This Help Article covers;
⚠️ NOTE: The J.A. Russell Ltd API Connection Username* and Password* are NOT your On2site Username* and Password*. Your NZTG Regional Manager will advise you what they are.
⚠️ NOTE: You can only have 1 J.A. Russell Ltd "Day to Day" Account (as this is used to update your Price File), any secondary or other Account(s) are set up as Sub Type* "Contract".
To Connect to J.A. Russell Ltd
1. From the Side Menu, Press Company Settings, then Press Connected Apps Top Tab to display the Connected Apps Expandable Section
2. Fron the Connected Apps Expandable Section, Press [+ADD] to display the "NEW CONNECTED APP" Window
3. From the "NEW CONNECTED APP" Window, Press the "Type*" dropdown and Select the option "JA Russell Ltd" to display the Account entry fields
4. From the Account entry fields, Press the “Sub Type*” field dropdown to select an option; Day to Day or Contract.
Day to Day - Your main trading Account (this Account will be used for updating your Price File)
Contract - Your secondary or any other Account(s)
5. Then Enter your;
"Account Code*"
"Username*" (Account Code with a .ws on the end)
"Password*", and
"Transition Date" Optional (Not entering will update your Price File only)
6. When you have selected/entered the settings, Press [SAVE]
💡 TIP: Depending on your selections/entries, your Purchase Invoices will start pulling in from J.A. Russell Ltd, this may take a short while depending on the number to be pulled in. After that, your J.A. Russell Ltd Price File and Purchase Invoices will be picked up daily each morning.
⚠️ NOTE: If you choose to "pick up" J A Russell Ltd Purchase Invoices using the API Connection, do not Unlock any Purchase Invoice, Edit the Invoice Number*, then Lock again. As on the next pick up, Katipolt will not have a matching Purchase Invoice to the one in the J A Russell Ltd database and will pick it up again.