Kayo 3PL

Overview

Kayo 3PL is a third-party logistics provider commonly used by e-commerce businesses. Kayo 3PL integrates with Order Editing using the Hold Flow method. Note that Delayed Payment Capture does not work with Kayo 3PL.

Integration method required: Hold Flow (Delayed Payment Capture does NOT work)

11KB

HOLD_Order Editing_ Master Flow.flow

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Note: Approximately 60% of Ecommerce Equation clients use Kayo 3PL.

How Kayo 3PL Downloads Orders

Kayo 3PL downloads orders based on hold status. When an order is on hold, Kayo 3PL will not process it. This allows customers to make edits during the hold period before the order is released for fulfillment.

How the Integration Works

Order Flow with Order Editing:

1. Order created → Customer completes checkout

2. Order placed on hold → Kayo 3PL sees hold status

3. Grace period active → Customer can edit their order (e.g., 30 minutes)

4. Kayo 3PL waits → Order not processed because it's on hold

5. Grace period ends → Editing window expires

6. Hold removed → Order released for fulfillment

7. Kayo 3PL processes order → Order sent to Kayo 3PL with all edits included

Setting Up Kayo 3PL Integration

Step 1: Set Up Hold Flow

1. Navigate to Shopify Admin > Apps > Shopify Flow

2. Create or import the Hold/Release Flow template

3. Configure the Flow to match your editing deadline (e.g., 30 minutes)

4. Activate the Flow

Step 2: Verify Kayo 3PL Configuration

1. Ensure Kayo 3PL is configured to respect order hold status

2. Contact Kayo 3PL support if needed to confirm hold settings

3. Verify that orders on hold are not being processed

Important Notes

• **Hold Flow works well** with Kayo 3PL

• **Delayed Payment Capture does NOT work** with Kayo 3PL

• **Always** use the Hold Flow method for this integration

• **Test** thoroughly before going live

Key Configuration Notes

• Kayo 3PL requires Hold Flow - do not use Delayed Payment Capture

• Orders must be on hold during the edit window

• Hold is automatically removed when the editing period ends

• Kayo 3PL will then process the order with all edits applied

Testing Your Integration

Required Tests:

Before going live, test the following scenarios to ensure Kayo 3PL integration works correctly:

Test 1: Hold Status Verification

1. Place a test order

2. Verify the order is on hold in Shopify

3. Check Kayo 3PL → Order should NOT be processing

4. Wait for editing period to expire

5. Verify hold is removed and Kayo 3PL receives the order

Test 2: Edit Synchronization

1. Place a test order with multiple items

2. During editing window, remove one or more products

3. Wait for editing period to expire

4. Verify Kayo 3PL receives order with correct items (removed products should not appear)

General Test Flow:

1. Place test order

2. Check order status → Should be on hold

3. Check Kayo 3PL → Order should NOT be processing yet

4. Make edits during editing window

5. Wait for editing period to expire

6. Check Kayo 3PL → Order should now be processing with all edits applied