Overview
Before you can setup and use the ScanSource Real-time Pricing & Availability features, you will need to obtain your credentials from ScanSource. You can retrieve these credentials at https://partnerportal.scansource.com/
Setup
1. To setup ScanSource Real-time pricing and availability navigate to Setup > Options > Real-time Setup and select ScanSource.
2. Input your Customer Number, API Key, Client ID, Client Secret, select whether or not you would like Sandbox Testing and click [OK]. How to get this information is outlined in the "Obtaining your ScanSource Credentials" section below.
Obtaining your ScanSource Credentials
1. Once logged into the partner portal site, click on Profile
2. This will bring you to your Account Details page. Here, click Organization Subscription Information
3. On This page you will find your Customer Number, Client ID, and Client Secret
4. Click Continue to return to the Account Details page
API Key
5. On the Organization Subscription Information page, retrieve the Primary Key and enter this into the API Key field:
Sandbox Testing
Enter No unless advised differently by ScanSource or QuoteWerks support.
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