API/Integrations
Use Customer's Address in Sales Orders Upload/API
Description: When enabled, this configuration ensures that the customer's shipping or billing address takes precedence over the one provided in an upload file/API request if the third-party source or account field in the file matches one listed in the app configuration. You can enter multiple third-party sources separated by commas. Any order matching a listed third-party source will use this address. If an asterisk (*) is entered as a third-party source, the rule applies to all orders, overriding any address provided in the uploaded file or API call.
Setting: Enter the required comma-separated third-party sources or use an asterisk (*) for all sources.
Fetch Ship/Bill To Address from Name in Sales Orders Upload/API
Description: When enabled, this configuration finds and applies the customer’s address by matching the address name fields in the file to the customer’s address records in the system. This process is applied only to orders where the third-party source or account field in the file matches the configured sources. The actual address provided in the file is ignored, ensuring that the address from the system is used for enhanced accuracy in sales orders.
Setting: Enter the required comma-separated third-party sources or use an asterisk (*) for all sources.
API Freight Markup Percentage in API/Uploads
Description: This setting adds a configurable markup to freight costs for orders shipped via external APIs. It applies the specified percentage to total freight and shipping costs unless exempted.
Setting: Enter the desired markup percentage.
Auto-Create Customers in API/Uploads
Description: This setting automatically creates new customer records if they are not found during API or file upload processes of sales orders and invoices.
Setting: Toggle the button to activate the setting as per your preference.
Auto Create Vendors in API/Uploads
Description: This setting automatically creates new vendor records if they are not found during API calls or file uploads for purchase orders, item receipts, and bills
Setting: Toggle the button to activate the setting as per your preference.
Enable Freight Override in API/Uploads
Description: When enabled, this setting allows the system to override the default shipping amount with the freight details provided in upload files/API calls. This ensures that the freight amount on orders is updated to reflect the values specified in the API.
Setting: Toggle the button to activate the setting as per your preference.
Enable Freight Override Based on Order Type in API/Uploads
Description: This setting controls whether the freight amount override from the API should be applied based on the specific order types. If enabled, the system will check the order type and apply the freight override only for those types configured in the system settings.
Setting: Toggle the button to activate the setting as per your preference.
Auto-Fulfill Non-Inventory/Service Items During API/Uploads
Description: When a ship confirmation file or response is received from an external source, the system will automatically mark these items as fulfilled or shipped, even if they are not included in the response.
Setting: Toggle the button to activate the setting as per your preference.
Auto-Fix Penny Rounding During Upload/API Call
Description: This setting adds a miscellaneous charge line to orders and invoices created via upload or APIs to offset penny differences. This adjustment addresses discrepancies in total amounts due to rounding practices, commonly seen with orders from external channels. By ensuring that totals match precisely, this setting helps maintain financial accuracy despite varying rounding methods used by different systems.
Setting: Toggle the button to activate the setting as per your preference.
Strict Mode for Upload Defaults
Description: The "Strict Mode for Upload Defaults" setting adjusts how the system processes master data during uploads. When enabled, it prevents the automatic creation of master records, such as customer or product information, ensuring stricter data management. Currently, this feature is implemented only for customer uploads.
Setting: Toggle the button to activate the setting as per your preference.
Validate Item Against Discounted Price for Sales Order Uploads/API
Description: Enabling this setting ensures that during Upload Sales Orders or API calls, the system validates order line item unit prices against the final discounted price for specified third-party sources. This validation cross-references the provided unit prices with expected values from the designated third-party sources. If an asterisk (*) is used as a third-party source, the system will apply this validation rule to all orders.
Setting: Enter the required comma-separated third-party sources or use an asterisk (*) for all sources.
Validate Item Against Standard Price for Sales Order Uploads/API
Description: Enabling this setting ensures that during Upload Sales Orders or API calls, the system validates order line item unit prices against the standard unit price for specified third-party sources. This validation cross-references the provided unit prices with expected values from the designated third-party sources. If an asterisk (*) is used as a third-party source, the system will apply this validation rule to all orders.
Setting: Enter the required comma-separated third-party sources or use an asterisk (*) for all sources.
Enable Item Sell Package Validation for Sales Order Uploads/API
Description: When this setting is enabled, the system performs validation during the Sales Order upload or API call, specifically for orders from designated third-party sources. It checks if the quantity of items being ordered aligns with the required sell package size for each item. If the order quantity is not a multiple of the item’s sell package quantity, an error message is generated, indicating the mismatch and helping ensure compliance with packaging requirements.
Setting: Enter the required comma-separated third-party sources or use an asterisk (*) for all sources.
Auto-Create Invoice Batches During Ship Confirmation API/Upload
Description: When this setting is activated, the system automatically creates an Invoice Batch during Upload Wave/API calls using information from specified third-party sources, listed in a comma-separated format. You can define an identifier, such as a Tracking Number or BOL (Bill of Lading) Number, to be used for creating the Invoice Batch. This identifier is configured using the app config setting named "Invoice Consolidation Identifier."
Setting: Enter the required comma-separated third-party sources or use an asterisk (*) for all sources.
Invoice Consolidation Identifier
Description: Enabling this setting automatically generates Batch Invoices using a specified identifier, such as an order number, tracking number or BOL Number. This setting simplifies the creation of BOLs or waybills by grouping related transactions together, making it easier to generate comprehensive shipping documents.
Setting: Select the desired identifier as the value in the given field to enable the setting.
Last updated
Was this helpful?