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Client connections screen

The Clients screen is the entry point for all client-specific configuration in ERP Manager.

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Written by Niyaz

The Clients screen is the entry point for all client-specific configuration in ERP Manager. Select a client to open its detail view. The detail view has two tabs: General Info and Connection.

General Info tab

The General Info tab shows two read-only fields. It displays the client's identity as carried from the Hub.

Field

Description

Company Name

The client's registered company name.

VAT number

The client's VAT registration number.

Connection tab

The Connection tab contains a table of connection records, along with the + Create and Delete actions. The table lists the ERP connection records configured for the selected client.

Connection tab with a table of ERP connection records, row checkboxes, and the Create and Delete actions

Connection table

Column

Description

ERP

The ERP system the connection targets.

Company

The client company associated with this connection.

Base URL

The base API URL of the ERP system.

Status

The connection state. A value of Connected indicates the ERP system is reachable.

Sorting, selection and paging

You can sort the table by ERP, Company and Base URL. The table header has a Select all checkbox, and each row has its own checkbox. The toolbar includes an Unselect button and an items-selected counter. The table includes a Rows per page selector and page navigation buttons. The selector sets how many records appear on each page.

Actions

Action

Description

+ Create

Opens the form to add a new ERP connection record for the selected client.

Delete

Deletes the selected connection records. Select one or more rows before you use Delete.

Related

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