Automatic Sales Tax in 4D - 4d-database

I'm hoping there is a soul out there who has some experience with 4D SAS. We use it for our inventory/sales management. What I am struggling with now is how to set up some sort of system to automatically calculate sales tax within our own state etc.
Edited:
Currently we sell products in CA and we are required to adjust sales tax based on the locations of certain orders. We take orders online and that part is easy, currently WooCommerce can integrate with TaxJar or solutions like that to address our needs.
Any phone/fax/mail order however we input directly into 4D. This is where I am struggling. Currently when we have any of these orders, we have to then declare taxes at a later date etc.
What I am trying to do is set up either my own database (I think?) or what I would prefer to do, is have some external service integrate directly with 4d that would automatically calculate the necessary sales tax and include that in our totals.
So to TLDR my questions:
1) Is there an automatic 3rd party solution that I can integrate with 4d that will automatically calculate sales tax? If so does anybody have any experience in doing so?
2) If not, is there the ability to build a manual database of tax rates (based on zip codes for example) that can be implemented into 4D. If so does anybody have any experience in doing so?
If there is some sort of database entry that anybody is aware of or that someone can guide me to that would be much appreciated, and/or if anybody has experience with this specific issue and knows what to do that also would be great! Hope that helps clarify!

TaxJar or ZipTax both offer APIs that 4D can use to do lookups. IMO, REST is the way to go. I've integrated 4D with WooCommerce as well.

4D has a built-in Web Services (SOAP) Client so you could utilize any online API that has a SOAP endpoint.
4D also has built-in HTTP Client commands so you could also utilize any online API that has a REST endpoint.

Related

Recommendation for BigQuery Reporting/BI Tool

I work for web hosting company looking to integrate different data sources with BigQuery but the question now is what would be an ideal reporting/BI tool to get the data from BigQuery so proper/fast/easy retrieval/analysis/ reporting can be done with it.
I'm looking into the options suggested by google here: https://cloud.google.com/bigquery/partners/ but I was wondering if someone out there has possibly a more hands-on experience that could make a recommendation.
the company works with a mysql based billing system (with client, support, service data) which is the main source of info, along with other chat, cms and inhouse-developed systems that provide other sources of information that allow to maintain the web infrastructure where the business depends on.
Thank you.
It's really hard to answer this. Depends on the personnel you have at hand.
We are doing for idea validation mostly Data Studio.
Some personnel knows Tableau, but once you are out from GCP, all become a slow process, queries and interface updates in 30-60 seconds, as they all relay and store on their own the data.
We have wired some data to ElasticSearch as well, and we use Kibana.
But once it's all validated, we consolidated into our own Dashboards the reports. Mainly because we are mostly developers and can do the programming. If you have a data analyist or data scientist with their own tools, let them use what they are comfortable with.
Always do iteration and versioning, you as a developer should be driven by a good product manager who tells exactly what charts to build out.

Follow Up Customer Database Design

Please excuse me if this isn't the traditional format of how questions are asked or if it is too broad.
I am currently looking for suggestions on how to design and build a customer database with some very simple fields. I work in the sales department for a company that retails after-market truck accessories both online and over the phone. I have some basic programming skills and a little technical ability, the goal of this project is to create a method of targeting sales leads we would like to follow up with.
We will be collecting information from the salesman individually, I imagined creating a web portal that allowed them to answer the following questions:
Customer Email?
How did they find us?
The website they called in on.
Year of the Vehicle?
Make of the Vehicle?
Was the initial investment < $750.00?
Date of purchase?
I would like to query and target customers based on those questions I have listed above.
Any suggestions or insight would be very much appreciated.
-Luke
You have to face a three-stage process:
First Step: Collect all the information you need to include in your database. You can collect this information from people or documents.
Second Phase: Develops a relational database model that allows you to manage the information according to the first 3 formalization rules. If the database is used by external users, you should designs queries and forms to facilitate their work.
Third Phase: Make your own database. If you do not have a software yet, look for one that supports the relational model. Have you already tried MS access?

Is it legal to use non-public API (API that i figured out on my own)?

I would like to know if it is legal for me to collect data from some 3rd party service via their api?
This is a situation: I have customer, Customer uses some system that provides them reports. Customer wants me to have access to those reports so they give me their credentials and i'm using my service rest-api calls using customer's credentials converting their data from that system rest api to my DB that I share only with this customer per his request.
Is it ok thing to do?
I am concern because it gets deeper. I have many customers who are using the same service that i figured out api to and willing to collect data
Ask them, or read their legal contracts with you and licensing terms of their API. Consult law of the land too.
Nobody is going to read this question after I would like to know if it is legal...
And Oh, delete the question before you get 50 down-votes because it just doesn't belong to this forum :)

Migrating from SalesForce to Dynamics using SSIS

I need to migrate my company's data from SalesForce to Dynamics, using SSIS. This has been attempted by others in the past using Scribe, and has apparently been unsuccessful, because there were fields we wanted to enter which Dynamics wouldn't let us because they were system generated (such as Created Date.) Nobody at my company is exactly sure how to go about using SSIS to migrate from SalesForce to Dynamics...they just know that they want it done that way and they do not think any third party tool will be helpful. I'm having an extremely hard time finding ANYTHING online that isn't an advertisement for a third party tool. Does anyone know of some kind of guide or tutorial, or really any information at all on using SSIS to do this kind of migration?
The consulting firm that I work for has successfully used Scribe to migrate from SalesForce to CRM. Had some hoops to jump through, but it worked.
And as far as the created date goes, there is the override date field to use. I guess you could use SSIS, I'm just not sure it's going to be any easier.
I have used Kingsway Soft's SSIS Toolkit with a lot of success in the past. They have a free trial available here along with documentation for how to use the toolkit in SSIS.
http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm
They support both Dynamics CRM and Salesforce so you should be able to pull from salesforce, transform the data if necessary and push to Dynamics CRM.
You can use this along with Daryl's suggestion for overriddencreatedon and migrate data across pretty simply.
I have used talend in the past to migrate from other CRM systems in to salesforce. Not sure if this will help you in doing the vice versa.
It's a powerful tool and you can perhaps check it out. Use the opensource version.
Before you select the technology... do you have a full mapping of all source tables/fields to target tables/fields? without this you can't do anything. That's why you normally engage an external consultant, because they know all this stuff already.
The issue isn't the tool, it's the mapping. If you don't know what goes into those fields, a tool isn't going to help unless it has some product specific controls that generate those values for you.

How to synchronize product inventory stock in 2 databases. Mysql and MSSQL real time

i have Magento e-commerce system with Mysql and windows based POS system written .net with MSSQL Database,
what's the best way to manage the stock in real time ?
Solution 1
to write a cron job to export transaction to xml file then send the data, also to read the update data from the POS via ftp.
and on the POS system to create widows server to read the xml file to update database and after export xml to update Magento when ever there is sales or manually changes into the stock.
Solution 2
can i create a web service to update stock on both ends?
Thanks in advance.
Real time is almost always a tricky beast to tackle.
What I would do is utilize the Magento API to get and set the information you need regarding the stock. You may find that the Magento API is a little slow. Alan Storm has some good articles explaining the ins and outs of the API at his blog at alanstorm.com. I would look there if you want to know more.
Alan Storm also has released his own API called MercuryAPI. This could possibly help you.
Otherwise you could just create your own API endpoints for what you need to handle. I have found that sometimes this is your best bet. The one thing you have to remember is that you alone are going to be responsible for securing anything you make on your own (just be careful). In your case, you probably will be dealing with the Stock Item models of Magento. You don't necessarily need to handle the entire product model to just update stock levels.