Using the Exchequer Integration
Send a Gold-Vision Account to ExchequerYou can define the trigger by which an account can be sent to Exchequer as a Customer or Supplier. It could be driven by a change to a status as shown below.
Once the change is saved, the integration will push the account into Exchequer. The data you have specified in your integration fields mappings will also be pushed into your Exchequer customer record i.e. your billing address.
Send a Sales Order to ExchequerThe quotes module in Gold-Vision is configured to capture the information required for a sales order. Your Exchequer products are imported into Gold-Vision for selection against your quote. 1. Create your Gold-Vision Quote 2. Add the products/quote lines to the quote
3. When the sale is confirmed, set the status of the quote to ‘Closed-Won’.
4. The integration will then send the quote record to Exchequer as a sales order.