The «Managers» tab links the users of your accounting system with the firm's managers on iFurn.pro. The manager is given a 1C code — the internal identifier (UUID) of the user.
Why this is needed: this is how orders from the accounting system reach the right manager, and during the import of an order the author (the user) and the person responsible (their employee record) are filled in the document.
How to work with it
- «Fill» — the users and the managers already matched are shown.
- In the «Platform manager» column choose a manager — the row will be ticked. The value «<not matched>» removes the link.
- «Save matches to the program» — after a confirmation.
Who gets into the list
The active users of the accounting system: those not marked for deletion and not internal ones. The drop-down list contains the firm's managers who have an email specified; inactive ones are marked with the word «inactive».
The «one to one» rule
One manager can be linked with only one user. If the same manager is chosen in several rows, they will get the error «this platform record is chosen in several rows — keep one».
What happens when saving
If the manager in a row has been changed, the old link is removed first and then the new one is set. The statuses: «matched», «link removed», «the old link was not removed: …», «error: …», «in the program queue … operation N» (not saved yet, it will be sent by itself).
Codes of another accounting system
If there are no links at all but the managers carry codes of another system, the data processor will say so itself. Match them by hand and save — the new codes will replace the old ones.