NewBase - Connector Settings
This document details the connector-specific settings for the NewBase ERP integration. These settings influence how data is synchronized between NewBase and App4Sales, affecting various functionalities such as product synchronization, order processing, customer management, and stock updates. Application Administrators and Implementation Consultants can configure these settings to tailor the connector's behavior to specific business requirements.
Settings are stored in the App4Sales portal UI and applied at runtime by the connector to dictate its operational logic and data handling. Each setting controls a specific aspect of the integration, ranging from authentication credentials to data filtering and transformation rules.
Setting | Description | Values / Defaults | Dependencies / Effects |
Newbase Owner Id | Specifies the Owner ID required for authenticating and interacting with the NewBase webservice. | String | Required for successful API calls to NewBase. |
Newbase Company Id | Specifies the Company ID within NewBase that the connector will interact with. | String | Required for targeting the correct company data within NewBase. |
Newbase User Id | Specifies the User ID for authenticating with the NewBase webservice. | String | Required for successful API calls to NewBase. |
Newbase Owner Webservice User Name | The username for accessing the NewBase webservice. | String | Used in conjunction with 'Newbase Owner Webservice User Password' for authentication. |
Newbase Owner Webservice User Password | The password for accessing the NewBase webservice. This value is encrypted. | String (Encrypted) | Used in conjunction with 'Newbase Owner Webservice User Name' for authentication. |
Don't sync discontinued products | When enabled, products marked as discontinued in NewBase will be excluded from synchronization with App4Sales. | Boolean | Prevents discontinued items from appearing in App4Sales. |
Don't sync products without salesprice | When enabled, products in NewBase that do not have a defined sales price will not be synchronized to App4Sales. | Boolean | Ensures that only commercially viable products are available in App4Sales. |
Productgroup description (default: Productgroep) | Defines the default name used for product groups if not specified otherwise in NewBase. | String (Default: "Productgroep") | Affects how product categories are displayed in App4Sales. |
Automatic ordernumber prefix | A prefix to be added to automatically generated order numbers in App4Sales before they are sent to NewBase. | String | Used for unique identification and categorization of orders originating from App4Sales. |
Automatic ordernumber # of digits (default: 5) | The number of digits to be used for the sequential part of automatically generated order numbers. | Integer (Default: 5) | Determines the length and format of the sequential part of order numbers. |
Send automatic ordernumber as Our Reference | If enabled, the automatically generated App4Sales order number will be sent to NewBase as "Our Reference." | Boolean | Influences how order references are recorded in NewBase for orders placed via App4Sales. |
Don't sync products with internal name prefix (comma separated) | A comma-separated list of prefixes. Products in NewBase whose internal names start with any of these prefixes will be excluded from synchronization. | String (Comma-separated prefixes) | Useful for filtering out internal or test products from App4Sales. |
Warehouse id for stock (default: 1) | Specifies the ID of the warehouse in NewBase from which stock levels should be retrieved for App4Sales. | Integer (Default: 1) | Determines which warehouse's stock information is displayed in App4Sales. |
Item prefix to use for stock | Only items with this prefix will have their stock synchronized. | String | Filters stock synchronization to specific item ranges. |
Don't sync customers with name prefix (comma separated) | A comma-separated list of prefixes. Customers in NewBase whose names start with any of these prefixes will be excluded from synchronization. | String (Comma-separated prefixes) | Useful for filtering out internal or test customers from App4Sales. |
Automatic customernumber prefix | A prefix to be added to automatically generated customer numbers in App4Sales before they are sent to NewBase. | String | Used for unique identification and categorization of customers originating from App4Sales. |
Automatic customernumber # of digits (default: 5) | The number of digits to be used for the sequential part of automatically generated customer numbers. | Integer (Default: 5) | Determines the length and format of the sequential part of customer numbers. |
Use product remark for free sort field | If enabled, the product remark field from NewBase will be used to populate a free sort field in App4Sales. | Boolean | Allows for custom sorting or categorization of products in App4Sales based on NewBase remarks. |
Don't use exact values for stock | When enabled, stock values are not reported as exact numbers, possibly indicating only availability (e.g., "In Stock" vs. "Out of Stock"). | Boolean | Affects how stock availability is presented in App4Sales. |
Country code for VAT liable | Specifies the country code for which customers are considered VAT liable. | String | Influences VAT calculations and reporting for customers in that country. |
Order history maximum results (default: 200) | Sets the maximum number of historical orders to retrieve from NewBase for display in App4Sales. | Integer (Default: 200) | Controls the amount of order history data available to users in App4Sales. |
Item prefix to remove for stock | Specifies a prefix that should be removed from item codes when synchronizing stock information. | String | Used to normalize item codes for stock matching between systems. |
Base price list name | Defines the name of the base price list in NewBase that should be used for product pricing in App4Sales. | String | Ensures that App4Sales retrieves prices from the correct price list. |
Min quantity indicated base price for Product price break | Minimum quantity from which the base price should be considered for product price breaks. | Integer | Affects how product price breaks are applied based on quantity. |
Only use currency codes (comma separated) | A comma-separated list of currency codes. Only prices and transactions in these currencies will be synchronized. | String (Comma-separated currency codes) | Filters financial data to specific currencies. |
Only sync products with subscription types ids (comma separated) | A comma-separated list of subscription type IDs. Only products associated with these subscription types will be synchronized. | String (Comma-separated IDs) | Filters product synchronization to specific subscription-based offerings. |
Api version (default: 2) | Specifies the version of the NewBase API to use for communication. | Integer (Default: 2) | Determines the API endpoint and data structures used for integration. |
Do not sync item pictures | When enabled, item pictures from NewBase will not be synchronized to App4Sales. | Boolean | Reduces data transfer and storage if item pictures are not required in App4Sales. |
Apply discounts during live prices call | If enabled, discounts are applied when retrieving live prices from NewBase. | Boolean | Ensures that real-time pricing reflects applicable discounts. |
Apply discounts during sync item prices call | If enabled, discounts are applied during the synchronization of item prices from NewBase. | Boolean | Ensures that synchronized item prices reflect applicable discounts. |
Always send base price for item order lines | When enabled, the base price for an item will always be sent for order lines, regardless of other pricing rules. | Boolean | Overrides other pricing logic to ensure the base price is always communicated. |
Sync only service products | When enabled, only products categorized as services in NewBase will be synchronized to App4Sales. | Boolean | Filters product synchronization to service-specific offerings. |
Calculate stocks for composition products | If enabled, stock levels for composition products (bill of materials) will be calculated based on their components. | Boolean | Provides accurate stock figures for complex products. |
Select maximum price for product | When enabled, if multiple prices exist for a product, the highest price will be selected. | Boolean | Ensures that products are always displayed with their maximum available price. |
Calculate stock as sum for child products in composition | If enabled, the stock for a composition product is calculated as the sum of its child product stocks. | Boolean | Aggregates stock from individual components for composite products. |
Default payment method for paid orders | Specifies the default payment method ID (as an integer in NewBase) to be used for orders marked as paid. | String (Integer value) | Sets the payment method for paid orders from App4Sales in NewBase. |
Default payment terms for paid orders | Specifies the default payment terms ID (as an integer in NewBase) to be used for orders marked as paid. | String (Integer value) | Sets the payment terms for paid orders from App4Sales in NewBase. |
Send the payment reference as order refence when available | If enabled, any available payment reference will be used as the order reference in NewBase. | Boolean | Transfers payment reference information to NewBase for order tracking. |
Use available sales stock as available stock value | When enabled, the available sales stock quantity from NewBase will be used as the primary available stock value in App4Sales. | Boolean | Ensures that App4Sales reflects stock quantities designated for sales. |
Domain Specifics
Authentication
The connector utilizes Newbase Owner Id, Newbase Company Id, Newbase User Id, Newbase Owner Webservice User Name, and Newbase Owner Webservice User Password to establish a secure connection with the NewBase ERP system. These credentials are critical for all data exchange operations.
Product Synchronization
Several settings control which products are synchronized from NewBase to App4Sales. These include filters based on product status (Don't sync discontinued products), sales price availability (Don't sync products without salesprice), internal naming conventions (Don't sync products with internal name prefix (comma separated)), and subscription types (Only sync products with subscription types ids (comma separated)). Additionally, Do not sync item pictures allows for bandwidth optimization by excluding image data.
Stock Management
Stock synchronization can be configured with Warehouse id for stock to specify the source warehouse. Filters like Item prefix to use for stock and Item prefix to remove for stock allow precise control over which items' stock levels are considered and how their codes are normalized. For complex products, Calculate stocks for composition products and Calculate stock as sum for child products in composition enable accurate stock calculation based on components. The Don't use exact values for stock setting can simplify stock reporting.
Order Processing
Order number generation can be customized with Automatic ordernumber prefix and Automatic ordernumber # of digits. The setting Send automatic ordernumber as Our Reference dictates how these generated numbers are used in NewBase. For paid orders, Default payment method for paid orders and Default payment terms for paid orders provide default values, and Send the payment reference as order refence when available enables tracking of payment references.
Pricing
Pricing behavior is influenced by Base price list name to select the correct price list. Discount application during live calls (Apply discounts during live prices call) and during synchronization (Apply discounts during sync item prices call) ensures consistent pricing. The Always send base price for item order lines setting can enforce a specific price baseline. When multiple prices exist, Select maximum price for product can be used.
Known Limitations
The connector currently does not provide specific settings for advanced custom fields mapping beyond what is directly available through the defined properties. Complex business logic not covered by the listed settings might require custom development within NewBase or App4Sales.