IQlink - Configure Connection

IQlink - Configure Connection



IQ Link – Configure Connection

Outline:

  • Creating a new ‘Supplier’ in your IQ site
  • Creating a new ‘Customer’ and ‘User’ in supplier's IQ site 
  • Add ‘Remote Instance Mapping’ and ‘Mapping to user account’ to appropriate supplier account
  • Create a product with IQ link capability


IQ link enables you to connect two or more instances of IQ so you can use 'Simplified' sessions from one IQ in another. Also, it enables the user access to 'Remote Quote' numbers for 'Custom' quoting.



Requirements


  • Subscription to our IQ Link module. To find out more about IQ Link, click here.
  • print IQ account to link to

In this example, we have two sites we want to link, 
CommercialEU (Customer) 
and 
LabelEU (Supplier).

  • Both supplier and customer must have IQ Link module
  • User created under supplier for IQ Link access



Scenario Case


In this tutorial, we will guide you through how to set up IQ link. 
The Scenario for this case is:
One of the CommercialEU customers inquires if they do label printing services. 
Fortunately, CommercialEU has the IQ-Link module and knows of LabelEU who coincidentally are using printIQ with the IQ-Link module. 
After initiating contact with LabelEU, now they need to set up a connection between their two printIQ accounts.


This tutorial will guide you through how to set the link up one site at a time.

For the first link, we will set the link in 'CommercialEU' to connect into the 'LabelEU' site.




Step by step GUIDE

In the CommercialEU site || Your Site.
  1. Create SUPPLIER
    LabelEU is fulfilling the order for CommercialEU. We need to add LabelEU as a supplier to 

  2. CommercialEU. 


Steps:

  1. Hover over ‘Customers’ in the navigation pane and click ‘Create Customer’:





  1. Change type to ‘Supplier’.

  2. Fill in the details. In this case, we name LabelEU site as IQLABELS.


Keep the site under the Master Factory





  1. To check, navigate to types, and you will see IQLabels listed as one of the Suppliers as per below screenshot.





  1. Adding a New Customer and User in the Supplier Site.

  1. Add new Customer

    To do this, we need to create a new customer and a new user in your printIQ ‘suppliers’ site. Your supplier will have to do this for you from their end. Please ask your supplier to refer to the  create customer knowledge base article under User Guides > Customers/Suppliers  to do so.
    Alternatively, you can purchase a  Care Package and we will assist you. To find out more about our Care Packages, click here or here for UK customers.


    In this case, in the LabelsEU site we use COMEU as the code and Commercial EU as the name 

    Refer to the image below 


    Please take note of the customer code. This code will be used later in the process.
  2. Create User Account
    We need to create a user account under the ‘CommercialEU’ customer.
    Please refer to this documentation on how to create user.
    Refer to this image as guide :






Important Notes:


  • Types: set to customer 
  • Customer: Must be linked to the customer we created in the previous step.
  • Roles set as a ’Customer’
  • Take note of USERNAME and PASSWORD.
  • Take note of Supplier printIQ URL; in the example below our URL address is: labelseu.printiq.com



  1. Refer to this image to check user has successfully been created.






  1. Now we need to enable products that we want to share.
    Go to: Admin > Factory Capabilities > Manage Product Categories > 
    ** Select the product you want to sell 
    ** In this case, we are use Beverage labels > 375ml can Shrink Sleeves



  1. Type in the External code in the external field column. Take note of the external code.




  
|




  1. REMOTE INSTANCE MAPPING



After your supplier has supplied you with the:

  • Customer code in their printIQ website.
  • User > Username and Password.
  • External Code for which product they want to give you access to.
  • Their Print IQ URL



Please note, to do Remote Instance Mapping (Step 3), you need all the details above. Without these details you won’t be able to proceed.



Steps: a. Navigate to Admin > Factory Capabilities > Remote Instances






  1. Click add new Remote Instance
  2. Pop-up will show. Refer to this image below on how to enter details:






Yellow highlights indicate information provided by your supplier.

  1. Click add a new remote instance.

  2. The main page will look like this as per below:








  1.   
    |
    Map remote instance to supplier and click map (make sure you map the right supplier).  Refer to the image below:



 |

  1. Create new category and IQLink product type





Go to Admin > Factory Capabilities > Manage Product Categories > Click the ‘+’ to create a new Product category and configure type as ‘IQLink’:










Scroll down to IQLink configuration section, and under instance, select your newly created supplier instance 












Should a successful IQLink have been established, you should be able to see the shared product name in Product Code.



Configure your wholesale and retail pricing along with freight options.



Important Notes: 


Not all Products on the Supplier site may be viewed by the Remote site. To control this, ensure the Supplier has entered an External Code for any Product they want the Remote site to view and resell. This is found under the Product & Filters section of the Product Category.






End of tutorial.



Should you have any questions, please do not hesitate to submit a support ticket from ZOHO desk. If you have a service care package, we will be able to help you. 
To find more information about our Service Care Package, please click here.


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