====== Vendor Integration ======
FastManager now provides real-time integration with the vendors below

  * [[#alphabroder|AlphaBroder]]
  * [[#sanmar|SanMar]]

<note important>In order to use the vendor integration, you have to have the [[https://fastmanager.com/updates.asp|latest program update]], and the latest version of the vendor catalog.</note>

This means that you are able to have FastManager fetch //your own pricing// from the vendor while inputting an order on the Sales Screen.\\
You are also able to submit the Purchase Order to the vendor electronically using the Real Time Integration button (at the top of the Purchase Order screen when you have the PO open).

<note>
Please Note" FastManager does NOT fetch the actual list of items or styles from the vendor/s in real time.\\
You still need to have an updated local copy of the catalog imported into FastManager:
</note>

\\
{{ :catalogs:catalog_update.png?direct&600 |}}

\\


===== General Options =====

To access the Vendor Integration options, go to 
''%%File -> Vendor Integration -> Vendor Account Information%%''

\\
{{ :catalogs:vendor_integration.png |}}

\\
The option: ''%%Refresh cost after XX days%%'' will instruct FastManager to RECHECK the price of any items that you have previously checked pricing for, after this many days. 
  * You can also use ''%%Reset All%%'' to force FastManager to remove any existing pricing it may have for any items and force it to recheck all pricing.  |

\\
{{ :catalogs:vendor_integration.jpg |}}

\\
{{ :catalogs:vendor_integration_muselect.png?direct |}}

\\
===== AlphaBroder =====

<note>
AlphaBroder do not supply any (standard/wholesale) pricing in their catalog data. If you do not enable integration, all the AlphaBroder catalogs items will show ZERO cost.
</note>

Go to ''%%File -> Vendor Integration -> Vendor Account Information%%''
  * Select the ''%%AlphaBroder%%'' tab
  * Enter your Account Number, Username and Password
  * Check the box: ''%%Turn Integration On%%''
  * Save

<note>the changes will only take effect on other computers after they close and reopen FastManager"</note>

{{ :catalogs:vendor_integration_alpha.png |}}

Additionally, since the AlphaBroder catalog initially has no pricing (when it is first imported), you need to specify your markups seperately:

  * Go to ''%%File -> Vendor Integration -> Markup Selection%%''

{{ :catalogs:vendor_integration_muselect.png |}}

  * For a simple markup, you only need to select a markup table on the first row
  * For a cost-based markup, enter the cost-break/s on the left and select the corresponding markup/s on the right

{{ :catalogs:vendor_integration_mu.png |}}

<note tip>for more information about the markup tables, [[pricing/markups|click here]]</note>

===== SanMar =====

Go to ''%%File -> Vendor Integration -> Vendor Account Information%%''

  * Select the ''%%SanMar%%'' tab * Check the box: ''%%Turn Integration On%%''    

\\
{{ :catalogs:vendor_integration_sanmar.png |}} 

\\
{{ :catalogs:vendor_integration_sanmar_agreement.png |}}   

\\
You will be notified that you must first request SanMar to enable access to their API for your account. 

Download **{{:catalogs:sanmar_fastmanager.pdf |this form}}** - print it out, fill in the "Company" section on the left, sign it and email it to:
  * ''%%sanmarintegrations@sanmar.com%%'' 


In the ''%%Company%%'' section, fill your own company information. 
In the ''%%Service Provider%%'' section, fill the following:
  * //We have pre-filled the vendor-related info for you in the form at the link above// 

| Service Provider | JCW Software/FastManager |
| Contact | Brenda Doblinger |
| Address | 1331 3rd Court, Vero Beach, FL, 32960 |
| Tel | 888-728-8718 |
| E-Mail | accounts@fastmanager.com |


Once they have received that signed agreement, it can take up to 3 business days for the integration to be enabled on your account.  |

Enter your Account Number, Username and Password 
  * Remember to Save     

<note>On the Sales Screen, FastManager will fetch //your price// from SanMar at the time that an item from their catalog is added to the order. If you want //special pricing//, you can turn it on from the ''Fast Options'' button</note>


===== Special Pricing Options =====

By default, with any vendors for which integration is turned on, FastManager will fetch "your own" pricing. However it is also possible to fetch "Special Pricing",\\
For example, when the vendor has an item on promotion for a limited period.\\
The option can be toggled ''%%On%%'' or ''%%Off%%'' on the Sales Screen, from the Fast Options button:

\\
{{ :catalogs:special_pricing.png |}}

=== Auto PO Options ===

FastManager will allow you to automatically create a purchase order for vendors that we integrate with. 
You can toggle the option ''%%On%%'' or ''%%Off%%'' from the Fast Options button on the Sales Screen    
  * If it is toggled ON: * the option will read: ''%%Turn Auto PO OFF%%'' (because it is already on) * the PO will be automatically created once the Quotation is converted to a Work Order ("WIP")

\\
{{ :catalogs:auto_po.png |}}   

<note important> This is currently only enabled for AlphaBroder!</note>

\\
<note tip> FastManager will notify you if there are items on the order that come from other Vendors. For these, you will have to create the purchase order/s from the PO Wizard, as usual.</note>

\\
===== Purchase Order Integration =====

<note>For information about how to submit a Purchase Order electronically, see: [[manual/production/purchasing/#real-time-vendor-integration|Purchasing - Vendor Integration]]</note>

=== Tips ===

If you wish to turn off integration with SanMar and revert to using the list price from the local catalog:

  * Go to: ''%%File -> Vendor Integration -> Vendor Account Information%%'' 
  * Select the ''%%SanMar%%'' tab * Click on: ''%%Reset All%%'' to force FastManager to remove any existing pricing it may have for any items
  * Uncheck the box: ''%%Turn integration on%%'' and then click on Save<html></Kbd></html>
  * **Close and reopen FastManager**
  * FM will now use the local (list) pricing instead of "your own" or any special pricing on the Sales Screen.

\\
===== Troubleshooting =====

If you have problems or errors while integrating, the first thing you should do is delete the existing version of the vendor catalog and re-import it.

  * In FastManager, go to: ''Edit'' -> ''Catalogs''
    * open the catalog in question and click on the red X to delete it

<note important>If you delete the vendor catalog from FastManager, that will also delete any //Inventory information// for items in that catalog!</note>


----
<WRAP left centeralign round box 30%>
**[[/catalogs|⇐ Catalogs: Overview]]**
</WRAP>
<WRAP right centeralign round box 30%>
**[[/sales|Sales: Overview ⇒]]**
</WRAP>