D&H Setup Beta

D&H Distributing is a technology distributor that many MSPs buy hardware through. Connect your D&H reseller account to let the agent look up products by part number or UPC, check your current price and stock at each D&H warehouse, see where an order or shipment stands, and, with approval, place a purchase order.

D&H connects your MSP's own reseller account, not your customers' accounts. There is nothing to map to companies: the agent sees your catalog pricing and your orders, whichever customer the hardware is for. Junto supports one D&H configuration per organization.

Prerequisites

• A Junto Admin or Owner account
• A D&H reseller account and its 10-digit account number
• An API client (Client ID and Client secret) issued by D&H for its Customer Order Management API. If you don't have one, ask your D&H account representative for API access.

Step 1: Get API Credentials from D&H

1. Ask your D&H account representative to issue an API client for your reseller account.
2. Note the Client ID and Client secret D&H provides, and store the secret securely.
3. Confirm which D&H company your account is with (D&H United States, D&H Canada, or DSC). You choose this in Junto in the next step.

Step 2: Configure in Junto

1. Go to Settings > Integrations > D&H.

2. Click Add configuration.

3. Complete the form:

   Field	What to enter
   Account number	Your 10-digit D&H account number
   D&H company	The D&H company your account is with: D&H United States, D&H Canada, or DSC
   Client ID	The client ID D&H issued
   Client secret	The client secret D&H issued. It is stored encrypted after saving.
   Active	Leave on. Turn it off later to pause agent access without deleting the connection.

4. Click Create configuration. Junto checks the API client and account number against D&H before saving, so a configuration that saves is one that works. A successful save shows Connected to D&H account followed by your account number.

Step 3: Test the Connection

On the configuration card, click Test connection. Junto signs in with the saved client and reads your account. A successful test shows Connection successful with Connected to D&H account and your account number. A failed test shows the reason D&H gave; see Troubleshooting.

What the Agent Can Do

Capability	What Junto can do	Risk level
Look up items	Find D&H products by up to 50 D&H item numbers or manufacturer part numbers, or by one UPC. Returns the D&H item number, description, manufacturer, part number, UPC, type, and list prices	Low
Get item	Read one item with its list prices plus your price and stock at each D&H warehouse, optionally priced for a specific quantity	Low
Price and availability	Check your current price, any rebate, total stock, and stock per warehouse with restock dates for up to 50 items at once	Low
Look up orders	Find an order by D&H order number, your purchase order number, or a D&H invoice number. Shows status (open, backordered, shipped, invoiced, delivered, or cancelled), totals, ship-to address, ordered and shippable quantities, serial numbers, and shipped packages with carrier, tracking numbers, and ETA	Low
List carriers	List the shipping carriers your account can request on an order, optionally filtered by parcel, less-than-truckload, or full-truckload	Low
Place order	Place a purchase order for hardware on your D&H account, shipped to your default address or drop-shipped to a customer	High

All write actions require technician approval before execution. Read-only tools do not require approval. Every tool defaults to a minimum role of Technician. Placing an order is always confirmed by a person: its approval cannot be set to Automatic or Per session, though it can be set to Escalate to route orders to your designated internal approvers instead. Admins can change either setting per tool under Tool Policies.

Scope and Reporting

• Your cost, not your customer's price: Prices the agent reports are what your MSP pays D&H, read in real time. The agent does not present them as customer pricing.
• Exact lookups only: D&H has no keyword or description search. Ask with a D&H item number, a manufacturer part number, or a UPC. An empty result means no exact match, not that D&H doesn't carry the product.
• No order lists: D&H can't list orders by date, status, or customer. Every order lookup needs one D&H order number, purchase order number, or 10-digit invoice number.
• Where tools are available: D&H tools are available in Explore chat. They aren't used in ticket chat or during automatic ticket triage. Placing an order is available only in an organization-wide Explore chat, not one bound to a single company, because the D&H account isn't tied to any one customer.
• Merchandise only: Licenses, warranties, and device-enrollment orders need end-user details Junto doesn't send. Place those in the D&H portal.

Placing Orders

Before placing an order, the agent shows you each item, quantity, current price, and stock, along with the ship-to address and purchase order number, and asks you to confirm. You provide the purchase order number; the agent does not invent one.

What the Approval Card Shows

When the agent requests approval, Junto prices the order live and checks the purchase order number before the card appears. The card lists:

• Each line as quantity and item number, with the one-unit price, the line total, and how many units D&H has in stock
• The Merchandise total, before freight and tax
• The Ship to address, or your account's default ship-to address
• The purchase order number and your D&H account number

If D&H won't give a usable price for a line's full quantity, the line is shown at the one-unit price and the card says so. The purchase order number, lines, and ship-to address can't be changed after approval is requested.

Safeguards

• One order per purchase order number: Junto refuses a purchase order number that is already on a D&H order, both before the approval card appears and again right before the order is sent. Two requests for the same purchase order number can't run at the same time; the second is refused.
• Price protection: Right before the order is sent, Junto reads every price again. If any price rose above what was approved, or can no longer be read, nothing is ordered and the agent asks for a fresh approval at the current price.
• Account protection: If the D&H account number or company changes after approval, nothing is ordered and a fresh approval is needed.
• No blind retries: If D&H doesn't confirm an order, the order may or may not exist. The agent never retries it automatically. It looks up the purchase order number first to see whether the order went through.

Order Limits and Options

Setting	Details
Lines	1 to 50 lines per order, one line per item (combine quantities for the same item)
Quantity	1 to 9,999 units per line
Purchase order number	Your own PO number, up to 30 characters, not used on an earlier D&H order
Ship to	Omit to ship to your account's default address. Provide a name, optional attention line, street, city, two-letter state or province, postal code, and country to drop-ship to a customer. D&H allows drop-shipping on drop-ship accounts only. The country defaults to your account's country (US or Canada).
Carrier and service	Optional. Choose a carrier from your account's carrier list and a service such as ground, next day, or second day, or let D&H choose
Partial shipment	On by default: D&H can ship in parts when one warehouse lacks stock
Backorder	On by default: out-of-stock items are backordered instead of dropped
Special instructions	Optional note to D&H, up to 200 characters. Any note sends the order to manual review at D&H.

A placed order returns its D&H order number. Ask the agent to look the order up by that number to track its status and shipments.

Example requests:

• "Look up manufacturer part number 20X1S0BY00 at D&H."
• "What's our D&H price and stock for TI83PLUS and these three part numbers?"
• "Which D&H warehouses have at least 10 of item TI83PLUS, and when does the rest restock?"
• "Where is D&H order 12345678? Give me the tracking numbers."
• "Find the D&H order for PO ACME-4471 and list the serial numbers that shipped."
• "Place a D&H order on PO ACME-4472 for 5 of TI83PLUS, drop-shipped to Acme's office."

Managing the Connection

• Update credentials: Click Edit, enter the new values, and click Update configuration. Leave Client secret blank to keep the current secret. Junto checks any changed credentials, account number, or D&H company against D&H before saving.
• Pause the integration: Click Edit, turn off Active, and save. The configuration stays saved and the agent loses access to D&H until you turn it back on.
• Remove the integration: Click Disconnect, then confirm. This removes Junto's saved API client. Nothing changes in your D&H account, and orders already placed are not affected.

Troubleshooting

• "D&H rejected the client ID or secret": Recheck the Client ID and Client secret. If D&H reissued the client, click Edit and enter the new values.
• "D&H account ... can't be read with this API client": The account number or D&H company doesn't match what the API client is allowed to use. Confirm your 10-digit account number and that you selected the D&H company your account is with.
• "D&H refused the request": The API client may not be allowed to use this account number or operation. Ask your D&H account representative to confirm the client's access, including order entry if you want to place orders.
• D&H rate limit reached: Wait a minute and try again.
• Add configuration is disabled: D&H supports one configuration per organization. Edit the existing configuration to change credentials or accounts.
• No item found: Lookups are exact. Check the number, or try the manufacturer part number or UPC instead of a product name.
• No order found: Check whether the number is a D&H order number, your purchase order number, or a D&H invoice number, and ask again with the right type.
• "Purchase order ... is already on D&H order ...": That PO number was used on an earlier order. Look that order up, or use a new purchase order number.
• Order refused after approval because a price changed: D&H's price rose or couldn't be read when the order was about to be sent. Nothing was ordered. Ask the agent to request a fresh approval at the current price.
• "D&H did not confirm the order": The order may have been placed. Don't request it again until the agent has looked up the purchase order number to check.
• Ordering isn't offered in a company chat: Placing orders requires an organization-wide Explore chat.
• Drop-ship order rejected: D&H allows drop-shipping on drop-ship accounts only. Ship to your default address, or ask D&H to enable drop-shipping on your account.

Related

• Tool Policies
• Explore
• Pax8 and TD Synnex StreamOne for cloud subscriptions