Description
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
PartSmart post their picklists to GoldFinch a public URL.
Ashish has code to receive the picklist and save it to object: GFCON__Import_Sales_Order__c
With these fields:
Populate GFCON__Order_Source__c with “PartSmart”
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
Description
Quantity
In GoldFinch Account table, add PartSmart User Name text field.
As soon as an new Import Sales Order is created with PartSmart_Picklist_JSON__c field filled in,
Use PartSmart User Name to look up Account, the populate
Customer Name
Id Customer No.
Populate Customer PO No. with Picklist Id
Order Date = today’s date
Populate Import Sles Line
PartSmart Picklist Field | GoldFinch API Field Name | Field Help |
|---|---|---|
Product Id | Item No. | |
Quantity | Quantity |
|
Item Unit of Measure | look up Item No. to get Base Unit of Measure |
Click Create Sales Order button to create Sales Orders.