Uniconta: Export Customer Delivery Notes

Updated 8 months ago by Kruti Patel

Features

  1. Activate all or specific customers to send delivery notes.
  2. Export Customer delivery notes to VANS(EDI).
  3. Export Customer delivery notes to PEPPOL/NemHandel.
  4. Export Customer delivery notes to specific Customers/gateways. (SFTP, FTP, DROPBOX, HTTP, AS2, e-mails etc.)
  5. Define notification settings (Positive/Negative email notifications to the app users)
  6. Send delivery notes daily, weekly, hourly based on scheduling mechanism.
  7. Share Adaptor with other users in your subscription with lots of security features.

Configuration flow

Procedure to activate Adaptor  Uniconta: Export Customer Delivery Notes

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

Click on 'Activate', Adaptor Uniconta: Export Customer Delivery Notes will be activated in your account

Activation
Activation

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

Procedure to configure Adaptor uniconta: Export Customer Delivery Notes

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

Click on 'Source' to connect uniconta account with iPaaS, and invoices will be exported from your uniconta account once it is configured

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

Click on 'Export Rules' to add settings for customers and supplier

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

After activation of customers you can change custom settings (General settings, supplier/sender settings, customer/receiver settings, output format, destination gateway) for individual customer

Export rules - Activation of multiple customers
Export rules - Activation of multiple customers

'Matched customers with HubBroker network' tab and 'Help me activate customers automatically' button provided if you have choose 'To HubBroker Network' gateway as a destination gateway.

If you have choose 'To HubBroker Network' gateway as a destination then you have an access to select all type of gateways(For Ex. FTP, Email, etc.) as a destination gateway.

While activation of customer it will ask for the details, where you need to provide output format and destination gateway to identify in which format and where we can send the delivery notes

Output format and destination gateway

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

Activated Customer

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

Customized settings for customer - Adaptor level

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)



Custom settings for particular customer

You can change below settings for individual customer 

  • General settings
  • Supplier/Sender settings
  • Customer/Receiver settings
  • Output Format
  • Destination Gateway

Custom Export settings - Supplier/sender settings



Custom export settings - Customer/Receiver settings



Custom - Export settings (Output Format)

Custom - Export settings (Destination Gateway)

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 exported documents like sender, receiver, document number, customer order number, supplier order number and status

You can view XML file of delivery notes which are exported and successfully processed into destination gateway

You can manually export multiple delivery notes


Click on 'Manually Export delivery notes' and you can  manually export multiple delivery notes to the customer with the facility By Delivery notes,  By Customer and By Date.


Resend delivery notes




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