V2 3 rd Party Integrations

Transcription

1 V2 3 rd Party Integrations

2 V2 3 rd Party Integrations This session will spotlight connectivity between V2 and third party software. Topics to be covered: UPS Worldship, FEDEX Ship Manager and other shipping and manifest systems Document Imaging Software General ODBC integrations Credit Card Payment Interface Tax and Address Verification

3 ODBC Integration Allow Integration to 3 rd Party Reporting Crystal Reports Excel Business Objects

4 Ship Automator ADSI (Advanced Distribution Solutions) Harvey Systems Automator Allows shipment of single or multi box shipments without 3 rd party screen Complete interface through V2

5 CASI Cornerstone Integration Conveyor shipping automation system Works with wave picking in the V2 system Wave is picked and placed on the conveyor CASI automatically sorts and labels outbound shipments Limitations Not a good solution for pick and pack Item boxes have to be barcoded

6 Smarty Streets

7 Credit Card Integration Allows users to charge credit cards within V2 Benefits Limits the number of steps to take to charge a credit card V2 contains encrypted credit card numbers Can Pre-Auth a credit card to make sure card supplied is valid and has the proper available credit limit Integrates with Distribution One s Ecommerce Package

8 Credit Card Integration Credit cards can be entered at order entry as a deposit or in cash receipts to pay open accounts receivable balances

9 Avalara Tax Import

10 Document Imaging Save time in the workplace Paper can be put in boxes by day or week once scanned, no need to file in order for retrieval later One touch access to supporting documents What was on the original fax this order came in on? Who picked this order? Why wasn t this part shipped? What was this bill for? Once scanned, files can be backed up using standard methods Benefits Uses existing V2 searches to find images No need for a 3 rd party software to be learned on the user side Automatic image association with existing records

11 Document Imaging Examples of types of documents to scan PO from your customer Picking tickets Packing slips from your vendor Invoices from your vendor Customer Checks Account payable checks Lot certification paper work

12 Document Imaging Methods Manual scanning of each document PROS Cheap no real cost but a buying a scanner CONS Requires more training, because of manual file naming Prone to errors Batch scanning documents PROS Automatic naming of files Less errors Easy to train and implement CONS Additional software cost

13 Document Imaging V2 Implementation With either method of imaging, system setup is required before you start capturing images UNC (Universal Name Convention) paths can be used File structure should be accessible across all applications servers User access must be allowed across all application servers

14 Document Imaging Saving Scanned Files Both methods of imaging need to save files the same way Files saved into designated paths Naming of files should be based on unique identifier Best practices Using multiple page PDF s Avoid multiple files per record Edited files should be rescanned or appended to

15 Document Imaging Batch Scanning Any scanning device can be used (standalone or multi-function digital copier) The documents do not have to be scanned separately; rather, the automatic document feeder can be filled and all pages scanned together AUTOMATIC BARCODE PROCESSING The PDF document will automatically be routed to a Windows folder structure New pages are either inserted at the beginning or appended to the end of the existing document Pages created by V2 that contain a barcode are processed automatically and reliably

16 Document Imaging Batch Scanning Client Software Batch and Scan Software client allows for automatic filling and naming Simple To Use Client Advanced Scripting Limited Learning Curve Unlimited Updates

17 Document Imaging Viewing Images Because the document was originally created in V2 the scanning is done easily and reliably Picking tickets scanned in one batch at the end of the day Orders scanned with original documentation (fax, hand tickets)

18 Questions? Suggestions?