Exact Online Premium - Connector Settings
This document details the connector-specific settings for the Exact Online Premium connector. These settings allow administrators and implementation consultants to configure various aspects of the integration between App4Sales and Exact Online, influencing data synchronization, order processing, and other key behaviors. Understanding these settings is crucial for tailoring the connector to specific business needs without direct code modifications.
Data Source Configuration
Connector settings are configured through the App4Sales portal UI or directly within XML configuration files, depending on the deployment. These settings are applied at runtime, dictating how the connector interacts with the Exact Online API and processes data. Changes made to these settings will directly impact the behavior of data synchronization and order transmission processes.
Settings Table
Setting | Description | Values / Defaults | Dependencies / Effects |
Application key | This key is used to authenticate with the Exact Online API. It identifies your application to Exact Online. | String | Required for any communication with Exact Online. |
Currency code ISO | Specifies the ISO currency code (e.g., "EUR", "USD") to be used for transactions and data synchronization with Exact Online. | Valid ISO 4217 currency code. | Influences how prices and financial data are interpreted and synchronized. |
VAT liable code | The VAT code to use for customers or transactions that are subject to VAT. | Valid VAT code configured in Exact Online. | Used in conjunction with 'Calculate correct net price based on the VAT liability of the customer', 'VAT code based on country code', 'VAT Liability based on VAT Regime (Belgium)'. |
Not VAT liable code | The VAT code to use for customers or transactions that are not subject to VAT. | Valid VAT code configured in Exact Online. | Used in conjunction with 'Calculate correct net price based on the VAT liability of the customer', 'VAT code based on country code', 'VAT Liability based on VAT Regime (Belgium)'. |
Auto synchronize all pricelists | When enabled, the connector automatically synchronizes all available price lists from Exact Online into App4Sales. | Boolean (Default: False) | Ensures that App4Sales has up-to-date pricing information from all configured price lists. |
Price List 2 Id | Used to specify the GUID of a specific price list in Exact Online that should be synchronized. | Exact Online Price List GUID. | Used to retrieve specific price lists if 'Auto synchronize all pricelists' is not enabled or for additional price lists. |
Price List 3 Id | Used to specify the GUID of a specific price list in Exact Online that should be synchronized. | Exact Online Price List GUID. | Used to retrieve specific price lists if 'Auto synchronize all pricelists' is not enabled or for additional price lists. |
Price List 4 Id | Used to specify the GUID of a specific price list in Exact Online that should be synchronized. | Exact Online Price List GUID. | Used to retrieve specific price lists if 'Auto synchronize all pricelists' is not enabled or for additional price lists. |
Use item extra description for item field | Specifies an item field in App4Sales that should be populated with the item's extra description from Exact Online. | Name of an App4Sales item field. | Affects which item data is displayed in App4Sales. |
Variant currency | If enabled, the system will handle variant pricing based on different currencies. | Boolean (Default: False) | Relevant for multi-currency setups and item variants. |
Search code for EAN code | When enabled, the connector will search for items using their EAN (European Article Number) code within the Exact Online search code field. | Boolean (Default: False) | Affects item lookup and identification during synchronization. |
Unit factor as purchase package size | If enabled, the unit factor from Exact Online is used as the purchase package size in App4Sales. | Boolean (Default: False) | Impacts how item package sizes are calculated and displayed. |
Account classification on customer name | If enabled, customer classification in Exact Online is based on the customer's name. | Boolean (Default: False) | Affects how customer data is categorized and synchronized. |
Account classification on customer manager | If enabled, customer classification in Exact Online is based on the customer's manager. | Boolean (Default: False) | Affects how customer data is categorized and synchronized, potentially overriding 'Account classification on customer name'. |
Only sync webshop items | When enabled, only items explicitly marked as "webshop items" in Exact Online will be synchronized to App4Sales. | Boolean (Default: False) | Filters the item data synchronized, useful for e-commerce integrations. |
Get prospects | If enabled, prospect accounts from Exact Online will be synchronized to App4Sales. | Boolean (Default: False) | Controls the inclusion of prospect data in App4Sales. |
Get suspects | If enabled, suspect accounts from Exact Online will be synchronized to App4Sales. | Boolean (Default: False) | Controls the inclusion of suspect data in App4Sales. |
Add prefix for prospects and suspects | When enabled, a prefix will be added to the names of prospects and suspects when they are synchronized to App4Sales, helping to distinguish them from regular customers. | Boolean (Default: False) | Only applicable if 'Get prospects' or 'Get suspects' are enabled. |
Get purchase package size on extra item description | If enabled, the purchase package size is extracted from the extra item description field in Exact Online. | Boolean (Default: False) | Requires that the purchase package size is present in the extra item description field in Exact Online. |
Order history backoffice | When enabled, order history information is synchronized to the App4Sales back office. | Boolean (Default: False) | Provides historical order data within App4Sales. |
Use date as delivery date | If enabled, the order date is used as the delivery date in Exact Online. | Boolean (Default: False) | Influences how delivery dates are set for orders. |
Languages | A comma-separated list of language codes (e.g., "en", "nl") to use for synchronization of multi-language fields. | Comma-separated ISO language codes. | Relevant for multi-language Exact Online environments. |
Use current quantity as last available stock | If enabled, the current stock quantity in Exact Online is considered the "last available stock" in App4Sales. | Boolean (Default: False) | Affects how stock levels are displayed and managed in App4Sales. |
Order select top | Specifies the maximum number of orders to retrieve from Exact Online during a single synchronization. This helps manage performance for large datasets. | Integer value (Default: 0 - no limit). | Limits the batch size for order synchronization. |
Free sort field | Specifies a custom field in Exact Online that can be used for sorting orders or items within App4Sales. | Name of a custom field in Exact Online. | Provides flexibility for custom sorting requirements. |
GL account sales code | The General Ledger account code to be used for sales transactions created in Exact Online from App4Sales orders. | A valid GL account code from Exact Online. | Essential for financial posting of sales orders. |
Use notes as description | If enabled, the notes field from Exact Online items will be used as the item description in App4Sales. | Boolean (Default: False) | Overrides the default item description field. |
Use reference as your ref | If enabled, the reference number from Exact Online orders will be mapped to the "Your reference" field in App4Sales. | Boolean (Default: False) | Affects how order references are displayed. |
Set unit price | When enabled, the unit price will be explicitly set for order lines when sending orders to Exact Online. | Boolean (Default: False) | Ensures pricing accuracy in Exact Online orders. |
Set original price on unit price | If enabled, the original price of an item will be used as the unit price in Exact Online, even if discounts are applied in App4Sales. | Boolean (Default: False) | Impacts how discounts are reflected in Exact Online pricing. |
Check if item is active | When enabled, the connector will only synchronize items from Exact Online that are marked as active. | Boolean (Default: False) | Filters inactive items from App4Sales. |
Net price including VAT | If enabled, net prices synchronized from Exact Online are assumed to include VAT. | Boolean (Default: False) | Important for correct price calculation and display in App4Sales, especially for B2C scenarios. |
Calculate correct net price based on the VAT liability of the customer | When enabled, the system calculates the net price based on the customer's VAT liability status, ensuring correct tax application. | Boolean (Default: False) | Works in conjunction with 'VAT liable code' and 'Not VAT liable code'. |
Cost unit for orders by salesrep | If enabled, the cost unit for orders in Exact Online will be determined by the sales representative associated with the order. | Boolean (Default: False) | Ensures correct cost allocation based on sales team structure. |
Cost center for orders based on user | If enabled, the cost center for orders in Exact Online will be determined by the user creating the order in App4Sales. | Boolean (Default: False) | Allows for cost center allocation based on individual users. |
Use VAT liability for default country | When enabled, the VAT liability is determined based on the default country setting. | Boolean (Default: False) | Used for determining VAT treatment for customers from the default country. |
Use discount without price on order | If enabled, discounts can be applied to orders even if a specific price is not set, allowing for flexible discounting. | Boolean (Default: False) | Provides flexibility in applying discounts. |
VAT code based on country code | Specifies a mechanism to determine the VAT code based on the customer's country code. | String | Used to automatically assign VAT codes based on geographical location. |
Not VAT liable code outside EU | The VAT code to use for customers outside the EU who are not VAT liable. | Valid VAT code configured in Exact Online. | Specific VAT code for international non-VAT liable customers. |
Default country for VAT liability | Sets a default country for determining VAT liability when explicit information is not available. | String (e.g., "NL" for Netherlands) | Acts as a fallback for VAT liability determination. |
Price list code for staffel free field | Specifies a free field in Exact Online that contains the price list code to be used for staffel (tier) pricing. | Name of a custom field in Exact Online. | Integrates Exact Online custom fields with App4Sales tier pricing logic. |
Split character for extra item description | Defines the character used to split the extra item description field in Exact Online into multiple parts for use in App4Sales. | String (e.g., "," or ";") | Used for parsing complex item descriptions. |
Purchase packe size index | Specifies the index (position) within the split extra item description that contains the purchase package size. | Integer (0-based index) | Works with 'Split character for extra item description' to extract specific data. |
Use item notes for item field | Specifies an item field in App4Sales that should be populated with the item's notes from Exact Online. | Name of an App4Sales item field. | Affects which item data is displayed in App4Sales, similar to 'Use item extra description for item field'. |
Cost center code for orders | Specifies a fixed cost center code to be used for all orders sent to Exact Online. | Valid cost center code from Exact Online. | Provides a default cost center for order allocation. |
Update email only for customer | If enabled, the email address of a customer will only be updated in App4Sales if the customer record already exists. | Boolean (Default: False) | Prevents accidental creation of new customer records based on email updates. |
Update phone only for customer | If enabled, the phone number of a customer will only be updated in App4Sales if the customer record already exists. | Boolean (Default: False) | Prevents accidental creation of new customer records based on phone updates. |
Skip discount for staffl items | When enabled, discounts will not be applied to items that are configured with staffel (tier) pricing. | Boolean (Default: False) | Ensures that tier pricing rules are not overridden by general discounts. |
Generate pricelists for every currency | When enabled, the connector will generate separate price lists for each currency available in Exact Online. | Boolean (Default: False) | Useful for multi-currency operations and specific pricing strategies. |
Fill order description with 'App4sales order' when none is supplied | If enabled, orders sent to Exact Online without a description will automatically be populated with "App4Sales order". | Boolean (Default: True) | Ensures that all orders have a default description. |
Hide invoices on relation card | When enabled, invoices will not be displayed on the relation card in App4Sales. | Boolean (Default: False) | Controls the visibility of invoice data within App4Sales. |
Warehouse used for stock | Specifies the Exact Online warehouse from which stock levels should be retrieved for display in App4Sales. | Exact Online Warehouse Code/ID. | Crucial for accurate stock information in App4Sales. |
Warehouse used for order | Specifies the Exact Online warehouse to which orders created in App4Sales should be allocated. | Exact Online Warehouse Code/ID. | Ensures orders are placed in the correct warehouse. |
Warehouse used for purchase package size | Specifies the Exact Online warehouse to be used when determining purchase package sizes. | Exact Online Warehouse Code/ID. | Relevant if package sizes vary by warehouse. |
Set customer account when creating a new customer | Specifies the GL Account GLAR Code to be used when creating new customer accounts in Exact Online from App4Sales. | Valid GL Account GLAR Code from Exact Online. | Ensures new customers are correctly categorized financially. |
Shipping method code for new orders | Specifies the default shipping method code to be used for new orders sent from App4Sales to Exact Online. | Valid Shipping Method Code from Exact Online. | Streamlines order fulfillment by pre-setting shipping options. |
Use item group description for pricelists | If enabled, the item group description from Exact Online will be used as the basis for generating price lists in App4Sales. | Boolean (Default: False) | Utilizes item grouping for pricing structures. |
Use search code as customer manager | When enabled, the search code field in Exact Online will be used to identify the customer manager. | Boolean (Default: False) | Maps Exact Online search codes to App4Sales customer manager assignments. |
Use the currency code from a priceList | If enabled, the currency code for an item will be derived from the assigned price list, rather than a global setting. | Boolean (Default: False) | Provides currency flexibility based on specific price lists. |
Purchase package size from search code | If enabled, the purchase package size will be extracted from the item's search code in Exact Online. | Boolean (Default: False) | Offers an alternative source for purchase package size information. |
Show only backorder lines in App4Sales | When enabled, App4Sales will only display order lines that are on backorder from Exact Online. | Boolean (Default: False) | Filters order views to focus on outstanding items. |
Get delivery dates as free field (offline) | If enabled, delivery dates will be retrieved from a designated free field in Exact Online and made available for offline use in App4Sales. | Boolean (Default: False) | Supports offline access to delivery date information. |
Synchronize next delivery date | When enabled, the next available delivery date from Exact Online will be synchronized to App4Sales. | Boolean (Default: False) | Provides up-to-date delivery estimates. |
Check stock (shelf - to be delivered) and set orderline deliverydate | If enabled, the system will check available stock (both on shelf and due for delivery) and automatically set the delivery date for order lines in App4Sales based on stock availability. | Boolean (Default: False) | Automates delivery date calculation based on stock. |
Only load customers that are dealers | When enabled, only customer accounts classified as "dealers" in Exact Online will be synchronized to App4Sales. | Boolean (Default: False) | Filters customer data for specific business relationships. |
Store package size in instruction line | If enabled, the item's package size will be stored in an instruction line of the order when sent to Exact Online. | Boolean (Default: False) | Provides package size information within order instructions. |
Only set delivery date for unchanged order date | If enabled, the delivery date will only be set for order lines where the order date has not been manually changed in App4Sales. | Boolean (Default: False) | Prevents overwriting manually set order dates. |
Field used to include items in sync | Specifies a custom field in Exact Online that, if set, indicates an item should be included in the synchronization process. | Name of a custom field in Exact Online. | Provides a filter mechanism for item synchronization. |
Warehouse per salesrep | If enabled, sales representatives will be associated with specific warehouses, influencing order allocation. | Boolean (Default: False) | Supports warehouse assignments based on sales team structure. |
Place extra description on item description | When enabled, the extra description from Exact Online items will be appended to the main item description in App4Sales. | Boolean (Default: False) | Enriches item descriptions with additional details. |
Warehouse from order type (value to backoffice) | If enabled, the warehouse for an order will be determined by the order type and passed to the backoffice system. | Boolean (Default: False) | Automates warehouse selection based on order classification. |
Create warehouse item filter | When enabled, the connector will create item filters based on warehouse assignments, limiting item visibility. | Boolean (Default: False) | Restricts item availability based on warehouse. |
Create alternative address at customer | If enabled, alternative addresses from App4Sales will be created as separate addresses for the customer in Exact Online. | Boolean (Default: False) | Synchronizes multiple customer addresses. |
Create delivery and contact for p4spro dorpshipment order | If enabled, the connector will create delivery information and contact details for P4SPro dropshipment orders in Exact Online. | Boolean (Default: False) | Supports dropshipment workflows. |
Create the alternative contactperson of an order in Exact Online and attach it to the delivery address | If enabled, an alternative contact person specified on an order in App4Sales will be created in Exact Online and linked to the delivery address. | Boolean (Default: False) | Ensures accurate contact information for deliveries. |
Use sales price including vat as free field | If enabled, the sales price including VAT will be stored in a designated free field in Exact Online. | Boolean (Default: False) | Provides VAT-inclusive pricing in a custom field. |
Account classification property name | Specifies the name of the Exact Online account classification property to be used for synchronization. | String | Defines which classification property is used. |
Set item description when sending order | When enabled, the item description will be explicitly set when sending orders to Exact Online. | Boolean (Default: True) | Ensures item descriptions are always present in Exact Online orders. |
Rename the freefields which are selected as extra fields (JSON format) | Allows for renaming of free fields selected as extra fields using a JSON format mapping. | JSON string (e.g., {"OriginalFieldName": "NewFieldName"}) | Provides flexibility in how custom fields are displayed. |
Use correct price on item to check on unit | If enabled, the system will use the correct item price based on the unit of measure. | Boolean (Default: False) | Ensures accurate pricing for items with different units. |
Mapping for custom customer fields (JSON format) | Allows for mapping custom customer fields between App4Sales and Exact Online using a JSON format. | JSON string (e.g., {"App4SalesField": "ExactOnlineField"}) | Enables synchronization of custom customer data. |
Include items which are not marked as sales item | If enabled, items in Exact Online that are not marked as sales items will also be included in the synchronization. | Boolean (Default: False) | Broadens the scope of item synchronization. |
Add order type name to the description of the order | When enabled, the order type name from App4Sales will be appended to the order description in Exact Online. | Boolean (Default: False) | Enriches order descriptions with order classification. |
Register chosen contactperson on order in EOL | If enabled, the selected contact person for an order in App4Sales will be registered on the order in Exact Online. | Boolean (Default: False) | Ensures the correct contact is associated with the order. |
VAT Liability based on VAT Regime (Belgium) | If enabled, VAT liability will be determined based on the VAT Regime, specifically for Belgium. | Boolean (Default: False) | Specific VAT rule for Belgian customers. |
Exclude a price list from Exact Online | Specifies the ID of a price list in Exact Online to be excluded from synchronization to App4Sales. | Exact Online Price List ID. | Allows for selective synchronization of price lists. |
Disable pictures from Exact Online | When enabled, item pictures from Exact Online will not be synchronized to App4Sales. | Boolean (Default: False) | Reduces data transfer if pictures are not needed in App4Sales. |
No VAT code means customer is VAT liable | If enabled, customers without a specified VAT code will be considered VAT liable. | Boolean (Default: False) | A fallback rule for VAT liability determination. |
Disable pricelist currency check | When enabled, the system will bypass the currency check for price lists. | Boolean (Default: False) | Useful in scenarios where currency checks might be overly restrictive. |
Round orderline prices to two decimals | If enabled, order line prices will be rounded to two decimal places when sent to Exact Online. | Boolean (Default: False) | Ensures consistent price formatting. |
Set the pricelist on a orderLine when a price or discount isn't changed (does not working with staffles) | If enabled, the price list will be set on an order line only if the price or discount has not been manually altered. Note: This does not work with staffel (tier) pricing. | Boolean (Default: False) | Conditional price list application. |
Cost unit for orders | Specifies a fixed cost unit to be used for all orders sent to Exact Online. | Valid cost unit from Exact Online. | Provides a default cost unit for order allocation. |
GLAccount code for invoices | Specifies the General Ledger account code to be used for invoices generated from orders in Exact Online. | Valid GL Account Code from Exact Online. | Essential for financial posting of invoices. |
Sort orderlines by itemcode before sending the order (only works for numeric item codes) | If enabled, order lines will be sorted by item code (numerically) before being sent to Exact Online. This only works for items with numeric codes. | Boolean (Default: False) | Ensures consistent order of items in Exact Online. |
Synchronise customer notes from Exact Online | When enabled, customer notes from Exact Online will be synchronized to App4Sales. | Boolean (Default: False) | Provides customer-specific notes in App4Sales. |
Get purchase package size from free field | Specifies the name of a free field in Exact Online from which to retrieve the purchase package size. | Name of a custom field in Exact Online. | Offers flexibility in sourcing purchase package size. |
Disable instruction as orderline deliverydate to the backoffice | If enabled, instructions on an order line will not be interpreted as a delivery date when sent to the backoffice. | Boolean (Default: False) | Prevents misinterpretation of order line instructions. |
Enable offline tier prices | When enabled, tier prices from Exact Online will be available for offline use in App4Sales. | Boolean (Default: False) | Supports offline pricing scenarios. |
Item free field name for item status | Specifies the name of a free field in Exact Online that indicates the status of an item. | Name of a custom field in Exact Online. | Used for filtering or displaying item status. |
Account classification property name for customer manager | Specifies the name of the Exact Online account classification property to be used for identifying the customer manager. | String | Defines which classification property is used for customer manager assignment. |
Exclude vat from history totals | If enabled, VAT will be excluded from historical totals in App4Sales. | Boolean (Default: False) | Adjusts historical financial reporting. |
Always create a credit note for return orders in Exact Online (instead of the default redelivery) | If enabled, return orders will always result in a credit note being created in Exact Online, rather than a redelivery. | Boolean (Default: False) | Automates return processing to credit notes. |
Alternative invoice address overwrites the default invoice address on the customer | If enabled, an alternative invoice address provided will overwrite the customer's default invoice address. | Boolean (Default: False) | Prioritizes alternative invoice addresses. |
Send the housenumber & addition in addressline 2 & 3 fields | If enabled, the house number and addition will be sent in separate address lines (2 and 3) to Exact Online. | Boolean (Default: False) | Ensures correct address formatting for Exact Online. |
Show the next delivery date on back order lines based on A4S item next delivery date | If enabled, the next delivery date for back order lines will be displayed in App4Sales, based on the App4Sales item's next delivery date. | Boolean (Default: False) | Provides visibility into upcoming deliveries for backordered items. |
Don't delete pricelist prices which are the same as the default price | If enabled, price list prices that are identical to the default price will not be deleted during synchronization. | Boolean (Default: False) | Prevents unintended deletion of redundant price entries. |
Retrieve item assortment property descriptions instead of the codes | If enabled, the descriptions of item assortment properties will be retrieved from Exact Online instead of just the codes. | Boolean (Default: False) | Provides more descriptive item assortment information. |
Only retrieve customers with specific customer classification value(s) | Specifies one or more customer classification values. Only customers matching these classifications will be retrieved from Exact Online. | Comma-separated list of classification values. | Filters customer synchronization based on classification. |
Sales channel code to use for orders | Specifies the sales channel code to be used for orders sent from App4Sales to Exact Online. | Valid Sales Channel Code from Exact Online. | Categorizes orders by sales channel. |
Special Logic & Filters
The connector incorporates several filtering mechanisms based on the settings provided. For instance, the 'Only sync webshop items' setting dynamically filters the item synchronization process to include only items marked for webshop sales. Similarly, customer synchronization can be restricted to 'prospects' or 'suspects' using dedicated settings, and further refined by 'Only retrieve customers with specific customer classification value(s)'. Delivery dates and stock checks can also trigger dynamic behavior, such as automatically setting order line delivery dates based on stock availability.
Domain Specifics
Authentication
The Application key is essential for establishing a secure connection with the Exact Online API. While access and refresh tokens are used internally for secure communication, they are hidden from configuration through the [HideSetting] attribute.
Catalog & Pricing
Several settings control how item data and pricing are synchronized. These include:
Auto synchronize all pricelists: Automates the fetching of all price lists.
Price List 2 Id, Price List 3 Id, Price List 4 Id: Allows for the explicit selection of additional price lists.
Use item extra description for item field and Use item notes for item field: Map Exact Online descriptive fields to App4Sales item fields.
Variant currency and Use the currency code from a priceList: Manage multi-currency pricing for items.
Net price including VAT and Calculate correct net price based on the VAT liability of the customer: Crucial for accurate VAT handling in pricing.
Round orderline prices to two decimals: Ensures consistent price formatting.
Exclude a price list from Exact Online: Provides granular control over which price lists are synchronized.
Disable pictures from Exact Online: Optimizes data transfer by excluding images.
Dont delete pricelist prices which are the same as the default price: Prevents unintended data loss.
Retrieve item assortment property descriptions instead of the codes: Enhances readability of item assortment data.
Customer & Order Processing
Settings in this category govern customer synchronization and how orders are created and managed in Exact Online.
Get prospects and Get suspects: Control the inclusion of different customer types.
Add prefix for prospects and suspects: Helps differentiate between customer types in App4Sales.
Order history backoffice: Enables synchronization of order history.
Use date as delivery date: Influences how delivery dates are set.
Languages: Supports multi-language data synchronization.
Order select top: Controls the batch size for order retrieval.
Free sort field: Allows for custom sorting of orders or items.
GL account sales code and GLAccount code for invoices: Essential for financial posting.
Use notes as description, Use reference as your ref, Set unit price, Set original price on unit price, Check if item is active, Cost unit for orders by salesrep, Cost center for orders based on user, Use VAT liability for default country, Use discount without price on order, VAT code based on country code, Not VAT liable code outside EU, Default country for VAT liability, Price list code for staffel free field, Split character for extra item description, Purchase packe size index, Use item notes for item field, Cost center code for orders, Update email only for customer, Update phone only for customer, Skip discount for staffl items, Generate pricelists for every currency, Fill order description with 'App4sales order' when none is supplied, Hide invoices on relation card, Warehouse used for stock, Warehouse used for order, Warehouse used for purchase package size, Set customer account when creating a new customer, Shipping method code for new orders, Use item group description for pricelists, Use search code as customer manager, Purchase package size from search code, Show only backorder lines in App4Sales, Get delivery dates as free field (offline), Synchronize next delivery date, Check stock (shelf - to be delivered) and set orderline deliverydate, Only load customers that are dealers, Store package size in instruction line, Only set delivery date for unchanged order date, Field used to include items in sync, Warehouse per salesrep, Place extra description on item description, Warehouse from order type (value to backoffice), Create warehouse item filter, Create alternative address at customer, Create delivery and contact for p4spro dorpshipment order, Create the alternative contactperson of an order in Exact Online and attach it to the delivery address, Use sales price including vat as free field, Account classification property name, Set item description when sending order, Rename the freefields which are selected as extra fields (JSON format), Use correct price on item to check on unit, Mapping for custom customer fields (JSON format), Include items which are not marked as sales item, Add order type name to the description of the order, Register chosen contactperson on order in EOL, VAT Liability based on VAT Regime (Belgium), No VAT code means customer is VAT liable, Disable pricelist currency check, Set the pricelist on a orderLine when a price or discount isn't changed (does not working with staffles), Sort orderlines by itemcode before sending the order (only works for numeric item codes), Synchronise customer notes from Exact Online, Get purchase package size from free field, Disable instruction as orderline deliverydate to the backoffice, Enable offline tier prices, Item free field name for item status, Account classification property name for customer manager, Exclude vat from history totals, Always create a credit note for return orders in Exact Online (instead of the default redelivery), Alternative invoice address overwrites the default invoice address on the customer, Send the housenumber & addition in addressline 2 & 3 fields, Show the next delivery date on back order lines based on A4S item next delivery date, Only retrieve customers with specific customer classification value(s), Sales channel code to use for orders: These settings provide granular control over various aspects of customer and order synchronization, including address handling, contact persons, tax rules, and custom field mappings.
Related Settings & Prerequisites
Successful operation of the Exact Online Premium connector relies on proper configuration within both App4Sales and Exact Online. This includes ensuring that the 'Application key' is valid and that any specified VAT codes, GL accounts, warehouses, or shipping methods exist and are correctly configured in your Exact Online environment. For features like VAT liability based on country or regime, the relevant tax settings must be accurately defined in Exact Online. When using JSON-formatted settings for custom field mappings or free field renaming, ensure the JSON syntax is correct to avoid parsing errors.
Known Limitations
Some functionalities, like setting the pricelist on an order line when a price or discount isn't changed, are noted to specifically not work with staffel (tier) pricing. Sorting order lines by item code is restricted to numeric item codes only. The documentation assumes that the necessary custom fields referenced in settings like 'Free sort field' or 'Item free field name for item status' are present and correctly configured in Exact Online.