TripleTex

Omnium Tripletex integration

Do you have multiple sales channels and manage accounting in Tripletex? Let Omnium take care of the integrations and automate the entire process from the customer finding your products to the order being shipped and the invoice being recorded.

Tripletex is a cloud-based finance and accounting system. Through Omnium's integration, we ensure the creation of products, customers, orders, payments, and invoices directly in Tripletex.

How it works

1. Order reception

An order will come into Omnium from one of the sales channels. It could be from:

• Online store
• Point-of-sale system
• EDI
• B2B portal
• Other sales channels

2. Customer and order creation

Omnium will automatically create a customer and order in Tripletex upon receipt of the order.

3. Payment method linkage

Payment methods in Omnium are linked to payment methods in Tripletex, ensuring that the order is processed correctly in Tripletex.

4. Invoice creation

Orders to be invoiced via Tripletex will automatically be invoiced when the order comes from Omnium.

5. Customer payment and bank reconciliation

• The customer pays the invoice.
• Tripletex receives the payment information through automatic bank reconciliation.

6. Order status update

Paid invoices in Tripletex are captured by Omnium, which in turn marks the relevant orders as paid.

7. Order visibility

Paid orders will appear on pick lists or be available for WMS or other systems via Omnium's API.

8. Accounting integration

Upon completion of the order, payments are automatically posted to the desired accounts in the accounting system.

Connector Settings

All settings below are added to the Tripletex connector configuration in Omnium.

Export per Shipment

Post orders to Tripletex per partial shipment instead of per order.

{
  "key": "ExportPerShipment",
  "value": "true"
}

Effect:

• One order is created in Tripletex per shipment.
• Orders can be posted even if only one of the shipments has been completed.

If your orders include split shipments (multiple shipments per order), it is recommended to enable this setting to ensure correct posting in Tripletex.

Prioritize Amounts Including VAT

Controls whether Tripletex should prioritize amounts including VAT when creating orders and returns. This is enabled by default.

{
  "key": "IsPrioritizeAmountsIncludingVat",
  "value": "true"
}

Effect:

• When set to true (default), Tripletex treats the amounts including VAT as the source of truth and calculates the excluding-VAT amounts from them.
• When set to false, Tripletex treats the amounts excluding VAT as the source of truth instead.

Posting Products on Specific Accounts

Leverage the product category structure in Omnium to control which accounts in Tripletex to post certain products to.

Setup

1. Add the property "SyncProducts": "true" to the Tripletex connector options.
2. Set the property "TripletexProductAccount": "<accountNumber>" on the category you wish to book on a specific account.
3. Set up the scheduled task Update product categories. This task copies the category information onto the products in Omnium, enriching them with the property from step 2.

Changes made to categories will not take effect until the scheduled task has run. You can manually trigger it from the scheduled task list under Configuration → Settings in Omnium.

How It Works

When exporting invoices or orders to Tripletex, the connector looks up the product for each order line and checks for the "TripletexProductAccount" property. If present, the product in Tripletex will have its account updated to the specified account.