Economic - Connector Settings
This document outlines the connector-specific settings for the Economic ERP integration with App4Sales. These settings allow administrators and implementation consultants to configure how data is synchronized, prices are managed, orders are processed, and authentication is handled between App4Sales and Economic. Each setting controls specific behaviors, and understanding their function is crucial for proper system operation.
Settings are stored and applied at runtime, typically configured via the App4Sales portal UI. They influence various aspects of the integration, from data retrieval to order finalization.
Setting | Description | Values / Defaults | Dependencies / Effects |
Agreement Grant Token | This token is used for authenticating with the Economic API. It is a critical credential for the connector to function. | Encrypted string. | Required for all communication with the Economic API. Incorrect or missing token will prevent all synchronization. |
Don't synchronise blocked items | When enabled, items marked as "blocked" in Economic will not be synchronized to App4Sales. | Boolean (true/false). Default: false (blocked items are synchronized). | Affects item availability in App4Sales. Enable to exclude inactive or discontinued products. |
Use recommended price field as purchase package size | If enabled, the connector will use the "recommended price" field from Economic to determine the purchase package size for items in App4Sales. | Boolean (true/false). Default: false. | Influences how item packaging information is interpreted. Ensure the "recommended price" field in Economic contains relevant package size data if enabling. |
VAT liable VAT Zone ID's | A semicolon-separated list of VAT Zone IDs that are considered VAT liable. For example, '1;3' would mark VAT zones 1 and 3 as liable. | String (e.g., '1;3'). Default: Empty. | Used in VAT calculation and reporting. Items within these zones will be treated as VAT liable. |
Use default currency for the exchange rate. | Specifies the default currency to be used for exchange rate calculations. | String (e.g., 'EUR', 'USD'). Default: Empty. | Affects how multi-currency transactions and pricing are handled. If left empty, Economic's default currency will be used. |
Don't send the deliverydate to Economic. | When enabled, the delivery date specified in App4Sales orders will not be transmitted to Economic. | Boolean (true/false). Default: false (delivery date is sent). | Enable if Economic does not require or cannot process delivery date information, or if delivery dates are managed internally within Economic. |
VAT percentage for items | Defines a default VAT percentage to be applied to items if no specific VAT rate is determined from Economic. | Decimal (e.g., '21.0'). Default: 0.0. | Used as a fallback for VAT calculation. Ensure this matches local tax regulations if used. |
Add description as free field on the item card | If enabled, the item description from Economic will be added as a free text field on the item card within App4Sales. | Boolean (true/false). Default: false. | Provides additional visibility for item descriptions in App4Sales. |
Customer field to use as discount percentage | Specifies which customer-specific field in Economic should be used to retrieve a percentage discount for orders. | String (e.g., the exact name of the Economic customer field). Default: Empty. | Enables dynamic discounts based on customer data in Economic. The specified field must contain a valid percentage value. |
Default inventory location number | Sets a default inventory location number to be used for items. | String (e.g., '100', 'MAIN'). Default: Empty. | If Economic uses multiple inventory locations, this setting can specify a default for items synchronized to App4Sales. |
Fallback sales document layout name | Specifies a fallback layout name for sales documents if the primary layout cannot be determined or is missing. | String (e.g., 'StandardInvoice', 'QuoteLayout'). Default: Empty. | Ensures that sales documents generated from App4Sales always have a valid layout in Economic. |
Mark newly created orders as sent. | When enabled, orders created in Economic via App4Sales will automatically be marked as "sent". | Boolean (true/false). Default: false. | Automates the status update of new orders. Disable if a manual review or additional processing step is required in Economic before marking as sent. |
Use SOAP send order process | Enables the use of the SOAP protocol for sending orders to Economic. This is required if the Inventory Module is active in Economic. | Boolean (true/false). Default: false. | Essential for integrations involving Economic's Inventory Module. Ensure this is enabled if inventory synchronization is critical. |
Authentication
The Agreement Grant Token is the primary credential for authenticating API calls to Economic. It is stored securely and is essential for all data exchange.
Order Processing
Settings such as Don't send the deliverydate to Economic, Fallback sales document layout name, Mark newly created orders as sent, and Use SOAP send order process directly influence how orders created in App4Sales are processed and recorded within Economic. Careful configuration of these settings ensures smooth order fulfillment and accurate record-keeping. The Customer field to use as discount percentage enables dynamic discount application based on customer data in Economic.
Catalog and Item Synchronization
Settings like Don't synchronise blocked items, Use recommended price field as purchase package size, VAT percentage for items, Add description as free field on the item card, and Default inventory location number control how item data, pricing, and inventory details are synchronized and presented in App4Sales. These settings allow for granular control over the product catalog visible to sales representatives.