Information that Demander searches for in Atak ERP

This article aims to document the information that Demander seeks from Atak ERP.

To find out how to synchronize data with ERP Ataka, visit the link below:

• Configuration of integration with Atak ERP

If you want to know the information that Demander sends to ERP Atak, see below;

• Information that Demander sends to ERP Atak

All records below will be imported into Demander on each integration.

* Indicates that the field is mandatory in Atak.

Seller Import:

Only active sellers will be imported. If a seller is deleted or inactivated in Atak, it must be deleted or inactivated manually in Demander.

• The fields below will be imported into Demander:
  • Name;
  • Cpf/Cnpj;
  • Telephone;
  • * E-mail;
    • There must be a unique email for each seller.
  • Branch;
  • Latitude Address;
  • Longitude Address;
  • Price List;
    • If defined in the ERP, the seller can only use the defined price list.
• The import updates the seller’s registration:
  • Except for the seller’s status (active, inactive, blocked), any other information changed in ATAK will be automatically updated in Demander after import.

Import of Product Groups - Division 2:

Import does not return status of product groups, if necessary, they must be manually deleted or inactivated in Demander.

• The fields below will be imported into Demander:
  • * Code;
  • * Description;
• The import carries out registration updates for product groups:
  • Only the product group description will be automatically updated in Demander after import**.

Import of Payment Terms:

Import does not return status of payment conditions, if necessary, you must manually delete or inactivate them in Demander.

-** The fields below will be imported into Demander: **

• * Code;
• * Description;
• Average Term;
  • Average period of days considered for payment.

-** The import carries out registration updates of payment conditions:**

• Only the description and average term of the payment condition will be automatically updated in Demander after import**.

Import of Billing Forms:

In Demander they will be called Payment Methods. The import does not return the status of the billing methods, if necessary, they must be manually deleted or inactivated in Demander.

• The fields below will be imported into Demander:
  • * Code;
  • * Name;
• The import carries out registration updates of billing methods:
  • Only the description of the billing method will be automatically updated in Demander after import**.

Customer Import:

Only active customers will be imported. If a customer is deleted or inactivated in Atak, it must be manually deleted or inactivated in Demander.

-** The fields below will be imported into Demander:**

• * Code;
• Name/Corporate Name;
• First name/nickname;
• * CPF/CNPJ;
• State registration;
  • In Demander it is saved as RG/IE
• Type of Person;
  • Physical or Legal, as defined in Atak.
• * E-mail;
  • In Demander it is saved in Contact as “Buyer’s email”.
• Telephone;
  • In Demander it is saved in Contact as “Phone 1”.
• Address;
  • Demander saves the address entered in Atak directly in the Customer’s address fields (CEP, address, number, state, city, neighborhood, complement, latitude, longitude).
• Value of the Credit Limit;
• Payment Condition;
• Billing method;
  • In Demander it is called Payment Method.
• Price List;
• Observation;
• Seller;
  • If you have a default seller defined for the customer.
• Branch;
  • Branch is imported, in Demander the branch block is marked (client is blocked to be used only in this branch).

-** The import updates the customer’s registration:**- Any information changed on the client will be automatically updated on Demander after import.

Import of Price Lists;

It is important to highlight that for a product to have a price on Demander, it must be associated with one or more price lists.

-** The fields below will be imported into Demander:**

• * Code;
• Description;
• Effective Date;

-** The import performs registration update of the price list:**

• Only for the fields, description and effective date.

Product Import:

It is important to highlight that only products marked as “Yes”, in the Belongs to sales mix field, will be imported.

-** The fields below will be imported into Demander:**

• * Code;
• * Description;
• Reference Code;
• Active;
  • If inactivated or blocked in Atak, this product will be inactivated in Demander.
• EAN code;
• NCM code;
• Observations1;
  • Only this is imported into Demander.
• Product Group;
  • Division 2.
• Product Value:
  • According to the price list it is listed on. Only price-1 will be imported.
  • A product can be associated with more than one price list. All will be returned.
• Sales Unit;
  • The Product will have a value associated with it, only if it is associated with a price table.

-** The import updates the product registration:**

• Any information changed in the product will be automatically updated in Demander after import.

Import of Financial Securities:

-** The fields below will be imported into Demander:**

• Title;
  • It will be the title code in Demander
• Parcel Number;
• Customer;
• Issue date;
• Due date;
• Document Number;
• Value;
• Balance Value;
  • It will be the value of the title in Demander.
• Liquidated or Inactive;
  • If the title is liquidated or inactivated in Atak, it will be automatically deleted in Demander;

-** The import performs title registration update:**

• Only the title’s Balance Value information will be automatically updated in Demander after import**.Records that Demander does not import from Atak:**
• Stock
• Orders
• Order Status
• Shipping Type
• Branches
• Taxes/Taxation