Typical questions regarding your integration configuration reviso
There are some typical questions, you must consider when we set up your integration. If nothing else is specified we will create a standard configuration for you to verify upon confirmation.
Payment methods used in the shop must be mapped up against payment conditions available in reviso, for everything to display correctly on the order.
- How do you want your payment conditions mapped?
- What payment condition should reviso use as standard? Normally we choose ’Immediate payment’ unless you tell us otherwise.
In a normal reviso agreement these payment conditions are available:
- Running month 30 days, Netto 14 days, Netto 8 days, Immediate payment
It’s also possible to define your own conditions in reviso. In this case you must set these up and inform us about the mapping.
Delivery method, payment fee, discount
These must be created in reviso as a product with SKU/product nr.
We normally create these products for you in reviso without VAT, if they are not already created.
If you have any changes with regards to this, we need to know it in advance?
Order status in shop for transferring the order
As standard we set up your integration to transfer the order when it’s status is ’finished’. If you want the order to be transferred at a different order status or multiple order status, please tell us in advance.
Order, ongoing invoice or automatic bookkeeping in reviso
As standard we transfer the order to ’Sale > Order’ in reviso. If you want the order to upgrade to ’ongoing invoice’ please inform us. Contact us if you want automatic bookkeeping.
Two-way stock balance from reviso to shop
Do you have the stockmodule in reviso and do you want stock integration? Then we can setup two-way integration, so that changes in your stock balance is send to your webshop.
NOTE: After activating two-way stock you need to carry out a stock regulation in reviso, in order for the stock changes to transfer on every product.
Remember to attach the following on products in the shop
To avoid issues there must be SKU/product nr. on every product or they wont be able to transfer to reviso. Product nr. must be between 1 and 25 characters. This is a demand from reviso. Also see rules and guidelines for integration.
Backwards data transfer
Do you want IEX to help with transferring orders backwards? If yes, please advise us from what date you want orders transferred.
Please note that your subscription will begin from the specified date. When performing backward transfers some orders may not be transferred due to missing or deleted products. You will receive a log-file about this.
Other additions to you configuration
When we have configured your integration we will confirm the integration and start your subscription. After this we will await activation of the live-integration upon your approval.
Do you have a specific setup plan of accounts? At a specific/different setup plan of account than standard, can we not guarantee to be able to setup the integration within the startup fee and extra time should be arranged closely.