Vendor Settings

To configure vendor settings, from the Vendor Export page, select Vendor Settings. The Vendor Settings page lets you configure the export settings associated with each vendor.

Adding Vendor Settings

1. Select a vendor using the Vendors drop-down menu.
2. Under Export Options, select CSV if you would like to export vendor information to a comma delimited (.csv) format. Select EDI if you would like to export vendor information to an EDI 850 compatible (.txt) format.
   If you select EDI, you must also specify the EDI Receiver ID and the EDI Sender ID . This information should be provided by the vendor.
3. Under Archive Location, enter the path to the place where you would like to export the file. Note that it must be a UNC path (example: \\servername\sharedfolder).
4. Under Upload Options, select whether you would like the file to be uploaded to a Network or through FTP.
   1. If you selected Network, under Network Share Path, enter the path to the place where you would like to export the file. The path must be a UNC path.
      
   2. If you selected FTP, enter the FTP Path. Enter the location in "server:port" format without the "http://" prefix (example: ftp.test.com:42). If there is a directory on the FTP server where the file should be uploaded, enter it as "sever:port/directory"(example: ftp.test.com:42/Orders).You will also need to enter a username and password to connect to the FTP site. If your vendor's FTP site is secured, check the Use Secure FTP checkbox. If your vendor's FTP site is passive, check the Use Passive FTP checkbox.
5. Click Save.
   
6. After clicking Save, you will be prompted to create a schedule for exporting requests to the newly created vendor. If you would like to create a schedule, click OK. For more information on creating and editing schedules, see the Creating and Editing the Vendor Request Schedule section below.
   

Editing Vendor Settings
Created vendor export settings are listed under the Vendor Settings window. To delete an entry from the list, click the red X to the right of the entry. To change information on a given entry, click Edit next to the entry that needs to be changed.

After clicking Edit, you can change the information shown in the columns. After making the necessary changes, click the Save link next to the entry. If you would like to cancel any changes being made to the entry, click the Undo arrow to the right of the Save link.

Creating and Editing the Vendor Request Schedule
Once you create settings for a Vendor, you can also plan a schedule that automatically generates Vendor Requests. To create or edit a schedule for automated vendor requests, click Edit Schedule.

To add a new automated vendor request schedule, click Add Schedule.

The Scheduler Editor will open. This editor allows you to adjust your automated schedule in a variety of ways.

The Minutes column allows you to submit requests every 5 to 30 minutes, or select On the Hour to go by an hourly schedule. The Hours column lets you either have a request submitted every hour or have a specific hour in the day that you would like to have an automatic request. The Days of Week column is not available if the Days of Month column is selected, and vice versa. The Months column lets you limit the request to a specific month in the year.

After choosing a schedule for which you would like to run exports, the Delivery Date Offset and Number of Days settings are used to define the range of the delivery dates for exported orders. The Delivery Date Offset determines the minimum delivery date that will be used when exporting orders. Number of Days counts from the minimum delivery date to determine the maximum delivery date.

For example, if you schedule a request by choosing (left to right from Minutes to Months) On the Hour, Choose > 2 AM, Days of week > Choose > Tuesday, and Every, the schedule will begin running at 2 AM exactly on Tuesday every month. If the Delivery Date Offset is set to "1" and the Number of Days is set to "3", after running Tuesday, the delivery date for the orders included in the export will be between Wednesday (1 day offset) and Friday (3 days of orders).

When you have finished creating a schedule, click Save.

The Schedule appears in the Schedule Detail screen. Once a schedule is added, it can be edited by clicking Edit, or it can be deleted by clicking the red X.

Note: You can add multiple schedules to the same vendor.