ERP Integration tutorial

What do you need to set up an integration with an ERP system? This tutorial will show the most important features that is needed and the common practices.

Overview

The common integrations are:

• Products
• Prices
• Inventory
• Customers (Companies)
• Orders
• Later transactions
  • Deliveries
  • Invoices
  • Credit payments

Product integration

Two different scenarios exist. Either the products are first created in Norce and then created by the integration in the ERP or the other way around. Sometimes, the same client uses both scenarios at the same time for different assortments of products.

• Product integration from Norce
• Product integration from ERP (coming)

Extended products

Extended (Long tail) products are commonly created in Norce and not created in the ERP until they are needed (when first order is created).

For these types of assortments pretty much everything is handled in Norce until they are used, and then they are usually changed to self-stocked products and the process is changed to the same as all the standard products.

• Extended products (coming)

Prices

Some clients use the pricing module in Norce to create dynamic price rules, while others use the list prices in the ERP. If Norce handles the prices, the ERP can provide additional price data, like unit cost or recommended price.

• Price integration
• Cost integration (coming)

Inventory

Norce should have inventory for all different warehouses and locations integrated. Physical stores, outlets etc. can also be provided, either from the ERP or from the source systems directly (POS, WMS, etc.).

• Inventory integration (coming)

Customers

Most solutions nowadays do not integrate private customers between Norce and the ERP, although it is possible. They usually have that information in a CRM, which has its own integrations. But organisations (Companies in Norce) is still integrated and synced with the ERP.

• Company integration (coming)
• Customer integration (coming)

Orders

New orders that are paid or reserved are sent directly to the ERP, who then handles fulfillment. There can be some complexities in the integration process depending on how products and payments are set up, omnichannel requirements etc.

• Order integration (coming)
• Order status updates (coming)

Other transactions

After an order is created Norce can handle delivery notes and invoices from the ERP, to show the end customer or trigger notifications. Invoices can also trigger payment capture at the PSP as well.

Returns are not handled in Norce, but crediting payments (partial or full) can be handled by Norce if it is supported by the PSP and payment method.

• Delivery note integration (coming)
• Invoice integration (coming)
• Credit payment integration (coming)