Add an ERP connection to a client so that ERP Manager can communicate with that client's ERP system.
Before you begin
The client must already exist in ERP Manager.
Open the client record you want to configure.
Steps
In the side menu, select Client settings. The Clients screen has the General Info and Connection tabs.
Select the Connection tab. The connection list has columns for ERP, COMPANY, BASE URL, and STATUS.
On the Connection tab, select + Create. The Create form opens.
In the Create form, enter the connection details in the ERP, Company, Connection Type, Base URL, and Auth Endpoint fields.
Select SAVE. On the empty form, SAVE is unavailable. SAVE becomes available after you change field values.
Result
The connection is listed under the Connection tab with its ERP, Company, Base URL, and Status values visible. A Status of Connected confirms the connection is active.
If something goes wrong
If the connection does not reach Connected status, verify that the Base URL value points to the correct API endpoint for the ERP system.
Also confirm that the ERP system is reachable from the DigiTrade platform.
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