SYNNEX Real-time Setup

Overview

The SYNNEX Real-Time Pricing & Availability works with both the USA and Canadian divisions of SYNNEX. Before you can setup and use the SYNNEX Real-Time Pricing & Availability features you need to obtain a real-time pricing and availability User ID and Password from SYNNEX. After you add these credentials to QuoteWerks, you will also have access to the Synnex Quote Importer on the Gird toolbar.

Important: The User ID and Password are the same as the User ID and Password you use to log into the SYNNEX website to search for product and pricing information, however SYNNEX must activate them for use with the XML realtime Pricing & Availability feed.

Note:

If you do not have a User ID and Password to log into the SYNNEX website you will need to contact SYNNEX to request it.

You can contact your SYNNEX representative to request your EC Express Website Login Id & Password, or call SYNNEX EC Support at 1-888-688-7558 M-F (5:30AM – 5:30PM PST).

Setup

Select the Real-time tab of the Tools -> Options menu, then select the SYNNEX sub-tab.

Customer No

Make sure to enter your Customer No.

Real-time User ID and Password

Make sure to enter your user id and password. After you have entered those credentials click on the “Test” button to ensure the credentials are working correctly.

Region

Make sure to select the region you are in. This is used to determine which FTP site and real-time resource to use. This also determines which warehouses are available. QuoteWerks supports the USA and Canadian regions.

Preferred Warehouse

Here you can select your preferred warehouse. See the Price Comparison and Refreshing Features Chapter for details on how this is used.

Online Ordering

This option will only display if there is a Real-time license key installed in the License Manager. For information on setting up this feature, see Online Ordering.

Quote Importing (Map Synnex Field to QuoteWerks Field)

This option enables users to map the Synnex Quote Number to a CustomText or CustomMemo field in QuoteWerks. When mapped, the Synnex Quote Number will automatically be populated into the QuoteWerks quote when using the Synnex Quote Importer.