Integrating your Eshopbox workspace with your ERP system is crucial for efficiently managing your business operations. By integrating the two systems, you can streamline inventory management, order processing, and customer data synchronization processes.
The goal of this integration is to ensure a
Seamless flow of information between Eshopbox and your ERP
Seamless bookkeeping of your sales
Reconciliation of sales with payment collections.
Accurate inventory records
This article will help you understand the module-wise setup required for integrating your ERP system with Eshopbox.
Setup
Locations Code Mapping
It is essential to have a one-to-one mapping of various locations in your ERP and Eshopbox workspace.
You can configure these locations using the Locations API or the Eshopbox workspace.
Make sure to pass a unique, non-editable code for each location in the LocationCode. It is ideal if this code matches the unique code in your ERP to ensure seamless data exchange for transactions like inwards, orders, removals, etc.
Locations at which Eshopbox will be used to fulfil orders should be configured as fulfilment locations in the Eshopbox workspace.
You need to add a location in your ERP for each Eshopbox fulfilment centre enabled.
Your Eshopbox workspace should also include the locations from where you will transfer inventory to fulfilment locations, such as your stores, master warehouse, or regional hubs, to track incoming inventory easily.
If you receive inventory from external sources such as manufacturers or distributors, it is recommended that you configure them as a location in the Eshopbox workspace. When setting up these locations, you can include the vendor's company name and GST to differentiate them from your locations.
Customer Code Mapping
To ensure precise sales recordkeeping, it is recommended to establish a customer code mapping system between Eshopbox and your ERP. This will help you keep track of your sales data accurately.
It is recommended to create a separate clearing account for each e-commerce platform like Amazon and Flipkart, as they collect payments on behalf of you for sales. You can raise a ticket to Eshopbox to map the unique code for each clearing account on your Eshopbox workspace.
If you appoint Eshopbox as the seller of record, you can create a customer code for each location of Eshopbox where you store your inventory.
If you are using Eshopbox to fulfil B2B or wholesale orders, it is important to map the customer code for each B2B customer in the Eshopbox workspace.
If you supply to multiple locations of a customer, make sure to configure each customer location in the Eshopbox workspace. You can configure such locations using the Locations API or the Eshopbox workspace.
Use cases and Scope
Eshopbox offers a comprehensive suite of tools, APIs, and reports to help manage your e-commerce journey. When considering integrating your ERP with Eshopbox, it is essential to have a clear understanding of your specific use case and the type and volume of transactions you will be handling.
To assist you with scoping your ERP integration, we have provided a table below that outlines various use cases and the recommended integration scopes for each one.
Scope | Goal |
Exchange product information between Eshopbox and ERP | |
Accurately record purchases, stock transfers and Inventory receipts in your ERP. | |
Accurate bookkeeping of your sales and enabling reconciliation with payment collections | |
Seamless tracking and bookkeeping of exceptional events that can lead to inventory adjustments while enabling seamless physical audits and compliance. |