Module: Product

Topic: Installment

Version(s):  5.1 & up

Editions: All

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What Is The OLX Installment Import

This import allows you to bulk create installments in your OrderLogix instance.

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Making The Connection

Where Will I See This Within OLX?

Products > Product Data > Installments

What Reports Can Be Pulled?

1. Installment Receivables Report Definitions (orderlogix.com)
   
2. Installment Configuration Report Definitions (orderlogix.com)
   

What Imports/Exports Relate to OLX Installment Import

1. OLX Item Offer Import Spec (orderlogix.com)

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Trouble Shooting

1. CC Validation set to 0 on import file, but when double-checking the offers in the app, they all have Credit Card Validation set to True. How do I set this field to disable Credit Card Validation?
   

1. use -1 in field CC VALIDATION on import file.

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Setup

Import Configuration

1. Category = Other
   
2. Import Type = OLX Installment Import

1. Upload
   
1. 
   
2. This will allow you to upload a file directly from the device you are working from
   
3. Select Choose File to initiate a file window popup that will allow you to navigate to the specific file you are trying to upload
2. FTP
   
1. 
   
2. Server Address - This is the host name of the server where files will be collected from. An IP address can also be used.
3. Server Port - This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.
4. Folder - This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.
5. User Name - This is the user name for the remote server.
6. Password - This is the password for the remote server.
7. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)
3. SFTP (SSH)
   
1. 
   
2. Server Address - This is the host name of the server where files will be collected from. An IP address can also be used.
3. Server Port - This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.
4. Folder - This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.
5. User Name - This is the user name for the remote server.
6. Password - This is the password for the remote server.
7. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)
4. FTPS (SSL)
   
1. 
   
2. Server Address - This is the host name of the server where files will be collected from. An IP address can also be used.
3. Server Port - This indicates the specific FTP/SFTP port to use. This is an advanced feature and should be left at (default) unless the FTP operator indicates that it should be something different.
4. Folder - This indicates the relative folder on the remote server where the files should be gathered from. If this is unknown, the default of “/” should be used.
5. User Name - This is the user name for the remote server.
6. Password - This is the password for the remote server.
7. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)
5. Email
   
1. 
2. Mail Server - The name of the email server you are using.
3. Login - This is the user name for the mail server.
4. Password - This is the password for the mail server.
5. Server Port - Unless instructed otherwise this should be set to 110
   
6. Pattern - Use the pattern field to specify which files are to be collected. Use the * (asterisk) as a wildcard to indicate any character or group of characters in the file name. For example, if the file to be collected is named “Acme_01-31-2012.PGP”, you could specify the pattern “Acme*.PGP”. This will attempt to collect all files that begin with “Acme” and end with “.PGP”. You may only use one * in the pattern field. The pattern must end in either .PGP or .GPG if the data being transferred is of a sensitive nature (as indicated by the selected imports specification)

Configuration Tab

Results Tab

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Spec

IMPORTANT: It is advised to always preview your work before importing and confirm format is a CSV file.

File Format

File Naming

Import Definitions

#	Field Name	Req.	Type	Max	Field Description
1	PRODUCT OFFER	YES	Alpha	50	The Product Offer Name associated to the installments being created.
2	CLIENT	YES	Alpha	30	The client of the Product Offer (must be valid in OLX)
3	INSTALLMENT PRODUCT GROUP	YES	Alpha	255	The product group of the Installments (must be valid in OLX).
4	INSTALLMENT ITEM TYPE	YES	Alpha	50	Item type for the product installments. Example: ORD, CTY, RSH, ADD, XSL, USL
5	NUMBER OF INSTALLMENTS	YES	Numeric	50	The total number of installments that the Product Offer should be split into.
6	EQUAL INSTALLMENTS PRICE	YES	Boolean	50	If set to (1), all of the installments' prices will be split into equal proportions. If you want to set specific prices for each installment, set as (0).
7	DELAY INCREMENT	YES	Numeric	50	The number of days in between installment increments. While the Installment-level fields can also be used, this will be used by default if a Delay increment has not been set.
8	INITIAL FEE	NO	Numeric	50	The amount charged prior to the first installment.  In order to have an Initial Fee of $0, add 1 to the number of installments & do not evenly distribute installment prices, even if they are all equal prices.
9	MAX SKIPPED PAYMENTS	YES	Numeric	50	The maximum number of times a customer can skip payment.
10	RELEASE ON PRIOR PAID	YES	Boolean	50	Check whether to withhold charging the installment if the previous one has not yet been paid for. Yes (1) or No (0)
11	DISTRIBUTE SHIPPING	YES	Boolean	50	Check whether to (1) distribute shipping price over the installments or not (0)
12	DISTRIBUTE TAX	YES	Boolean	50	Check whether to (1) distribute tax over the installments or not (0)
13	CC VALIDATION	YES	Numeric	50	Check how many days before alerting agents if a credit card is going to expire prior to the installment(s) being paid and not allow the order to be submitted.  Note: use -1 to disable this setting.
14	CHARGE ONLY	YES	Boolean	50	Set whether the installments will need to be Charge Only, not participate in shipment processing (1) or not (0).
15	SERVICE ONLY	YES	Boolean	50	Set whether the installments will need to be Service Only, not participate in payment processing (1) or not (0).
16	INSTALL01_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
17	INSTALL01_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
18	INSTALL01_INCREMENT	NO	Numeric	50	The number of days in between installment increments
19	INSTALL02_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
20	INSTALL02_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
21	INSTALL02_INCREMENT	NO	Numeric	50	The number of days in between installment increments
22	INSTALL03_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
23	INSTALL03_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
24	INSTALL03_INCREMENT	NO	Numeric	50	The number of days in between installment increments
25	INSTALL04_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
26	INSTALL04_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
27	INSTALL04_INCREMENT	NO	Numeric	50	The number of days in between installment increments
28	INSTALL05_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
29	INSTALL05_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
30	INSTALL05_INCREMENT	NO	Numeric	50	The number of days in between installment increments
31	INSTALL06_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
32	INSTALL06_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
33	INSTALL06_INCREMENT	NO	Numeric	50	The number of days in between installment increments
34	INSTALL07_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
35	INSTALL07_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
36	INSTALL07_INCREMENT	NO	Numeric	50	The number of days in between installment increments
37	INSTALL08_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
38	INSTALL08_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
39	INSTALL08_INCREMENT	NO	Numeric	50	The number of days in between installment increments
40	INSTALL09_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
41	INSTALL09_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
42	INSTALL09_INCREMENT	NO	Numeric	50	The number of days in between installment increments
43	INSTALL10_PRICE	NO	Numeric	50	The Price of the Installment. If EQUAL INSTALLMENTS PRICE is set as (1), this does not need to be set.
44	INSTALL10_SHIPPING	NO	Numeric	50	If DISTRIBUTE SHIPPING is set as 1 and you would like to distribute the Shipping unevenly among installments, this amount can be set here for Installment 10.
45	INSTALL10_INCREMENT	NO	Numeric	50	The number of days in between installment increments
46	CONTINUED	NO	Boolean	50	If more than 10 installments are required, set as 1, else set to 0.

If Installment product offer uses 11 installments & no initial fee, the Continued line is not needed. This is because the INSTALL01 - 10 columns will cover all of the installments created after the main item. If Initial fee was used, the Continued line would be required to fill in install11's price/shipping/delay.

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