The Onsight connector for Alegra supports a huge variety of customisation options.
The standard data syncing ensures that:
- Product data and pricing data flows from Alegra to Onsight
- Customer contact data flows from Alegra to Onsight
- Tax code data flows from Alegra to Onsight
- New customers created in Onsight get sent to Alegra
- Orders created in Onsight get sent to Alegra
- Quotes created in Onsight get sent to Alegra
All of these data flows can be customised to work exactly how you need them to work.
Here are some common customisations that we have done:
Allocate new customers to all reps
When you create a new customer in Alegra, it will get copied to Onsight automatically. Since no sales rep is allocated to it, none of your reps will be able to see the customer. An admin will have to allocate the customer to a sales rep for them to see it. We can configure your account so that new customers that are coming from Alegra will automatically be visible to all your sales reps.
Alegra’s product custom fields
Alegra products can have multiple custom fields. You can request that some or all of these fields be stored as product custom fields in Onsight and they will then display in the Onsight app for sales reps and customers to view.
Hide products that are out of stock
If an item has zero stock in Alegra, we can make that item inactive in Onsight. This will make it disappear from the sales app which means it cannot be ordered. When the item comes back into stock again in Alegra, we can make it active again in Onsight. Alternatively, instead of hiding, we can add an ‘Out of Stock’ message to the product name. That way it stays visible and can even be ordered but everyone will be made aware that it is out of stock.
Alegra order line item sort order
If your orders are printed and used for packing purposes in your warehouse, it becomes important what sort order the line items are displayed when you print or view your orders. The Onsight order line items can be re-arranged and sent to Alegra in any specific order that you choose. The sort order can be based on the product name, SKU, product code, barcode, product category name, quantity, unit price or line item total.
Which product categories to use
Both Onsight and Alegra have tools to manage product categories and allocate products to those categories. You can choose whether the Onsight product catalogue should be organised according to the Onsight product categories or the Alegra product categories. We recommend using the Onsight product categories since this gives you more control over how your products are organised and displayed in your Onsight catalogue app.
Custom data mapping
When copying product and customer data from Alegra to Onsight, any field in Alegra can be mapped to a field in Onsight to replace the default value that would have gone into that field. When sending orders and quotes from Onsight to Alegra, any field in Onsight can be mapped to a field in Alegra to replace the default value that would have gone into that field. Please note that this is a billable customisation.
Notification emails for order sync errors
In some rare circumstances, orders can fail to sync to Alegra due to problems with the way the products are configured in either one of the two systems. We can set up notification emails that will alert you to this problem immediately so that you can log into both Onsight and Alegra to resolve the issue.