What is Auto Sourcing?
With Auto Sourcing, you can save time by automatically filling in information that stays the same across documents. When completing documents, you often enter the same details multiple times, like your company name, address, or vendor number.
Auto Sourcing helps you avoid repetitive data entry by pre-filling these fields automatically. Set up default values for each document type and trading partner so your data is always consistent.
How do I set up and use Auto Sourcing?
Auto Sourcing is available in the Settings tab of Fulfillment. Use the search bar at the top to locate the document you are adding auto sourcing to. You can also use the Filters column to narrow down your results.
Filter Categories: There are four categories you can sort documents by: Partners, Document Types, Documents, and Features. These categories are collapsible if you only want to look at a few of them at a time. You can also scroll through each category to find and click the check box of your desired filter.
Document Search: If you know part or all of the document name, use this search box to quickly narrow down the documents displayed in the table.
Filter Options: Use this search box to find specific filters.
For example, to view only Invoices from Chewy.com:
Type invoice and select the checkbox.
Then, type chewy and select the checkbox.
The table to the right will update to show only the documents that match your selections.
Document: This column shows all the documents available for each trading partner you are connected with.
⚠️ Important - You might see the same document listed more than once for a Trading Partner. This happens when there are different versions of that form available for you to use. For instance, you might see both Invoice and Invoice from ASN.
Invoice: Fulfillment will source information from the original Order.
Invoice from ASN: Information will be sourced from the ASN that was sent. If you have the option, we recommend using Invoice from ASN to ensure you are invoicing what was shipped.
Document Type: This column specifies the EDI document. It includes the document name and its EDI number, such as Shipment (EDI: 856).
Partner: The trading partner the document is for.
Auto Send: Once Auto Sourcing is set up, turn on Auto Send to automatically send documents. For example, Fulfillment can automatically send:
Invoices after a Shipment is sent or
Purchase Order Acknowledgements and Load Tender Responses to confirm orders
💡 Note: Availability may vary by trading partner and document type.
Activated: Switch the toggle to blue to activate Auto Sourcing for this form. Auto Sourcing must be enabled for it to apply to your document.
Click Edit next to a field name to open Advanced Preferences. If preferences already exist for the selected field, they’ll appear here. From this view, you can also add Rules to your document.
Navigation
To view or change a document's Auto Sourcing details, click its blue link. This will take you to a page showing all fields available in the User Entry view.
Below is an example of an Auto Sourcing page. Here, you can set default values for fields where you often enter the same information. After selecting a trading partner and a specific document type, the available fields will display for you to enter your default values.
💡 You don’t need to fill in every field! Set as many or as few defaults as you’d like, depending on how often the same information appears in documents for each trading partner.
If you’re sending a document that’s based on an incoming Order from your trading partner, some fields automatically populate with data from that Order. These fields are labeled Network Sourcing.
⚠️ Note: Data that is Network Sourced will override your Auto Sourcing values.
Field Indicators
| An asterisk to the left of the field name indicates a field that must be completed before the document can successfully be sent.
It does not mean you have to fill out the field to set an Auto Sourcing default. |
 | The tabs between each document will vary. Navigate to each tab to complete any desired fields. |
 | Click the blue question marks for helpful tips on filling out each field. |
💡Tip: Need help filling in the required information? Click the 
in the upper-right of the page and choose 
Show Tips to view details on completing fields.
Advanced Preferences
Click the Edit link next to a field name to open its Advanced Preferences (aka Rules). If Advanced Preferences have already been set up for that field, they will be displayed. You can create new Rules within Advanced Preferences.
Add Document ID Generators
On the Auto Sourcing home page, you will see Document ID Generators (identified below). This option applies to fields requiring unique values for each document, like an Invoice number. Document ID Generators can automate this process after a single setup. Learn how to create Document ID Generators.
Save
To enable the auto sourcing defaults you have entered, first activate your defaults by turning the toggle button blue. Then, click the Save button directly next to the toggle.
How Do I Know What to Auto Source?
Getting the Most Out of Auto Sourcing
You can use Auto Fill and Check for Errors 
together to quickly identify which required fields need to be completed if you’re using Create and Send or Auto Send.
Even if you don’t use these features, the steps below will still help you get the most out of Auto Sourcing:
First, create a document in Auto Fill.
Next, open the document in Full view. If you opted to use Continuous Check for Errors
functionality, then any missing fields will automatically highlight red.Otherwise, click the Check for Errors
button to highlight any required data fields.
Add data to the fields that become highlighted in red.
If there are no fields that highlight in red, then you have already completed all field requirements for Fulfillment to create a valid document on your behalf. Create and Send and Auto Send will work for these documents!
More Information
Auto Sourcing is static and cannot be flexible, e.g. storing multiple charges on an Invoice. For more dynamic Auto Sourcing, e.g. when Ship From Address City is Minneapolis, Ship From State is Minnesota - check out our article on Auto Sourcing Rules.
Learn how to use Create and Send once all required fields can be sourced in to your form.
Learn how to use Auto Send to automate Order Acknowledgements, Load Tender Responses, and Dropship Invoices.
Learn how to setup Doc ID Generators.
Check out our Fulfillment Collection to see all Fulfillment articles.
Need to contact Customer Support? Try Chat!