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 |
| 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 |
|
Apply customer-specific pricing |
| 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 |
|
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 |