Task Xchange is a hybrid cloud/server based Point of Sale system.
At set-up of Task Xchange in invitbox, invitbox receives data from Task Xchange by manually importing a data file from Task Xchange, and then when it sends data to Task Xchange it does so by creating a csv file in a pre-defined format.
Future development work between Task & invitbox will allow for the systems to sync via an API, but for the moment this process is manual.
This guide has been prepared by Task Xchange For further clarification please call your Task Retail Support on +61 2 9997 3500.
The current Task Xchange import routine requires that you import one bill at a time. If you want to export multiple bills from invitbox for importing into Task Xchange, invitbox will package up all the bills as individual files in a ZIP folder. The files will be labelled as .inv files.
You will then need to copy this/these to a location that you can import them into Task Xchange.
The current import routine does however allow you to import a product code from a supplier via invitbox that is not as yet recognized by Task Xchange. Task Xchange will prompt you to either add that supplier product code to an existing product within Task, or to add a new product.
Task are currently working on an import routine that will allow you to import multiple bills from invitbox at once as well as creating a new suppliers in Task Xchange upon import.
Set-up in Task
In the Supplier set-up, all suppliers need to have import type set to ILG
Set-up in invitbox
You need to create a list of your suppliers in Task Xchange that you can import into invitbox.
This needs to be a 2-column format with both the Supplier Name AND the Supplier Number. Once you have the list, save it as a .csv file.
In invitbox, go to Admin > Inventory and choose Task Xchange as the inventory option from the drop-down list.
Click on Supplier Cards > set-up
Click on Browse, find the .csv file you saved with the list of Supplier Names and Supplier Numbers and follow the prompts. After import you should then have a list as per the above.
Note - it is very important that within invitbox's Supplier set-up that you associate each Supplier within invitbox to a Supplier within Task Xchange. This allows invitbox to tell Task Xchange what supplier it is referring to when invitbox processes a bill.
You manage this via Admin > Suppliers > edit
DO NOT EXPORT TO Task Xchange WITHOUT A Supplier Card (Task Xchange) being assigned to a Supplier within invitbox first. The reason is that invitbox will label your individual .inv files with the name of the supplier as Task Xchange knows it to be. This will greatly assist you in importing the correct .inv file to the correct supplier within Task Xchange.
Also, it should be noted that when you are setting up the product codes in the Inventory tab in invitbox in preparation for export you do not need to assign a POS Code for Task Xchange. Task Xchange allows you to allocate the Supplier's product code to a product within Task Xchange after importing to Task Xchange. For more information on this please see the Completing details about a product prior exporting it here.
To import into Task from invitbox
In Xchangelive, under invoices
Select the electronic Invoice icon
Select browse and the find the folder containing the .inv file/s
As shown below, you can then either match an item with a product in your database, OR by selecting the create icon, the product will automatically be created for you.
Once a product is matched or created the line will display in green.
Once products have been matched the save icon will allow the user to view the invoice prior to posting. See the red box below.
Once all products are highlighted in green you can save the invoice.
Please ensure that you review the invoice prior to saving.