EQC: EQLink-DBD Customer Settings

DB/d Customer Settings for EQ Link

This document identifies the data fields transmitted between DB Distributor (DB/d) and EQ Link(EQ/l) to the eCommerce sites

Customer Setup (DB/d) to Client Maintenance (EQ/l)

The screenshots show DB/d Customer Constant Data. The EQD screenshot shows Client Maintenance.

Direct Path: DB Distributor > Accounts Receivable > Setup > Customers.

The Customer is activated by selecting “EQ Link Client” from the dropdown field in Customer Constant Data, 2. Setup tab. The EQD Client ID, a 6-character field, is required and creates the Client ID in EQ/l.

Note: To deactivate a client – this setting must be changed manually in both software’s!

Mapped Fields

DB/d Customer Default Data

Information is sent from the ‘Customer Defaults’ fields.

1. Freight Markup: Optional

2. Ship Via: Recommended

3. Merchant Account – located in ‘Additional Parameters’ section. Merchant accounts are setup in both software’s. Credentials are not transmitted! Assign the Merchant Account to the Customer in additional parameters.

DB/d Ship-To’s

All ship-To’s from EQ Link Customers are transmitted to EQ/l. The Receiving Department is used to create the Ship-To code in EQ/l. The reason is because the Ship-to Code in DB/d has a four character limit and EQ/l has an 11 character limit. Essential for clients that who convert from the EQ/d back office product.

For newly created Ship-To’s, the Receiving Department will default to the Ship-To code. Change it during creation and before importing into EQ/l. Do not change the Receiving Dept. without following the “Changing the Receiving Department” workflow.

The Ship-To’s are sent to EQ Link where the eComm settings default to not “Upload To Internet”. In EQ/l, edit the desired Ship-To’s and check “Upload to Internet”.

Notes:

• A Customer can be activated and sent to EQ/l without a Ship-to!
• Ship-To’s are required for eCommerce users and must be set up eventually.
• Ship-To’s with foreign Country addresses – verify Country is available in EQ/l Company Maintenance.

DB eCommerce Setup Steps

Each EQ Link client requires an eCommerce Buyer and Customer Parameters. The ‘EQD Client ID’ is used to link the Customer, to the Buyer, and their eCommerce Parameters. In this example the EQ Link Client ID is BSANDS.

Add the Buyer

Located in DB Distributor Toolkits > eCommerce > Setup > Buyers.

1. Type the EQL Client ID into the Buyer’s ID Code: field and select ADD.

2. On the setup tab, enter the EQL Client ID into the Password: field *MUST MATCH! Enter the DBD Customer ID in the Customer field. (case sensitive).

3. Go to the E-Mail tab and add an Email Address in the Buyer field for the CSR responsible for tracking these orders. Enter O in “Actions” to send Order Confirmations to this email.

4. Go to 4.Catalog tab and select the EC Catalog ID: from the lookup. The system pulls it into catalog field 1. This is required use in the EQ Link connection. If none available contact system administrator.

5. Go to tab and enter “ordconf_b.html” in the Email order confirmation template field.

6. Click save and the catalog is published.

Add Customer Parameters

Located in DB Distributor Toolkits > eCommerce > Setup > Customer Parameters. This parameter prompts the eCommerce item parameter setting window to pop up when saving a Custom Item.

1. Enter the DB/d Customer ID or find using Lookup.
2. Click Yes when prompted to add the record.
3. Save to Exit

Warehouse Groups for Inventory Customers

Inventory customers require a Warehouse Group to direct the flow of inventory. DB Distributor Toolbox > eCommerce >Setup > System > Supporting Files > Warehouse Group Sets.

1. Select Customer from the Group Type.

2. Enter the Customer’s ID.

3. Description fills in automatically, change as desired.

4. Assign the warehouses in the desired priority (1 being first, 2,3 etc.)

Importing into EQ Link

EQ Link customer’s, Ship-To’s and Items are exported by DBD and imported into EQ Link

EQ Link setup continues on the EQ Link eCommerce document.