Integration with SAP Business One

Introduction

Experlogix Digital Commerce integrates seamlessly with SAP Business One, 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 SAP Business One.

Pre-requisites

At a minimum, an Indirect User License for SAP Business One is required to to avail of the features in Digital Commerce. However, we advise that a Professional User License would be a better license option to use since it gives more access to data which can be used by our product features.

Remember our platform is a Software as a Service (SaaS) platform.

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.

Read What's standard in WebShop and Management Interface? for a full list of standard features also included as part of your integration with this ERP.

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	Contact Person field in Business Partner Data table
Gated login	Contact Person field in Business Partner Data table

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	Items Master	Any product that is marked as “Active” is added to the product catalogue.

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	Contact Person field in Business Partner Data table
View account details
Display billing address	Business Master Data
Display account credit limits	Business Partner Payment Terms
Display balance	Business Partner Payment Terms
View delivery addresses	Ship-to address field in Business Partner Data table	Synced automatically when customer log into their WebShop account
View order history	Sales Order - ORDR
View customer transactions	A/R Invoice - OINV
View and print invoices and credit notes	A/R Invoice - OINV
Create quotes	Sales Quotation - OQUT

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 - ORDR	Sales order table is linked to an existing Business Partner. The sales order contains a customer ref, line items, remarks, shipping type and other relevant details
Include shipping details on sales order	Sales Order - ORDR	Displayed as a line item on sales order. Rules are set up in Management Interface using Shipping Services feature.
Cash sales for your B2B customers via a payment gateway	A/R invoice - OINV	An A/R invoice is created for the full value of the sale
Cash sales for your B2C customers via a payment gateway	Sales Order - ORDR Invoice Payment confirmation	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	Price Lists - OPLN	Includes stock information Automatically creates products, brand and product specifications
Apply customer-specific pricing	Price Lists - OPLN Price list rules in “Special Prices - Data Areas” - SPP1	Utilizes the Special Pricing for Business Partners feature, which enables the provision of a discount or surcharge for a specific business partner. Since special prices are the most specific pricing in SAP Business One, it is the first price searched for and applied for a customer.
Display trade pricing in multiple currencies	Business Partner Currency field in Business Partner Data table	Currency set in the Business Partner Currency field is set as default when your customer logs into WebShop
Create quotes, and convert them into sales orders	Sales Quotation - OQUT
Manage and view credit limits	Business Partner Payment Terms
Display Price on Application products		We recommend that you create a UDF to capture products that are POA

Stock

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

Feature

ERP table

Extra notes

Display real time stock availability

Items - OITM

For trade customers using a B2B WebShop, the stock level is displayed in real-time when an individual product or listing page is loaded or refreshed.
For retail customers using a B2C WebShop, the stock level is synchronized regularly with your ERP, and the latest stock level is displayed.
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
- sum of stock from selected warehouses

Allow for multiple stock locations

“Items - Warehouse” - OITW

The stock level can be displayed either by individual warehouse or a sum of all warehouses.

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	Shipping type field under Logistics tab
Display freight rates imported from your ERP	Freight Setup - OEXD	Freight name & setup added to a sales order under Freight

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 Localization. Specific ERP integration points listed below.

Feature	ERP table	Extra notes
Display trade pricing in multiple currencies	Business Partner Currency field in Business Partner Data table	Currency set in the Business Partner Currency field is set as default when your customer logs into WebShop