Using Sales.Live in Connected Mode or Stand-alone mode?

Using Sales.Live in Connected Mode or Stand-alone mode?

Article Summary

This article explains the concepts of Connected Mode and Stand Alone Mode for Sales.Live.
Sales.Live can run in Connected Mode or Non Connected Mode.

Connected Mode


Connected Mode means that you are using our Data Connector to Integrate Sales.Live into your Business System so that Data will sync between the systems. 

References:

  1. To see which Business Systems are supported by the Plus.Live Data Connector, see this link.
  2. To see how to set your Data Connector for the Plus.Live Platform, click on this link. 

Warning: 
When running in Connected Mode many options within Sales.Live are greyed out so that you cannot Add, Edit or Delete them from within Sales.Live, as the information flows from your Business System to Sales.Live, in a coordinated manner.

 

The following information will generally sync from your Business System to Sales.Live in Connected Mode. However, there can be differences between Business Systems.

  • Customer Groups 
  • Customer Areas 
  • Sales Representatives 
  • Customers 
  • Customer Addresses 
  • Customer Templates 
  • Customer Order History
  • Customer Sales History 
  • Customer Notes
  • Contacts 
  • Tax Codes
  • Inventory Groups
  • Warehouses
  • Price Levels
  • Inventory Items
  • Inventory Notes
  • Inventory Prices
  • Inventory Levels
  • Alternate Inventory
  • Complimentary Products 
  • Special Pricing 
  • Inventory Images 


Important: Read the detailed syncing information for your business systems which can be located from our Supported Business Systems page.

Stand Alone Mode


If you are not running in Connected Mode, then you will be able to Add, Edit, Delete the following data elements directly in Sales.Live.

   

Need further information?

Submit a ticket (see below) or if you’re not reading this on our online Help Guide, pop an email to Support@Plus.Live


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