Make use of the integration points between Office Brand and Readysell

Owned by John Nairn
Last updated: Jun 04, 2020 by Sharon Harden (Unlicensed)
1 min read


Integration points between WebX and Readysell ver8:


SALWEB Order import

What imports:

  • Notes: both order notes and line notes
  • Payment method
  • Address info
  • Pricing
  • Cost Centres
  • Order no.s

WebX/Rsell options and settings:

  • 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.

What to do:

  • Workflow status + supply type change
  • Substitute / populate anything that is SPECIAL.
  • Check for freight or coupon codes.


SALINV upload/download by client

  • PDF of invoice
  • Record of payments
  • Balances
  • Due dates

 

Store Product upload

  • Image
  • Description
  • List + GOVT Price + bulk price
  • Sell Unit
  • Category tree appointment
  • Product blurb
  • Display on Web. How to remove.

 

Contract Upload:

  • Specific price – types of contracts
  • Discounts
  • List / Govt set
  • Start/end dates
  • Multiple customers, 1 contract.


Send Customer ID / UserID to WebX

  • User ID + Password
  • Organisation entity name
  • Contacts / numbers
  • Auto created / instantly creates the customer/account on WebX.


To come:

Favourites export/direct import to WebX > Currently manual

Favourites export / direct import to ecatalogue builder > Currently manual.


Understanding Office Brands Messages.

Office Brands Sync