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Rackbeat - Send order

Rackbeat - SendOrderToBackoffice This document describes the process of sending an order from App4Sales to the Rackbeat ERP system. The pr...

Updated over a week ago

Rackbeat - SendOrderToBackoffice

This document describes the process of sending an order from App4Sales to the Rackbeat ERP system. The process involves converting the App4Sales order object into the Rackbeat format and sending it to the Rackbeat API.

Data Source Configuration

The connector sends a POST request to the /orders endpoint of the Rackbeat API. The base URL for the API is configured in the administration settings. The request is authenticated using a bearer token, which is also configured in the connector settings.

Data Mapping Table

App4Sales Field

Source Field (API/Excel/DB)

Logic/Notes

Order Header

Order Header

Order Header

CustomerId

order.Customer.CustomerCode

The customer's code in App4Sales is used as the customer ID in Rackbeat.

LayoutId

order.Customer.DynamicFreeFields (Layout)

The layout ID is extracted from the customer's dynamic free fields, where the field name is 'Layout'.

PaymentTermsId

order.Customer.DynamicFreeFields (PaymentTerms)

The payment terms ID is extracted from the customer's dynamic free fields, where the field name is 'PaymentTerms'.

VatZone

order.Customer.DynamicFreeFields (VatZone)

The VAT zone is extracted from the customer's dynamic free fields, where the field name is 'VatZone'.

Currency

order.Customer.Currency

The currency from the customer's record in App4Sales is used.

OrderDate

order.OrderDate

The order date from App4Sales is used. It is formatted as "yyyy-MM-dd".

Note

order.Notes

The notes from the order in App4Sales are mapped to the note field in Rackbeat.

DeliveryAddress

order.AlternateAddress, order.Customer.Addresses

The delivery address is determined by the following fallback logic:

  1. The alternate address on the order.

  2. The customer's main delivery address.

  3. The customer's main visit address.

BillingAddress

order.Customer.Addresses

The billing address is determined by the following fallback logic:

  1. The customer's main invoice address.

  2. The delivery address (as determined above).

YourReference

order.YourReference

The 'Your Reference' field from the order in App4Sales is used.

Order Lines

Order Lines

Order Lines

ItemId

orderLine.ItemCode

The item code from the order line in App4Sales is used.

Name

orderLine.Item.Description

The item's description is used as the name on the order line.

Quantity

orderLine.Quantity

The quantity from the order line is used.

LinePrice

orderLine.Price

The price from the order line is used.

VatPercentage

orderLine.VatPercentage

The VAT percentage from the order line is used if the customer is VAT liable. Otherwise, it is set to 0.

Address

Address

Address

Street

address.AddressLine1

The first address line is used for the street.

Street2

address.AddressLine2

The second address line is used for the second street line.

City

address.City

The city from the address is used.

Zipcode

address.PostCode

The postal code from the address is used.

Country

address.Country

The country from the address is used.

State

address.State

The state from the address is used.

Responses & Error Handling

The Rackbeat API returns a response containing the order number upon successful creation of the order. This order number is then returned by the connector. If the API call fails, the connector will throw an exception, and the error will be logged.

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