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Fritz

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Latest activity by Fritz
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    Fritz created an article,

    Order integration failures

    Introduction Not all orders created on Skynamo will successfully push into the ERP (or financial) systems.  These failures can be due to temporary connection failures, faulty data, or for other rea...

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    Fritz created an article,

    Order integration failures at HB_ customers

    Introduction Not all orders created on Skynamo will successfully push into the ERP (or financial) systems.  One of the most common failure points is HB_ customers.   What is an HB_ customer? Skyna...

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    Fritz commented,

    Integration notes: When resending an order and integration exists, it also attempts to push the order via integration again.  This is useful for the case that the order failed due to a restriction ...

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    Fritz created an article,

    Xero user assignments using a Tracking field

    When using Xero accounting, together with Skynamo, the user assignments can either be managed on Xero using a Tracking field or on Skynamo outside of the integration implementation.  The default be...

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    Fritz created an article,

    Integration user assignments

    Introduction Traditionally, when using the Skynamo integration service, the customer-user assignments were normally managed by the integration team in a mapping table, for instance: Rep code Sky...

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    Fritz commented,

    Note also that Skynamo can create Customers & Products in Xero when an order fails to import into Xero.

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    Fritz commented,

    Note that the following is also supported: Skynamo order to Xero draft invoicesSkynamo credit request to Xero draft credit note Also, note that only items marked as "I sell this item" show as Activ...

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    Fritz commented,

    Adding account codes 1-by-1: Click on Customers Click on a Customer Click on "Add account number" Add an account number    Click Save    

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    Fritz created an article,

    How to create a Skynamo API key

      Steps to create an integration token Step 1: Log in as Account Manager Step 2: Click on Settings Step 3: Click on Integration tokens Click on Add access token Type in a Name & Description and ...

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    Fritz created an article,

    Tax is not showing even though the Default Tax Rate is set up

    Even though the default tax is set up, Skynamo will not automatically calculate tax for a customer if there is no price list assigned to the customer. The setting "Inclusive" or "Exclusive" or tax ...