Sellar Integration Update - Map Additional Customer Info

[luke]

Thanks for the suggestions, Ben.

@Ben-OWLove

1. First is a potential new ‘Billing Name’ dataset when mapping.

I’ve been chatting to the team at Sellar about adding separate ‘Venue Name’ and ‘Billing Name’ functionality - in part to help pull the correct invoicing info into Breww, but also as part of a wider discussion on ways to minimise the number of duplicated customer entries on the Sellar side.

On the Breww side, it would be great to know how easy it is to add API mapping for a new ‘Billing Name’ dataset from Sellar, given this functionality already exists at the customer level anyway.

Assuming that I’ve understood you correctly, yes, we can have varying “billing names” on a single “customer”, such that the “customer” can have one name but individual orders for that customer can be delivered to different addresses. If this is what’s needed, it should be a fairly simple tweak our side if we get the data we need from Sellar. At this stage, I don’t think this needs a feature request with Breww, if the Sellar team add this as a field, we can look to add handling of it our side.

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@Ben-OWLove

2. Another is to determine which software takes priority at an address level.

Sellar isn’t as easy as Breww to make amends to addresses (e.g. new billing info, new venue location), so it would be great to define on Breww which system to give priority if there’s a clash of information.

I’m sorry, but there’s not really an appetite for this with Breww. We integrate with lots of sales platforms and in all cases we trust the order information that we’re given by the external platform. I think this option would cause confusion and blur the lines too much. Maybe consider using the Breww Trade Store instead of Sellar, so that everything happens within Breww?

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@Ben-OWLove

3. New price list/book mapping.

It would be super useful to map price books so that a change on one piece of software is reflected and synced on both platforms. Again as per above, on the integration settings perhaps there would be a prioritisation setting in terms of whether changes sync in one or both directions.

Again, this wouldn’t be needed if you used the Breww Trade Store as it effectively already works like this, however, I do agree that this would make a great feature request for Sellar It probably wouldn’t be so well suited to other sales integrations, but it could be part of the Sellar integration.

I think we should keep things a little simpler - I’d suggest that there should be one fixed source of truth rather than being able to switch this with a setting (and I think Breww’s price book should be the source of truth).

As we don’t accept single feature request threads with multiple separate requests (sorry), can you please post this on a fresh feature request thread for just this? Please also don’t forget that every vote counts, so please vote for your own suggestion (on the new thread).

Cheers!