Details:

Use the Carecraft Integration Setup screen to set up and test a Carecraft integration. 

The Carecraft integration includes the following features:

 - Mass import of new inventory items - When importing new inventory items, this integration includes a Use the Suggested Retail option. This means you can set the retail price using a default retail margin, or the suggested retail price.

 - Mass update cost on existing inventory items

 - Electronically submit POs from Evosus to Carecraft


Step by Step:

Set up a Carecraft integration

Step 1: Open the Carecraft Integration Setup screen (Industry Integrations > General Setup > Carecraft).

Step 2: Enable Carecraft Integration - Check this box to enable the fields on the screen.

Step 3: API Key, Member Key - Contact Carecraft for this information.

Step 4: Matching Evosus Vendor For Carecraft - Select the vendor you select when entering AP invoices. 

Step 5: Map your Carecraft suppliers to vendors in the application.

 - Mapping vendors allows you to easily filter Inventory Reports by mapped Carecraft vendors. The Vendors filter menu of inventory reports will have a button Select Carecraft Vendors that will auto-check your mapped Carecraft vendors.

Step  6: Select the default vendor when importing AP Invoices.

 - Matching Evosus Vendor For Carecraft -  Evosus will select Carecraft as the vendor on the AP Invoice.  This assumes you are paying Carecraft.

 - Assign to your individual mapped vendor – Evosus will select the Carecraft supplier as the vendor on your AP Invoice.  This assumes you are paying the vendor directly even though you ordered through Carecraft.

Step 7: Click Test Communication with Carecraft to verify the customer key is correct.

Step 8: Click OK when complete.

 - Don't forget to set up security permissions on the integration.

Step 9: Now that the set up is complete, you can use the integration to perform the following actions:

 - Mass import of new inventory items

 - Mass update cost on existing inventory items

 - Electronically submit POs from Evosus to Carecraft


Security Permissions Required