Adaco: Pulling Products from CP – Fourth & HotSchedules Customer Success Portal

Overview

This document will detail the process and steps required for pulling down products held at the Central Purchasing level to the property level using data synchronisation.

Process

If a product has been set up at Central Purchasing and is needed at the property level it can be pulled down using the data synchronization functionality.

To do this go to Property (tab)>Data Synchronization

Fig.1 – ‘Data Synchronization’ in the Property Tab

A pop-up window will open. Ensure that Product Pull is selected as shown below and select Next

Fig.2 – Maintenance Type Selection pop-up window

From the following screen use the search box to find the product required
Use the ‘Selected’ column to select the product(s) that are to be pulled to the property

Fig.3 – selecting products in the Data Synchronization screen

A further pop-up will request confirmation that it is OK to start synchronization
Once complete the window will change to confirm the number of products successfully ‘pulled’. Click on Finish and the pop up window will close

Data Sync Property Preferences

If a product is assigned to a property from the Central Purchasing level the details of the product are pushed to the property. These can be configured so that only specific details are updated using the data synchronization settings.

To do this, go to Property (tab)>Administration.

Fig.4 – ‘Administration’ in the Property tab

From the menu on the left of the screen, expand property preferences and then select Data Synchronization

Fig.5 – ‘Data Synchronization’ in ‘Property Preferences

The screen will now show a list of fields that can be configured according to what will sync with the Central Purchasing level and what will not

Fig.6 – list of fields available for syncing

Using Data Synchronization, pulling products will override these settings and pull all details relating to the product that is being pulled to the property.

Overview

Process

Data Sync Property Preferences

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