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Configuration Settings
When first installed, eShopCONNECTED creates a Generic XML Web Import source which MUST be configured before the Windows Service is started.
Additional source records are also created for other web sites for which eShopCONNECTORS are available e.g. Shop.com, Amazon.
The various General Configuration settings are as follows:
The following Settings are mandatory and must be completed before the Windows Service is started. If you subsequently make any changes to these settings, you must stop and re-start the eShopCONNECTED Windows Service so that the revised settings are activated.
| ErrorNotificationEmailAddress | This is the email address to which eShopCONNECTED will send details of any input errors encountered. |
| SendCodeErrorEmailsToLerryn | This setting determines whether Lerryn are notified of any code errors which occur. It is enabled by default so that we can use the information to help improve our products, but you can set it to No to disable such emails if you wish. |
| SendSourceErrorEmailsToLerryn | This setting determines whether Lerryn are notified of any input errors which occur. It is disabled by default and should only be enabled if requested by Lerryn during the resolution of a support issue. |
| XMLImportFileSavePath | This setting determines whether a copy of each import record is saved as a file or not. If the setting is not blank, it must contain the path where the files are to be saved.
If the XMLImportFileSavePath is set, the path MUST be set to a location where access is controlled as the files will contain ALL the input XML data. |
| EnableLogFile | This setting, which only occurs in the default source created when eShopCONNECTED is installed, determines whether the eShopCONNECTED Windows Service generates a log file of its operations or not. By default this is enabled and we recommend that you leave it enabled initially as it provide useful diagnostic information. |
| LogFilePath | This is the path where the eShopCONNECTED Windows Service will create its log file. It only occurs in the default source created when eShopCONNECTED is installed |
The following General settings determine how eShopCONNECTED processes import files and how certain Connected Business fields are set on the imported orders, invoices, credit notes and customers.
| CustomerBusinessType | This setting determines whether new customer records are created as Business or Consumer types in Connected Business.
The descriptions of the Customer Business Type vary according to your system language. They are normally Wholesale or Retail in the US and Business or Consumer in the UK. |
| CustomerBusinessClass | This setting determines which Connected Business Class template is applied to new customer records. |
| CreateCustomerAsCompany | This setting determines how eShopCONNECT creates Customer records when a Company name is provided in the XML import file. If set to No, the NamePrefix, FirstName and LastName elements are used as the Customer name. If set to Yes, the Company element is used as the Customer name. In either case, the NamePrefix, FirstName and LastName elements are used for the Customer Contact record. |
| EnableDeliveryMethodTranslation | This setting determines how eShopCONNECTED handles the ShippingMethod and ShippingMethodGroup elements in the XML import file. See the: Delivery Method Translation topic for more information. |
| UseShipToClassTemplate | This setting determines whether eShopCONNECT uses the Shipping Method Group, Shipping Method and Warehouse as defined in the Customer ShipTo Class Template for the customer or the DefaultShippingMethodGroup, DefaultShippingMethod and DefaultWarehouse settings from the Configuration settings. See: Delivery Method Translation topic for more information. |
| DefaultShippingMethodGroup | If UseShipToClassTemplate is set to No, then this setting defines the Connected Business Shipping Method Group to be applied to a new customer record if no Shipping Method Group is defined in the import file, or if Delivery Method Translation is enabled and no matching Shipping Method Group is found. |
| DefaultShippingMethod | If UseShipToClassTemplate is set to No, then this setting defines the Connected Business Shipping Method to be applied to a new customer record if no Shipping Method is defined in the import file, or if Delivery Method Translation is enabled and no matching Shipping Method is found. |
| DefaultWarehouse | If UseShipToClassTemplate is set to No, then this setting defines the Connected Business Warehouse Code to be used as the default Warehouse for imported orders. |
| DefaultPaymentTermGroup | This setting determine which Payment Term Group is applied to imported records. |
| CreditCardPaymentTermCode | This setting determines which Payment Term Code is applied to imported records for Credit Card payment. |
| DueDateDaysInFuture | This setting determines how the Due Date field is populated on the Order Item detail records. The number of days specified is added to the Sales Order Date and used for the Due Date field on each order item. |
| AuthorizeCreditCardOnImport | This setting determines whether eShopCONNECT attempts to obtain authorisation of the credit card details contained in the import file or not. |
| ExternalSystemCardPaymentCode | This setting defines the Connected Business Payment Type used to enter Credit Card payments which have been processed by an external system and do not require either authorisation or payment capture within Connected Business. |
| EnableCoupons | This setting determines whether eShopCONNECT accepts Coupon Codes in XML import records or not. |
| RequireSourceCustomerID |
This setting determines how eShopCONNECT handles import files which have both the IS Customer ID or the Source Customer ID elements blank in the XML import file. See the Working with Lerryn eShopCONNECT > Customer Identification in Import Files topic for more information on how eShopCONNECT uses these elements in the XML import file. |
| AllowBlankPostalCode | This setting determines whether eShopCONNECT accepts XML import records with a blank PostalCode or not. |
| SetDisableFreightCalculation | This setting determines whether the Connected Business Disable Freight Calculation checkbox is set or not on imported Orders, Invoices and Credit Notes. |
| IgnoreVoidedOrdersAndInvoicest | This setting determines whether eShopCONNECT ignores Voided Orders, Invoices and Credit Notes when checking if an import record has already been successfully imported. When set to Yes, voiding an Order, Invoice or Credit Note will allow the record to be imported again, thus allowing amended records to be imported. |
| AcceptSourceSalesTaxCalculation | This setting determines whether the Sales Tax (VAT) is calculated for each order item using the Connected Business tax functions or whether the Tax Value provided in the XML import file by the source is used without recalculation.
When the AcceptSourceSalesTaxCalculation setting is set to Yes, all Sales Tax (VAT) values provided in the XML import file will be accepted provided they are valid numeric values. Connected Business cannot accept any responsibility for the accuracy of the Sales Tax (VAT) values which are provided in the import XML file. |
| ImportMissingItemsAsNonStock |
This setting determines how eShopCONNECTED handles the importing of orders and invoices when one or more inventory items are not found in the database. If set to No, the order or invoice is rejected and an error email is sent so that the missing item can be added to the database so that the order or invoice will process successfully the next time the import is tried. If set to Yes, the order or invoice will be imported, but eShopCONNECTED will import the missing item(s) as a Non-Stock item with the Description and Price from the missing item.
Enabling this option will allow you to process orders and invoices when Inventory Items are missing from the database, but there will be no inventory stock management for the missing items and also there may be implications for your General Ledger as there will be no cost of sales for the missing items. Any assistance requested from Connected Business in order to rectify such issues would be chargeable. |
| AllocateAndReserveStock | This setting determines whether eShopCONNECTED calls the Connected Business functions to Allocate and Reserve Stock when an order is imported. |
The source records for the various eShopCONNECTORS such as Shop.com and Amazon each have a separate configuration section which contains settings specific to that source. Please see the separate topic for each such source.
To reduce the potential for input errors, those Configuration settings which have either a fixed range of permitted values e.g. Yes or No, or a range of value selected from another Connected Business function e.g. the Shipping Method, the Configuration settings control dynamically applies the appropriate editor function to the currently selected configuration setting. As a result, when the currently selected configuration setting has a range of value selected from another Connected Business function, the appearance of all the configuration settings may change colour and become underlined. This is perfectly normal and is a side effect of the Connected Business editor control used.