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Integrating Ecommerce with ERPNext

 · 5 min read

Here’s how a typical ecommerce journey looks like – you visit the site, add items to the cart and make the payment.

A SALE happens, right? It sounds that simple

But it’s not all that simple! – behind the scenes – It’s a lot more than that and you have multiple applications integrated, which leads to the fulfillment of the order. Right from order received to customer experience.

It is recommended that your ERP software can connect with multiple external services to ease out the business process otherwise you will end-up up integrating too many systems to manage the complete journey.

Ecommerce integration is the stage between a company’s ecommerce site and the back-end operations. The integration enables the flow of information bidirectionally between the two systems i.e. information to be captured into the system in one place.

Why should you Integrate your Business?

  • Real-time Inventory visibility to customers and staff in real-time.

  • Integrated supplier system, to manage suppliers’ inventory and their payout from the system itself and when needed, able to initiate a request for quotes to all your suppliers from the system itself.

  • Integrating your ecommerce sales channels with your ERP system allows you to operate more efficiently as a business in several key ways.

  • The key information – order, inventory, item, customer, and shipping/tracking – are exchanged in real-time.

  • Enhanced customer experience

  • Centralized control of operations and ability to have various roles assigned to different users for better execution. Hence optimal use of the data i.e. Sales, customer & other stats

    • What if you continue with Manual Processes…

  • Human negligence can cause common mistakes.

  • Processing the order with incorrect shipping addresses

  • Inconsistent inventory across various channels.

  • Product information could be incomplete, incorrect, or even missing

  • The customer experience is at stake due to missing components during the entire sales journey

    • Are you willing to take the risk?

    Understanding ERP and Ecommerce Data Flows

    It’s important to understand how records or data will be exchanged between these two systems once your ERP ecommerce integration is complete.

    As you map out your data flows and their sources, ask yourself the following questions:

  • Where will the interchange take place once the integration is complete?

  • What about new customers?

  • If one goal of ecommerce is to drive new business, how will new customers be handled once they arrive?

  • What about offline customers that place online orders?

  • How will offline and online accounts be linked?

    • Understanding Source and Target

    Source and target vary based on the information to be exchanged. E.g. once the order is placed:

  • The shipping and invoice information flow from ecommerce (Source) to the ecommerce ERP (Target) for order fulfillment.

  • Later, once the order is processed or delivered the information will travel back from ERP (Source) to the ecommerce system (Target) enabling the customer to view the order history on the ecommerce portal.

    • What to Expect with ERPNext Integration

    NestorBird helps you to allow ERPNext integration, which gives you the flexibility to be able to account for new orders and fulfill them, regardless of when or where the sale is made, e.g.

    Online Order/POS Ordering/Manual sale

    Functional modules – which we get directly benefitted immediately after ERPNext Integration

    Inventory Management

    From a feature/function standpoint, order management and inventory management are the most important areas of ERPNext for ecommerce. As soon as a customer places an order on your website, you need to have the ability to fulfill that order in a timely fashion. This means that inventory levels need to be accurate. In this sort of environment, speed and accuracy are key, so having the real-time information that an ERP system offers is of utmost importance.

    Customer Relationship Management

    CRM modules help you cultivate leads that visit your website. An online help desk, tailored advertisements, and efficient shipping notifications are some of the features that keep your customers engaged and help in customer retention. Getting instantly connected to a Customer representative at a click of a button immediately becomes far easier than going through a phone chain in search of an actual employee to talk to.

    Finance Management

    Financial data is key to centralizing processes and developing efficient forecasting models so that you can plan for material reorders and anticipate delivery lead times. You can use this data to make key business decisions for your company.

    Shipping/Distribution

    By automating shipping workflows, it becomes easier to track shipments and shipping status in real-time through the portal. Customer response time is reduced significantly by accessing real-time shipping information and your time is saved since the need for manual documentation of packing slips, customer-invoice, etc. is eliminated.

    ERPNext Integrations

    Built-in third party services effortlessly to help you boost your business

  • Authentication Integration : prebuilt authentication method as: LDAP Integration, fairlogin Integration

  • Backup Integration : Dropbox Backup, Google Drive backup

  • Financial reports analysis : An Ecommerce application can quickly generate financial reports on sales. Via integrates Ecommerce with an ERP. The top user can move a step ahead, as an ERP software provides record, P/L Statement, balance, Cash Flow, etc. ensuring transparency about online transactions and financial information across the organization.

  • Social Logins : ERPNext, you can enable social logins for Facebook, Google, GitHub, and Frappe!

  • Bank Integration : Offers the possibility to synchronize your bank accounts through Plaid. Plaid Integration

  • E-commerce Integration : Shopify Integration, Woo-commerce Integration, Amazon Integration, Zenoti Integration

  • SMS Centre : ERPNext also integrates with SMS gateway providers. Once configured, go to the SMS center and send your messages right away. You can also send an SMS alert from an individual transaction such as invoices, orders, material requests, etc.

  • Shipping Integration : It helps you compare shipping rates being offered by multiple service providers, generate labels, and track your shipments’ status – Packlink, LetMeShip, SendCloud

  • Payment Integration : Paypal Integration – Razorpay Integration, GoCardless Integration, Stripe Integration, Braintree Integration, Paytm Integration

  • Emails : Gmail / Yahoo / Yandex Email Setup in ERPNext – You can also configure custom domains in the same way. Simply configure the SMTP/IMAP ports as detailed in the manual.

  • Google Integration : Google Settings, Google Calendar, Google Contacts, Google Drive (Only Backup), Google Maps

  • Telephony Integration : This integration allows you to integrate Exotel into your ERPNext account. Leads and their phone numbers captured via Exotel can be saved directly to your ERPNext

    • Why Should you enhance E-commerce with ERPNext Benefits :

  • Are you spending too much time on daily admin work?

  • Are you struggling to keep on top of your growing business?

  • Is your important business data spread in bits and pieces over various modules which creates difficulty in report generation?

  • Are you missing out on business while trying to streamline your company processes?

    • If the answer to any or all of these questions is yes, it’s time to integrate your data into a single ERPNext solution. Our team of experts at NestorBird has rich domain and technical knowledge and has helped serve several clients from across the world. We strictly adhere to clients’ data security, data confidentiality, and compliance requirements. For more information, contact us now!!!

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