G.W.Green
10-May-2011, 11:23 AM
The following settings apply for the first transfer of Actinic Ecommerce products over to a blank (New) Epos setup.
Firstly go to Business Settings\Options\Tick ‘Actinic Epos Link’ Apply and Ok.
You will now see the Actinic Epos Link option at the top of the screen.
http://community.actinic.com/attachment.php?attachmentid=4934&stc=1&d=1305025764
Configuration Tab Settings:
‘Actinic EPOS Branch Server’ = IP address or Computer Name of the Epos Till which it’s connecting to. If the Epos Software is installed on the same PC then enter its own IP address or Computer Name. If the PC is Vista or Win7 then you can also use the default IP 127.0.0.1. The port number 4370 should remain the same. The IP address must be a fixed IP address.
‘Branch is also Head Office’ = Enter the IP address or Computer Name of the Epos Computer ie the same details as the EPOS Branch Server.
‘Integration Settings’ = Tick: ‘Manage Stock in Actinic Epos’ tick ‘Maintain Base Price in Actinic Epos in Field’ and select ‘Region 1’ from the drop down box. Tick ‘Transfer Completed Orders to Actinic Epos’
http://community.actinic.com/attachment.php?attachmentid=4935&stc=1&d=1305025764
Transfer Product Data to Actinic Epos settings:
Under the ‘General’ Tab
‘Transfer Products’ = All
‘Transfer Deletions’ = Ticked – Having Transferring Deletions ticked will mean it will not transfer deleted products to Epos. * Having a product ‘hidden’ on Actinic Ecommerce will still transfer to Epos *
Section Hierarchy = Selected.
http://community.actinic.com/attachment.php?attachmentid=4936&stc=1&d=1305025764
Under the ‘Tax Codes Mapping’ Tab (These tax codes will need transferring to epos – Actinic Epos Link\Transfer Tax Settings to Epos)
VAT Normal = Standard (S - 20.0%)
Zero Rated = Zero Rated (Z – 0.0%)
Exempt = Exempt (E – 0.0%)
Custom = Zero Rated (Z – 0.0%)
http://community.actinic.com/attachment.php?attachmentid=4937&stc=1&d=1305025764
Under the ‘Prices’ Tab
All set to ‘Do Not Transfer’ except for ‘Region1’ which is set to ‘Retail’
http://community.actinic.com/attachment.php?attachmentid=4938&stc=1&d=1305025764
Transfer Tax Settings to Actinic Epos
This will transfer the tax settings you made (Under the ‘Tax Codes Mapping’ Tab ) above to Epos. This needs to be done before transferring over any product data from Actinic Ecommerce to Epos.
http://community.actinic.com/attachment.php?attachmentid=4939&stc=1&d=1305025764
Transfer Product Data to Actinic Epos Header
http://community.actinic.com/attachment.php?attachmentid=4940&stc=1&d=1305025764
Transfer Products All: This will transfer over all products within Actinic Ecommerce to Epos.
Transfer Deletions: Having Transferring Deletions ticked will mean it will not transfer deleted products to Epos.
Changes Since Last Transfer: This will only transfer amendments made since the last transfer, it will not transfer all.
Overwrite Epos Products: This will only overwrite products which are within the transfer – ie if you have set up other products that are not in Actinic Ecommerce then these will not be overwritten.
Product Description: This is the product name.
Product Full Description: This will appear under the Product Details Tab\Long Description in Epos.
Barcode: If a barcode has been entered within the product general outlay then this will get transferred over. Barcode Description: This needs to be selected if a barcode is to be transferred.
Price: This needs to be ticked in order to transfer over the price.
Stock Level: This transfers over the current stock level set in Actinic Ecommerce.
Image File Name: Once transferred, the image path will show in Epos\Products\Details.
Once you’re happy with the settings you can transfer over your data by pressing ‘Transfer’
http://community.actinic.com/attachment.php?attachmentid=4941&stc=1&d=1305025764
Transferring Orders to Epos
Important notes to consider regarding to transferring orders to Epos.
*** Tax Codes must be transferred over from Actinic Ecommerce to Epos first. How to do this is noted on pages 3-5 ***
*** Any orders made within EC will be shown within the ‘Allocated’ field in Epos until the order has been ‘Completed’ within Actinic Ecommerce ***
*** Only orders as of now will be transferred over to Epos ***
Firstly go to Business Settings\Options\Tick ‘Actinic Epos Link’ Apply and Ok.
You will now see the Actinic Epos Link option at the top of the screen.
http://community.actinic.com/attachment.php?attachmentid=4934&stc=1&d=1305025764
Configuration Tab Settings:
‘Actinic EPOS Branch Server’ = IP address or Computer Name of the Epos Till which it’s connecting to. If the Epos Software is installed on the same PC then enter its own IP address or Computer Name. If the PC is Vista or Win7 then you can also use the default IP 127.0.0.1. The port number 4370 should remain the same. The IP address must be a fixed IP address.
‘Branch is also Head Office’ = Enter the IP address or Computer Name of the Epos Computer ie the same details as the EPOS Branch Server.
‘Integration Settings’ = Tick: ‘Manage Stock in Actinic Epos’ tick ‘Maintain Base Price in Actinic Epos in Field’ and select ‘Region 1’ from the drop down box. Tick ‘Transfer Completed Orders to Actinic Epos’
http://community.actinic.com/attachment.php?attachmentid=4935&stc=1&d=1305025764
Transfer Product Data to Actinic Epos settings:
Under the ‘General’ Tab
‘Transfer Products’ = All
‘Transfer Deletions’ = Ticked – Having Transferring Deletions ticked will mean it will not transfer deleted products to Epos. * Having a product ‘hidden’ on Actinic Ecommerce will still transfer to Epos *
Section Hierarchy = Selected.
http://community.actinic.com/attachment.php?attachmentid=4936&stc=1&d=1305025764
Under the ‘Tax Codes Mapping’ Tab (These tax codes will need transferring to epos – Actinic Epos Link\Transfer Tax Settings to Epos)
VAT Normal = Standard (S - 20.0%)
Zero Rated = Zero Rated (Z – 0.0%)
Exempt = Exempt (E – 0.0%)
Custom = Zero Rated (Z – 0.0%)
http://community.actinic.com/attachment.php?attachmentid=4937&stc=1&d=1305025764
Under the ‘Prices’ Tab
All set to ‘Do Not Transfer’ except for ‘Region1’ which is set to ‘Retail’
http://community.actinic.com/attachment.php?attachmentid=4938&stc=1&d=1305025764
Transfer Tax Settings to Actinic Epos
This will transfer the tax settings you made (Under the ‘Tax Codes Mapping’ Tab ) above to Epos. This needs to be done before transferring over any product data from Actinic Ecommerce to Epos.
http://community.actinic.com/attachment.php?attachmentid=4939&stc=1&d=1305025764
Transfer Product Data to Actinic Epos Header
http://community.actinic.com/attachment.php?attachmentid=4940&stc=1&d=1305025764
Transfer Products All: This will transfer over all products within Actinic Ecommerce to Epos.
Transfer Deletions: Having Transferring Deletions ticked will mean it will not transfer deleted products to Epos.
Changes Since Last Transfer: This will only transfer amendments made since the last transfer, it will not transfer all.
Overwrite Epos Products: This will only overwrite products which are within the transfer – ie if you have set up other products that are not in Actinic Ecommerce then these will not be overwritten.
Product Description: This is the product name.
Product Full Description: This will appear under the Product Details Tab\Long Description in Epos.
Barcode: If a barcode has been entered within the product general outlay then this will get transferred over. Barcode Description: This needs to be selected if a barcode is to be transferred.
Price: This needs to be ticked in order to transfer over the price.
Stock Level: This transfers over the current stock level set in Actinic Ecommerce.
Image File Name: Once transferred, the image path will show in Epos\Products\Details.
Once you’re happy with the settings you can transfer over your data by pressing ‘Transfer’
http://community.actinic.com/attachment.php?attachmentid=4941&stc=1&d=1305025764
Transferring Orders to Epos
Important notes to consider regarding to transferring orders to Epos.
*** Tax Codes must be transferred over from Actinic Ecommerce to Epos first. How to do this is noted on pages 3-5 ***
*** Any orders made within EC will be shown within the ‘Allocated’ field in Epos until the order has been ‘Completed’ within Actinic Ecommerce ***
*** Only orders as of now will be transferred over to Epos ***