The Online Ordering module works with the USA and Canadian divisions of Ingram Micro. Before you can start setting up the Ingram Micro online ordering feature in QuoteWerks, you first need to setup the Ingram Micro Real-Time Module. For instructions on how to do this, please see Real-time Module.
Before you can setup and use Ingram Micro Online Purchasing you need to set up your JSON credentials.
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Setup
Select the Real-time tab of the Tools -> Options menu, then select the Ingram Micro sub-tab.
Region
Make sure to select the region you are in. This is used to determine which real-time resource to use. This also determines which warehouses are available. QuoteWerks supports the USA, United Kingdom, Canadian, French, Netherlands, Australian, New Zealand, and Belgium regions.
To setup your Ingram Micro JSON credentials, you need to create an app in the Ingram developer portal.
To sign up:
1.Open your web browser and go to https://developer.ingrammicro.com/user/login. If you do not have an account yet, click on the "Sign Up" link. If you do have an account skip to step 3.
2.Sign up for the new account using your Customer Number and your contact information. Once you sign up, click on the confirmation email to verify your account.
3.After your account has been setup and verified, login and click on the [Add App] button.
4.You'll see the "New App" window. Give your app the name of QuoteWerks or QuoteWerks Importer or something similar.
5.Under the "API Catalog" section, click and enable all of the options except Async Order Management v7. If you have your Ingram Micro Sales Rep's email, include that as well for faster approval.
6.Click on the [Add App] button to save the changes.
Important: Your new app starts off in a status of In Review until approved by Ingram Micro. Your credentials will not be active until you see the status changed to Approved |
7.After being created, you should see your new app in the list, click on it.
8.You'll be brought to the App information and at the top of the window you'll see the API keys box. Copy the Client ID and the Client Secret to a Word document or Notepad. You'll need these in a minute for QuoteWerks.
9.Open QuoteWerks and click on Tools-> Options-> Real-time Setup-> Ingram Micro (if it's not already open).
10. Paste the Client ID, Client Secret, and add your Customer Number in the proper fields.
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11. Click [Ok] to save the changes.
Map Ingram Micro Field to QuoteWerks Field
These options enable users to map the Ingram Micro Quote Number, Expiration Date, and the Line Item Comments to a CustomText or CustomMemo fields in QuoteWerks. When mapped, the information in these fields from Ingram Micro will automatically be populated in the QuoteWerks quote.
The Ingram Micro Quote Importer is available on the Grid Toolbar.
To learn how to place electronic orders through Ingram Micro, see:
