Office Choice Integration

Before you can use these features, your Web integration must be configured. Please see Setting up Office Choice integration for details.

Overview

  • Sales orders automatically imported into Readysell
  • Catalogues and flyers are automatically downloaded into Readysell
  • Full data portal product list flows to your price book and can be used to review or update your product prices, costs, barcodes and other fields
  • Store products flow automatically up to Website
  • Contracts flow automatically up to Website
  • Sales invoices upload to Website, allowing customers to do reprints of their own invoices from the web
  • BI data is uploaded to Office Choice, giving you access to insights from Office Choice Business Intelligence

Getting your data ready to flow to the Office Choice website

Cards: 

  • You will need to go through your contacts and flag the contact that is the primary contact where the email address matches to the log on details on the web.
  • On the customer settings tab of cards "Price Level" determines if a customer is a cash customer or card.
  • The web site can put a flag on a card to say view contract price only. To create a category called i.e schools and then place products in there. Once you have done this then create a contract for this category and Brenton (from office choice) can then flag the customer to see the products only on this contract.

Products: 

Please Note:

Office Choice and Readysell will always select the best off pricing. 

  • Web categories and normal categories. Category on products determines the normal website. In addition to that, it creates a separate list of web categories and if the product is in 2 categories who ever isn’t a member will see the normal categories. When a user logs in to their site it will direct to the web categories

See also