Coretech 2-Way Integration
Last Updated 3/15/2024
Overview
The Coretech integration pulls item creation and updates from Yellow Dog’s API while posting transaction detail to deplete inventory.
Sync Approach
This interface contains two elements;
Coretech’s sync appication to pull item data and post transctions to Yellow Dog’s API
Yellow Dog’s Process Sales application that will run to process the transactions posted to the API for reporting and to deplete inventory accordingly.
Sync Frequency
The frequency of the sync is controlled by Coretech.
Our Process sales application will be schedule to run hourly.
Configuration
It is unknown if multiple instances of Coretech are supported against a single Yellow Dog Database.
Onboarding
For existing Yellow Dog Clients new to Coretech
Assigning Coretech codes to items is the only thing needed to begin.
For existing Coretech clients, new to Yellow Dog
Coretech will provide an export of items
The Yellow Dog Implementation Guide and the client will need to work on filling out necessary inventory data elements not provided from Coretech before importing into Yellow Dog
Coretech will remove all items and pull fresh from Yellow Dog after configurations are complete
Requirements
Client
The client will need to work with Yellow Dog in ensuring items are properly configured and assigned to the correct levels.
POS Partner
TBD
Yellow Dog
Yellow Dog will need to provide the following to Coretech:
Client ID
Username
Password
Responsibilities
POS Partner
The POS Partner is responsible for setting up their sync’s frequency.
Yellow Dog
Yellow Dog is repsonsible for setting up the Process Sales Application.
Data Exchange
Sales Data
Coming soon
Item Data
The following data is pulled by Coretech:
Coretech Field | Yellow Dog Field | Created in Coretech First |
---|---|---|
SalesItemCategory | Interfaces>CTSalesItemCategory | Yes |
Name | Descripiton | No |
ShortName | posDescription1 | No |
ProductCode | SKU | No |
Price | Retail 1 | No |
IsActive | Active | No |
Barcodes | UPC | No |
System Codes
Coretech Field | Yellow Dog Field |
---|---|
SalesItemCategory | Interface Settings > CTSSalesItemCategory |
Workflows - Where Performed
Coming Soon
Workflows - Action in POS result in Yellow Dog
Coretech Action | Yellow Dog Inventory Result |
---|---|
Item Returned | Return is processed in Yellow Dog |
Item Voided | No Change |
Previous Check Voided | No Change |
User Created Item in Coretech, not in YD | Once sold, the item will as (unassigned) in POS Only Sales reports |
User Changed Item Detail in Coretech, not in YD | Changes will be overwritten to what is in Yellow Dog during next sync |
Item is sold in Coretech that is removed in YD | Sale is processed and assigned to the item as normal; item in YD may be un-removed because on hand has changed. Inventory will be depleted. |
Item sold in Coretech that is Inactive in YD | Sale is processed and assigned to the item as normal. Inventory will be depleted. |
Item Deleted | When a change to the item occurs in Yellow Dog, it will be repushed |
Additional Information
Limitations
TBD