DbFact - Connector Settings
The DbFact connector settings allow for detailed configuration of the synchronization process between DbFact and App4Sales. These settings control which data is fetched, how it is mapped, and how orders are sent back to DbFact. Proper configuration of these settings is crucial for a correct and efficient data flow.
These settings are managed within the App4Sales portal and are applied at runtime during the synchronization processes. They affect data retrieval for items, customers, and prices, as well as the creation of orders.
Setting | Description | Values / Defaults | Dependencies / Effects |
Environment | Specifies the DbFact environment to connect to (e.g., test or production). | String (e.g., "production") | Determines the API endpoint for all communications. |
Warehouse | The identifier for the warehouse from which to synchronize stock levels and other warehouse-specific data. | String | Filters items and stock to a specific warehouse. |
Dossier | The company or database identifier within DbFact. | String | Ensures that the connector interacts with the correct DbFact company database. |
PriceList1Id to PriceList4Id | The identifiers for up to four distinct price lists to be synchronized. | String | Enables the synchronization of multiple price levels from DbFact. |
ItemStatus | Filters items based on their status in DbFact. | String | Allows for including or excluding items with a certain status (e.g., "active", "discontinued"). |
CustomerTypes | Filters customers based on their type in DbFact. | String | Allows for including or excluding customers of a certain type (e.g., "retail", "wholesale"). |
Languages | Specifies the languages to be synchronized for multilingual data like item descriptions. | String (comma-separated) | Determines which language versions of texts are imported into App4Sales. |
FreeSortField | Defines a custom field from DbFact to be used for sorting purposes within App4Sales. | String | Affects the default sort order of items or customers. |
FieldC5ArticleExclude | If enabled, excludes articles marked as 'C5' from the synchronization. | Boolean (true/false) | Provides a way to filter out specific types of articles. |
ArticleBatch | Enables batch processing for item synchronization, which can improve performance for large datasets. | Boolean (true/false) | Changes the item synchronization to a batch-oriented process. |
CustomerBatch | Enables batch processing for customer synchronization. | Boolean (true/false) | Changes the customer synchronization to a batch-oriented process. |
UsePriceMatrix | When enabled, the connector will use the price matrix for price calculations instead of simple price lists. | Boolean (true/false) | Enables more complex pricing logic based on customer/quantity tiers. |
UseSerialNumberAsItemCode | If enabled, the item's serial number will be used as its primary item code in App4Sales. | Boolean (true/false) | Overrides the default item code mapping. |
UseExtraTextAsDescription | If enabled, an extra text field from DbFact will be used as the item's description. | Boolean (true/false) | Appends or replaces the standard item description. |
SendCustomerCodeAsId | When creating an order, this setting sends the customer's code as their ID. | Boolean (true/false) | Affects how customers are identified when sending orders to DbFact. |
IncludeCustomerDetailsInOrder | If enabled, the full customer details are included when sending an order. | Boolean (true/false) | Increases the amount of customer data sent with each order. |
AddNotesToOrderLines | Allows notes to be added to individual order lines. | Boolean (true/false) | Enables a feature for sales representatives to add specific instructions per item on an order. |
AllowFreeQuantity | If enabled, users can enter any quantity for an item on an order, ignoring stock levels. | Boolean (true/false) | Disables validation of order quantities against available stock. |
ShowOnlyOpenDocuments | If enabled, only open documents (e.g., active quotes, open orders) are synchronized and displayed. | Boolean (true/false) | Filters historical documents, reducing the amount of data synced. |
IncludeDiscountInOrder | If enabled, line and total discounts are included when sending an order. | Boolean (true/false) | Determines if discount information is sent to DbFact with the order. |
UseOrderDateAsDeliveryDate | If enabled, the order date is automatically used as the delivery date. | Boolean (true/false) | Simplifies order entry by pre-filling the delivery date. |
EnableCustomerDashboards | Enables the customer-specific dashboards feature. | Boolean (true/false) | Requires FTP settings to be configured if enabled. Activates a feature that shows customer-specific data. |
FtpPort | The port number for the FTP server connection. | Integer (e.g., 21) | Required if features using FTP (like dashboards or price lists) are enabled. |
FtpHostName | The hostname or IP address of the FTP server. | String | Required if features using FTP are enabled. |
FtpUsername | The username for the FTP server. | String | Required if features using FTP are enabled. |
FtpFolderForDashboards | The folder on the FTP server where dashboard data is located. | String | Used when `EnableCustomerDashboards` is true. |
FtpFileNameForPriceLists | The filename of the price list file on the FTP server. | String | Used for synchronizing price lists via FTP. |
FtpFolderForPriceLists | The folder on the FTP server where price list files are located. | String | Used for synchronizing price lists via FTP. |
UseVerkoopsVerpakkingAsPurchasePackageSize | If enabled, the 'Verkoopsverpakking' (sales packaging) field from DbFact is used as the purchase package size in App4Sales. | Boolean (true/false) | Affects the unit of measure and packaging information for items. |
SendNoDeliveryDateOnOrder | If enabled, no delivery date will be sent with the order to DbFact. | Boolean (true/false) | Can be used if the delivery date is determined later in the fulfillment process. Conflicts with `UseOrderDateAsDeliveryDate`. |
IncludePriceByOrder | If enabled, the price is included with the order. | Boolean (true/false) | Determines whether price information is sent with the order. |
FtpFolderForCustomerNotes | The folder on the FTP server where customer-specific notes are located. | String | Used for synchronizing additional customer notes via FTP. |
UseGroepAndSoortAsItemFilters | If enabled, the 'Groep' (group) and 'Soort' (type) fields are used as item filters in App4Sales. | Boolean (true/false) | Provides additional filtering options for the item catalog. |
Load order history from backoffice | When enabled, the connector will load the order history from the backoffice system. | Boolean (true/false) | Enables the order history feature for users. |
Use reference as itemcode (itemsync) | If enabled, the reference field from DbFact will be used as the item code during the item synchronization. | Boolean (true/false) | Overrides the default item code mapping during item sync. |
Authentication
Authentication with the DbFact API is managed via an environment and a client secret. The FTP connection details are configured separately.
Catalog
The catalog of items and customers can be filtered using various settings such as `ItemStatus`, `CustomerTypes`, `FieldC5ArticleExclude` and `UseGroepAndSoortAsItemFilters`. The mapping of fields can be altered with settings like `UseSerialNumberAsItemCode` and `UseExtraTextAsDescription`.
Order Processing
Order processing is highly configurable. You can control which details are included in the order, such as customer details, discounts, and notes. The delivery date handling can be modified with `UseOrderDateAsDeliveryDate` and `SendNoDeliveryDateOnOrder`.