ERP Commerce Connect Feature Summary 1.0.1

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1 1 ERP Commerce Connect Feature Summary 1.0.1

2 2 ERP Commerce Connect Feature Summary ERP Commerce Connect (ECC) streamlines, optimizes and maximizes your business' potential. ERP Commerce Connect enables you increase your Web presence and help drive new business both from your existing customers and from new, untapped business opportunities and sales channels. ERP Commerce Connect harnesses the power of XML, electronic message transfer and processing environments to deliver reliability combined with ease of use. With ERP Commerce Connect, you can manage customers, merchandise, inventory, order history basically the entire order life cycle. ECC is a cross-brand solution that can be configured with such ERP systems as ERP 10, Eclipse, Prophet 21, xvp, and Tropos. Together with one of these ERP solutions, ERP Commerce Connect enables you to effectively manage the entire customer experience. You no longer need to have two separate systems to accept wholesale and consumer orders. Product information tiered pricing, customers and inventory levels can be displayed directly from your production ERP database. Orders can be submitted and processed immediately allowing the customer to use their terms or credit card for purchase. ERP Commerce Connect also provides deep integration with your order fulfillment process and makes it available to your customers online. At the time of requesting a quote or placing an order, customers will be able to select the available shipping methods and determine their freight cost. Once the orders are placed, online tracking allows them to see when their product was shipped and lets them track the shipment through the carrier. Version The following topics describe the ERP Commerce Connect functionality features released in version Consumer Connect / Customer Connect This section covers new features found in ERP Commerce Connect Customer that apply to both Consumer Connect and to Customer Connect. Consumer Connect is a B2C portal that connects to a single ERP account and provides anonymous or register consumers (visitors) with the ability to: Tag, review and order products. Track and review progress of orders and re-print ECC style invoices. Use various payment options, such as payment with order, or payment on dispatch. Customer Connect is a B2B portal that provides your customers with the ability to view their transactions on your ERP system; these include orders, invoices, shipments and payments. It provides ERP update capabilities for company contacts, delivery and billing addresses null null1.0.12

3 3 Addresses in Address Blocks All address blocks in both uploaded and requested messages can now include an address. You can specify an address both when you change an address block as an admin user, and when change an address block in Customer Connect. Component Product Links in Product Layout Page When the Product Details page displays for a kit product, the list of component products that comprise the kit now includes links that enable the user to view the details of each component. Navigation Bar Home Link A Home link is now available in the Navigation Bar on all ERP Commerce Connect web pages. It provides direct access to the site home page from anywhere, regardless of specific page or function a person is currently using within the site. No Default ERP Code Association for Customers When you use Customers > Manage Customers to create a customer record, you can no longer associate the new customer record with a default ERP code. oldskus Product Attribute Code An additional oldskus product attribute code has been added for use in ECC. When an STK message is uploaded with a <newproductcode>, the application appends the original product code to the oldskus attribute. Like all attributes, you can use this product in searches on the website. To define the product attribute: Go to Catalog > Attribute > Manage Attributes. In the Attribute Code field, search for the oldskus product attribute click to edit. In the Frontend Properties section, use Use in Quick Search and Use in Advanced Search as required. Quotation Configuration Configuration of quotation alerts has been enhanced - it can now be performed on a global and per quote basis. s can be configured so that they are sent for the following situations: Expiration Date Reminders Quote Status Change Comment/Note added to quote To define the global settings, go to ERP > Quotes and select Alerts. These settings provide defaults for all quotes for both a customer and for the admin user processing the quotes. When a customer views their quote in ECC, they can override these settings as needed. When the admin user is processing a quote, similar override options are also available. null null1.0.13

4 4 Quick Order Pad - Unit of Measure Display The Quick Order Pad has been enhanced to display in all possible unit of measure selections when you sell a product is differing units of measure. Customer Connect Only This section covers new features found in ERP Commerce Connect Customer that only apply to Customer Connect. Create New Customer Message - Default Template Code (Prophet 21 Only) You can now specify a Default Template Code for a CNC (Create New Customer) message. Note This feature only applies to Prophet 21. When you create a customer record in ECC, the ERP system uses the specified default template code to provide customer details that are not sent in the CNC message but are required for the successful creation of the corresponding customer account in the ERP system; for example, sales representative, credit terms etc. To set the default: Go to ERP > Messaging > Request Messages. Select the CNC Create New Customer message. Set the Default Template Code as required. Note CNC messages are not currently supported by all ERP systems. Customer Connect CSV and XML File Export CSV and XML file export options have been added for account order, invoice, payment, shipment, RMA and service call transactions. Product Categories Visibility and Status The Catalog > Manage Categories page displays products in a selected product category. It has been enhanced so that it is possible to view the visibility and status for each product associated with the product category. You can now easily determine whether particular products are visible and/or enabled for a particular store view. To view items in a category: Go to Catalog > Manage Categories. Select the category you need from the Categories menu on the left side of the page. Use the Category Products tab to view the visibility and status for products assigned to the selected product category. Supplier Connect (ERP ERP Only) Supplier Connect is a separate portal within ECC your suppliers can use to login and view the following information:

5 5 Parts lists Purchase Order lists and detail, with the ability to update both Quotes, with the ability to update prices and quantity breaks Invoice searches and details Supplier Payments Account Summary details Note The Supplier Connect portal does not have trading functionality. Supplier Connect Login Restrictions Login restrictions optons that formerly just applied to customers can now be applied to suppliers. These options allow for the branding and/or currency of the supplier to be used as the basis of restricting their ability to log into a site. To define login restrictions: Go to System > Configuration. Select Customer Configuration from the side menu. Select Login Options. General and System The following topics describe general and system level enhancements that apply to Customer Connect, Consumer Connect and Supplier Connect. Comms Settings Import/Export The ERP > Import/Export of Comms settings function can now include mapping tables that you define in ERP > Mapping during import or export. A Backup Selected Tables option has been added, which enables you to select the specific mapping tables to export. Enhanced Synchronization Request Messaging (Prophet 21 Only) If using Prophet 21, you can now specify that ERP Commerce Connect should automatically send Synchronization Request (SYN) messages on a regular basis. Note Specifying if SYN messages should automatically be sent is only required for Prophet 21; for all other ERP interfaces, scheduling of SYN messaging is not required.

6 6 To enable automatic SYN messages: Access ERP > Messaging > Request Messages. Select the SYN Sync Request message. Set the Autosyn Enabled flag to Yes. After setting the Autosyn Enabled flag to Yes, use the following fields to further define how this function should operate: Use Advanced Options to specify if the Upload Message field should list message areas or specific messages that can be synchronized. Select Yes to automatically synchronize message areas, or No to automatically synchronize actual messages. Upload Messages displays the messages or message areas (depending on the setting of the Advanced Options field above) that can be automatically synchronized. Select the specific messages or message areas that should be automatically synchronized. Language displays all languages that are in use in ECC. Select the languages that should be automatically synchronized. Date From displays the date that the last automatic synchronization was carried out; ECC uses this date as the <syncronize from> date that is sent in the SYN message. Note When setting up Autosyn options for the first time, it is blank. Every time ECC performs the automatic synchronization, it updates the displays date. ERP recommends that you do not manually update this date. Use the Frequency Value and Frequency Unit fields to specify, in seconds, minutes, hours or days, how frequently ECC should perform the automatic synchronization. GOR (Generate Order) Message Enhancements Several enhancements have been made to GOR (Generate Order) messages. The XML code for a GOR message now includes the contact address for the customer. If ECC receives a GOR message with a Status Code of '019' from the associated ERP system, it no longer treats it as an ERP error. Instead, the offline order processing functions will re-send the message at a later time. SOU (Sales Order Update) Message Processing ECC now rejects a SOU message that contains an order status that has not been mapped using the ERP > Mapping > Order Status function. System and Error Log Viewing Options New options have been added that enable viewing of system and error logs. These options are available from ERP > Advanced > System Logs and ERP > Advanced > System Error Reports; however, they are typically used only by your software support representative. For more details please send enquiry to [email protected]