Retailer Setting Use Default Terms instructions.
When true then default terms provided are used
RetailerSetting TERMSUSEDEFAULTS
Retailer Setting Discount Percent instructions.
The discount % to apply for early payment
RetailerSetting TERMSDISCOUNTPERCENT
Retailer Setting Discount Due Days instructions.
The discount due days to which early payment is calculated from. Based off invoice date
RetailerSetting TERMSDISCOUNTDUEDAYS
Retailer Setting Payment Due Days instructions.
The number of days after the invoice date the payment is due.
RetailerSetting TERMSDUEDAYS
Retailer Setting Terms Description instructions.
The description of the payment terms
RetailerSetting TERMSDESCRIPTION
Retailer Setting Custom Validation Rule instructions.
A Lamda Expression which defines customized validation rule.
For example
Must have ordered more than 1 item on the order
Document.TotalQuantityOrdered > 1
Order Value must be greater than $100 ex GST
Document.TotalAmountExTax > 100
RetailerSetting VALIDATIONCUSTOMRULE
Retailer Setting Update ShipTo Address instructions.
Found under the retailers Exporting settings. If true then the ship to address on the order or latest invoice in the ERP will be updated to the order. Note not all ERP systems return the ship to address, or return it in a usable EDI format. This is normally used whne the ERP system itself it the source of the order (such as import sales)
RetailerSetting EXPORTUPDATESHIPPINGADDRESS
Retailer Setting Auto Reject after duration instructions.
If set then will auto reject an order if no order, shipments or invoices are found on an order for a given period SINCE THE ORDER WAS LAST SEEN WITH IMPORTED ORDERS/SHIPMENTS/INVOICES. This means that the order has to have been imported first and the order confirmed it is in the accounting/ERP system first, then at a later date no records are return from the accounting/ERP for a given length of time
The value can be an integer optionally with a D, M, or Y at the end. The default is D for days, while M is months and Y is years. See the following examples
- 7 = 7 days
- 2M = 2 months
- 1Y = 1 year
RetailerSetting AUTOREJECTPERIOD
Retailer Setting SSCC Required instructions
If true the SSCC labels are required and cannot be automatically deleted.
RetailerSetting SSCCREQUIRED
Retailer Setting Label Auto Print Method instructions.
If Auto print Labels is on then what is the delivery method (print/email). Note you cannot print form the cloud version and when emailing then it will use the warehouse email address if set, otherwise the supplier email address.
RetailerSetting LABELAUTOPRINTMETHOD
Retailer Setting Backorder Line as changed instructions.
If Yes then accepted back order quantities will be sent as a line change
RetailerSetting ACCEPTEDQUANTITYONBACKORDERASCHANGED
If use the accounting system price is true then apply this discount to the accounting system price across the board. Only available for certain accounting systems.
RetailerSetting ACCOUNTINGSYSTEMPRICEDISCOUNT
Checks the quantity to be displayed in Acknowledgement- Quantity to be delivered or quantity to be rejected. Default is Quantity to be Delivered
RetailerSetting ACKITEMSCHEDULEQTY
The local folder to generate the acknowledgment to
RetailerSetting ACKNOWLEDGMENTDROPFOLDER
RetailerSetting INVOICEDROPFOLDER
The file extension for the acknowledgment
RetailerSetting ACKNOWLEDGMENTEXPORTFILEEXTENSION
The file extension for the invoice
RetailerSetting INVOICEEXPORTFILEEXTENSION
The file format for the acknowledgment
RetailerSetting ACKNOWLEDGMENTEXPORTFILEFORMAT
The file format for the invoice
RetailerSetting INVOICEEXPORTFILEFORMAT
The ftp folder to drop the invoice into
RetailerSetting INVOICEFTPDROPFOLDER
The ftp folder to drop the acknowledgment into
RetailerSetting ACKNOWLEDGMENTFTPDROPFOLDER
Reupload in acknowledgment not recieved in n hours
RetailerSetting ACKNOWLEDGMENTRESPONSETIMEOUT
Enter an email address if you want to email the acknowledgment.
RetailerSetting ACKNOWLEDGMENTSENDEMAILADDRESS
Enter an email address if you want to email the invoice.
RetailerSetting INVOICESENDEMAILADDRESS
The xsl file to transform the data with (blank=none)
RetailerSetting FILEIMPORTXSL
The xsl document to use to transfer an order to an acknowledgment.
RetailerSetting ACKNOWLEDGMENTXSLEXPORTFILE
The xsl document to use to transfer an order to an invoice.
RetailerSetting INVOICEXSLEXPORTFILE
Decides how to display status code on line change. IC = Item Change, IQ = Item Quantity Change, IP = Item Price Change
RetailerSetting ACKSTATUSCODECHANGETYPE
If false then will only run if an order is selected and processed or if the retailer is selected and processed
RetailerSetting ACTIVE
The country format to use on addresses, default is 2LetterCode
RetailerSetting ADDRESSCOUNTRYFORMAT
Provide a barcode even if none available. So this will send 00000000000000 barcodes
RetailerSetting ALLOWBLANKBARCODES
When set then importing creditnotes is allowed.
RetailerSetting ALLOWCREDITNOTES
When set then importing creditnotes is allowed.
RetailerSetting ALLOWZEROINVOICES
The REST API ID
RetailerSetting APIID
The REST API password
RetailerSetting APIPASSWORD
API Secret key
RetailerSetting APISECRET
The REST API base Url
RetailerSetting APIURL
The REST API username
RetailerSetting APIUSERNAME
Do you wish to manually approve all orders.
RetailerSetting APPROVEORDERS
Retailer Setting ASN Line Seq Number instructions.
Whether to use original line sequence number or a counter
RetailerSetting ASNLINESEQNUMBER
Set to true if you do not want to allow overpacking of ordered goods (excluding new lines)
RetailerSetting CANNOTOVERPACK
Does the retailer support sending documents back (invoices,ASN)
RetailerSetting CANUPLOAD
If blank will use the carrier settings
RetailerSetting CARRIERTRANSMETHODCODE
Override the warehouse carton pick pack type
RetailerSetting CARTONPICKPACKTYPE
How many POAs can be sent before override is required. Defaults to 3
RetailerSetting CHANGEDOCUMENTSENDLIMIT
Allowed unit price variance in cents
RetailerSetting CHANGEPRICEVARIANCE
Check the price matches before importing.
RetailerSetting CHECKPRICEONIMPORTCheck Price Variance RetailerSetting
The price variance in cents to allow for when price checking
RetailerSetting CHECKPRICEONIMPORTVARIANCE
Sends consolidated document with only 1 schedule location per sku
RetailerSetting CONSOLIDATEDONELOCATIONPERSKU
When true then price is times by the EA pack value
RetailerSetting CONVERTUNITPRICEBYPACKVALUE
A code character representing this retailer
RetailerSetting CUSTCARDCODE
How are your customer card identifiers formatted? If you post to a single customer then choose and enter the customer you post to in the Card Code field.
RetailerSetting CUSTCARDFORMAT
Blank = Storename otherwise you can include field names in '{}' such as {Code}
RetailerSetting CUSTNAMEFORMAT
The customer parent record (blank for none)
RetailerSetting CUSTPARENT
Blank=6, -1=Nnone
RetailerSetting DECIMALPLACES
What order to print the Delivery Dockets in
RetailerSetting DELIVERYDOCKETPRINTSORTORDER
If true then the delivery number will be numeric only otherwise a non numeric value
RetailerSetting DELIVERYNUMBERNUMERICONLY
The type of Despatch advice to send.
RetailerSetting DESPATCHADVICETYPE
Optional display name for the retailer
RetailerSetting DISPLAYNAME
How to send SSCC Labels
RetailerSetting EMAILSSCCTYPE
The address to email to when orders arrive
RetailerSetting EMAILWHENORDERSARRIVE
Blank = default from warehouse
RetailerSetting EQUIPMENTDESCRIPTIONCODE
The GTIN Type for Exporting
RetailerSetting EXPORTBARCODETYPE
The EAN Type for Exporting
RetailerSetting EXPORTEANTYPE
Type of file being imported
RetailerSetting FILEIMPORTTYPE
Download files to import from FTP
RetailerSetting FILEIMPORTUSEFTP
Blank = not otherwise valid LINQ query on a document such as Document.Parties.Any(Type=="SHIPTO" && State == "VIC")
RetailerSetting FILTERORDERS
Blank, CC-Collect, PP-Prepaid (by Seller), PO-Prepaid Only
RetailerSetting FOBPAYCODE
If true then force the shipment/invoiced to upload when invoiced even if still scanning or at 3PL
RetailerSetting FORCECOMPLETEDIFINVOICED
The ftp settings provided by the retailer
RetailerSetting FTPCONNECTION
The ftp folder to drop control documents into
RetailerSetting FTPCONTROLDROPOFFFOLDER
The ftp folder to drop documents into
RetailerSetting FTPDROPOFFFOLDER
The ftp folder to pick up documents from
RetailerSetting FTPPICKUPFOLDER
Allow future dated invoices to be sent
RetailerSetting FUTUREDATEDINVOICES
If true then the Pick Information to be taken from the A/C system
RetailerSetting GETPICKINFORMATIONFROMACCOUNTINGSETTING
If set then orders will be imported as an invoice where possible
RetailerSetting IMPORTASINVOICE
ImportUpdate the customer information
RetailerSetting IMPORTCUSTCARD
Turn on to auto extract orders from the accounting system. Requires Invoice Exporter module
RetailerSetting IMPORTSALESAUTOEXPORT
The customer code to search for. blank = unrestricted
RetailerSetting IMPORTSALESSEARCHCUSTCODE
The customer name to search for. blank = unrestricted
RetailerSetting IMPORTSALESSEARCHCUSTNAME
The freight company to search for. blank = unrestricted
RetailerSetting IMPORTSALESSEARCHFREIGHTCOMPANY
Number of months prior to today to search for. 0 = unrestricted
RetailerSetting IMPORTSALESSEARCHMONTHS
If true then Info address are returned
RetailerSetting INCLUDEINFOADDRESSES
If true then will attempt to put the cartons item information in the address (If only 1 item in the carton).
RetailerSetting INCLUDEITEMINCARTONSSCC
When sending an order change for a partially filled line should it include the rejected schedule of the items not being delivered
RetailerSetting INCLUDEPARTIALDELIVEREDITEMSREJECTEDCHANGE
When sending an order change for a back ordered line should it include an item change line (even if whole line is being back ordered).
RetailerSetting INCLUDEZEROCHANGEONBACKORDER
The invoice counter for this retailer
RetailerSetting INVOICECOUNTER
A prefix for invoice numbers for this retailer. If blank then any auto numbering that is available will be used
RetailerSetting INVOICEPREFIX
Enter an invoice refernce (for type PS). Blank for none
RetailerSetting INVOICEREFERENCETYPE
00, 01, 05, 06, or 07
RetailerSetting INVOICETSETPURPOSECODE
CR, DR or U5
RetailerSetting INVOICETYPECODE
The item location to use for this retailer. Comma seperate for multiple values in priority order.
RetailerSetting ITEMLOCATIONNAME
Restrict the item list to certain locations.
RetailerSetting ITEMUSELOCATION
What job to use for this retailer (blank for none).Note this only works on systems that supports jobs
RetailerSetting JOBNAME
The label name from the labels list to use for Cross Dock, if not set will use the label setting.
RetailerSetting LABELCROSSDOCKUID
The label pallet name from the labels list to use for Cross Dock, if not set will use the pallet setting.
RetailerSetting LABELCROSSDOCKPALLETUID
How to split pallets when auto generating. Default is a pallet per store but DCs can want the pallet just for the DC
RetailerSetting LABELDCORDERSPALLETSPLITTING
Specify a path to export label to. If blank then will export to the supplier printout folder
RetailerSetting LABELEXPORTPATH
The label extension digit (default=0).
RetailerSetting LABELEXTENSIONDIGIT
The pallet label extension digit (default=1).
RetailerSetting LABELPALLETEXTENSIONDIGIT
How many copies of the labels to print. Ony comes into affect when not producing PDFs
RetailerSetting LABELPRINTCOPIES
How is your label printer connected.
RetailerSetting LABELPRINTERCOMMUNICATIONTYPE
The language of your label printer.
RetailerSetting LABELPRINTERLANGAGE
A Zebra label printer or ZPL compatible label printer.
RetailerSetting LABELPRINTERNAME
What order to print the labels in
RetailerSetting LABELPRINTSORTORDER
Retailer Setting Use Customer Tax Rate instructions.
If true then the tax rate from the customer will be used for all items. Note this overrides the item and the always use tax information
RetailerSetting USECUSTOMERTAXRATE
Retailer Setting Off Range Code instructions.
The retailer item code to use if an item is marked as offrange and added to an order.
RetailerSetting OFFRANGERETAILERITEMCODE
Retailer Setting Scanner Pallets instructions.
Turn off if pallet is to default to 1 pallet per store on the scanner
RetailerSetting SCANNINGSHOWPALLET
Retailer Setting Scanner Cartons instructions.
'Turn off if carton is to default to 1 per pallet on the scanner
RetailerSetting SCANNINGSHOWCARTON
Retailer Setting Scanner Locations instructions.
Turn off if location is not required when scanning.
RetailerSetting SCANNINGSHOWLOCATION
Retailer Setting Scanner Batches instructions.
Turn off if batch number is not required when scanning.
RetailerSetting SCANNINGSHOWBATCH
Retailer Setting Scanner Best Before instructions.
Turn off if best before date is not required when scanning.
RetailerSetting SCANNINGSHOWBESTBEFORE
Retailer Setting ITEMCODEFILTER instructions.
Restrict the items to those item codes that match the given filter such as *AU
RetailerSetting ITEMCODEFILTER
TiHi ASN Rule is a retailer setting for sending the TIHI in the ASN
It is a dropdown list with 2 options
1. Use Pallet Type (Default)
2. Use First Item Outer Details
Use Pallet Type:
This is the default setting and will send the values set for the item.
Use First Item Outer Details
The details coming in the order for the First item in Physical Details will do back in the ASN
Details in the Order for TiHi
Sent in the ASN
The "Terms Type" field in retailer settings determines where TOE will pull the payment terms. There are three options included in the dropdown menu:
- USE DEFAULTS: this setting will take information entered in the fields just below the dropdown and use that configured data to enter payment terms. The "Term Description" field should be populated with the desired terms.
- USE RETAILERS: this setting will take any terms information that was sent by the retailer on their 850 purchase order document and use that on EDI documents.
- USE ACCOUNTING SYSTEM: this setting will attempt to pull terms information from the client's accounting system and use that information on EDI documents. Accounting system terms do not always match cleanly with the format that TOE uses for terms, so this may result in inaccuracies as the terms data is translated between systems.
Keep in mind, payment terms are not relevant to the EDI process and do not necessarily need to be included in EDI documents unless at the directive of the retailer. That said, some retailers do send terms in their orders and expect them to be sent back on return documents. If the terms are included in the 850, TOE will automatically return the same terms on return documents unless prompted to do otherwise.