IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES
• How to Register a User on existing trade account (Step 1, 2 & 3) • How to access Downloads area with breakdown of One-time request & Recurring request (Step 4 & 5)
• One-time request – Invoices & Pricefiles (Step 6) • Recurring request – Invoices & Pricefiles (Step 7) • Direct Integration – Invoices & Pricefiles Automation (Step 8, 9, 10)
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES STEP
1
These selections will also take User to Registration page
Go to https://www.ideal.co.nz/ & hover cursor over ‘My Account’ select ‘Register your account’ If the User is registered with Admin rights already, go to Step 4
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES STEP
2
Select circular checkbox ‘Sign in, using existing trade account’ Input ‘Account Number’ & ‘Postcode’ related to customer trade account, select ‘Continue’
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES
STEP
3 Provide the requested information to create User login Select checkbox & select ‘Register’ to complete Setup 2 of 2
Customer’s User ID
Customer’s User Password
2 Invoices from trade account required to validate the User
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES STEP
4
Logged in as User, hover cursor over ‘My Account’ & select ‘Downloads’ Note: Fergus Integration works on the Parent (Main) Account
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES STEP
5
Select either ‘One-time request’ or ‘Recurring request’ as per the explanation below.
There are two options for extracting Invoice & Pricefiles in Fergus file format: 1. 2.
One-time request: User informs an email address to receive the file. This also works as a contingency for the option 2 below*. (Step 6) Recurring request: User creates a schedule & informs an email address to receive the file (Step 7) User creates a Direct schedule for Integration with Fergus application (Steps 8, 9 & 10)
*Should any event arise preventing Fergus from obtaining the files from Ideal, users have the One-time request option. File would be emailed that can be uploaded manually by user on Fergus
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES STEP
6
One-time request: User can fill out the Downloads area as shown below Step 6 (a) – Invoice Step 6 (b) - Pricefiles
STEP 6 (a) Invoice
STEP 6 (b) Pricefile
User can select either ‘All Items’ or ‘Items Purchased in the Last 12 Months’
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES STEP
7
Recurring request: User can fill out the Downloads area as shown below Step 7 (a) – Invoice Step 7 (b) - Pricefiles
STEP 7 (a) Invoice
User can select Frequency either ‘Daily’ ‘Weekly’, ‘Monthly’
STEP 7 (b) Pricefiles
User can select either ‘All Items’ or ‘Items Purchased in the Last 12 Months’
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES STEP
8
Direct Integration: User can fill out the Downloads area as shown below and proceed to Step 9 Step 8 (a) – Invoice (Direct Integration) Step 8 (b) – Pricefiles (Direct Integration) STEP 8 (a) – Invoice Direct Integration
User needs to select ‘Direct’ method as the first part of Invoice Integration
STEP 8 (b) – Pricefiles Direct Integration
User needs to select ‘Direct’ method as the first part of the Pricefiles Integration
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES STEP
Important: Customer must complete these steps as input of their Fergus credentials are required to connect Ideal account* to Fergus application
9
*The Ideal account that needs to be connected to Fergus is the Parent (Main) Account 9 (a) Select FERGUS Disconnected (integration only required once) 9 (b) Customer needs to log in to their Fergus application once prompted 9 (c) If you refresh the browser the two connections will be established, the link colour changes to green FERGUS Connected. 9 (d) To disconnect, user clicks on the link again and all links become FERGUS Disconnected
9 (a)
9 (b)
9 (c)
9 (d)
IDEAL / FERGUS INTEGRATION – INVOICE & PRICEFILES 10 (a)
STEP
10 Once customer is logged in to Fergus application;
•
10 (a) Select ‘Settings’ Cog
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10 (b) Select ‘Integration Centre’
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10 (c) Input ‘Ideal’
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10 (d) Connection status will be displayed here & you select this area to open Ideal supplier area
10 (c)
10 (d)
10 (b)