Sam Webster
Created Feb 22, 2023Connect: Tharstern - Configuring the plugin
In this tutorial, we will continue to configure some of the key settings in the Connect: Tharstern integration.
Tharstern has the concept of multiple product types. Whilst this is not something we need to understand wholly, this setting will filter which product types are returning in the dropdown used for product mapping. This is because we used to return parts and processes as well the products in the mapping dropdown, so this now allows the user to change what is returned.
During the mapping of Tharstern products, we are able to select from a filtered list of relevant entries.
The Product Type Filter allows us to filter the products shown in this mapping. By default, only Finished and None types will be shown, which are the primary product types.
You have the option to select other product types, or you can enter your own product types within the Multi-line text box.
Determines whether or not Infigo challenges Tharsterns pricing.
Never: never send price details for orderline when we create order
Always send price: always send price details for orderline when we create order
Send price with logic:
If we do not use live pricing - ALWAYS send the price
If we do use live pricing and we opt out of live pricing via the flag - ALWAYS send the price
If we do use live pricing, and the product is opted into live pricing too
If the price is returned from estRequest (aka there is ProductType and we create an estimate) - ALWAYS send the price
If the price is returned from a static price list (aka there is no ProductType) - DO NOT send the price.
Primarily utilised when the integration with Tharstern is used for purposes such as sales demos.
You can create an Infigo quote which is essentially a saved configuration of a landing page (with information such as attribute selections and quantity).
This will also save the Tharstern estimate that is linked to this quote, with these settings ensuring that the attribute selections and quantities are unchangeable on that quote.
These settings alter the information sent to Tharstern in the order JSON files.
Send Address Company instead of Name for Delivery Address
When enabled we will send the address Company instead of First and Last name of the address. Used, for example, where you are sending to a company situated in shared offices.
Populate Order Required Date with delivery date
When enabled the 'Order Delivery By' is assigned to the 'Order Required Date' using ISO format. For situations where the delivery date is not specified we will fall back to the dispatch by date.
Submit individual orderline required dates
If enabled, we will send the orderline specific dates in the API call. Otherwise we will send the order related dates.
Orderline Ref2 Data
Custom Name or Job ID.
Custom name is an orderline name which is set by the user.
Job ID (The Infigo job number) is used in the majority of cases.
Base URLs used for every path.
Configurable if required, however most users will not need to change these.
The API URLs are simply the extensions that will be added onto the API endpoint for their individual purposes. For example, the GetProducts Url Path setting will control what Catfish will add onto the endpoint URL when it is attempting to retrieve a list of products. The default values for these settings will usually suffice, and will likely only need to be changed if Tharstern advises.
