ERP integration for TIMS Software, developed by Computers Unlimited. TIMS is the leading software system dedicated exclusively to the industrial gas and welding supply industry. A system that not only lets you manage your cylinder assets, TIMS provides the tools to manage every aspect of your business within one rock-solid application suite.

Prerequisite: TIMS V8 R13 upgrade completed with the latest R13 version.

Contents

Install from the App Store

Enable the TIMS ERP Integration App from the App Store under the Erp category. Go to the EvolutionX Admin and click App StoreTIMS ERP Integration.

  • Default Customer Location: Leave empty to allow TIMS to select the warehouse location to be used across whole integration, other than will call / pick up orders. Adding a location ID here will force this ID for the whole integration (orders and pricing). For test and live.

  • TIMS Default Customer: TIMS Customer Code used as a fallback if there is no logged in user (known as a Guest User). This account will be used as the customer account when getting taxes and fees from TIMS in checkout and when the order is placed. Also note that there is additional features related to this field in the "Use Multiple Customer Accounts" feature below.

  • Use EvolutionX shipping charges: If toggled on the shipping charges will be calculated by your rules in EvolutionX, else they will be calculated by TIMS

  • Show Customer Blanket Purchase Order: If toggled on customer's Blanket PO will be available as a list to choose from in checkout. This requires the IsBlanketPurchaseOrderSystemEnabled to be enabled in TIMS ERP too.

  • Override Backorder Quantity on Orders: If toggled on the orders will be send with override quantity set to true.

  • Use Multiple Guest Customers: This determines if the TIMS Default Customer will be used as the only guest account or if it will be a prefix with the suffix being a country or state/province code. Read more about using multiple guest customers below.

    • One Guest Customer

    • One Guest Customer Per Canadian Province

  • Order Entered-By Initials: Sets the Entered-By order field for all orders placed in your store (only the first 4 characters inserted will be used)

  • Credit Card Payments Integration: If enabled credit card payments using Vantiv Integrated Payments Express by Worldpay are integrated with TIMS. This requires that the Vantiv Integrated Payments Express by Worldpay App Store is enabled and configured to use TIMS Credentials. NOTE: TIMS only supports the "Pre-Auth and Capture on Dispatch" configuration of the payment method.

  • Print Orders: If enabled the orders print feature will be used in TIMS.

  • TIMS Security URL: TIMS endpoint to retrieve the API authorization token

    • Provided by CU for test and live.

  • TIMS Client ID: Your TIMS Client ID

    • Provided by CU for test and live.

  • TIMS Client Secret: Your TIMS Client Secret

    • Provided by CU for test and live.

  • TIMS API URL: TIMS API URL

    • Provided by CU for test and live.

  • EvolutionX API key: API key for EvolutionX API. Create EvolutionX API key

  • Error notification e-mail Sender: SES E-mail address to be used as sender (FROM) for emails sent when an integration error occurs. Create e-mail address

  • Error notification e-mail Receiver: E-mail address to receive (TO) information when an integration error occurs.

Test Integration settings

By clicking the button "Test Settings" you can validate if the settings you saved are correct. This should be used after every update of the settings to make sure the ERP connection is configured correct. Note that you should still activate your store with TIMS following these steps once all settings are saved.

TIMS Configuration Notes when Test Your Settings is used

IsBlanketPurchaseOrderSystemEnabled

  • if true: Blanket Purchase Order System is enabled on TIMS. Show Customer Blanket PO can be Enabled

  • if false: Blanket Purchase Order System is disabled on TIMS. Show Customer Blanket PO can't be used.

IsAdvancedCylinderManagementEnabled

  • if true: Advanced Cylinder Management is enabled on TIMS. Tag & Serial Number details can be shown in the cylinder balance view and cylinder orders view.

  • if false: Advanced Cylinder Management is disabled on TIMS. Tag & Serial Number details are not included in the cylinder balance view and cylinder orders view.

IsCustomerSiteTrackingEnabled

  • if true: Cylinder tracking by Department is available in TIMS. The user role will determine if it is available.

  • if false: Cylinder tracking by Department is not enabled in TIMS. The user roles should be set to have cylinder tracking off.

Image Downloading

Image downloading of Invoices, Proof of Delivery tickets, and Receipts is automatically supported by the EvolutionX storefront views. This requires correct configuration and use of this feature in TIMS. If it is not working then contact Computers Unlimited (CU) to correctly configure TIMS.

Enable Alternative PO as Gases PO

⚠️ Important: The Gas PO support in TIMS requires the optional Blanket PO feature. Check that you have it enabled in TIMS before configuring this option. You can verify this in the App Store using Test feature which reports the value for IsBlanketPurchaseOrderSystemEnabled.

Go to the EvolutionX Admin and click Store SettingsGeneral and under

Store Preferences scroll to Order Settings section. Enable the Alternative PO and and set the preferred label, for example Gasses PO.

By following the above steps a new input will be displayed in the last checkout step for a customer.

Configure Shipping Rules

Each Shipping Rule (rules are setup within a shipping zone) a TIMS Ship Via code must be used as the "name" of the rule. This ensures that the shipping method selected by the customer will have a matching Ship Via code for the order in TIMS. Review this article for for details about how to configure shipping zones and shipping rules in EvolutionX.

  • Each shipping rule must have a matching TIMS Ship Via code saved as the "name". This is not shown the the customer but must be valid in TIMS.

  • It is not required to have every Ship Via code in TIMS used in the store.

  • It is OK to have more than one shipping rule with the same TIMS Ship Via code as the name.

  • The Label of the shipping rule is what the customer sees in checkout and does not need to be the same as the TIMS Ship Via code.

  1. Add a Rule to a Zone

  2. Set the Name value as a matching TIMS Ship Via Code

  3. Set other fields after reviewing our Shipping Rules Article.


Configure Live Pricing

Go to the EvolutionX Admin and click Store SettingsGeneral and under

Store Preferences scroll to Live Pricing section.

  • Provider: Select TIMS as your provider

  • Endpoint URL: TIMS API endpoint for live pricing

    • Provided by CU for test and live.

  • Live Inventory: Enable the toggle

  • Inventory Endpoint URL: TIMS API endpoint for live inventory

    • Provided by CU for test and live.

  • Ledger/Location: Leave empty. All pricing will come from this location if set.

Leave the rest of the inputs empty.

Live UOM (Live Unit of Measure)

Live unit of measure is supported once Live Inventory and Live Pricing is enabled. All defined units of measure in TIMS are displayed on the storefront. The minimum order quantity applies only to the base unit of measure (lowest) and every additional unit of measure is allowed to sell without a minimum quantity.

Example:

TIMS UOM

TIMS UOM Count

EvolutionX Min Order Quantity

LB

1.0

set per the TIMS Standard "Sell qty" value, for example: "12.5" (see screenshot above)

CAN

50

1

SPL

12.5

1

Set your Cart Limit

TIMS has a limit for how many lines can be added to the cart. So be sure to set your limit to 50 or less (unless tested to ensure good performance at the payment step of checkout).

Using Multiple Guest Customers for Orders for Canadian Tax

The App Store Setting "Use Multiple Guest Customers" is set as One Guest account by default. This is used if the customer is a guest (not logged in) when creating a draft order in TIMS for the calculation of fees and taxes and when creating the final order.

The two values have different behaviour but both use the TIMS Default Customer value set in the App Store.

"One Guest Customer" behaviour — default value

"One Guest Customer is the default value of the "Use Multiple Guest Customers" setting. When creating the draft or final order for a user who is not logged-in the customer account will set based on combining the prefix value of the TIMS Default Customer and the suffix value of the country or state two-digit ISO code.

Distributor Setup in TIMS when using "One Guest Customer per Canadian Province"

If you will collect taxes based on the Canadian province of the shipping address for guest orders then use the "One Guest Customer per Canadian Province" setting. When you enable it ensure your setup in EvolutionX and TIMS satisfies these requirements:

  • Setup a default customer prefix value in the EvolutionX TIMS App Store in the field called TIMS Default Customer

    • example: "B2C"

  • Setup a guest account for each province in Canada and each Country outside of Canada that you will accept orders from.

    • Each customer record in TIMS should use the prefix followed by the Canada Province Code or Country Code. Note that only ISO codes for countries or states/provinces can be used. List of valid Canadian Province codes. Set each customer in TIMS with the desired tax settings.

    • Example setup of Customers in TIMS:

      • B2CUS - USA only

      • B2CAB - ALBERTA

      • B2CBC - BRITISH COLUMBIA

      • B2CNB - NEW BRUNSWICK

      • B2CNL - NEWFOUNDLAND/LABRADOR

      • B2CNS - NOVA SCOTIA

      • B2CON - ONTARIO

      • B2CPE - PRINCE EDWARD

      • B2CQC - QUEBEC

      • B2CSK - SASKATCHEWAN

      • B2CMB - MANITOBA

      • B2CYT - YUKON TERRITORY

      • B2CNT - NORTHWEST TERRITORY

      • B2CNU - NUNAVUT TERRITORY

Once saved, these settings will automatically use the corresponding TIMS customer for guest orders based on their country or Canadian province.

Configure TIMS Integrated Payments with Vantiv by Worldpay

TIMS integration with Vantiv by Worldpay allows for Pre Authorization of credit cards for orders placed in the store Checkout and CC Payment of outstanding Invoices.

TIMS Setup

  1. Support staff at Computers Unlimited can help you with the correct configuration of TIMS for Credit Card integration with EvolutionX.

EvolutionX Admin App Store Steps

  1. Check that the TIMS App store setting Credit Card Payments Integration is enabled

  2. Install the App Store for Vantiv Integrated Payments Express by Worldpay and configure it with default credentials. Read detailed instructions for Vantiv setup here.

    • Ensure that the Select Credentials option is set to use TIMS credentials.

    • Consult our documentation about the other settings.

EvolutionX Admin Payment Methods Steps

  1. Enable the Vantiv Payment method.

    1. Open settings of the Vantiv Payment method and set the Charge Option as Pre Auth & Capture on Dispatch (the only option supported by TIMS)

Frequently Purchased Items (Beta Release: ask us to enable it on your store)

Enable Frequently purchased items for your customers. The items will be called in realtime from TIMS and matched to any items that are available in your store. If the items aren't available to purchase in the store then the items won't be shown to the customer in the list.

👍 Important: Items are the most frequently purchased items from across the account. It is not the most frequently purchased items for just that single user but for the entire TIMS account.

Limit: Most recent 1,000 items being called from TIMS, by purchase date. We then match them so the real number shown to the customer could be less than 1,000.

Enable via the customer roles

Web Order Processing and Checkout Integration

Tax and Fees Integration

  • Item fees — added as line items in the order

  • Shipping fees — added to the order from either EvolutionX or TIMS subject to app store configuration.

  • Taxes — added in the order totals from TIMS draft order

Split Orders

Split orders are not enabled by default in TIMS. When configured it can cause orders with multiple items to split based on the location they are processed from.

In the checkout, the Customer does not see that the orders have split and the fees and taxes from all split orders are summed in the checkout.

Only whole lines, along with the full quantity, can split to a second or third order. Take this example: you sell Gas and Dry Ice but your Dry Ice must be on a separate order for processing. Any order that has both Gas and Dry Ice lines will split into two orders, where one has all the Gas lines and the other has the Dry Ice lines.

After placing the order, the customer will see that multiple orders were created in in the live order history.

TIMS Draft Orders and Order Conversion

In checkout, after the shipping step, a draft order is created in TIMS to calculate the taxes, line fees, and shipping fees (subject to app store settings) that apply to the order. Fees are added to the order as line items, while shipping fees and taxes are displayed with the totals in checkout.

A draft order is converted to a TIMS order after the user sees the Thank You page. If the order can't be processed then the EvolutionX order status changes to On Hold and an email is sent to the distributor based on the configuration of the app store. To reprocess an on hold order from EvolutionX to TIMS, just change the EvolutionX order status to New Order and save.

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