9.1 - Introduction Exact Online

Exact online is one of the many ERP systems that have a integration with Elfsquad. With the Exact Online add in, you can transfer information to and from Elfsquad. Which would

With Elfsquad it is possible to create Dynamic Bill of Materials on your orders in Exact Online. It is also possible to retrieve contact and article information into Elfsquad to create a complete Bill of Material for your customers.

In this module, we will go over the following subjects:

• How to add and link Exact Online to Elfsquad
• Synchronizing Relations
• Synchronizing Articles
• Using linked Features
• Adding Triggers
• Configure Elfsquad > Exact Online
• Create a Bill of Material on sales order
• Transfer test environment to live environment
• Fill sales comments in Exact Online

During this training we will take a bicycle and a table as an example to explain to you how to set up the Exact Online link in Elfsquad.