This section contains more details about the selected client.
Here you can set a password for synchronizing to that particular client for added security.
At the bottom of the window is a list of the modules included in the company licence and how many of them are in use.
This section allows you to specify what elements are included in synchronization to the ERP system.
Back-office system (ERP)
The first thing to look at here is what type of integration is being used.
A file based connection means that the exchange of information uses files formatted for each system to communicate.
For this to work folders for file exchange have to be defined.
If the ERP system does not have a monitoring service that can pick up exported files by itself it is possible to send a command from Handyman to start the importing process after an export is completed.
The last sections covers miscellaneous options for the integration.
You can reduce the amount of updates sent back and forth to the ERP system by not exporting materials originating from the ERP system.
The option to update existing addresses during import from the ERP system reduces the number of one-time addresses in the Handyman database. For this to work, the address must match either the address name or the back-office ID.
It is also possible to mark all new orders from the ERP system to be added to the resource planner in Handyman Office.
The size of the file counter for exported files determines how many digits are used to mark exported files. Consult your ERP system if there are specific requirements.
In this menu you can activate the simple integration function and set the rules used to qualify orders and entries for export.
Activating this will disable automatic transfers to the ERP system.
Pressing this button will reset all the users in the client to their default settings.
Logging (may be removed in future versions)
Activating this log will generate logs for the ControlCenter application that can be viewed in the System tab in Handyman ControlCenter.
These logs will accumulate indefinitely unless you check the option for deleting old logs.
Customers using the Handyman API for integrations will need an ID to make the client distinct.