Picture of Connect: Tharstern - Mapping customer codes to departments | ID: CI_Tharstern_005

Connect: Tharstern - Mapping customer codes to departments | ID: CI_Tharstern_005

In this tutorial, we will learn how to create mappings between our Tharstern and Infigo users. A note on terminology: An Infigo "Department" manages a grouped set of users, such as those representing one particular company. An Infigo "Customer" is an individual user of a storefront. Therstern's terminology is slightly different, with a Tharstern "Customer" relating to a group of users, such as those representing one company.

Tutorial Video Transcript

00:00:12:12 - 00:00:14:11
In this tutorial we'll learn how to create

00:00:14:11 - 00:00:17:27
mapping
between our Tharstern and Infigo users.

00:00:19:03 - 00:00:24:00
So before we begin a note on terminology
and Infigo department manages

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a grouped set of users such as those
representing one particular company.

00:00:29:08 - 00:00:31:23
An Infigo customer is an individual

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user of a particular storefront.

00:00:35:15 - 00:00:37:22
Tharstern's terminology
is slightly different,

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with a Tharstern customer
relating to a group of users,

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such as those representing one company.

00:00:44:10 - 00:00:45:04
such as those representing one company.

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So before assigning anything
to an actual department,

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there's going to remind you
first of a setting

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which is within the Tharstern Connect
settings.

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If I go to the Connect plugins page,

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configure my Tharstern plugin
and you'll see that

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we have this setting here,
which is the storefront customer code.

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Now the storefront customer code
will serve

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as the customer code
of the default Tharstern customer

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to use
for creating estimates and sending orders.

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to use
for creating estimates and sending orders.

00:01:14:19 - 00:01:16:13
However, it is possible to assign

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a customer code at a department level,
which we'll discuss here,

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and this allows more granular control over

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which Infigo orders
turn into Tharstern orders.

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The storefront customer code
that we see here should be considered

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as a fallback option
in case a customer does not have a code

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assigned to them.

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So with that out of the way,
we'll now navigate to the departments area

00:02:06:12 - 00:02:09:06
and you'll notice once again
that we have these connect

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link buttons
associated with each of our departments.

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Now there are other tutorials available

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if you want to learn how to create
and configure departments themselves.

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For now, I'm just going to work
with one of my pre created departments

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and go to connect link.

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Now this is much simpler
to link together than that of

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a product link

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because we're not actually dragging
through customer

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information from Tharstern itself,
so we can't pre populate the list

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like we did for the products.

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So all you would need to do in
this case is go into your Tharstern system

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and look for the customer code,
and then that customer code

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would be entered here.

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Once that's specified,
click on Save, Connect, external ID

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and then the window will close.

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A user must be present
within this department for any changes

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to actually be made of that connect link.

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So by clicking on the plus icon

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next to the department,
you need to ensure that one or more users

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are selected to be part of this department
and then click on Save Changes.

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A user can only be placed
in one department.

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This means when a user sitting
within this department logs

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in estimate as requested
and all the orders raised are done.

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So with this new customer code.

 

Incomplete
Step by Step Guide

Connect: Tharstern - Mapping customer codes to departments

In this tutorial, we will learn how to create mappings between our Tharstern and Infigo users.

A note on terminology: An Infigo "Department" manages a grouped set of users, such as those representing one particular company. An Infigo "Customer" is an individual user of a storefront.

Therstern's terminology is slightly different, with a Tharstern "Customer" relating to a group of users, such as those representing one company.

Creation Date: Feb 22, 2023
Created By: Sam Webster

1. A note on the Storefront Customer Code

The Storefront Customer Code will serve as the Customer Code of the default (Tharstern) customer to use for creating estimates and sending orders, however it is possible to assign customer codes at a department level, allowing more granular control over which Infigo orders turn into Tharstern orders.

The Storefront Customer Code should be considered a fallback option, in case a customer does not have a code assigned to them.

A note on the Storefront Customer Code

2. Next, navigate to the Departments screen

Next, navigate to the Departments screen

3. Choose or create a department, then click on Connect Link

Choose or create a department, then click on Connect Link

4. Type the Tharstern customer code into the ExternalId field

Type the Tharstern customer code into the ExternalId field

5. Click on Save Connect External Id

Click on Save Connect External Id

6. A user must be present within this department for any changes to be seen

Ensure that one or more users are selected to be part of this department, then click Save Changes.

A user can only be placed within one department. This means when a user sitting within this department logs in, estimates requested and ordered raised are done so with this new customer code.

A user must be present within this department for any changes to be seen
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