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FASSTA PDF to Sale Order Integration

Table of Contents


Purpose

FASSTA is a PDF reader that generates a Sale Order in CartonCloud via email or upload of a true PDF. The integration removes the requirement to send a CSV or text file via Parser or manually create an order in CartonCloud. In addition, the PDF is automatically assigned to the Sale Order it has created. 


How it works

  • The customer emails the PDF to the designated email address.
  • The Sale Order is created in CartonCloud using the information on the PDF document.
  • The PDF document is attached to the Sale Order in CartonCloud. 


Benefits

  • Increase data accuracy 
  • Reduce manual admin time 
  • Eliminates the need for csv or text files to use a Sale Order parser. 
  • Removes the need to manually assign the Sale Order document to the Sale Order 
  • Completes two steps in one (creation and upload of Sale Order) 


Requirements

  • The PDF must be a true PDF. A true PDF is created via a system rather than being scanned manually. 
  • Product Code, item quantity and any other relevant information (that will be used to create the order) need to be in their own column (or at least in a consistent format). 


How to get set up with Fassta

  • Create an API Client called Fassta- (see instructions here on how to create an API Client). Ensure you associate the Customers that will be using the Fassta integration to the API Client you create.
  • Use CartonCloud Help to lodge a case with our support team and request a PDF to Sale Order Parser to be created for the relevant Customers and an example of the PDF you would like to be sent in. 


Once you are set up with Fassta

  • The email from address will need to be approved. To be approved you will need to send an email with the PDF to the provided to address.

  • Once the from address is approved, you will now be able to use that address (and any other email addresses that have been approved) to send the Sale Order PDF from. 
     

Pricing

$5 ex GST per week, billed annually in advance + 30c per invoice parsed in (price is per invoice format, per customer)