Webmercs vendor ordering: the two switches

Allow vendor ordering and automatic sending, what each combination does, and the risk of real orders.

Flexshop can place orders at Webmercs through the Webmercs connection in Integration Hub. Two switches on the Vendor ordering card on Integrations decide whether and when. Both are off in a new workspace.

Juvaro

Flexshop

WORK

Overview

Requests4

Returns

SHOP

Storefront

Marketplace

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Flexshop›IntegrationsLine DahlAdminLD

SETUP

Integrations

This page connects Flexshop to the systems around it, sets where orders are delivered, and holds the shop policies.

People come from the platform. Budget groups are made here, on Budgets.Budgets

Asset Management

Included · Built in

Not available yet

Products and pricesStock levelsWho holds whatWrite assignments back

HR Management

Optional

Not in use

Only if your company runs an HR system. It finds the line manager of each employee.

Policies

Every decision needs a reason

Approvers and admins must type why before they approve or decline.

Let employees buy their device back

Off, they never see their own returned device or its price.

Vendor ordering

Optional · Integration Hub

Off

Allow vendor ordering

Send each approved request to Webmercs automatically

Do not let Webmercs send its order confirmation email

Open Integration Hub

Delivery addresses

Head office, Aarhus · Your Company A/S, Åboulevarden 12, 8000 Aarhus C, DKEdit

+ Add an address

Employees may enter their own private address instead

Let the Order button send real orders to Webmercs?

From now on, the Order button on an approved request sends it to Webmercs as a real order, after the admin confirms it on the request. Nothing is sent automatically.

CancelAllow real orders

PictureSwitching on the master switch. After Allow real orders, every Order from Webmercs in the console is a real purchase.

The two switches

Allow vendor ordering: the master switch. While it is off, nothing is ever sent to Webmercs.
Send each approved request to Webmercs automatically: sends an order the moment the last approval lands.

A third switch, Do not let Webmercs send its order confirmation email, stops Webmercs' own email, which goes to the company's Webmercs administrator with a copy to the employee's sign-in email.

What each combination does

Master	Automatic	Card state	What happens
Off	Off	Off	"Nothing is sent to Webmercs. Approved requests are ordered by hand from the Requests screen."
Off	On	Not live yet	Still nothing is sent. Switching the master on would start sending real orders at once.
On	Off	Live from the Order button	An admin's Order from Webmercs sends a real order, after a confirmation. Nothing is sent automatically. Every request now needs a delivery address and a contact.
On	On	Live	"From the next approval, each approved request is sent to Webmercs as a real order straight away, and the Order button sends too." This includes requests that are approved automatically when they are sent.

The risk: real orders

With the master switch on, Order means buy

Once Allow vendor ordering is on, the admin's Order from Webmercs places a real order on your company's Webmercs account, for delivery to the address on the request. Flexshop cannot cancel it once Webmercs has it. With automatic sending on as well, the last approval places the order with no further click. Switch these on only when the Webmercs connection, the campaign, the delivery addresses and the approval rules are ready.

Every widening of the switches asks first:

Master on: Let the Order button send real orders to Webmercs? with Allow real orders.
Automatic on: Start sending real orders to Webmercs? "From the next approval, each approved request that is ready for the vendor is sent to Webmercs as a real order straight away, with no further step." with Start sending orders.

Going live, step by step

A Workspace Administrator sets up the Webmercs connection and the campaign in Integration Hub (Open Integration Hub).
Check that your Storefront products carry vendor product numbers; see The Webmercs catalogue and Bought before.
Add a company delivery address, or allow private addresses; see Delivery addresses and private addresses.
Switch on Allow vendor ordering and try one real order with Order from Webmercs.
Only then, if you want it, switch on automatic sending.

A request that cannot go to Webmercs (no vendor product number, a second-hand device, no delivery address) waits on Requests to be recorded as ordered by hand. See Order an approved request.

Who can do thisApplication AdministratorWorkspace Administrator