Products are automatically created in Manage to represent the Products that are associated with the Project in SI. Products are created in Manage with the Product Type set to “D-Tools Catalog.” Products in SI must belong to the Catalog. Please note that the Manage Catalog price/cost are initially set, but the import process overrides those prices/costs individually for each imported Project and Opportunity.
Please note that the following fields are required in SI before a Product can be exported to Manage: Manufacturer, Model, Category, and Subcategory.
The Product ID mapping is fully customizable within the Sync Configuration. Here, you will be able to set which field(s) from D-Tools map to the Product ID in Manage.
The Product Mapping field will be pre-populated with a default configuration, but you will be able to change it to meet your specific needs. For example, if you would like to use a colon-delimiter instead of a hyphen, simply change it in the Product Mapping field. If you would like to truncate the Model to 5 characters, simply add the number 5 to the Product Mapping field.
As you make changes to the Product Mapping field, you will see the Pattern Sample Result update with your changes to show you what your format will look like in Manage. You may also change the Sample D-Tools Item to affect the Pattern Sample Result. If the format in the Product Mapping field is ever invalid, you will receive a notification in the Patter Sample Result:
To see this setup in action, check out this how-to video:
During the first import, two Products Types will automatically be created: “D-Tools Catalog” and “D-Tools Labor”. “D-Tools Catalog” will be used for imported D-Tools Product Items while “D-Tools Labor“ will be used for imported D-Tools Labor Items.
During the import of each product on a D-Tools project, a new Product Category will be created within Manage to correspond to the SI Category (if the Manage Category does not exist already).
During the import of each product on a D-Tools project, a new Product Subcategory will be created within Manage to correspond to the SI Subcategory (if the Manage Subcategory does not exist already).
During the import of each product on a D-Tools project, a new Manufacturer will be created within Manage to correspond to the SI Manufacturer (if the Manage Manufacturer does not exist already).
During the import of each product on a D-Tools project, the integration will assign a Product Class in Manage. D-Tools Product Items will be assigned “Inventory” while D-Tools Labor Items will be assigned “Service”.
During the import, records will be created automatically, if non-existent, to represent Price Adjustments on D-Tools SI products. These include Product, Labor, and Misc. Parts Adjustments. The integration will automatically create a product for each type of adjustment in Manage. These products will have a category of “Adjustment” and both a Subcategory and a Product ID of Product Adjustment, Labor Adjustment, or Miscellaneous Parts Adjustment. These adjustment products will be automatically applied in Manage to reflect any price adjustments in D-Tools SI.