Office Choice Integration

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

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