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

Specify the directory where you want the files to be downloaded to.
The system will then export a file which can be edited in excel or a similar application.

When you have finished editing the files save them and go back to the system but this time use the UPLOAD button

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When you upload the data you will be asked to provide a directory for the location of the file, this will then load the data and you MUST validate whichever price lists you loaded.

Should there be no issues during the validation it will load the data and immediately the new pricing takes effect.

Validation Issues

Anything which has failed validation will be shown in the VIEW/EDIT rejections page and from here you can double-click on the item, correct the issue and then resubmit it.

API Options

If you go to the API options you will be able to see all the items which are coming into the system from either the website, Vision Insight, Vision Horizon. where the items have NOT been able to go directly into the main system.

if you wish to look at the details of what has been happening then you should view the audit log which provides a complete breakdown of all the transactions being processed

The other tabs for customers and orders are built in such a way that only items with issues are left showing here on the screen, when an order or customer can be processed automatically then this will be carried out and you will need to do nothing.

The information shown on the tabs is the complete information we have been sent from the external application so you can see all the fields.

If you want to complete the information you can simply enter the missing information or double-click the entry will provide you with a form for key information which is missing, if there are further details which you have not noticed are missing then these need to be filled in.

The API Maintenance tabs help you define what happens when items come in through the API menu.

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.

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
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. 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

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.