Post on 27-Jun-2020
E-COMMERCE MARKETPLACE INTEGRATIONSEXPERTEK SYSTEMS INC
EXPERTEK
Delivering Cost Effective Solutions for Distributors
• Serving distributors since 1992
• Infor Channel Partner since 1997
• Developed Starship integration in 2005
• Developed Infor mobile app in 2012
• Infor Solution Partner since 2014
• Magento Integration in 2019
MARKETPLACE INTEGRATION OBJECTIVES
• Sales integration
• Import sales orders
• Match orders to existing customers
• Create new customers
• Warehouse selection
• Tax/totals reconciliation
• Order verification / holds
• Fulfillment integration
• Shipping updates
• Tender payment
• Backorder handling
• Cancellations
• Returns
EXPERTEK INTEGRATIONS
• Designed for CloudSuite and SX.e 11
• CSD/SX.e API and ION BODs
• Integration services are cloud-based
and multi-tenant
• Bidirectional communication
• Consistent user experience
• Screens are CSD web UI extensions
• Rapid deployment
• Integration services only require
account configuration and security
credentials
• CSD extensions and context
application
CHANNELADVISOR INTEGRATION
MULTI-CHANNEL SALES AND FULFILLMENT WITH CHANNELADVISOR AND CSD/SX.E
CHANNELADVISOR INTEGRATION
• ChannelAdvisor is a channel
aggregator
• One dashboard for managing different
e-commerce marketplaces and stores
• Loads orders from different channels
into one place
• Fulfillments are done in CA, which
then pushes out to marketplaces
• Asynchronous integration
• Poll the CA API for new orders
• Import new orders
• Tie/create customer records
• Convert order
• Tender
• On shipment, update CA with package
tracking number and contents
CUSTOMIZATION – EVERYONE IS SPECIAL
• No two distributors are the same
• Order conversion is inherently custom
• Need to support custom logic
• Solution: text templates
• API fields are controlled by text
templates using a template language
• Used for order, customer creation, and
business rules (e.g. hold codes)
ORDER IMPORT: CHANNELADVISOR TO CLOUDSUITE
Pull ChannelAdvisor orders from API
Determine warehouse
(distribution center mapping)
Match customer record / create new
customer
Determine ship via (type mapping)
Add tender record with payment type
(type mapping)
Determine products (possible cross references)
Determine unit (selling / stocking /
cross reference)
Feed conversion data to template
and render
Import order into CSD via API with temporary hold
code
Insert order notes
Run CSD change order API to set additional order
fields
Retrieve order from CSD for verification
Run order through verification rules
Determine hold code or approved
Update final hold code
Retrieve orders Load and check order data
Render converted order
Insert order Verify order for release
MANAGING IMPORTED ORDERS
• CSD extension: expcaio
• Monitor order imports
• Monitor and correct
failed imports
• Audit order conversion
process
MANAGING IMPORTED ORDERS – ORDER DETAILS
• CSD extension: expcaio
• Order history
• Import issues triggering
a hold
• Verification errors
triggering a hold
ORDER SHIP: CLOUDSUITE TO CHANNELADVISOR
Order Ships in CSDSync.Shipment BOD
is emitted to ION
Retrieve order, lines, and packages from
CSD
Optionally retrieve pick records from
TWL
Determine the contents of each
package
Allocate shipped quantities to order lines (handle partial
shipping)
Determine shipping method (ship via
type mapping)
Post shipment to CA (line quantity,
tracking number, shipping method)
Update CA
Load order and package data
Convert shipment
Wait for shipment notification
AMAZON MARKETPLACE INTEGRATIONDIRECT INTEGRATION WITH ADDITIONAL SPECIFIC FEATURES
AMAZON MARKETPLACE INTEGRATION
IN DEVELOPMENT
• Subject to change
• Uses same engine and methods as
ChannelAdvisor integration
• Integrate sales and fulfillments
• Orders, customers, shipments
AMAZON SPECIFIC FEATURES
• Fulfillment by Amazon (FBA)
• Fulfill CSD orders with FBA warehouse
• Integrated warehouse transfers
• Product and inventory management
• Price management