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Vendor Integration

FastManager now provides real-time integration with the vendors below

In order to use the vendor integration, you have to have the latest program update, and the latest version of the vendor catalog.

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).

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:



General Options

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



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. |




AlphaBroder

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.

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
the changes will only take effect on other computers after they close and reopen FastManager”

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

  • 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

for more information about the markup tables, click here

SanMar

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

  • Select the SanMar tab * Check the box: Turn Integration On




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

Download 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
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

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:


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”)


This is currently only enabled for AlphaBroder!


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.


Purchase Order Integration

For information about how to submit a Purchase Order electronically, see: Purchasing - Vendor Integration

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
If you delete the vendor catalog from FastManager, that will also delete any Inventory information for items in that catalog!

⇐ Catalogs: Overview

Sales: Overview ⇒