Connecting Sales.Live to Sybiz in Connected Mode

Sybiz Vision Connected Mode information

Article Summary


Sales.Live has a connector for Sybiz Vision to sync information between the two systems. 

The following article provides a detailed breakdown of what information sync's and the rules that apply.

  1. Once your Data Connector has been successfully configured, Sales.Live will have the default settings for syncing configured. 

  2. The default settings below include the default syncing time for each element of data that we sync. It's important to be able to sync different types of data on different frequencies as not all data changes at the same frequency. You can change the sync time on each element to suit your requirements.
For information about how to set up the Data Connector click Here.

Important: 

  1. You can instigate a manual sync for any element by clicking the Save Setting and Sync Now button next to the item.
  2. ​This is preferred the first time you upload your Data to Sales.Live.
  3. Warning: You may have to wait 5 - 10 minutes before seeing data appear in your Sales.Live system.


The following Customer information will sync to Sybiz Vision. The default Sync Time is - Daily.

Customer Information (including Custom Fields) 

Customer information will change frequently in some cases, and so the default has been set to Daily.

Only Active Customers from Sybiz Vision will sync across into Sales.Live

If a Customer is on Stop Order, or Stop Invoice in Sybiz Vision, then the following will occur:

  1. Stop Order: An Order will still be able to be taken in Sales.Live, but it will not Sync through to Sybiz Vision. On the Quick Order and Cart Screen, a Stop Order Message is displayed next to the Customer field and when submitting the order. The user must have the Stop Order taken off within Sybiz Vision, and then sync the order back through to Sybiz Vision from the Sales Order Enquiry screen, where you can see the status of each order.

  2. Stop Invoice : An Invoice can still be entered in Sales.Live  if the customer has Stop Invoice selected in Sybiz Vision. However it will not sync to Sybiz Vision. A Stop Invoice Message is displayed next to the Customer field and when submitting the invoice. The user must have the Stop Invoice taken off within Sybiz Vision, and then sync the invoice back through to Sybiz Vision from the Sales Invoice Enquiry screen, where you can see the status of each Invoice.

Customer Groups
Customer Groups are synced as part of the Customer Information Sync and come from the Customer Group Field in Sybiz Vision.


Customer Areas
Customer Areas are synced as part of the Customer Information Sync and come from the Territory Field in Sybiz Vision.


Customer Delivery Addresses
Customer Delivery Addresses are synced as part of the Customer Information Sync and come from the Delivery Address fields in Sybiz Vision.


Customer Templates
Sybiz Vision has Sales Templates as a feature. These Templates will be brought into Customer Templates in Sales.Live so that they can be used to quickly load the items into the cart screen to be used on a Quote, Order or Invoice. Customer Templates are synced as part of the Customer Information Sync and come from the Customer Templates setup in Sybiz Vision.


Customer Order History

Customer Order History is synced as part of the Customer Information Sync and comes from Sybiz Vision. It display's the last 10 Sales Orders Date, Reference Number, Description and Amount Inc Tax. 


Customer Sales History

Customer Sales History is synced are synced as part of the Customer Information Sync and comes from Sybiz Vision. It is represented as a graph of total income from the Customer on a month by month basis for the last 12 months. 


Customer Notes
Customer Notes are synced as part of the Customer Information Sync using the Notes feature that is on the Customer record (at the top of the Customer Edit Screen).

You cannot enter Customer Notes in Sales.Live and have them sync back to Sybiz Vision. They currently sync from Sybiz Vision to Sales.Live


Contacts
Contacts are synced as part of the Customer Information Sync and will come from the Contacts Tab found under each Customer in Sybiz Vision. There can be multiple contacts per Customer. 


 

Sybiz Vision Inventory Connection Information


The following Inventory information will sync from Sybiz Vision. The default Sync Time is - Daily.


Inventory Items (including Custom Fields)

Inventory Items sync from Sybiz Vision Products. (This does not include Inventory Item Levels (Qty's Available) which you can read about further down in this support article) - this is the Inventory Item information stored against Products within Sybiz Vision.


If you are Adding or Editing  new Inventory very frequently and need to change the default sync time this can be done.

Only Active Inventory Items from Sybiz Vision will sync across into Sales.Live.

Important:

  1. You also may not want to sync all your Inventory Items (Products) from Sybiz Vision to Sales.Live.
  2. ​You can Limit which Inventory Items Sync to Sales.Live, by excluding specific Inventory Groups, the items contained in them will not sync. This way you can control which Inventory Items (Products in Sybiz Vision) are uploaded to Sales.Live.  


Inventory Groups

Inventory Groups will sync as part of the Inventory Information Sync and come from the Product Groups list in Sybiz Vision. 

 

Warehouses 

Inventory Warehouses will sync as part of the Inventory Information Sync and come from the Inventory Locations list in Sybiz Vision. 

 

Price Levels

Price Levels will sync as part of the Inventory Information Sync and will come from the Price Scales setup under Lookups - Inventory in Sybiz Vision. 

 

Inventory Notes

Inventory Notes will sync as part of the Inventory Information Sync and come from the Sybiz Vision using the Notes feature that is on the Product record (at the top of the Product Edit Screen).

You cannot enter Inventory Notes in Sales.Live and have them sync back to Sybiz Vision. They currently sync from Sybiz Vision to Sales.Live. 

 

Inventory Prices – Default Sync Time - Twice Daily

Inventory Prices for all Price Levels will sync from Sybiz Vision.


Special Pricing

Special Pricing will sync with the Inventory Prices Sync and come from the Customer Special Pricing setup in Sybiz Vision. 
 

Alternate Inventory

Alternate Inventory will sync as part of the Inventory Information Sync and come from the Alternate Product Tab under each Product in Sybiz Vision.

 

Complimentary Products

Complimentary Products do not exist in Vision.Net 

 

Inventory Levels – Default Sync Time - Hourly (and then in real time for any items submitted on an Order or Invoice). 

Inventory Levels are the most frequent data that needs to sync to Sales.Live and need to be accurate.

Inventory Levels sync per Warehouse (which is Location in Sybiz Vision) and as a default all items for all locations will sync on default every hour. The Free Stock Qty from Sybiz Vision is used as the Qty synced. 

In addition to this sync, when you submit an Order or Invoice through Sales.Live, if you have the option turned on to process transactions on sync,  it will re sync the Free Stock Qty for the Inventory Items that are on the Order or Invoice in real time, keeping the items up to date with the latest Free Stock Qty. 


Note that if you do not have the option to process transactions set the Sales.Live App Data screen, then the Qty of an Item in Sales.Live will only changed when that order or invoice is processed in Sybiz Vision, and the free stock quantity syncs again.

 

Inventory Images - Default Sync Time - Weekly

Inventory Images will sync from the Sybiz Vision Pictures Feature, which is can be located when you edit a Product in the Top Menu Bar.

 

Sybiz Vision General Connection Information

General Information

Tax Codes - Defaut Sync Time - Weekly

Tax Codes will sync from the Sybiz Vision Tax Code List. Tax codes will rarely change.


Set Default Tax Code - 0 Hours (Never Automatically Sync)

The default tax code will not automatically sync from Sybiz Vision and should be set by the Administrator under the Settings - General Section in Sales.Live. 


Display Currency - The display currency will always default to the $ symbol.

This currency can be changed under the Sales.Live Setup, under the App Setting Button. 


Need further information?

 

Submit a ticket by sending an email to Support@Plus.Live or use the “Chat” option (note – only available within Plus.Live).


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