What changes with the integration on
When your store has an active ERP integration (VHSYS, Bling, etc.), TecPet starts showing the sync status of invoices with the external system. The most visible change is on the Billing screen.
The new column: Service Order
Section titled “The new column: Service Order”In the Billing list, the Service Order column shows, for each invoice, where it stands in VHSYS — from becoming a Service Order to having the invoice issued. It’s your quick thermometer of what is (or isn’t) in sync with the ERP. Below, what each state means.
What each state means
Section titled “What each state means”The column uses the same states as VHSYS. The possible ones:
- Processing — the invoice is being sent to VHSYS (a momentary state);
- Open — it already became a Service Order in VHSYS, as a receivable not yet paid;
- Fulfilled — the Service Order was paid in VHSYS;
- Awaiting Issue — it’s ready for the invoice to be issued;
- Issued — the invoice was issued successfully;
- Canceled — the invoice / Service Order / note was canceled (and the cancellation reflected in VHSYS);
- Error (red) — the sync or the issuing failed and needs attention (see below what to do).
Invoices not in the fiscal/ERP flow show ”—”.
Services and products in the ERP
Section titled “Services and products in the ERP”In the ERP, TecPet organizes the invoice into two document types:
- Service Order (OS) — for the visit’s services;
- Sales Order (PV) — for the products (which also reduce ERP stock).
An invoice with services and products can generate both. (Details in VHSYS integration.)
When Error shows up
Section titled “When Error shows up”- Open the invoice and check the customer record (Tax ID, name, address, phone) — a mismatch is the #1 cause;
- Fix whatever is wrong in the customer record;
- Reprocess the invoice.
If the error persists (or it’s many invoices at once), it may be the ERP connection — contact support. See also VHSYS integration and Inside an invoice.