Extensiv 3PL Fulfillment

Extensiv 3PL Fulfillment sends selected outbound shipment and inbound receiving work to an active Extensiv connection, then returns fulfillment details to VersaCloud ERP. It supports teams that use Extensiv to operate a third-party warehouse.

Sending a document tells the warehouse what work is expected. The warehouse still receives, counts, picks, packs, and ships physical goods. Your team remains responsible for confirming that the returned result agrees with the customer order or purchase order and for resolving discrepancies.

Who can use the integration?

Your firm needs the Extensiv Integration feature and an active Extensiv connection. A Firm Admin manages the connection. Sending from a sales order requires Sales access, sending a shipment requires Shipping access, sending a purchase order requires Purchasing access, and sending a receipt requires Receiving access.

Connect Extensiv

1. Ask a company administrator to enable Extensiv Integration.
2. Open Integrations and create or review the Extensiv connection.
3. Confirm the warehouse, credentials, and operating agreement before sending live documents.

Agree with the warehouse on item identifiers, locations, shipping services, cutoff times, lot handling, and who investigates shortages or damaged goods. Test a representative order and receipt with the people who will monitor daily work before relying on the connection for routine fulfillment.

Send outbound fulfillment

Customer service or shipping first confirms that the sales order can be released: the delivery address, quantities, shipping instructions, and any customer hold are settled. Sending the package passes fulfillment work to the warehouse; it does not mean the goods have left the building.

1. Open a sales order that is not draft or on hold, or open its unposted shipment package.
2. Select Send to Extensiv.
3. Review the package, delivery information, and inventory before sending.
4. Monitor the package until Extensiv reports that it has fully shipped. Coordinate with the warehouse if an item is short, damaged, or cannot ship as instructed.

When Extensiv fully ships the package, Versa posts the existing package and copies back the carrier and tracking details. The integration updates the package rather than creating a second shipment or invoice. A sent package shows its Extensiv reference and cannot be sent again.

After the shipment result returns, shipping or customer service should check the shipped quantities and tracking details against the customer commitment, then tell the customer about any change or delay through the usual communication process.

Send inbound receiving

Purchasing should give the warehouse the expected products, quantities, and any lot or handling details. The supplier then physically delivers the goods. A sent purchase order or receipt is an instruction to expect goods, not proof that the warehouse accepted the full quantity.

1. Open a purchase order that is not draft, on hold, or fully received, or open its unposted receipt package.
2. Enter required lot details for lotted products.
3. Select Send to Extensiv.
4. Review the returned receiving result against the supplier delivery and purchase order through your normal inventory and purchasing process.

When the warehouse reports a short shipment, damaged unit, or different lot, purchasing and receiving should agree on the actual accepted quantity and the supplier follow-up before treating the receipt as complete. Keep the physical warehouse result and the Versa record aligned.

Check the handoff

For outbound work, confirm the package has the expected Extensiv reference and later a verified shipping result. For inbound work, compare the receiving result with the purchase order and any warehouse exception. Assign unresolved differences to shipping, receiving, or purchasing before closing the related customer or supplier question.

If a document cannot be sent

• Send to Extensiv is missing: Confirm that the connection is active and that you can access the document type.
• Send to Extensiv is missing: Confirm that the order or package is eligible. Draft, on-hold, posted, fully received, and already-sent records cannot be sent.
• A lotted receipt cannot proceed: Add the required lot details before sending the receiving work.