E-COMMERCE MARKETPLACE INTEGRATIONSEXPERTEK SYSTEMS INC

EXPERTEK

Delivering Cost Effective Solutions for Distributors

• Serving distributors since 1992

• Infor Channel Partner since 1997

• Developed Starship integration in 2005

• Developed Infor mobile app in 2012

• Infor Solution Partner since 2014

• Magento Integration in 2019

MARKETPLACE INTEGRATION OBJECTIVES

• Sales integration

• Import sales orders

• Match orders to existing customers

• Create new customers

• Warehouse selection

• Tax/totals reconciliation

• Order verification / holds

• Fulfillment integration

• Shipping updates

• Tender payment

• Backorder handling

• Cancellations

• Returns

EXPERTEK INTEGRATIONS

• Designed for CloudSuite and SX.e 11

• CSD/SX.e API and ION BODs

• Integration services are cloud-based

and multi-tenant

• Bidirectional communication

• Consistent user experience

• Screens are CSD web UI extensions

• Rapid deployment

• Integration services only require

account configuration and security

credentials

• CSD extensions and context

application

CHANNELADVISOR INTEGRATION

MULTI-CHANNEL SALES AND FULFILLMENT WITH CHANNELADVISOR AND CSD/SX.E

CHANNELADVISOR INTEGRATION

• ChannelAdvisor is a channel

aggregator

• One dashboard for managing different

e-commerce marketplaces and stores

• Loads orders from different channels

into one place

• Fulfillments are done in CA, which

then pushes out to marketplaces

• Asynchronous integration

• Poll the CA API for new orders

• Import new orders

• Tie/create customer records

• Convert order

• Tender

• On shipment, update CA with package

tracking number and contents

CUSTOMIZATION – EVERYONE IS SPECIAL

• No two distributors are the same

• Order conversion is inherently custom

• Need to support custom logic

• Solution: text templates

• API fields are controlled by text

templates using a template language

• Used for order, customer creation, and

business rules (e.g. hold codes)

ORDER IMPORT: CHANNELADVISOR TO CLOUDSUITE

Pull ChannelAdvisor orders from API

Determine warehouse

(distribution center mapping)

Match customer record / create new

customer

Determine ship via (type mapping)

Add tender record with payment type

(type mapping)

Determine products (possible cross references)

Determine unit (selling / stocking /

cross reference)

Feed conversion data to template

and render

Import order into CSD via API with temporary hold

code

Insert order notes

Run CSD change order API to set additional order

fields

Retrieve order from CSD for verification

Run order through verification rules

Determine hold code or approved

Update final hold code

Retrieve orders Load and check order data

Render converted order

Insert order Verify order for release

MANAGING IMPORTED ORDERS

• CSD extension: expcaio

• Monitor order imports

• Monitor and correct

failed imports

• Audit order conversion

process

MANAGING IMPORTED ORDERS – ORDER DETAILS

• CSD extension: expcaio

• Order history

• Import issues triggering

a hold

• Verification errors

triggering a hold

ORDER SHIP: CLOUDSUITE TO CHANNELADVISOR

Order Ships in CSDSync.Shipment BOD

is emitted to ION

Retrieve order, lines, and packages from

CSD

Optionally retrieve pick records from

TWL

Determine the contents of each

package

Allocate shipped quantities to order lines (handle partial

shipping)

Determine shipping method (ship via

type mapping)

Post shipment to CA (line quantity,

tracking number, shipping method)

Update CA

Load order and package data

Convert shipment

Wait for shipment notification

AMAZON MARKETPLACE INTEGRATIONDIRECT INTEGRATION WITH ADDITIONAL SPECIFIC FEATURES

AMAZON MARKETPLACE INTEGRATION

IN DEVELOPMENT

• Subject to change

• Uses same engine and methods as

ChannelAdvisor integration

• Integrate sales and fulfillments

• Orders, customers, shipments

AMAZON SPECIFIC FEATURES

• Fulfillment by Amazon (FBA)

• Fulfill CSD orders with FBA warehouse

• Integrated warehouse transfers

• Product and inventory management

• Price management