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SellTreez: Onfleet and the Fulfillment Dashboard

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Sophia Chong
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With the Treez & Onfleet integration, you can send delivery orders from your Treez portal into Onfleet automatically and in real-time. To learn more about setting up this integration, click here.
 
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Sending Orders to Onfleet

Delivery orders will automatically be sent to Onfleet once they reach the status of your choice. To select the order status that will act as the trigger, navigate to Configuration > Config Page > Integration > Delivery Integration > Send to Delivery Status Threshold.

 
NOTE: The current integration will only send orders to Onfleet. After an order has been successfully sent, any changes to the order in Treez will not be reflected in Onfleet.
 
This is the information sent to your Onfleet Task List from the Treez integration:
  • Customer Information
    • Name
  • Order Information
    • Address
    • Order notes

In the task's Details section, you can view additional information about the order, including:

  • Treez Order #
  • Order Created Date and Time
  • Payment Status
  • Items Ordered (Quantity, Brand, Product Name, Package Label, Price)
  • Receipt Breakdown (Original Price, Price with Discounts, Subtotal, Taxes, Total to Collect from the Customer)

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Navigating Onfleet Orders

Sync Statuses

Each delivery order's card on the Fulfillment dashboard will have a truck icon. The color of the truck indicates the order's sync status with Onfleet. A green truck equates to a successful sync and a red truck indicates there was an error that must be resolved. 

 
Delivery_error.pngOnfleet_success.png

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Orders Synced to Onfleet

Click on any order card that’s been sent successfully to view the order's Onfleet ID. To view the accompanying order in Onfleet, click the ID.
Onfleet_Delivery_success.png
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Sync Errors

If an order is encountering a sync error, you can retry sending it to Onfleet. Mouse over the 'Sync Error' message to view error details — if there are information-related errors (such as an invalid delivery address) correct them before resending the order. To resend an order to Onfleet, click on the order card, and then select the reload icon directly to the right of the Onfleet ID.

Onfleet_resync.png

If you continue to encounter an error, you can also copy and paste the customer and order information into Onfleet.

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