Integration with Sage 200

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 outlines the standard product features available and specific data mappings when integrating our platform with Sage 200.

Pre-requisites

User login to Sage 200 is required. We recommend that the user have Administrator privileges.

Experlogix Digital Commerce is a SaaS product

Experlogix Digital Commerce is a SaaS product.

This means that it includes all 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 functions.

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 complete list of standard features that are 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), 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 branding

Standard WebShop features available for WebShop branding.

No specific ERP integration data points.

Content management

Standard WebShop features are available for Content management.

No specific ERP integration data points.

Account management

Standard WebShop features are available for Account management.

No specific ERP integration data points.

Catalogue management

Standard WebShop features are available for Catalog management. Catalog management is carried out in the Management Interface and WebShop.

Product configuration

Standard WebShop features are available for Product configuration.

Specific ERP integration data points are:

Feature	ERP table	Extra notes
Regular automatic import of your product catalogue	Stock List in Items Table	Any product that is marked as “Active” is added to the product catalogue.

Search and filter

Standard WebShop features are available for Search and filter.

No specific ERP integration data points.

Customer self-service

Standard WebShop features are available for Customer self-service.

Specific ERP integration data points are:

Feature	ERP table	Extra notes
View account details
Display billing address	Customer
Display account credit limits	Customer Credit Controls Credit Limit
Display balance	calculated Credit Balance
View delivery addresses	Customer Delivery Addresses
View order history	Sales Orders Lists
View customer transactions	Sales Ledgers
View and print invoices and credit notes	Sales Ledgers

Sales order processing

Supports a subset of standard WebShop features available for Sales order processing.

Specific ERP integration data points are:

Feature	ERP table	Extra notes
Place an order on credit	Sales order linked to existing Customer Customer/PO reference → Customer Order No. Notes → Notes line item Invoice Address → Bill To address	Sales order is linked to an existing Customer. The sales order contains a customer order number, line items, notes, additional charges for delivery and other relevant details.
Include shipping details on sales order	Sales Order	Displayed as a line item on the sales order. Rules are set up in the Management Interface using the Shipping Services feature.
Cash sales for your B2B customers via a payment gateway	Sales Order Payment Allocation	A sales order and a payment allocation is created for the full value of the sale.
Cash sales for your B2C customers via a payment gateway	Sales Order Payment Allocation	A sales order and a payment allocation is created for the full value of the sale.

Pricing

Standard WebShop features available for Pricing.

Specific ERP integration data points are:

Feature	ERP table	Extra notes
Import pricing data regularly	Web Sales account	Includes stock information Automatically creates products, brand and product specifications
Apply customer-specific pricing	calculated from Price Book	The Sage Pricing calculator calculates the product's price based on the selling price, the customer set price band, the price book rules for the customer and any discounts for a stock item and product group.
Display trade pricing in multiple currencies	Customer Currency	Automatically set on login
Manage and view credit limits	Customer Credit Controls Credit Limit calculated Credit Balance	Credit data is retrieved from Sage 200.
Display quantity break information on the detailed product screen with display of a From price where quantity break is enabled.	Price Book

Stock

Supports a subset of standard WebShop features available for Stock.

Specific ERP integration points are:

Feature

ERP table

Extra notes

Display real-time stock availability

Stock List

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 web service call cannot retrieve or show the "Available Stock" for either:
- a sub-set of warehouses or
- a breakdown of stock within one warehouse

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

Stock Unit in Stock List

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 features are available for Shipping and delivery.

No specific ERP integration data points.

Payment gateway integration

Standard WebShop features are available for Payment gateway integration.

No specific ERP integration data 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 are:

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