Integration with Intact

Introduction

Experlogix Digital Commerce integrates seamlessly with Intact xLine/vLine and iQ, allowing you to use and extend your business data online without compromising its quality and integrity. Data is requested and sent through a standard data interface using a REST web service.

This article defines the standard product features available when you integrate our platform with Intact iQ.

Pre-requisites

A System Administrator API license sold by Intact is required to avail of the features in Digital Commerce.

Experlogix Digital Commerce is a SaaS product

Experlogix Digital Commerce is a SaaS product.

This means that it includes all of the support, regular feature updates, and security monitoring required so that no customer is left behind on older, insecure software and you can concentrate on your core business function.

Of course you can still opt for additional professional services to help you with extensions, migration and roll-out.

Introducing terms and concepts used in this article

Term	Definition
Customer	a client of the merchant.
Enterprise resource platform (ERP)	(ERP), a collection of your critical business operating systems, such as product, stock levels, financial, customers, suppliers and so on that run on the same platform.
Representational State Transfer	(REST), and is a protocol used to send and receive data using standard web service calls.
Web service	service that allows two disparate systems communicate with each other via a standard messaging system.

Technical specification

WebShop interface design

Standard WebShop features available for WebShop interface design. No specific ERP integration data points.

Content management

Standard WebShop features available for Content management. No specific ERP integration data points.

Account management

Standard WebShop features available for Account management. Specific ERP integration data points listed below.

Feature	ERP table	Extra notes
Enable WebShop Instant Account for B2B customers	CRM Contacts	Additional work required to fully configure this feature
Gated login	CRM Contacts	Additional work required to fully configure this feature

Catalogue management

Standard WebShop features available for Catalogue management. Catalogue management is carried out in Management Interface and WebShop.

Product configuration

Standard WebShop features available for Product configuration. Specific ERP integration data points listed below.

Feature	ERP table	Extra notes
Regular automatic import of your product catalogue	Product List	Only Active products are synced

Search and filter

Standard WebShop features available for Search and filter. No specific ERP integration data points.

Customer self-service

Standard WebShop available for Customer self-service. Specific ERP integration data points listed below.

Feature	ERP table	Extra notes
Automatically register a WebShop Instant Account for B2B customers	CRM Contacts	Additional work required to fully configure this feature
View account details
Display billing address	Customer
Display account credit limits	Credit Controls Credit Limit
Display balance	calculated Credit Balance
View delivery addresses	Delivery Address Customer Delivery Contact List
View order history	Order History in Sales Orders
View customer transactions	Sales Ledger
View and print invoices and credit notes	Sales Ledger
Create quotes	Sales Quotations List

Sales order processing

Supports a subset of standard WebShop available for Sales order processing. Specific ERP integration data points listed below.

Feature	ERP table	Extra notes
Place an order on credit	Sales order linked to existing Customer Customer/PO reference → Alternative Reference Notes → Internal Instructions	Sales order is linked to an existing Customer. The sales order contains a customer ref, internal instructions, delivery agent / service
Include shipping details on sales order
Cash sales for your B2B customers via a payment gateway	Sales Order List	A sales order, invoice and payment confirmation is created for the full value of the sale.
Cash sales for your B2C customers via a payment gateway	Sales Order List	A sales order, invoice and payment confirmation is created for the full value of the sale.

Pricing

Standard WebShop available for Pricing. Specific ERP integration data points listed below.

Feature	ERP table	Extra notes
Import pricing data regularly	Pricing based on Customer Pricing and Quantity Breaks	Includes stock information Automatically creates products, brand and product specifications
Apply customer-specific pricing	calculated Price	The cheapest available price for a product is calculated and retrieved by a web service call. The cheapest available price is calculated based on the customer's default price index, price list, additional price list or pricing category. A pricing priority (if used) overwrites any lower price.
Display trade pricing in multiple currencies	Customer Currency	Set as default currency when your customer logs into WebShop
Create quotes, and convert them into sales orders	Sales Quotations List
Manage and view credit limits	Credit Controls Credit Limit Calculated credit balance
Display Price on Application products	Stocking Status	We recommend that you use the Stocking Status field to identify POA products. Should you select a different field to Stocking Status, you will need to verify that it can be retrieved through Intact's web service calls.

Stock

Standard WebShop available for Stock. Specific ERP integration points listed below.

Feature

ERP table

Extra notes

Display real time stock availability

Effective Stock [OnHand-Committed]

By default, the stock level displayed is "Available stock" for all warehouses. You can retrieve and display

stock from one warehouse location
breakdown of stock per location

The stock level is calculated automatically within Intact iQ, and retrieved using a standard web service call.

Allow for multiple stock locations

Effective Stock from each warehouse

OR

Sum of all Effective Stock

The stock level is displayed by individual warehouse.

Re-calculates stock based on selling units and/or pack sizes

By default, stock level is calculated and displayed by individual product.

You can set products to be priced and and purchased per selling unit and/or pack size.

Shipping and delivery

Standard WebShop available for Shipping and delivery. Specific ERP integration points listed below.

Feature	ERP table	Extra notes
Give your customer the option of collecting products in-store or delivery	Branch Location	The pick-up store is set to either a default store or a store selected by your customer. Then this value is listed as the branch location on the order.
Configure delivery due dates	Delivery Date on Sales Order

Payment gateway integration

Standard WebShop features available for Payment gateway integration. No specific ERP integration points.

Integrating with external tools

Standard WebShop features available for Integrating with external tools. No specific ERP integration data points.

Localization

Standard WebShop features available for Internationalization. Specific ERP integration points listed below.

Feature	ERP table	Extra notes
Display trade pricing in multiple currencies	Customer Currency	Set as default currency when your customer logs into WebShop