbers automatically sync to Fulfil and push back to Shopify, Amazon, and other connected sales channels, triggering automated customer notification emails.
Can I route orders automatically to Fidelity Fulfillment?
Yes, Fulfil's automation rules allow you to automatically route specific orders to Fidelity Fulfillment based on product type, destination, inventory availability, or custom criteria. This eliminates manual warehouse assignment and ensures orders flow to the right fulfillment center automatically.
How are returns handled with Fidelity Fulfillment?
Returns can be sent directly to Fidelity Fulfillment for inspection and restocking. Once Fidelity Fulfillment receives and inspects returned products, inventory automatically updates in Fulfil and syncs back to your sales channels, making products available for sale again.
Can I manage multiple Fidelity Fulfillment warehouse locations?
Yes, Fulfil supports multiple Fidelity Fulfillment warehouse locations with unified visibility. You can view inventory across all Fidelity Fulfillment facilities, route orders to the optimal location based on proximity or stock availability, and track fulfillment status across all locations from a single dashboard.
How does order batching work with Fidelity Fulfillment?
Fulfil can batch multiple orders together before sending them to Fidelity Fulfillment based on your configured sync schedule. This reduces API calls and streamlines fulfillment operations. You can adjust the batch frequency to match your fulfillment volume, from every 5 minutes for high-volume operations to hourly for lower volumes.
Can I split orders between my own warehouse and Fidelity Fulfillment?
Yes, Fulfil intelligently splits orders when inventory is distributed across multiple warehouses. If some items are at Fidelity Fulfillment and others in your own warehouse, Fulfil creates separate shipments for each location, ensuring customers receive all their items while optimizing fulfillment from the most appropriate facility.

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