Overview
There are six main points of integration
- Create User from ERP to WebX
- Contract Upload
- 3.Favourites List Integration
- 4.Invoice download from web
- 5.Store Product Integration
- Web Order Integration
- Also you need to understand:
- OB Messages
- Office Brands SYNC
1.0 | Create User from ERP to WebX
- UserID User ID + Password
- Organisation name + email and phone marked as accounts payable in contacts (for Org)
- Contacts / numbers / purchasing officer (user) – will default with email as userIDuser ID
- Web customer name empty to start with…enables contracts/pricing/invoices
- Auto created / instantly creates the customer/account on WebX.
- Help? Click here: https://readysell.atlassian.net/wiki/display/RSELL/Sending+a+new+customer+and+new+user+to+the+website
2.0 Contract Upload
- Specific price
- Discounts
- List / Govt set
- Start/end dates
- Multiple customers, 1 contract.
- What contracts can I integrate? Click here
- Help? https://readysell.atlassian.net/wiki/display/RSELL/Uploading+contract+prices+to+the+web
3.0 Favourites Integration:
- Extract favourites list on the card, or manually enter.
- Send to web.
- Overwrites (does not add).
- Fine to add / delete and resort order.
- Add columns to Rsell view to help you sort eg: Category.
- You can also print it as an E-cupboard from RSELL!
- Help? Click here: https://readysell.atlassian.net/wiki/display/RSELL/Using+send+favourites+to+web+on+cards
4.0 Sale invoice/credit upload/download by client
- Pdf PDF of invoice easily obtained by client themselves.
- It will produce a pdf PDF from your server…as per your default invoice layout.
- Record of payments
- Balances
- Due dates
- Just click on MY ACCOUNT after user has logged in.
5.0 | Store Product uploads
Tips:
- Display on Web flag (should only be used for store products over & above ‘normal’ range that you want to range online. Do NOT turn on this flag for any Office Brands products otherwise you will end up with duplicated products.)
- Create a view variant for DISPLAY ON WEB.
- If you DISPLAY on WEB ON for a CC09 item you can take control of pricing for that skustore product it will show in this list.
What product data flows up to Office Brands for store products:
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| Warning |
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REMEMBER …its now YOURS to control. (Price, details, availability, removal). |
6.0 Web Order Integration
What imports:
- Notes: both order notes, and line notes
- Payment methods
- Address info
- Pricing
- Cost Centres
- Order numbers
- Changing system references to ignore / overwrite different data.
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- Auto charge for min $50 order.
- Show or hide pricing without login. Implications on both.
- Payment method if other than ‘pay by account’: Eway or paypal.
- SPECIAL item and Substitute.
- System Settings & defaults available for SALWEB import in Readysell.
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- Workflow status + supply type change
- Substitute / populate anything that is SPECIAL.
- Check for freight or coupon codes.
Office Brands Messages:
What are they?
- A log of all messages between your server and the OB servers.
- Examples: Web, EDI, BI, CRM, Contract pricing, favourites, store products
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- To check status of contract price updates
- To check status of store product updates
- Troubleshoot issues / unsuccessful integration yourself. EG: can copy XMl message into a support ticket to OB if its successful from your end.
Other ‘Readysell’ Tips & Tricks
Handling Corporate Credit Card in Readysell
- Method 1: As a bank account: Requires Bank Rec. Process Bank payments allocated to GL expense accounts, and deposits against a new bank account.
- Method 2: (What I prefer): We often need to buy stocked lines from Bunnings or Woolworths for customer orders.
- We treat AMEX CORPORATE CARD as a normal supplier card.
- Allocate purchase receipts to it for stock items.
- Allocate SUPDEB’s for ‘other’ purchases, to correct GL expense accsaccounts
- Process Supplier Payment against open items that balance to the total amount due on your credit card statement.
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