Jarltech Setup
The setup page configures the API connection, order defaults, automation, and licensing of the Jarltech Supplier Connector.
Opening the Page
- Via search: Jarltech API Setup
- Via the Dashboard β Setup
Fields
General
| Field |
Description |
| Customer ID |
Your 7-digit Jarltech customer number. Provided by Jarltech upon contract signing. |
| Language Code |
Language code for API responses: de (German), en (English), or fr (French). Affects item descriptions during synchronization. |
| Vendor No. |
The Business Central vendor assigned to Jarltech (e.g., 21002). |
Connection
| Field |
Description |
| Use Preview Server |
When enabled, all API calls are sent to the Jarltech test server. Ideal for initial setup and testing. |
| Base URL Live |
API endpoint for live operation. Pre-filled by default. |
| Base URL Preview |
API endpoint for test operation. Pre-filled by default. |
OAuth2 Authentication
| Field |
Description |
| Client ID |
The OAuth2 Client ID received from Jarltech. Stored encrypted. |
| Client Secret |
The OAuth2 Client Secret. Stored encrypted in IsolatedStorage and not displayed. |
| Token Status |
Shows the current access token status: Valid (green), Expired (red), Not Acquired (gray). |
| Token Expires At |
When the current access token expires. |
Order Defaults
| Field |
Description |
| Default Shipping Type |
Default shipping method for new orders (e.g., UPS, DHL). |
| Default Payment Type |
Payment type per Jarltech contract. Determined by Jarltech and cannot be changed. |
| Default Delivery Note Layout |
Default delivery note layout for orders. |
| Allow Order Splitting |
When enabled, Jarltech may split orders into multiple shipments. |
Automatic Synchronization
| Field |
Description |
| Enable Auto Sync |
Enables automatic synchronization of open orders via the Job Queue. |
| Sync Interval (Minutes) |
Time interval between automatic sync runs. Default: 60 minutes. |
| Last Sync DateTime |
Timestamp of the last successful synchronization. |
| Job Queue Status |
Shows the current Job Queue Entry status: Running (green), On Hold (yellow), Error (red). |
Purchase Order Settings
| Field |
Description |
| Auto Update Purchase Order |
Purchase orders are automatically updated with delivery data from Jarltech (quantities, tracking). |
| Auto Assign Serial Numbers |
Serial numbers from Jarltech shipping data are automatically assigned to PO lines. |
| Auto Add Shipping Charges |
Shipping and insurance costs are automatically added as item charge lines. |
| Auto Post Receipt |
Purchase receipt is automatically posted when an order is fully delivered. |
Sales Order Settings
| Field |
Description |
| Auto Upd. Sales Shipment Date |
The estimated shipping date is automatically updated on the linked sales order. |
Simulation and Testing
| Field |
Description |
| Simulation Mode |
In simulation mode, orders are not sent to the Jarltech API. Instead, an email with order details is sent for verification. Disable this mode for live operation. |
| Notification Email |
Email address for simulation emails and process notifications. |
| Send Process Notification |
Sends an email notification when the auto-sync job has processed orders. |
Item Charges
| Field |
Description |
| Shipping Charge No. |
Item Charge No. for shipping costs. |
| Insurance Charge No. |
Item Charge No. for insurance costs. |
License
| Field |
Description |
| License Status |
Current license status: Active (green), Demo (yellow), Unregistered (red). |
| Demo Expiry |
Demo license expiry date (visible only with Demo status). |
| Remaining Demo Days |
Remaining days in the demo period. |
| Licensed Since |
Date of first licensing (visible only with Active status). |
Actions
Processing
| Action |
Description |
| Get Access Token |
Requests a new OAuth2 access token from the Jarltech API. |
| Test Connection |
Tests the API connection with the current credentials. |
| Refresh All Open Orders |
Updates the status of all open orders from the API. |
| Create/Update Job Queue |
Creates or updates the Job Queue Entry for automatic synchronization. |
| Process All Orders Now |
Processes all open orders immediately (manual run). |
Navigation
| Action |
Description |
| Jarltech Orders |
Opens the order list. |
| Register Demo |
Starts the free 30-day demo registration. |
| Refresh License |
Refreshes the license status from the license server. |
Initial Setup Step by Step
- Enter customer number β Your 7-digit Jarltech customer number in the Customer ID field.
- Assign vendor β Select the matching BC vendor in the Vendor No. field.
- Enable preview server β Activate Use Preview Server for test operation.
- Enter OAuth2 credentials β Enter Client ID and Client Secret.
- Request token β Click Get Access Token. The token status should change to Valid.
- Test connection β Click Test Connection and verify the success message.
- Configure simulation β Enter a Notification Email and keep Simulation Mode enabled initially.
- Set up automation β Enable Enable Auto Sync and set the desired interval.
- Create Job Queue β Click Create/Update Job Queue.
- Go live β After successful testing: disable Simulation Mode and disable Use Preview Server.
Tips
Simulation Mode
Always keep simulation mode enabled during initial setup. Only disable it when all tests have passed and you are ready for live operation.
Token Management
Access tokens are renewed automatically. Manual intervention is only needed when your API credentials change.
Preview Server
The Jarltech preview server uses the same credentials as the live server but does not process real orders.