Uniconta: Import Customer Orders

Updated 10 months ago by Kruti Patel


Features

  1. Import customer orders into uniconta
  2. Import customer order using gateways (SFTP, FTP, DROPBOX, From VANS, Imap, Post Receiver)
  3. Define notification settings (Positive/Negative email notifications to the app users)
  4. Import orders daily, weekly, hourly based on scheduling mechanism.
  5. Share Adaptor with other users in your subscription with lots of security features.


Configuration flow

Procedure to activate Adaptor uniconta: Import Customer Orders

Navigate to Adaptors -> Catalogue, there you can find multiple Adaptors which you can use for business purpose

Click on 'Activate',  Adaptor Uniconta: Import Customer Orders  will be activated in your account

After activation of Adaptor it will navigate to 'General' screen of Adaptor

Procedure to configure Adaptor Uniconta: Import Customer Orders

In General you can manage different settings described in below (General) image


Click on 'Source' to connect source gateways to import the orders into uniconta account

Learn how to connect source gateway - Click here


Click on 'Destination' to connect uniconta account in destination, and orders will be imported into uniconta account once it is configured

Learn how to connect uniconta account with iPaaS? - Click here


Click on 'Import Rules' to add settings for customers for import of documents

In 'Import Rules', all the customers connected through uniconta account will be displayed and you can activate all/specific customers for orders

After activation of customers you can change custom settings (General settings, Delivery locations settings, product settings, control document settings) for individual customer

'Matched customers with HubBroker network' tab and 'Help me activate customers automatically' button will be displayed if you have choose 'From HubBroker Network' gateway as a source gateway.

After activation of customer it will be displayed like below (Activated customer) image:

You can do customized (Common) settings for all the selected customers in Adaptor level like displayed in below (Customized settings for customer - Adaptor level) image and it will be applicable to all the customers

If you want to change settings for some individual customer then you can click on 'Settings' and it will do custom settings for that particular customer (Displayed in above - Activated customer image)


Default settings for order import

Settings to get customer details from uniconta account to import the order base on different priority


Custom settings for particular customer

You can change below settings for individual customer 

  • General Settings
  • Delivery location settings
  • Product Settings
  • Control Document Settings




Notification settings

Feature to send positive and negative notifications for document and Adaptor level

Learn more about notification settings - Click here


Schedule settings

You can set schedule for Adaptor when you want to be run the Adaptor automatically

Learn more about schedule settings - Click here


Dashboard

You can view all the transactions of Adaptor through Dashboard

You can view all the details of imported documents like sender, receiver, document number, customer order number, supplier order number and status

You can view XML file of orders which are imported and successfully processed into destination gateway




Category: Adaptor

Last date of update: 24.09.2018


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