Information that Demander searches for in ERP Omie

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

To find out how to synchronize data with ERP Omie, access the link below:

• Configuration of integration with Omie ERP

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

• Information that Demander sends to ERP Omie

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

* Indicates that the field is mandatory in Omie.

Seller Import:

• The fields below will be imported into Demander:
  • Name;
  • * Email
    • There must be a unique email for each seller.
  • Inactive
    • If it is inactive on Omie, it will also be inactive on Demander.
• The import updates the seller’s registration:
  • Any information changed in the seller will automatically be changed in Demander after import.

Importing Current Accounts:

-** Current accounts will be imported and will be available in Current Account settings for each payment method.

Import of Product Families:

At Demander we call them “Product Groups”.

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

• *Code;
• Description
• Active.

-** The import carries out registration updates for product families:**

• Any information changed in the product family will automatically be changed in Demander after import,** except code.

Import of Payment Methods;

At Demander we call it “Payment Methods”. Records are Omie standards.

• The fields below will be imported into Demander:
  • Code;
  • Description
  • Active.
    • Can be inactivated in Demander.

Import of Payment Methods;

At Demander we call it “Payment Terms”. Records are Omie standards.

• The fields below will be imported into Demander:
  • Code;
  • Description
  • Active.
    • Can be inactivated in Demander.

Customer Import;

It is important to highlight that, for a customer to arrive at Demander, the “Customer” tag must be marked/registered.

• The fields below will be imported into Demander:
  • Name/Corporate Name;
  • Commercial name;
  • * CPF/CNPJ;
  • Type of Person;
    • Automatic when CNPJ or CPF is entered.
  • * Main email;
    • In Demander it is saved in Contact as “Buyer’s email”.
  • Financial Email;
  • Telephone;
    • In Demander it is saved in Contact as “Phone 1”.
  • Telephone 2;
    • In Demander it is saved in Contact as “Phone 2”.
  • State registration;
    • In Demander it is saved as RG/IE
  • Address;
    • Demander saves the address entered in Omie directly in the Customer’s address fields (CEP, address, number, state, city, neighborhood, complement).
  • Active;
    • If it is inactivated on Omie, it will also be inactivated on Demander.
  • Value of the Credit Limit;
  • Seller;
    • If you have a default seller defined for the customer.
  • Number of Standard Installments;
    • In Demander, it will be saved as “Payment Condition”.
• The import updates the customer’s registration:
  • Any information changed on the client will automatically be changed on Demander after import.
  • The customer’s country is fixed as Brazil.

Import of Price List;

It is important to highlight that, for a product to have a price on Demander, in addition to the value of the product, it must be associated with a price table, which on Demander is called “Price List”.

• The fields below will be imported into Demander:
  • * Code;
  • Active;
  • Description
• The import carries out registration updates of the price table:
  • Only for fields, description and asset.

Import of Products;

• The fields below will be imported into Demander:
  • Description;
  • * Code;
  • Active;
  • EAN code;
  • NCM code;
  • Internal observations;
  • Product Family;
    • In Demander it is saved as “Product group”.
  • Product Value:- According to the price table it is related to.
  • Product Photo;
    • Only the first image of the product will be included.
  • Product Price Table;
    • The Product will have a value associated with it, only if it is associated with a price table.
  • CMC;
    • Unit value will be imported for Replacement Cost in the Product Price List;
• NOTE:
  • Any product information changed directly in Demander will be overwritten by Omie information after import.
  • Currently, Demander does not import the stock of Products into Omie.

Import of financial securities;

• The fields below will be imported into Demander:
  • Code
  • Parcel Number;
  • Customer Information
  • Issue date;
  • Due date;
  • Customer Code;
  • Document Number;
  • Value;
  • Fine/Interest value;
    • Here we add the fine and interest fields, as they are separate in Omie.
  • Liquidated or Inactive;
    • If the title comes with one of these two pieces of information, it will be automatically deleted in Demander;
• The import performs title registration update:
  • Any information changed in the title will automatically be changed in Demander after import,exceto document number and customer code**.Orders;
• **NOTE: The import only returns the order status
• When placing an order on DEMANDER it will start without status;
• When the order is received by ERP Omie, it will receive the status RECEIVED IN ERP(codStatus 10);
• When importing status, orders that were canceled or not found in the Omie ERP will receive the status CANCELED(codStatus 20);
• Orders that have been invoiced will receive the status *INVOICED *(codStatus 30);
• Only for orders that are configured with status *RECEIVED IN ERP *(codStatus 10), searches will occur three times a day (times to be defined) to update the order.

Records that Demander does not import from Omie

• Records deleted in Omie (In this case a record deleted in Omie must be manually removed in Demander as well).