How To Integrate With Paul W Marks

This guide can be used to configure an electronic integration with Crunchtime and this vendor. This information is based on the last known setup and requirements from the vendor.

Submit a new request to: Paul Marks <[e-mail]>

Support Contacts:

Jeff Danzig <[e-mail]> (technical resource for FTP configuration)

Other customer support:

• Sales: [e-mail]

• AP: [e-mail]

Integration Points

• Purchase Order – Standard PO
• Confirm Receipt – not available
• Confirm Terms - not available
• Invoice – Standard e-invoice
• Bid Sheets – not available

Vendor Setup - Header

• Vendor Code – decided on by the customer; let the Vendor contact know the code to use
• VO Mode - FTP
• Interface - Standard
• URL - ftp.paulwmarks.com/Orders

Vendor Setup – Location Details

• Account # - Customer account number for each location
• Reference - not used. Repeat the Account #
• User Name/Password – Same credentials will be used by all locations

Vendor Setup – Charge and Credit Codes

This is a list of common codes found on invoices:

• FUEL CHARGE (misc 1)

Vendor Bids

• Vendor Product Numbers are 5 digits
• Vendor Units are not validated on the Vendor Orders by the vendor however, their preference is to use CS and PC since they have a field limit on their side
• Products that PWM considers as splits should be configured as Splits in Vendor Bids

Other Considerations

• Paul W Marks will not send files to Crunchtime's hosted SFTP. The customer will be responsible for picking up files from the vendor's FTP and importing them through a CDP instance. Your IP Addresses will also need to be whitelisted
• It’s helpful to send an export of your bid sheet to Paul Marks to have them review and update on a regular basis.
• They have stated they will not add product descriptions to the invoice files and they do not have a portal to look up invoices.
• Jeff Danzig is a good contact who can troubleshoot connecting to their server. Additional details that were provided in the past: the server they use internally is SVR01

More Resources

How to Integrate With Vendors Guide - This guide will walk you through how to set up and test with a vendor for an integration.

Vendor Interface Guide - Our Interface Guide lists the file formats approved for direct integration with Crunchtime.

👋 Want help from our Professional Services team to integrate this vendor for you? Contact our team at [e-mail]

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