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 |
| |
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
| 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 |
|
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
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 |