Setup

The main Softera.eCom settings are found on the “eCom Setup” page. However, standard BC data is also used in the data exchange. We will cover all of them in this section.

ECOM SETUP

This page shows the basic settings of the Softera.eCom app. The fields in each section and their values are listed below.

The "Export" tab is intended to specify what item inventory will be exported from the system. After changing these settings, the changes will be visible during the next API call. Section fields and their meanings:

The "Import" tab is intended to specify the main e-shop. the shop. Section fields and their meanings:

The "Order Statuses" tab is intended to specify status codes for eCom orders and eCom return orders. To these statuses, the system will automatically update order status after certain user actions. More statuses can be created if needed, but users will have to manually update eCom orders and eCom return orders to them. Section fields and their meanings:

The “Registration No." tab is intended to indicate the fields of the tables that identify the buyer. Section fields and their meanings:

The "Listings" tab is intended to indicate whether the functionality of listings is used and, if so, what attributes will be used to describe the variations of listings and other information. Section fields and their meanings:

From „eCom Setup“ page, these pages can be accessed:

• eCom order – buttons “Orders”, “Return Orders”, “Completed Orders”, “Completed Return Orders”. More on orders in the “eCom Orders” section.
• Other eCom setup – buttons “Shops”, "Inventory Calc. Setup" and through “Actions” --> “Order Statuses”, “Services”, “Coupon Types”, “General Customers”, “External Customers”, “Customer Template Setup”, “External Items”. All these settings are detailed in the further sections.
• Export and Import data – lists “Export” and “Import” can be found in “Actions” -->“Process”. All the data in these lists are used in data exchange using SOAP protocol. This protocol is no longer supported. All new clients should use ODATA protocol. Thus, these lists are not to be used.

SHOPS

Softera.eCom app allows to integrate BC with more than one e-shop. Each e-shop must have a counterpart in the "eCom Shops" list. This list can be found via search or via “eCom Settings” --> “Shops”.

A new shop is created by pressing the "New" button and filling in the e-shop information on the page that opens. The fields in each tab and their values are listed below.

The "General" tab is intended to describe the e-shop. Section fields and their meanings:

The "Import" tab is intended to specify how the system will process incoming information about orders, customers and items. Section fields and their meanings:

The "Application" tab is intended to specify how payment lines for e-shop orders should be handled. Section fields and their meanings:

After creating all needed eCom shops, follow these steps:

• In the “eCom Setup” page, in the field “Default Shop Code” select the default shop.
• If needed, fill in the lists “General Customers” and “Customer Template Setup”. These lists are detailed in later sections.
• Pass on the created eCom shop’s “Codes” to the party that is responsible for the integration between e-shop and BC.

From the “eCom Shop Card” and the “eCom Shop List” these pages can be accessed:

• eCom orders – the buttons “Orders”, “Return Orders”, “Completed Orders” and “Completed Return Orders”. eCom orders are detailed in the section “eCom Orders”.
• Other eCom settings – “General Customers” and
  “Customer Template Setup” through “Actions”. These lists are detailed in later sections.

CUSTOMER TEMPLATE SETUP

Softera.eCom app provides an opportunity to create customers from the e-shop. To do that, the list "eCom Shop Customer Template Setup" list must be filled. Using this list, the system will select the appropriate template and use it to create the BC customer card. The customer creation process is detailed in the "Customer Creation" section.

The list "eCom Shop Customer Template Setup" can be accessed from “eCom Shop”. From here, the lines that are related to that specific shop will be shown. The fields in the list and their values are listed below.

GENERAL CUSTOMERS

Softera.eCom app enables the use of general customers in e-shop sales orders. For the customer to be selected, it is necessary to fill in the list "eCom Shop General Customers”. Using this list, the system will select the appropriate customer card.

The list "eCom Shop General Customers" can be accessed from “eCom Shop”. From here, the lines that are related to that specific shop will be shown. The fields in the list and their values are listed below.

INVENTORY CALCULATION SETUP

The list "eCom Inventory Calculation Setup" is intended to describe how the item inventory should be calculated. This calculation is only used when the "Inventory Export Type" field in "eCom Setup" is set to "Custom". This list can be accessed via "eCom Setup". The fields in the list and their values ​​are listed below.

ECOM ORDER STATUSES

The "eCom Order Statuses" list is intended to specify all possible eCom order statuses. This list can be accessed via “eCom Setup”. The fields in the list and their values are listed below.

eCom SERVICES

Softera.eCom app provides an opportunity to separate sold goods from services and specify how sold services should be processed in BC. These settings are listed under "eCom Services". This list can be accessed via “eCom Setup”. The fields in the list and their values are listed below.

Each service can be processed in only one way:

• By posting to GL. Then the field “G/L Account No.” must be used.
• By postings as an item charge. Then the fields "Item Charge No.", "Auto-Assign Item Charge", "Item Charge Assignment Type”.
• By posting as a service item. Then the "Item No" field must be used.

ECOM COUPON TYPES

Softera.eCom app provides an opportunity to specify that the sale was paid for with a coupon and how should this be processed in BC. These settings are listed under "eCom Coupon Types". This list can be accessed via “eCom Setup”. The fields in the list and their values are listed below.

LOCATIONS

Softera.eCom app uses the standard BC page "Locations". Two new fields are added to it, whether specify that it will be used as an eCom location. These fields and their values are listed below.

CURRENCIES

Softera.eCom app uses the standard BC page "Currencies". A field is added to it, to specify that it will be used in the e-shop. This field and its value is listed below.

PAYMENT METHODS

Softera.eCom app uses the standard BC page "Payment Methods". A field is added to it, to specify that it will be used in the e-shop. This field and its value is listed below.

PAYMENT TERMS

Softera.eCom app uses the standard BC page "Payment Terms". A field is added to it, to specify that it will be used in the e-shop. This field and its value is listed below.

RETURN REASONS

Softera.eCom app uses the standard BC page "Return Reasons". A field is added to it, to specify that it will be used in the e-shop. This field and its value is listed below.

SHIPMENT METHODS

Softera.eCom app uses the standard BC page "Shipment Methods". A field is added to it, to specify that it will be used in the e-shop. This field and its value is listed below.

SHIPPING AGENTS AND SERVICES

Softera.eCom app uses the standard BC pages "Shipping Agents" and “Shipping Agent Services”. A field is added to them, to specify that they will be used in the e-shop. These fields and their values are listed below.

PERMISSION SETS

Softera.eCom app uses several sets of permissions. Users who will work with the app must have the following "Permission Sets" assigned:

• EOM ECOM.
• EOMAPI ECOM API.