GoSweetSpot Utility

NZ Couriers will install their part and once this is done we need to do the following:

GoSweetSpot integration exports Customer contact data from an Invoice to a folder on the user’s network. It requires the installation of the files currently located in S:\VFP\Infusion Jobs\Job 114466 – GoSweetSpot update.

Setup of the utility is done from  the Admin / Custom Utilities menu

The Output Folder is where the file is exported to.

The file will be exported when the Invoice matches the Delivery Method and Delivery Status options selected.  

Selecting the "Exclude Email Addresses" option will exclude email addresses from the export file.  

The "Allow overriding of Email / Mobile" option allows for the Cash Sale Customers the email and mobile phone number values on the invoice (under the Delivery Instructions section of the Detail tab) to be  included in the file in columns K and J respectively

If selected, the "Only Email to Address on Invoice Custom Field 1" option just emails the Customer (to email address in custom field Text1 of the invoice header) if the field is populated. If there is no email address in the field nothing will be done.

NZ Couriers also needs to setup their software on the network to upload the file to their ticketing system

The installations from the Read Me are:

• Save all the files to the Infusion folder
• In Command Mode type

USE UTILITY
APPEND FROM TEMPUTIL

Setup the output folder name under Admin \ Custom Utilities

The phone number and email address which is exported (in column O) is obtained using the following logic:

• If the configuration setting to allow setting of Email / Mobile in Invoice User Fields is active
- If there are details on the Invoice User Fields (U1 – Email, U2 – Mobile) Use these
• If there is a Contact selected (from Invoice Screen dropdown under Charge To)
- Use Email Address / Mobile set on the contact
• If there is an Email Address / Mobile set on the Customer Account
- Use Email Address / Mobile set on the account

The configuration screen has the ability to :

• Select ** All Delivery Methods ** as a delivery method option.
• Select a Delivery Status to change the invoice to as the utility processes the invoice.
• Select ** Unchanged ** as the Delivery Status which will leave the current status unchanged.

In addition to responding to these new settings above, the hook files will:

• Export the text typed in the first line of the Deliver To section of the Invoice (customer name) when a Deliver To contact is NOT selected. (Exported to Column H)