0:12 In this tutorial we'll learn how to create

0:14 mapping between our Tharstern and Infigo users.

0:19 So before we begin a note on terminology and Infigo department manages

0:24 a grouped set of users such as those representing one particular company.

0:29 An Infigo customer is an individual

0:31 user of a particular storefront.

0:35 Tharstern's terminology is slightly different,

0:38 with a Tharstern customer relating to a group of users,

0:41 such as those representing one company.

0:44 such as those representing one company.

0:45 So before assigning anything to an actual department,

0:48 there's going to remind you first of a setting

0:50 which is within the Tharstern Connect settings.

0:54 If I go to the Connect plugins page,

0:57 configure my Tharstern plugin and you'll see that

1:00 we have this setting here, which is the storefront customer code.

1:04 Now the storefront customer code will serve

1:07 as the customer code of the default Tharstern customer

1:11 to use for creating estimates and sending orders.

1:13 to use for creating estimates and sending orders.

1:14 However, it is possible to assign

1:16 a customer code at a department level, which we'll discuss here,

1:20 and this allows more granular control over

1:22 which Infigo orders turn into Tharstern orders.

1:26 The storefront customer code that we see here should be considered

1:31 as a fallback option in case a customer does not have a code

1:35 assigned to them.

1:57 So with that out of the way, we'll now navigate to the departments area

2:06 and you'll notice once again that we have these connect

2:09 link buttons associated with each of our departments.

2:13 Now there are other tutorials available

2:15 if you want to learn how to create and configure departments themselves.

2:19 For now, I'm just going to work with one of my pre created departments

2:23 and go to connect link.

2:28 Now this is much simpler to link together than that of

2:34 a product link

2:35 because we're not actually dragging through customer

2:38 information from Tharstern itself, so we can't pre populate the list

2:42 like we did for the products.

2:45 So all you would need to do in this case is go into your Tharstern system

2:49 and look for the customer code, and then that customer code

2:52 would be entered here.

2:58 Once that's specified, click on Save, Connect, external ID

3:03 and then the window will close.

3:07 A user must be present within this department for any changes

3:11 to actually be made of that connect link.

3:16 So by clicking on the plus icon

3:19 next to the department, you need to ensure that one or more users

3:23 are selected to be part of this department and then click on Save Changes.

3:28 A user can only be placed in one department.

3:30 This means when a user sitting within this department logs

3:34 in estimate as requested and all the orders raised are done.

3:38 So with this new customer code.