Information that Demander seeks from Tray

This article aims to document the information that Demander seeks from Tray’s Online Store.

In this article you will find information about:

• Customer Import;
• Order Import.

Customer Import:

Customer import happens together with Order import, that is, when the order is being imported, the customer of the respective order is also imported into Demander.

Fields that are imported:

The fields below are imported into Demander:

• Name/Corporate Name
• Fantasy Name
• CPF/CNPJ
• Date of Birth:
  • Only for Individuals
• Email:
  • In Demander it is saved as “Buyer’s email”.
• Cell Phone:
  • In Demander it is saved as “Phone 1”.
• Main Telephone:
  • Demander saves the “Main Phone” in the second phone field and not in the first.
• Address:
  • Demander saves the address entered in the store directly in the Customer’s address fields (Address, Number, Neighborhood, Zip Code, Complement and City).
• Delivery Address:
  • Demander saves the delivery address entered in the store in the “Customer notes” field.
• Seller:
  • The Customer is left without a seller linked to Demander. NOTE: this means that it can appear for all Sellers.

Demander uses the customer’s CPF/CNPJ as a key to import the customer

The import routine checks whether Demander’s customer record already has a CPF/CNPJ equal to one registered with Tray.

If on Demander there is already a customer with CPF/CNPJ, then:

• The existing customer is used in the order;
• The existing customer is not changed, that is, no information is updated (See explanation later).

If on Demander there is no customer with CPF/CNPJ, then:

• Demander inserts a new customer.

Order Import:

Only orders whose Order Status (in Tray) is selected to be imported by Demander are imported. See the article How to configure Demander integration with Tray?

Fields that are imported:

Below is a brief documentation on importing order fields:

• Number:
  • The next number in the Seller’s numbering range is generated.
• Seller:
  • Seller configured in the integration is always used, regardless of the seller serving the Customer (if that customer already has a registration);
• Client:
  • See topic Importation of Customers.
• Issue date
  • It is filled with the “Current Date” or the “Store Order Date” depending on the configuration.
• Value of Products:
  • Equivalent to the sum of the value of the products;
  • Attention: The discount amount is NOT prorated over the value of the products. Example:
• Highlighted Discount:
  • It is filled with the value of the discounts calculated in Tray;
  • Example: Store configuration to grant 5% discount for payment via bank slip;
• Shipping Value:
  • It is filled in with the Shipping value calculated by the Store.
• Total Order Value:
  • This amount is the amount paid by the customer in the Store;
  • It is the result of: Value of Products - Highlighted Discount + Shipping;
• Type of Order:
  • It is filled with the Order Type configured in the integration;
• Branch:
  • It is filled with Branch configured in the integration;
  • The Branch linked to the Customer’s registration is disregarded;
• Payment Condition:
  • It is filled with the Payment Condition configured in the integration;
• Order Note:
  • It is filled with customer and order information.
• Order Items
  • For each item, the following fields are imported:
    • Product
    • Unit Value
    • Quantity
    • Total Value
  • Under no circumstances will any discount be applied directly to the product.