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In this tutorial we'll learn how to create
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mapping
between our Tharstern and Infigo users.
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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.
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An Infigo customer is an individual
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user of a particular storefront.
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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.
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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.
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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
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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.