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StyleMan - Connector settings

StyleMan - Connector Settings This document outlines the connector-specific settings for the StyleMan connector. These settings infl...

Updated over a week ago

StyleMan - Connector Settings

This document outlines the connector-specific settings for the StyleMan connector. These settings influence how the connector interacts with the StyleMan ERP system, affecting data synchronization, order processing, and various other functionalities. Application administrators and implementation consultants can configure these settings to tailor the connector's behavior to specific business requirements.

Connector settings are typically stored in the App4Sales portal UI or in XML configuration files. They are applied at runtime, modifying the connector's operational logic.

Setting

Description

Values / Defaults

Dependencies / Effects

Client secret

The secret key used for authenticating with the StyleMan ERP system. This is a crucial security credential.

String (encrypted)

Required for any authenticated communication with the ERP.

Client ID

The client identifier used for authenticating with the StyleMan ERP system.

String (encrypted)

Required for any authenticated communication with the ERP.

Use basic authentication

When enabled, the connector will use basic authentication (username and password) for API calls.

Boolean (Default: False)

Mutually exclusive with "Use windows authentication" and "No authorization is used".

Use windows authentication

When enabled, the connector will attempt to use Windows authentication for API calls.

Boolean (Default: False)

Mutually exclusive with "Use basic authentication" and "No authorization is used".

No authorization is used

When enabled, the connector will make API calls without any authorization headers. This is typically used for public APIs or development environments.

Boolean (Default: False)

Mutually exclusive with "Use basic authentication" and "Use windows authentication".

Warehouse

Specifies the default warehouse to be used for operations such as stock lookups or order creation if not explicitly provided elsewhere.

String

Affects stock availability and order fulfillment processes.

Order history backoffice

When enabled, the connector retrieves order history information from the ERP system.

Boolean (Default: False)

Enables the display of historical orders within App4Sales.

Use relative picture URL

When enabled, the connector will use relative URLs for product images, expecting the App4Sales platform to resolve the base path.

Boolean (Default: False)

Affects how product images are displayed.

Use multiple item group levels

When enabled, the connector supports and retrieves multiple levels of item group classifications from the ERP.

Boolean (Default: False)

Impacts how items are categorized and filtered in App4Sales.

Send new customers to ERP

When enabled, new customer records created in App4Sales will be synchronized to the StyleMan ERP system.

Boolean (Default: False)

Enables bidirectional synchronization of customer data.

Send new customer notes to ERP

When enabled, notes added to customer records in App4Sales will be synchronized to the StyleMan ERP system.

Boolean (Default: False)

Enables synchronization of customer notes.

Real-time info calls based on comma-separated

When enabled, real-time information requests (e.g., for stock or pricing) will use comma-separated values in the API call for multiple items.

Boolean (Default: False)

Affects the format of API requests for real-time data.

Add state to note subject

When enabled, the status or state of a note will be appended to its subject when synchronized to the ERP.

Boolean (Default: False)

Modifies the subject line of synchronized notes.

Validate order number before sending

When enabled, the connector performs a validation check on the order number before sending the order to the ERP.

Boolean (Default: False)

Ensures valid order numbers are used, potentially preventing ERP errors.

Use an insecure SSL3 connection

**Warning:** Enabling this setting will force the connector to use the insecure SSL3 protocol for HTTPS connections. This is generally not recommended due to security vulnerabilities.

Boolean (Default: False)

Only enable if absolutely required by legacy ERP systems; otherwise, keep disabled.

Sync customer notes from ERP

When enabled, customer notes from the ERP system will be synchronized to App4Sales.

Boolean (Default: False)

Enables the retrieval of customer notes from the ERP.

Use prefix for prospects and suspects

When enabled, the connector applies a predefined prefix to prospect and suspect customer types during synchronization or display.

Boolean (Default: False)

Modifies how prospect and suspect customer types are identified.

Include unknown elements for new customers

When enabled, the connector will include any unknown or unmapped elements when sending new customer data to the ERP. This can be useful for flexible ERP integrations.

Boolean (Default: False)

Affects the data structure sent for new customers.

Show invoices on relation card

When enabled, invoice information related to a customer will be displayed on their relation card in App4Sales.

Boolean (Default: False)

Provides visibility of customer invoices within App4Sales.

Don't send alternative address on order to the backoffice.

When enabled, the connector will not send any alternative shipping or billing addresses associated with an order to the ERP system. Only the primary address will be sent.

Boolean (Default: true)

Ensures only the primary address is communicated to the ERP for orders.

Use customer code for order history retrieve

When enabled, the connector uses the customer code field instead of the customer GUID field to retrieve order history.

Boolean (Default: False)

Determines the identifier used for fetching order history.

Use customer code for item price for customer search

When enabled, the connector uses the customer code for searching item prices specific to a customer.

Boolean (Default: False)

Influences how customer-specific item pricing is queried.

Use URL parameter for customer code for backorders search

When enabled, the customer code will be passed as a URL parameter when searching for backorders.

Boolean (Default: False)

Affects the API request format for backorder searches.

Use URL parameters for item stock search

When enabled, item stock searches will include item identifiers as URL parameters in the API request.

Boolean (Default: False)

Affects the API request format for item stock searches.

Use URL parameters for order lines search

When enabled, order line searches will include relevant parameters as URL parameters in the API request.

Boolean (Default: False)

Affects the API request format for order line searches.

Use OData filter for item price for customer search

When enabled, the connector will use OData filter syntax for querying item prices specific to a customer.

Boolean (Default: true)

Utilizes OData filtering for more flexible and powerful pricing queries.

Use OData filter for the item stock

When enabled, the connector will use OData filter syntax for querying item stock.

Boolean (Default: False)

Utilizes OData filtering for stock queries.

Sort orders in history by order date

When enabled, historical orders retrieved from the ERP will be sorted by their order date.

Boolean (Default: False)

Organizes the display of order history in chronological order.

Use discount percent in order line history price calculation

When enabled, the discount percentage will be factored into the price calculation for order line history.

Boolean (Default: False)

Affects how historical order line prices are calculated and displayed.

Omit OData service version headers

When enabled, the connector will not send OData service version headers in its API requests. This can be useful for compatibility with certain OData services.

Boolean (Default: False)

Avoids sending OData version headers.

Supports stock batch call

Indicates whether the connected ERP system's API supports batch calls for stock information, allowing multiple stock queries in a single request.

Boolean (Default: true)

Enables more efficient stock synchronization if supported by the ERP.

Show backorders on relation card

When enabled, information regarding backorders for a customer will be displayed on their relation card in App4Sales.

Boolean (Default: False)

Provides visibility of customer backorders within App4Sales.

Use warehouse from user

When enabled, the warehouse associated with the current App4Sales user will be used for ERP operations, overriding any default warehouse settings.

Boolean (Default: False)

Allows user-specific warehouse selection to influence ERP interactions.

Use stock for items batch

When enabled, the connector will attempt to retrieve stock information for multiple items in a single batch call to the ERP.

Boolean (Default: False)

Improves efficiency of stock updates by reducing API calls.

Use item prices batch

When enabled, the connector will attempt to retrieve item pricing information for multiple items in a single batch call to the ERP.

Boolean (Default: False)

Improves efficiency of item price updates by reducing API calls.

Show quotations on relation card

When enabled, quotation information related to a customer will be displayed on their relation card in App4Sales.

Boolean (Default: False)

Provides visibility of customer quotations within App4Sales.

OData Response Version

Specifies the expected OData protocol version for responses from the ERP system.

V2, V4 (Default: None)

Ensures proper parsing of OData responses based on the ERP's version.

Domain Specifics

Authentication

The StyleMan connector supports various authentication methods including Basic Authentication, Windows Authentication, or no authorization. The choice of authentication method depends on the specific configuration of the StyleMan ERP system. Client ID and Client Secret are essential for secure communication when authorization is in use.

Order Processing

Settings like "Don't send alternative address on order to the backoffice" and "Validate order number before sending" directly influence how orders are processed and synchronized with the ERP, ensuring data integrity and adherence to ERP specific rules.

Data Retrieval and Filtering

Several settings, such as "Real-time info calls based on comma-separated," "Use OData filter for item price for customer search," and "Use URL parameters for item stock search," dictate the mechanisms for retrieving and filtering data from the StyleMan ERP. These settings can significantly impact performance and the granularity of data retrieved.

Customer and Item Synchronization

Settings like "Send new customers to ERP," "Send new customer notes to ERP," and "Use prefix for prospects and suspects" control the flow and transformation of customer and item-related data between App4Sales and StyleMan.

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