Xledger
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      Xledger

      Available functions and how the Xledger integration works

      Available functions

      Sales/Orders

      • Create customer orders
      • Create orders linked to a project
        (Typically used for tracking hours and material consumption on a project)
      • Can be posted automatically by updating the status to "Ready for Posting"
      • Modify existing orders

      Purchasing

      • Create purchases linked to a supplier

      Picking


      Pick orders that exist in Xledger
      •  Typically fetches orders with the status "Ready for Picking"
      • Status updates to "Picked" or "Ready for Invoicing" upon submission
      Packing slip printing
      • Packing slips from Xledger are not available
      • A template can be designed within our solution, covering most needs, but it will not be identical to an Xledger packing slip
      Freight integration
      • Shipping method. number of packages, weight and volume can be entered in the app
      • When submitted, a shipment is created in the TA system, and shipping labels are printed automatically

      Batch Picking 

      • Pick multiple orders for the same customer together

      Two-step multi-picking

      • Collect items for multiple orders
      • Pack orders individually for each customer

      Goods Reception

      • Currently, goods reception is only supported in the form of updating receptions created in Xledger
      • The desired functionality, where a purchase order can be opened on the terminal and a goods receipt is created upon submission, is not yet available in the Xledger API, but is under development

      Stock Counting

      • Stock count proposals are created in Xledger
      • Active count lists are fetched into the app
      • Items are scanned and counted in the app
      • Upon submission the lists are stored in our solution:
        Multiple users can count on the same list

        A browser tool is available to merge lists, review results, and trigger the submission to Xledger
      • Counted quantities are updated in Xledger
      • Items with an expected balance can be set to zero if needed

      Stock Transfers

      • Transfer items between locations within the same warehouse

      • Transfer items between different warehouses

      • Cost price on lines is not automatically set in Xledger:

        The average cost can be retrieved from the item card and sent with the lines
        FIFO cost is not supported

      Item Lookup

      • Search for items to view basic product information
      • Modify certain item attributes
      • Print labels for items

      Label Printing

      • Design label templates
      • Map available values from products/order lines in the app to label fields
      • Label printing is available in most modules in the app
      • A dedicated label printing module allows users to create a batch of labels and send them to the printer in one go.

      General Features

      All screens can be customized

      • Fields can be added/removed
      • Columns can be added, removed and resized
      • Texts can be modified

      Modules can be enabled/disabled

      Modules can be duplicated to extend functionality

      • Example: The order module can be copied and adapted for returns processing

      How the Integration works

      1. Data is imported from the Xledger API and stored in the customer's database within our system.
      2. Fields from the API are dynamically mapped to allow flexible retrieval of relevant data.
      3. Data is fetched into the app using SQL queries, enabling:
        • Filtering
        • Sorting
        • Data manipulation as needed
      4. Master data (products, units, customers, suppliers, projects, employees, etc.) is imported when downloading data in the app.
      5. Orders are imported on demand when opening the list of available orders in the app.
      6. When data is submitted from the app, it is sent to our integration engine, which triggers updates in Xledger.
      7. Each transaction type is configured separately, allowing:
        • Customization of which transactions are updated in Xledger
        • Different app modules to update different Xledger transactions per customer needs
        • Dynamic field mapping to control which fields are updated
      8. A single submission from the app can trigger multiple updates in Xledger, such as:
        • Creating an order
        • Updating its status to "Ready for Invoicing"

      This integration ensures seamless data synchronization between Xledger and our app, offering flexibility and control over order management, stock handling and more.