{"id":12467,"date":"2024-01-24T12:37:29","date_gmt":"2024-01-24T12:37:29","guid":{"rendered":"https:\/\/jaldi.store\/?p=9500"},"modified":"2026-08-06T05:34:30","modified_gmt":"2026-08-06T05:34:30","slug":"how-to-synch-missing-invoices-to-crm-server-in-adempiere-retail","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/idempiere\/how-to-synch-missing-invoices-to-crm-server-in-adempiere-retail\/","title":{"rendered":"How to synch missing Invoices to CRM Server in ADempiere Retail?"},"content":{"rendered":"\n

The Add Invoice to CRM Process<\/strong> captures each sales invoice generated in the POS or ERP system<\/strong> and sends it to the CRM system<\/strong> via API, so that the customer’s purchase history, value, and frequency<\/strong> are recorded centrally for loyalty, marketing, and service purposes.<\/p>\n\n\n\n

User Access<\/strong><\/h2>\n\n\n\n

Who Can Access<\/strong><\/h3>\n\n\n\n
    \n
  • Manager<\/li>\n\n\n\n
  • Admin<\/li>\n\n\n\n
  • Head Cashier<\/li>\n<\/ul>\n\n\n\n

    What User Can Do<\/strong><\/h3>\n\n\n\n
      \n
    • Automatically or manually send invoice data<\/strong> to CRM after billing.<\/li>\n\n\n\n
    • Ensure each bill\/invoice is tagged to the correct customer<\/strong> (via mobile or loyalty ID).<\/li>\n\n\n\n
    • View invoice sync status<\/strong> in CRM or in the integration log.<\/li>\n\n\n\n
    • Re-trigger sync for failed invoice transmissions<\/li>\n<\/ul>\n\n\n\n

      Pre-Requisite Activities<\/strong><\/h2>\n\n\n\n
        \n
      • CRM and POS\/ERP systems must be integrated via API.<\/li>\n\n\n\n
      • Customer must be identified at billing (optional but preferred).<\/li>\n\n\n\n
      • CRM API must support invoice endpoint, e.g., POST \/invoice\/create<\/code>.<\/li>\n<\/ul>\n\n\n\n

        Business Rules<\/strong><\/h2>\n\n\n\n
          \n
        • Sync invoice details within selected date range.<\/li>\n\n\n\n
        • A specific customer is selected within the date range.<\/li>\n\n\n\n
        • Selected date range should be valid<\/li>\n<\/ul>\n\n\n\n

          User Interface<\/strong><\/h2>\n\n\n\n

          Step 1 : <\/strong>Select \u2018Add Invoices To CRM\u2019<\/strong> in Menu<\/strong> -> CRM Integration<\/strong>-> Add Invoices To CRM <\/strong>or Search Add Invoices To CRM<\/strong> in Lookup.<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-Masters-Add-Invoice-to-CRM\"<\/figure>\n\n\n\n

          Step 2:<\/strong> Select the date range and click start button to continue the process<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-Masters-Add-Invoice-to-CRM-1\"<\/figure>\n\n\n\n

          Step 3:<\/strong> Select the date range and customer and then click start button to complete the process<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-Masters-Add-Invoice-to-CRM-2\"<\/figure>\n\n\n\n

          Step 4:<\/strong> Select the date range and click Is All Invoice sync Checkbox<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-Masters-Add-Invoice-to-CRM-3\"<\/figure>\n\n\n\n

          Step 5: <\/strong>Select the date range , customer and Is All Invoice sync Checkbox and click start button to continue the process<\/p>\n\n\n\n

          \"TenthPlanet-ADempiere-Masters-Add-Invoice-to-CRM-4\"<\/figure>\n","protected":false},"excerpt":{"rendered":"

          The Add Invoice to CRM Process captures each sales invoice generated in the POS or ERP system and sends it […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[32,85,31],"tags":[],"class_list":["post-12467","post","type-post","status-publish","format-standard","hentry","category-jaldi-super-store","category-adempiere-pos","category-jaldi-life-style"],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12467","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/comments?post=12467"}],"version-history":[{"count":4,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12467\/revisions"}],"predecessor-version":[{"id":23079,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/posts\/12467\/revisions\/23079"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/media?parent=12467"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/categories?post=12467"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/idempiere\/wp-json\/wp\/v2\/tags?post=12467"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}