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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.