Content Comparison

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Overview

A user needs the ability to automatically send the PartSmart Picklist (Sales Order) to GoldFinch so they do not need to manually enter a sales order into GoldFinch.

Technical Requirements

For PartSmart

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Setups

On the Dealer’s Contacts, populate Email Address, which is typically the user’s email address.

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For every item that could be ordered by PartSmart, set up to Sales Prices for CAD and USD.

• Ending Date should be far in the future.

• Price Type = All Account

• Minimum Quantity = 1

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Steps to send PartSmart Picklists to GF

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Error Conditions

• PartSmart User Name is not set up

• Dealer Account is not set up

• Item is not set up

• Sales Prices are not set up

Configurations

• PartSmart post their picklists to GoldFinch a public URL.

• Develop a API that will POST to the Object: GFCON__Import_Sales_Order__c

• With

  • https://yakta--tekstakdev.sandbox.my.salesforce-sites.com

• A new Import Sales Order record will be created with these fields:

  • Populate GFCON__Order_Source__c with “PartSmart”

  • Populate GFCON__Id_Customer_No__c with the dealer’s account Id.

  • Picklist JSON file should go to PartSmart_Picklist_JSON__c

    • The Picklist JSON File should include these values:

      • Id

      • PartSmart User Name / Dealer

      • Product Id

        • The Product ID value must match a ProductCode value in GoldFinch.

        • If it does not, provide a lookup to map the PartSmart Product ID to GoldFinch ProductCode

      • Quantity

      • Unit of MeasureDescription

      • Quantity

• As soon as a new Import Sales Order is created with PartSmart_Picklist_JSON__c != null:

  • Use PartSmart User Name to look up Contact, to populate

    • Customer Name

    • Id Customer No.

  • Populate Customer PO No. with Picklist Id

  • Order Date = today’s date

  • Populate Import Sales Line

For GoldFinch Developer

• Develop API endpoint for the GFCON__Import_Sales_Order__c object

• for Import Sales Order records with Order Source = PartSmart, and processed = false

  • write code that looks at PartSmart_Picklist_JSON__c file and does the following

    • Does the related GFCON__Import_Sales_Line__c object need to be populated first?

    • create sales orders

    • create sales lines

Process Records

Once the values have been imported, you can view and update the data before the Sales Order records are created.

• In the Not Processed View:

  • Select the individual Import Sales Order record(s) to convert into a Sales Order.

  • If no records are selected, GoldFinch will process all of the records where the Processed field is NOT checked.

• After selecting the Import Sales Order records, click the Create Sales Order button to process the data.

• After a Sales Order has been successfully created, the Processed field on the Import Sales Order record will be checked and set to true.

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Error Resolution

If GoldFinch encounters any errors while creating a Sales Order from the Import Sales Order record:

• The GF Sales Order will not be created until the errors have been resolved.

• The Processed field on the Import Sales Order record will be False.

• Use the Not Processed View to see all Import Sales Order records with an error message.

• The Error will be populated into the Error Text field on the Import Sales Order record.

• Use the Error Text field to correct the Import Sales Order record and resolve the error.

• Once all errors have been resolved, rerun the process by selecting the Import Sales Order record and clicking the Create Sales Order button.

Mass Delete

If necessary, multiple Import Sales Order records may be deleted at the same time:

• In the Not Processed View:

  • Select the individual Import Sales Order record(s) you want to delete.

  • If no records are selected, GoldFinch will delete all the records where the Processed field is NOT checked.

• After selecting the Import Sales Order records, click the Mass Delete button to process the data.