Connections

Omni-Channel > Settings > Tab CONNECTIONS

Connections

Connections

  • Refresh (Refresh)
    Click this button to update the list of connections.

  • VIEW
    Click the drop-down list to select the view. All created views are displayed in the drop-down list. Click the Points (Points) button to the right of the VIEW drop-down list to display the context menu and create a view.

    • Points (Points)
      Click this button to the right of the VIEW drop-down list to display the context menu. The following menu entries are available:

      • Create create
        Click this entry to create a view. The Create view window is displayed, see Create view.

      • Rename rename
        Click this entry to rename the selected view. The Rename view window is displayed, see Rename view. This menu entry is only displayed if a view has been selected.

      • Reset reset
        Click this entry to reset all unsaved changes to the settings of the selected view. This menu entry is only displayed if a view has been selected and any changes have been made to the view settings.

      • Publish publish
        Click this entry to publish the view. This menu entry is only displayed if a view has been selected and unpublished.

      • Unpublish unpublish
        Click this entry to unpublish the view. This menu entry is only displayed if a view has been selected and published.

      • Save save
        Click this entry to save the current view settings in the selected view. This menu entry is only displayed if a view has been selected.

        When the settings of a view have been changed, an asterisk is displayed next to the view name. The asterisk is hidden as soon as the changes have been saved.

      • Delete delete
        Click this entry to delete the selected view. A confirmation window to confirm the deletion is displayed. This menu entry is only displayed if a view has been selected.

  • Columns Columns (x)
    Click this button to display the columns bar and customize the displayed columns and the order of columns in the list. The x indicates the number of columns that are currently displayed in the list.


  • Select the checkbox to display the editing toolbar. If you click the checkbox in the header, all connections in the list are selected.

  • [DELETE]
    Click this button to delete the selected connection. This button is only displayed if a single checkbox in the list of connections is selected.

    Deleting a connection is a very complex process and can therefore take a long time.

  • [SYNCHRONIZE]
    Click this button to synchronize the selected connection. This button is only displayed if a single checkbox in the list of connections is selected. The Sync triggered pop-up window is displayed.

    Sync triggered

  • [DISABLE]
    Click this button to disable the selected connection(s). This button is only displayed if the checkbox of at least one active connection is selected.

  • [ENABLE]
    Click this button to enable the selected connection(s). This button is only displayed if the checkbox of at least one inactive connection is selected.

  • Edit (Edit)
    Click this button to edit the selected connection. This button is only displayed if a single checkbox in the list of connections is selected. Alternatively, you can click directly a row in the list to edit a connection. The Edit connection view is displayed, see Edit connection.

The list displays all available connections. Depending on the settings, the displayed columns may vary. All fields are read-only.

  • Name
    Connection name.

  • Status
    Connection status. The following statuses are available:

    • Status Active
      The connection is enabled and data is being synchronized via the connection.
    • Status Inactive
      The connection is disabled and no data is being synchronized via the connection.

  • Order/Return have errors
    Indication whether errors have occurred in orders or returns:. The following options are available:

    • Yes
      Errors have occurred.
    • No
      No errors have occurred.

  • Driver
    Driver name.

  • ID
    Connection identification number. The ID number is automatically assigned by the system.

  • Add (Add)
    Click this button to add a connection. The Create connection view is displayed, see Create connection.

Create connection

Omni-Channel > Settings > Tab CONNECTIONS > Button Add

Create connection

  • Back (Back)
    Click this button to close the Create connection view and return to the connection list. All changes are rejected.

  • Name
    Enter a connection name.

  • Apply (Apply)
    Click this button to apply the entered connection name. This button is only displayed if the connection name has not yet been confirmed.

  • Edit (Edit)
    Click this button to edit the connection name. This button is only displayed if the connection name has been confirmed.

  • Driver
    Click the drop-down list and select the desired driver. All installed drivers are displayed. Depending on the connection driver, a Credentials section is displayed below the drop-down list.

    Drivers are licensed and must be acquired via the app store or the corresponding e-commerce partner platform. The applicable driver credentials to establish the connection are obtained when acquiring the corresponding license.

Credentials

The fields displayed in the Credentials section vary depending on the selected driver.

  • [SAVE]
    Click this button to save the connection.

Edit connection

Omni-Channel > Settings > Tab CONNECTIONS > Select a connection

Edit connection

  • Back (Back)
    Click this button to close the Edit connection view and return to the connection list. All changes are rejected.

  • Name
    Connection name. Click the button Edit (Edit) to the right of the name to edit it.

  • Edit (Edit)
    Click this button to edit the connection name.

  • Apply (Apply)
    Click this button to apply the changes to the connection name. This button is only displayed if you are editing the connection name.

  • Created DD/MM/YYYY
    Creation date of the connection. This field is read-only.

Edit connection – Credentials

Omni-Channel > Settings > Tab CONNECTIONS > Select a connection > Tab Credentials

Edit credentials

This tab is only displayed for drivers with further credentials.

  • Driver
    Selected driver name. This drop-down list is read-only.

Credentials

The fields displayed in the Credentials section vary depending on the selected driver.

  • [SAVE]
    Click this button to save any changes made.

Edit connection – Settings

Omni-Channel > Settings > Tab CONNECTIONS > Select a connection > Tab Settings

Edit settings

This tab is only displayed for drivers with further settings. The fields displayed vary depending on the driver.

  • [SAVE]
    Click this button to save any changes made.

    If no settings are available for the selected connection, the There are no settings available notice is displayed.

Create view

Omni-Channel > Settings > Tab CONNECTIONS > Button Points > Menu entry create

Create view

For a detailed description of this window and the corresponding functions, see Create view.

Rename view

Omni-Channel > Settings > Tab CONNECTIONS > Button Points > Menu entry rename

Rename view

For a detailed description of this window and the corresponding functions, see Rename view.

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