Page Comparison

Interfaces cover both the API interface which is used from the

• web interface to your web site

• Vision Insight (Andoird salesman application)

• Vision Horizon (Android ePOS application)

and also the internal CSV output/loading of files and information which allow you to

• output price-lists

• import price list updates

• CSV validate customers (now replaced by the API)

• CSV validate sales orders (now replaced by the API)

File Options

Export and Upload
The Export and Upload functionality is designed to allow you to easily update prices on products, product price lists, and customer price lists.

It is NOT designed to amend anything other than prices on price lists, so to add product or remove them from price lists you should still use the relevant functionality on Vision Commerce.

This tab on the form deals with both Exports of Information and Imports and validation of the data.

You can export

• Product Prices

• Product Price Lists

• Customer Price Lists

Make sure you remember Specify the directory where you send want the files to , use the browse button to set the location to somewhere you can remember, once the files are created, you can then edit the values on the file and then re-upload the file which will automatically update the data

The API maintenance form needs to be set up before you start accepting orders and customer records from either your website, Vision Horizon, Vision Insight.

This allows fields that those applications can not fill to be filled by the system automatically upon receipt to allow the new records to go straight into the system, anything missing you will have to edit through the interface module.

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The general page is used for the general way that the interface runs, and whether you want to save items directly or whether you want to be able to stop everything in the interface for you to process manually. Assuming that you wish to post everything directly then you will only see those items which have issues in the interface.

Options	Explanantion
Allow updates to customers	This allows existing records to be updated, not all the fields can be changed and you can simply switch this off and review all the changes in interfaces before allowing them, if you select this then it will automatically post them.Save Options	This has replaced the ‘Save orders directly into VC’ with the following options: (0) User will save manually from Interfaces (1) Auto save with other pending orders - save the order directly into VC (2) Auto save, allocate and submit to warehouse - this auto-allocate the order and submit to the warehouse (Warehouse Group is using EDI send and receive file)
Notifications User Manager	This will open a screen for you to select the Group or user to receive the Notifications when an order allocation fails or warehouse submission fails for an order submitted to the VC API, a notification is required for the VC users so that they can action them at the earliest. Image Added You are only able to have a group or a user set up against each notification This will be show on the home screen at the top next to the navigation as a Bell Icon
Default Sales Order Type	Assuming that your web interface is unable to tell us the type of order this is what we would set it to.
Shipping (Surcharge)	The standard code we need to use to identify shipping on VC when your incoming order has this charge on it.
Fee (Surcharge)	The standard code we need to use in VC to identify the charge, when this charge is in your incoming order. e.g. Credit card fee.
Meta Data used for rotation	Is ony used on v1 which was withdrawn on 01/09/2018 It is there for customers for backward compatibility
Incoming Values include VAT	If we are not told then this is what we need to assume for any order where it is not clear. It would be best to be consistent with this but we realise that this is not always possible.
Quantity is in cases	v1 format The quantity field is in cases or is this in singles

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Customer defaults are to help you automatically create customers when the customer arrives from the external application, the fields above are mostly self-explanatory and come from the customer setup, which means they are choices of existing fields, such as VAT Code, Currency, status, analysis fields. If your external application can not complete or send these fields then this is what we will use to be able to save the customer record.

Auto Fill Lookup

There is a feature on the system which allows analysis fields to be automatically derived from other information the customer is requested to provide within their address and contact information.

This is an optional feature that you need to set up before switching on.

The feature will allow you to look up a new customer country, name, address, area, telephone, etc and from one of these fields, it will then base the analysis code on the contents of that field.

e.g. Customer sends in a +44 telephone number so we read this and we automatically know they are based in the United Kingdom.

Order Defaults tab allows you to specify any final order defaults which are needed for the incoming orders, if they are not specified on the inbound file then these are the defaults that we will be using for the order.

The web extract can be run manually or you can schedule this to run automatically one time per day.

This will produce a number of files for your website which can either be downloaded locally to your own system or if you provided FTP details we can send them to your website.

The options are simply which output(s) do you wish and where do you want them to go to.

The time taken to process this is generally within 30 seconds.

Automated Scheduling

This has to be set up by us on the system for you and is done at the time when the system is first implemented or the web CSV is first licensed.

The finance check is designed for older versions of Sage 50 (non-cloud) accounts where the Sage provided interface will fail to post invoices if you are using the sage system in any exclusive way. e.g. editing a nominal, checking audit, etc.

Invoices which need to be verified will appear in the bottom half of the screen

You can only check a maximum of one week at a time and it will go to the finance package and check that all invoices have been posted and are present.

System Verification is where Vision Commerce looks at each Invoice in Vision Commerce and checks that it has been posted to Sage.

• This option was added to allow for a situation where Invoices did not post.

• This usually occurs when you are raising Invoices and someone has the Sage database open with exclusive access.

• The results in Vision Commerce is unable to post the Invoices.

Manual verification is where you have done the check yourself and you are basically saying that everything is good between the dates shown.