Reference
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How Supply Lens works, what every status means, the full lists of Document types and identifiers, every connector setting explained, and the glossary.
How Supply Lens works
- Documents explainedWhat a Document is, how source data becomes a Document and then target data, the document types, and the statuses a Document can have.
- Integrations explainedWhat an Integration is, what it's made of, how it exchanges data, and the five stages of setting one up.
- Locations explainedWhat Locations are, the difference between your own and global Locations, owning parties, and how Locations are used on Products, Documents and Mappings.
- Mappings explainedWhat a Mapping is, every field on the Mapping screen, Target Data versus Document, common patterns, and the tools for seeing and managing your Mappings.
- Parties explainedWhat Parties are, the organisation party that represents you, shared Parties, and how Party identifiers route Documents.
- Parties on DocumentsFor every document type, who the sender and receiver are, whether it comes in or goes out, and whether you are the Customer or the Supplier.
- Products explainedWhat a Product in Supply Lens is for, why it is worth keeping alongside your ERP's item master, and what each section of a Product holds.
- Units of Measure explainedWhat Units of Measure and conversions are, who needs them, why they are off by default, and the three kinds of default unit.
Statuses and Document types
- Communication statusesWhat each communication status on source data and target data means, and what to do about it.
- Document statusesWhat each Document status means, where you see it, and what to do about it.
- Document typesEvery document type Supply Lens supports, with its category, what it is used for, and which side of the trade you are on.
Identifiers and units
- Available Units of MeasureWhich Units of Measure you can use in Supply Lens, how to add one that isn't on your list, and how each unit's codes are chosen.
- How Supply Lens matches codesHow Supply Lens turns the codes on a Document into your Products, Parties, Locations and units, which identifier wins when several apply, and how a line's unit of measure is decided.
- Location identifier typesEvery identifier type you can give a Location, grouped by family, with the scopes you can narrow an identifier to.
- Party identifier typesEvery identifier type you can give a Party, grouped by family, with the scopes you can narrow an identifier to.
- Product identifiersEvery identifier type you can give a Product, what each is for, and how scope and units of measure work on Product identifiers.
Integrations and settings
- Available IntegrationsThe systems Supply Lens connects to, grouped by category, with the Academy guide or course for each one that has them.
- B2B Wave settingsEvery setting on the B2B Wave order and inventory Configurations, what it does and when to change it, plus the delivery date, sales rep and discount information each order carries.
- BigCommerce settingsEvery setting on the BigCommerce inventory, order, product update and shipment Configurations, what it does and when to change it.
- Business Central settingsEvery setting on the Business Central Order, Purchase Order and Shipment Configurations, including the shared import window and purchase order defaults.
- Capacity settingsEvery setting on the Capacity Order and Shipment Configurations, including the ship method and residential flag maps.
- Cin7 settingsEvery setting on the Cin7 Core order, Cin7 Omni order and Cin7 Omni shipment Configurations, what it does and when to change it.
- Clarus WMS settingsEvery setting on the Clarus WMS Goods Inbound, Goods Inbound Receipt, Inventory, Warehouse Order and Warehouse Shipment Configurations, including the ids that change at go-live.
- Coda Commerce settingsEvery setting on the Coda Commerce Order and Shipment Configurations, from shipping service maps to the rolling shipment import window.
- ControlPort settingsEvery setting on the ControlPort order, inventory and shipment Configurations, including the tag maps and the carrier service shipping map.
- Costco settingsEvery setting on the Costco SFTP Order Configuration, which collects Costco order files from an SFTP folder.
- DespatchCloud settingsEvery setting on the DespatchCloud Order and Shipment Configurations, from the order reference and shipping method map to the shipment reference.
- Duda settingsEvery setting on the Duda Order Configuration, from the import window to default customers and billing email matching.
- eBay settingsEvery setting on the eBay order, inventory and shipment Configurations, including the tax settings for orders where eBay collects the tax itself.
- EDI settingsEvery setting on the EDI Configurations, from the shared import and sequence number settings to orders, despatch advice, invoices, credits, picks, acknowledgements, inventory advice and reports.
- Enterpryze settingsEvery setting on the Enterpryze Configurations (orders, shipments, invoices, credits, purchase orders, product updates and inventory), with values, defaults and when to change each one.
- Epos Now settingsEvery setting on the Epos Now Order Configuration, from the import window and status filter to defaults and API concurrency.
- Etsy settingsEvery setting on the Etsy Order Configuration, what it does and when to change it.
- Faire settingsEvery setting on the Faire order and inventory Configurations, including how tax and Faire's commission are represented on imported orders.
- File Drop ServiceThe complete reference for sending a file to Supply Lens through the File Drop Service, from getting an access token to the request forms, document type values, responses and error codes.
- Flexport settingsEvery setting on the Flexport Order and Inventory Configurations, from the import window and defaults to tag generation from Flexport order data.
- HubSpot settingsEvery setting on the HubSpot Order Configuration, which turns HubSpot deals into orders, including how to choose pipelines and stages.
- Integration settingsEvery card and label on an Integration's tile and in the Integrations list, what it controls and when to change it.
- Itsperfect settingsEvery setting on the Itsperfect Order Configuration, from the import window to warehouse filters and the total check.
- Lenhams settingsEvery setting on the Lenhams Order and Shipment Configurations, covering Unit of Measure conversion, parent SKUs and AS2 sequence numbers.
- Linnworks settingsEvery setting on the Linnworks Order and Purchase Order Configurations, from the order cut-off date to purchase order statuses.
- Logiwa settingsEvery setting on the Logiwa goods inbound, goods inbound receipt and inventory Configurations, what it does and when to change it.
- Magento settingsEvery setting on the Magento order, shipment, inventory and credit Configurations, what it does and when to change it.
- Manhattan settingsEvery setting on the Manhattan order and shipment Configurations, covering reference types, carrier and service maps and order types.
- Mintsoft settingsEvery setting on the Mintsoft Order, Shipment, Inventory, Goods Inbound and Goods Inbound Receipt Configurations, what it does and when to change it.
- Mirakl settingsEvery setting on the Mirakl order and inventory Configurations, including which order states to import and how to wait for the customer's payment to clear.
- Peppol settingsEvery setting on the Peppol Invoice, Credit, Order and Order Acknowledgement Configurations, including the BIS customisation and profile IDs and which Peppol document types are accepted.
- Pipedrive settingsEvery setting on the Pipedrive order Configuration, covering how deals are placed, linked and filled, and how they follow the order through to won or lost.
- Print configurationEvery print key, the Document it renders from and every property it reads, plus per-print email subjects and bodies and requirements that gate a print.
- Shopify inventory settingsEvery setting on the Shopify Inventories Configuration, which controls how stock levels are sent to Shopify.
- Shopify order settingsEvery setting on the Shopify Orders Configuration, from which orders are imported to customer matching, metafields, tags, tax codes, currency and order splitting.
- Shopify product update settingsEvery setting on the Shopify Product Updates Configuration, for importing products from Shopify and for creating and updating products and customer price lists in Shopify.
- Shopify shipment settingsEvery setting on the Shopify Shipments Configuration, for sending fulfilments and tracking to Shopify and for receiving fulfilments from it.
- Unleashed order settingsEvery setting on the Unleashed Order Configuration, for sending sales orders into Unleashed and importing them back out, grouped by area with values, defaults and when to change each one.
- Wix settingsEvery setting on the Wix Order Configuration, including the payment, fulfilment and order status filters, and what the Shipment and Inventory Configurations need.
- WooCommerce settingsEvery setting on the WooCommerce Orders, Shipments, Inventory, Credits, Products and Customer Update Configurations, what each does and when to change it.
- Xero settingsEvery setting on the Xero Configurations (invoices, credit notes, purchase orders, journals, supplier bills, bank transactions and statements), with values, defaults and when to change each one.
Accounting
Glossary and FAQs
- GlossaryThe terms and acronyms used across Supply Lens and the Academy, from A to Z, with links to where each is explained.
- Peppol FAQsAnswers to common questions about Peppol in Supply Lens, from Participant IDs and identifier schemes to trading partners, metadata, accounts, message statuses and failed deliveries.