Ideal_Fergus_Invoice & Pricefile Integration

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

•

10 (b) Select ‘Integration Centre’

•

10 (c) Input ‘Ideal’

•

10 (d) Connection status will be displayed here & you select this area to open Ideal supplier area

10 (c)

10 (d)

10 (b)