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.

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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.

 

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