Show details for Connect: Tharstern - Configuring the plugin | ID: CI_Tharstern_002

Connect: Tharstern - Configuring the plugin | ID: CI_Tharstern_002

In this tutorial, we will continue to configure some of the key settings in the Connect: Tharstern integration.

Tutorial Video Transcript

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In this tutorial will continue
the configuration

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of some of the key settings
in the Connect Tharstern integration.

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So to begin
with, let's navigate to our Connect Plugins

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screen, which we enabled
during our previous tutorial

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and then go to configure next
to the relevant

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Connect plugin,
which in this case is the Tharstern plugin.

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In the last tutorial
we filled in these top details.

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That's to do with connecting to your Tharstern account

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and what we're going to do next.

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If we scroll down a little bit
is just to continue with some of these

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additional settings.

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The first group of settings
I want to talk about is this product type

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filter for.

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So Tharstern has the concept
of multiple product types.

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So while this is not something
we need to understand wholly,

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this setting will filter
which product types are returning in the

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dropdown that's used for product mapping,
which we'll see in a future tutorial.

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So this is because we used to return parts

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and processes as well as the products
in the mapping dropdown.

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So this now allows the user to change
what is returned.

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During the mapping of Tharstern products,
we are able to select

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from a filtered list of relevant entries.

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So just to reiterate, this product type
filter allows us to filter the products

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shown in the product mapping by default

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only finished and non types will be shown,

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which are the primary product types
that we'll get from Tharstern.

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You have the option to select
the other product types or you can enter

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your own product types
down here within the multi in text box

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next option we're going to discuss
is the send price in order line option.

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So this determines whether or not Infigo
challenges Tharstern's pricing

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and the few different options
we have here.

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We have never
we have send price with logic

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and we have always send price.

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So if we have never selected
that as the name suggests,

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never sends price details for order line,

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when we create an order,
always send price does the opposite.

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So that always sends
price details for order.

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And when we create an order

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which looks at the scenarios
which we see detailed at the bottom

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here.

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Next down, we have lock quote attributes
and quote quantity.

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So these are primarily used
when the integration with Tharstern

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is used for purposes such as sales demos.

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So you can create Infigo quotes,
which is essentially a saved configuration

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of a landing page which has information

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set in there, such as attributes,
selections and the quantity of products.

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So this will also save the

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Tharstern estimate
that is linked to this particular quote

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with these settings,
ensuring that the attributes, selections

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and the quantities are unchangeable
on that particular

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quote.

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Coming down again, we have the inclusion
of shipping and tax details.

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So fairly self-explanatory.

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Those ones allowing Infigo to send shipping and tax details

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from our system into Tharstern

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and then scrolling down a little bit more,

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we get to our node mapping section.

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So these settings alter the information
sent to

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Tharstern In the order JSON files,

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there's a few different settings
we can enable here.

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So we have send address company
instead of name for delivery address.

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So when enabled
we will send the address company

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instead of the first
and last name of the address.

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So this is used, for example,
when you're sending to a company situated

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in a shared set of offices,

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we have populate order
required date with delivery date.

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So when enabled the

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order delivery by is assigned to the order

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required date using ISO format.

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So for situations
where the delivery date is not specified,

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will fall back to the dispatch by date.

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that again
and then we have submit individual

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order line required dates.

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So if enabled will send the order line
specific dates in the API call.

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Otherwise we'll send the order
related dates.

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And then lastly in this section,
we have the order line ref2 data.

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This allows us to select
between custom name and job ID.

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Custom name is an order line name
which is set by the user themselves.

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Most customers on the other end
utilize the job id.

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This is the Infigo specified job number

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and is used in the vast majority of cases.

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Finally down here we have the API URLs.

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So these are the base
URLs used for every single path.

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They are configurable if required.

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However,
most users will not need to change these.

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The API URLs are simply
the extensions that will be added

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onto the API end point
for their individual

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purposes.

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For example, the get products URL path
setting will control what Infigo

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will add to the endpoint URL when it's
attempting to retrieve a list of products.

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The default values
for these settings will usually suffice

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and will likely only need to be changed
if Tharstern themselves advised

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to do so.

 

Incomplete
Step by Step Guide

Connect: Tharstern - Configuring the plugin

In this tutorial, we will continue to configure some of the key settings in the Connect: Tharstern integration.

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

1. Navigate to the Connect Plugins screen

Navigate to the Connect Plugins screen

2. Click to Configure the Tharstern plugin

Click to Configure the Tharstern plugin

3. Product Type Filter

Tharstern has the concept of multiple product types. Whilst this is not something we need to understand wholly, this setting will filter which product types are returning in the dropdown used for product mapping. This is because we used to return parts and processes as well the products in the mapping dropdown, so this now allows the user to change what is returned.

During the mapping of Tharstern products, we are able to select from a filtered list of relevant entries.

The Product Type Filter allows us to filter the products shown in this mapping. By default, only Finished and None types will be shown, which are the primary product types.

You have the option to select other product types, or you can enter your own product types within the Multi-line text box.

Product Type Filter

4. Configure Send price in orderline

Determines whether or not Infigo challenges Tharsterns pricing.

Never: never send price details for orderline when we create order
Always send price: always send price details for orderline when we create order
Send price with logic:

  • If we do not use live pricing - ALWAYS send the price

  • If we do use live pricing and we opt out of live pricing via the flag - ALWAYS send the price

  • If we do use live pricing, and the product is opted into live pricing too

    • If the price is returned from estRequest (aka there is ProductType and we create an estimate) - ALWAYS send the price

    • If the price is returned from a static price list (aka there is no ProductType) - DO NOT send the price.

Configure Send price in orderline

5. Lock quote attributes & lock quote quantity

Primarily utilised when the integration with Tharstern is used for purposes such as sales demos.

You can create an Infigo quote which is essentially a saved configuration of a landing page (with information such as attribute selections and quantity).

This will also save the Tharstern estimate that is linked to this quote, with these settings ensuring that the attribute selections and quantities are unchangeable on that quote.

Lock quote attributes & lock quote quantity

6. Include shipping and tax details

Infigo sends shipping and tax details from our system to Tharstern.

Include shipping and tax details

7. Node mapping settings

These settings alter the information sent to Tharstern in the order JSON files.

Send Address Company instead of Name for Delivery Address

When enabled we will send the address Company instead of First and Last name of the address. Used, for example, where you are sending to a company situated in shared offices.

Populate Order Required Date with delivery date

When enabled the 'Order Delivery By' is assigned to the 'Order Required Date' using ISO format. For situations where the delivery date is not specified we will fall back to the dispatch by date.

Submit individual orderline required dates

If enabled, we will send the orderline specific dates in the API call. Otherwise we will send the order related dates.

Orderline Ref2 Data

Custom Name or Job ID.

Custom name is an orderline name which is set by the user.

Job ID (The Infigo job number) is used in the majority of cases.

Node mapping settings

8. API URLs

Base URLs used for every path.

Configurable if required, however most users will not need to change these.

The API URLs are simply the extensions that will be added onto the API endpoint for their individual purposes. For example, the GetProducts Url Path setting will control what Catfish will add onto the endpoint URL when it is attempting to retrieve a list of products. The default values for these settings will usually suffice, and will likely only need to be changed if Tharstern advises.

API URLs
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