| Table of Contents | ||
|---|---|---|
|
...
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
Develop a API that will POST to the Object: GFCON__Import_Sales_Order__c
...
Setups
On the Dealer’s Contacts, populate Email Address, which is typically the user’s email address.
...
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
...
Steps to send PartSmart Picklists to GF
...
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.
A new Import Sales Order record will be created with these fields:
Populate GFCON__Order_Source__c with “PartSmart”
Picklist JSON file should go to PartSmart_Picklist_JSON__c
The Picklist JSON
...
Field Help
...
Id
...
GFCON__Sales_Order_No__c
If an Id is not available, GoldFinch will automatically add all order lines to the same order number.
File should include these values:
Id
PartSmart User Name / Dealer
...
GFCON__Id_Customer_No__c
dealer’s Account Id
Product Id
...
For GoldFinch Developer
…..
...
Description
Quantity
...
…….
As soon as a new Import Sales Order
...
is created with
...
PartSmart
...
_Picklist_JSON__c
...
Table
...
Field Name
...
Field Help
...
Sales Order
...
Sell-to Customer
...
Order Date
...
today
...
Shipment Date
...
today + 7 days
...
…..
...
External Customer No.
...
GFCON__Sales_Order_No__c????
...
Sales Line
...
Item
...
GFCON__Item_No__c
...
Unit of Measure
...
EA
...
Quantity
...
Unit Price
...
Sales Price????
////////////////
Create a Salesforce email address that can accept data into this object.
Add a new value to the Order Source picklist
Value = “PartSmart”
Extract / Download Data
A Yakta user will manually download a CSV File from PartSmart
A Yakta user will send an email to the salesforce email address and attach a CSV File with the following fields:
TBD - We have requested a sample file to review
Transform Data
TBD
Load / Import Data
Add the transformed data to the import_sales_order object.
(Not sure if this is actually / might be the transform step – need to understand what that object does)
Acceptance Criteria
A new sales order has been added to Goldfinch.
This sales order can be allocated to inventory.
How To Guide
Overview
This process improves efficiency by automating the import of PartSmart picklist/orders into GoldFinch.
How to Automatically Send Picklist/Orders to GoldFinch
Download the picklist as a CSV File
There is a quick 20 second explanation how to get this CSV File in this video:
Start at 6:45 https://youtu.be/7plRDX5qd2w?si=iNxXjqZwXcQyg7ZJ&t=405
Save this CSV File to a location you will remember
Email the CSV file to the following email address:
TBD
The Picklist is now added in GoldFinch as a Sales Order!= 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
PartSmart Picklist Field | GoldFinch Field Name | Field Help |
|---|---|---|
Product Id | Item No. | |
Quantity | Quantity | |
Description | Description | |
Item Unit of Measure | Item__r.Base_Unit_of_Measure__r.Name | |
Unit Price | look up Sales Price table using Currency and Item. Currency is from Account. If blank, Company Setup. If blank, CAD |
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.
Opens image in full screenOpen
...
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.