ERPAG 5.1

Postmen and ERPAG integration

How to send orders via USPS, UPS, FEDEX, DHL. How to print shipping labels and track shipping cost.


In every serious ERP system, a very important segment is sending ordered goods to customers. Given that the number of carrier services is extremely high, it is simply impossible to provide support for everyone. ERPAG has decided to integrate with the POSTMEN API (Application Programming Interface) because this service has support for 46 carrier services and includes almost all the best-known carrier services worldwide and the cost of using this service is very acceptable.



By connecting ERPAG and Postman users get the following benefits:



1) Calculate shipping rates, and get available service types and expected delivery time;

2) Generate labels in PDF format with tracking number. Easily print labels with thermal or laser printers.

Preparing and setting up Postmen

The first step for successful connecting is to download the API keys from the Postmen. In your browser open page https://www.postmen.com and log in using your Postmen account. Then click on the "API Keys" link as shown in the picture.

Postmen integration

Select PRODUCTION or TESTING (Sandbox) environment and copy the key.

Preparing and setting up ERPAG

In order for ERPAG to communicate with your Postmen API service, you need to enter the pre-received API key in ERPAG. Log into ERPAG using your ERPAG account and activate the ERPAG Account option from the Administration menu.

Postmen integration

Then, in the "Shipping" section, enter the API key in the "Postmen API key" field, select the type (Production or Sandbox) and click on the "Verify" button to verify that the key is correct. If everything is OK, record the change by pressing the Save button.

Postmen integration

In order for the sending process to be possible, the following information is necessary:

1) Who is sending goods (full address, contact name, telephone, email)
2) Who receives goods (full address, contact name, telephone, email)
3) What is sent (list of articles with quantity, price and weight)
4) What carrier service do you use (Carrier Services that you defined in Postmen)
5) In which parcels you send goods (parcel dimensions, maximum parcel weight)

Who is sending the goods - Setup

The adjustment is made for each warehouse from which the goods are sent by any carrier service. Activate the Administration - Warehouses List option and activate the Warehouse. Then, enter valid information about Address, Contact person, Phone, email address and record changes. In case you did not enter all the information, sending items will not be possible.

Postmen integration

Who is receiving goods - Setup

The adjustment is made for each customer individually, to which you send goods by any carrier service. Activate the Sales - Customers option and activate the Customer. Then, enter valid information about the Name (Customer name or Company name), Address, Contact Person (including email, cell phone and/or home phone number), Phone.

If your customer has multiple locations where you can also send goods, in the Ship To section, you will need to enter all the information for the specified location. Finally, record the changes you have made. In case you did not enter all the information, sending items will not be possible.

Postmen integration

What is sent - Setup

Setup is done for each item individually. Activate the Inventory - Product and services option and then activate the product. In the Additional info section, enter the Gross Weight and UOM (Weight UOM) data. In case you have not entered the weight information and the unit of measure for the weight of the product, shipment will not be possible.

Postmen integration

Which carrier service you use - Setup

Activate the Sales - Carriers option and click on the Add new button. With the Manual entry option, you can enter any carrier service that is not supported through the Postmen service, but in this case, you can not calculate the shipping rate or print a shipping label. By activating the Postmen (API) option ERPAG downloads your list of carriers that you have entered into your Postmen service. Choose one of the offered ones and click OK.

Postmen integration

In which parcels do you send goods - Setup

In the Basic Info section, enter all the information (the data will be filled in the way you defined it in Postmen). In the Parcels section, enter all the packages you use for packing and shipping. It is very important to enter the parcels that your carrier service supports with all parcel dimensions information, parcel weight units, and maximum parcel weight. In case you have not entered the dimension information and the maximum parcel weight, sending will not be possible.

Postmen integration

Sending goods to customers

The process of generating Sales Order has already been described at the following link https://learn.erpag.com/project/untitled/sales-order and we will only describe the process of sending products. So, create a Sales order, choose a customer, enter products and save the document. In order for the items to be shipped, you need to pack them by clicking the Pack button. Now it's possible to send the goods. Click on the Ship button and select the Packing list you want to send.

Postmen integration

Select Carrier and select Parcel. After the selection, click on the Ship button. If the selected Carrier has more services, the Rates will be generated where you can choose the way you want to send the parcel, otherwise, Shipping Label will be generated immediately. Carrier will generate rates based on the address of the sender, recipient's address, size and weight of the package.

Postmen integration

Choose the service that suits you the best and click on the Create Shipping button.

The moment you activate the Create Shipping button ERPAG creates a request for Postmen to create a new parcel. The postman passes the request to your Carrier. Carrier checks the correctness of the request (address of the sender, recipient address, packet content, package size and weight) as well as the rate you selected. If the request meets all the necessary criteria, Shipping Label is generated. ERPAG gets tracking information as well as Shipping Label.

Postmen integration

Now you can print out the Shipping Label, or download it to your computer.

Postmen integration

After the process of generating Shipping Label is completed, ERPAG will save the Label in the Attachment of your Sales Order.

Postmen integration

ERPAG 5.1

QR Code patterns

How to generate barcodes and QR codes in manufacturing and inventory tracking.Inventory tracking using barcodes

The pattern that is entered in ERPAG is "XXXXX SSFFFFFFFF-EETTTTTTTT LLLLLL"
  •          X – SKU
  •          S – Serial number leading chars
  •          F – Serial number from / start counter
  •          E – Serial number leading chars (to, end)
  •          T – Serial number to / end counter
  •          L – Lot number

The option is applied in the mobile application when we receive items to our stock.

QR Code patterns


d    When the menu is activated, all items that can be received are displayed (purchase orders have been previously created).

QR Code patterns

      When scanning through the camera, ERPAG compares the read QR code with the entered pattern. Decodes it and fills in the serial (and lot if the item is set that way) numbers.


QR Code patterns

     The rest of the work is identical to the standard work on the mobile application.

QR Code patterns


ERPAG 5.1

Set Up Early Payment Discount

What is an early payment discount? How to handle Write off and  Credit Notes.How to implement different case scenarios using Sale Orde, Terms of payment and Advanced or Prepayment.

early payment discount
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1. Introduction

Imagine a case: We have a general agreement with customers to give them the payment terms of NET 30 (ie the payment deadline is 30 days from the date of the invoice), but we want to motivate our customers to pay before the due date. This is called "Early Payment Discount".
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2.  Terms Of Payment

We will take an example where we give a 2% discount if the customer pays within 10 days after the invoice was issued, while his payment period is 30 days. This example has an almost global standard name "2/10 NET 30".

Early Payment Discount

In ERPAG, we will set up as shown in the picture. This indicates that credit note will automatically be generated when the payment is detected.
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3. Sales Order Payment

Early Payment Discount

We will create the Sales Order where the terms of payment are indicated as in our example (the value of the document is 170.00).

When we "record payment", we check whether the conditions are met for "early payment discount".

Early Payment Discount

In our case, we will enter the amount reduced by 2%.

ERPAG automatically created a credit note and the Sales Order got status - PAID.

Early Payment Discount

Note: The Credit Note amount will always be the difference between the paid amount and the amount of the document. If in our case the amount of payment was 169.00 then the amount of Credit Note would be 1.00. That is, if the amount was 170.00 then ERPAG would not create a Credit Note. By doing this, we avoid the problem of rounding up decimal numbers, and the documents getting 'overpaid' status.

4.  Advance payment – Sales Order

If we have a payment before issuing an invoice (for example, most of the sales via webshops are charged before delivery), when the Invoice is generated, ERPAG will check the conditions for payment discount.

Early Payment Discount


The look of the Sales Order after it has been Invoiced.

Early Payment Discount

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5. The difference between the "Credit note" and "Write-off"

Within the 'Record payment' option we also have "Write-off".

Early Payment Discount

This option is only used to write off a small amount that is unpaid, usually due to decimal rounding.

Early Payment Discount

That is, the unpaid amount goes to our expense and no tax is deducted. While with the Credit Note, a tax deduction is also made, and accounts receivable are also reduced.

Example: Journal voucher - Write-off

Early Payment Discount

Example: Journal Voucher - Credit Note

Early Payment Discount


6. Bulk Action

If we "record payment" through the "bulk action", since we do not know the exact amount, the amount paid will always be according to the amount of the document. That is, through such bulk action, ERPAG will not automatically create a Credit Note.

Early Payment Discount
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2018. ERPAG Inc.


ERPAG 5.1

WooCommerce & ERPAG integration

Manufacturing and advanced inventory tracking for Woovommerce.Serial numbers Bill Of Materials,
Supply chain management, build to stock, build for order.

The era of the overall digitization and transition of the business from paper to digital media has brought many benefits and accelerated the development of companies. The emergence of the CLOUD Internet service and the enabling of business without the physically present borders additionally contributed to the development. Sales on the Internet have been growing for years, and the number of services that enable this type of sales is increasing every day. WooCommerce is one of such services and distinguishes itself from the others with its quality.

In order to enable ERPAG users to sell through the WooCommerce service, ERPAG enabled the connection between these two services using the Application Programming Interface (API).

By connecting ERPAG and WooCommerce, the user gets the following benefits:
1) Complete Inventory Management (Sales, Procurement, Stock Status, Production, Ordering, Packaging, and Shipping) from the ERPAG side;
2) ONLINE sales from WooCommerce;
3) Updating items in WooCommerce (sending from ERPAG);
4) Updating the quantities (stock) in WooCommerce (sending from ERPAG);
5) Updating items in ERPAG (downloading from WooCommerce);
6) Downloading Sales orders from WooCommerce to ERPAG.

In the synchronization process, ERPAG relies solely on the SKU. So, if you already have items defined in WooCommerce, make sure that each product and its variation have a unique SKU.

Preparing and setting up WooCommerce


WooCommerce integration

The first step for successful connecting is to define the API keys in WooCommerce. Open the browser and log in to your Wordpress. Then click on the "WooCommerce" link as shown in the picture and turn on the "Enable the REST API" option. The Enable the REST API option must be turned on so that the access is enabled by ERPAG. If the option is disabled, no access and operation with the REST API is possible.


By clicking on the Keys / Apps link we get to the list of all API Keys. The API keys shown on the list can not be changed or re-displayed. When you generate it, the key will only be displayed at that moment, and if you do not write it down, you will have to delete the existing one and generate a new key.

WooCommerce integration

WooCommerce integration

It is necessary to fill in ie. select options for the three fields before generating the API Key. Put a meaningful Description in order to know later on why did you generate the API Key. Select the user from the offered ones, it is recommended for it to be the administrator of your site. Permission should be set to Read / Write, due to synchronization for Erpag which is bidirectional. After you complete filling in the fields, click on the Generate API Key button, and you will get the following screen.

WooCommerce integration

Capture a text file with the following information as you will need them to enter them in ERPAG:
1) Consumer key (API Key);
2) Consumer secret (API secret);
3) The URL in the form http:// or https:// + the address of your shop + /wp-json/wc/v2/

Preparing and setting up ERPAG

In order for ERPAG to communicate with your WooCommerce store, you must enter the previously received API keys in ERPAG. Log into ERPAG using your ERPAG account and activate the "Web Shops" option from the "Sales" menu.


The next step is to add a new WebShop.

WooCommerce integration

In the following form, besides entering the WooCommerce API keys, the setting of the synchronization mode is also made. How data synchronization will take place depends on your business process and varies from case to case. That's why we will explain each option in detail, and you will decide for yourself which model best suits you.

WooCommerce integration

Panel - DOCUMENT HEADER

The Warehouse field will only appear if more than one warehouse is defined in ERPAG. Choose the default warehouse.

Enter the name of your Shop in the Description field. This name will later be shown through the synchronization process, and you will know which WooCommerce account you are synchronizing with.

In the Synchronized field, enter the starting date and time from which ERPAG will begin to download Sales Order. Later, at each synchronization, ERPAG will correct this information to the date of the last Sales Order taken over.

You can turn on or temporarily turn off sync with WooCommerce in the Status field.

In the Update qty to webshop box, select whether you want ERPAG to update the stock status in your shop.

Panel - API-SETTINGS

Enter the API Key, the API Password, and the URL, and then click on the VERIFY button to verify that the API data is entered correctly. When connecting to your WooCommerce, ERPAG will check whether you have correctly set up the permissions settings that you defined through the API Admin panel in WooCommerce (described in 'Preparing and Configuring WooCommerce').

Panel - CONFLICT RESOLVER

At the beginning of this text, we said that ERPAG synchronizes with WooCommerce by searching products based on their SKU. When the SKUs are different, the following processes will be performed:

- In case the SKU exists in WooCommerce and does not exist in ERPAG, ERPAG will download and create a new Product in the Product and Services list;
- In case the SKU exists in ERPAG and does not exist in WooCommerce, ERPAG will create a new product in your WooCommerce.

Conflict resolver is essential in the situation where identical SKUs are found on both sides.

In the Product field, you can choose which side will win, or which data will be valid:

- ERPAG win - means that the product that is in ERPAG will be considered valid and the product in WooCommerce will be overwritten with the one in ERPAG;
- Webshop win - means that the product that is in WooCommerce will be considered valid and the product in ERPAG will be overwritten the one that is in Shopify.

In the Price field, you can choose which side will win as far as the selling price is concerned:

- ERPAG win - means that the selling price for the product found in ERPAG will be considered valid and the selling price for the same product in WooCommerce will be overwritten with the price from ERPAG'
- Webshop win - means that the selling price for the product that is in WooCommerce will be considered valid and the selling price for the same product in ERPAG will be overwritten with the price from WooCommerce;
- Ignore - means ignoring the prices defined in ERPAG and WooCommerce, that is, the prices in ERPAG and WooCommerce remain as they were defined.

Once you have completed all the necessary settings (according to the needs and specifics of the Shop itself), click on the SAVE button to record the changes.

WooCommerce integration

Setting up items for synchronization in ERPAG

ERPAG allows you to create and select the products you want to synchronize with your WooCommerce store. Creating products in ERPAG is already described on the following link https://learn.erpag.com/project/create-new-product-1/untitled-4/basic-definition and in this guide, we will only show details related to WooCommerce.

So enter the Products and Services list and activate the product you want to synchronize with your WooCommerce store.

WooCommerce integration

From the dropdown list, select the webshop with which you want to synchronize (if you can, you can also select multiple webshops).

By choosing one or more web shops, a special panel for each webshop will appear on the form.

WooCommerce integration

In this panel, you can define all the parameters necessary for sending products to WooCommerce. ERPAG will offer you some default values, but you can correct them at any time. The only data you can not select is SKU and Regular Price. The SKU must be identical on both sides so that the synchronization process can function at all. The Regular Price is for informational purposes only and is coordinated with the Price conflict resolver setting in the webshop's own setup (see the chapter 'Preparing and Adjusting the ERPAG', section the 'Panel - Conflict resolver').

Name - may be different from the name of the item defined in ERPAG.

Status - You can choose whether the item will be Published, Pending Review or Draft.

Catalog visibility - you can choose Shop and search result, Shop only, Search result only or Hidden.

This is a featured product - you can choose Yes or No.

Enable reviews - you can choose Yes or No.

Tags - define tags separated by commas (,).

Virtual - you can choose Yes or No.

Allow backorders - you can choose Do not allow, Allow but notify customer or Allow.

Description - you can enter a detailed description of the item.

Short description - you can enter a short description of the item.

In addition to the above-mentioned data from the webshop panel, ERPAG will also take the following data:

- Gross product weight;
- Unit of measure for the weight of product and
- Group of articles;
- Product properties (displayed in WooCommerce as Attributes).

When the setting is complete, record the changes by clicking on the Save button.

Product Synchronization

After setting all the items you want to sync, you can synchronize the same data with your WooCommerce store. From the Product and Services list, click the Web Shops button and then the store with which you want to synchronize the data. Please note that ERPAG will synchronize all products that are defined for synchronization, not just those that you just entered or selected in the list.

WooCommerce integration

The synchronization process takes place as follows:

1) ERPAG reads the product list you have in your webshop;
2) Comparison of items from the WooCommerce list and ERPAG list based on SKU is performed:
a. In case there is an SKU in WooCommerce that does not exist in ERPAG, a new item is created in ERPAG;
b. In the case that ERPAG has an SKU that does not exist in WooCommerce, a new item is added to WooCommerce;
c. In case there is a product with identical SKU on both sides, comparison of other data (name, price, properties, etc.) is made.
i. If data is identical, no synchronization is performed;
ii. If the data are not identical, the correction of the data is done based on the Conflict Resolver.

So, in case that ERPAG determines, during data synchronization, that data needs to be updated using Conflict resolver, you need to know the following:

1) If ERPAG wins - the data in WooCommerce will be corrected in accordance with the information defined in ERPAG;
2) If the Webshop wins - the data in ERPAG will be corrected according to the data defined in WooCommerce.

Also, ERPAG will adjust the price of products according to the configuration in Conflict resolver:

1) If ERPAG wins - the price in WooCommerce will be adjusted in accordance with the price defined in ERPAG;
2) If the Webshop wins - the price in ERPAG will be adjusted in accordance with the price defined in WooCommerce;
3) If Ignore - prices remain intact, each side keeps its prices.

In addition to the above operations, ERPAG performs validation of other parameters of the individual product, such as Product variations, Variant names, Variant price, Variant qty, Weight and Weight UOM. In case it is necessary (on the WooCommerce side or on the ERPAG side), ERPAG will automatically create or correct the data in accordance with the Conflict resolver.

Upon completion of synchronization, refresh the list of products in WooCommerce where synchronized data will appear.

WooCommerce integration

Sales Order Synchronization

Orders created in WooCommerce that don't have the status Cancelled, Failed or Trash can be downloaded to ERPAG. ERPAG will not download Orders automatically, you need to log in to ERPAG, activate from the menu Sales option and then select Sales Orders. Now from the Sales Order list, click the Synchronization button and select the webshop.

WooCommerce integration

The process of synchronizing and downloading Sales Orders runs as follows:

1) ERPAG downloads a list of all the orders you created after the last synchronization date (reading the Synchronized date in the Setup of the webshop);
2) Performs a check of products that are in the Orders and, if necessary, synchronizes products with ERPAG;
3) Performs customer check (by name) and if they do not exist, creates them in ERPAG;
4) Creates Sales Orders in ERPAG and loads products with quantities and prices as they are in WooCommerce Order regardless of prices found in ERPAG.

In case that the Orders created in WooCommerce do not have customer information (name, address, etc.), ERPAG will create a Sales Order where it will write Point of Sale in the customer name.

In case that WooCommerce has orders that contain items that have been deleted from the WooCommerce Product List in the meantime, ERPAG will create a Sales Order with a Draft status because it is unable to determine the exact content of the Order. In this case, you need to activate the Sales Order and correct the content yourself - enter the correct products that should be in the Sales Order.

WooCommerce integration






ERPAG 5.1

ERPAG - QBO Canada

Advanced inventory and manufacturing for Quick Books Canada. How to handle synchronization, defining tax categories, tax locations.

QuickBooks Online Canada

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1. Introduction

Unlike the US version of QuickBooks Online (QBO) where the tax calculation is done automatically depending on the customer's address, with the Canadian version, additional settings are required.

When opening a new database, tax information is partially filled.

QuickBooks Online Canada

QuickBooks Online Canada

The tax setting is divided into three parts:

a. Tax Category - The information that will be associated with each item.

QuickBooks Online Canada

b. Tax Location - The information about the location ("origin" / "destination") that will be associated with the document / customer or warehouse.

QuickBooks Online Canada

c. Tax Jurisdiction - The information about the tax rates (eg British Columbia 12% = 7% GST + 5% PST).

QuickBooks Online Canada

By crossing the Tax Category and Tax Location (and the sum of Tax Jurisdiction) we get a cumulative tax rate.

For more information on how to set up taxes, you can read in our User manual: https://learn.erpag.com/project/products-and-services/untitled-3/taxes

2. Connecting QBO and ERPAG

How to link ERPAG and QBO and how the synchronization process works can be found on our blog at the following link: https://www.erpag.com/news/quickbooks-online-and-erpag-(manufacturing)

3. Tax Category settings

Before synchronizing with QBO, it is necessary to pair the tax rates from ERPAG with QBO.

It is necessary to set rates in QBO before the sync (we recommend that your accountant does it).

QuickBooks Online Canada

When editing each Tax Category you will have a separate column where you need to select the Tax Code from QBO.

QuickBooks Online Canada

Make a note that you can delete the Tax Locations you don't use.

4. Setting up Tax Location

Because of the Input Tax Credit, it is mandatory to set up the Tax Location in the Warehouse list for each warehouse.

QuickBooks Online Canada

Also, you can set up the Tax Location for each customer (for example if we have the tax calculation "by destination")

QuickBooks Online Canada

Note that it's possible to change the Tax Location with each created Sales Order, while it's not possible with the Purchase Orders, the tax location will always be as it's set for the warehouse.

5 Purchase Order / Supplier Invoice

When creating a PO, or if it's automatically generated from the fulfillment, it's necessary to enter Input Tax Credit in the total amount invoiced by our Supplier according to Tax Jurisdiction. Tax Location will always be as it's set for the warehouse.

The example of a document in ERPAG:

QuickBooks Online Canada

And the same document synced to the QBO:

QuickBooks Online Canada
Note: If the Input Tax Credit is calculated more or less than the percentage calculation for items (eg decimal rounding), the amounts from the Purchase Order will always be transferred to QBO. For example, if in our example we enter 15.00 instead of 14.3 (how much we get by the percentage calculation for each item) in the QBO document the transferred amount will be 15.00.

QuickBooks Online Canada

And the QBO document:

QuickBooks Online Canada
6. Sales Order / Invoice

The Sales Order can be sent to QBO only after it gets a status - Invoiced.

The document example in ERPAG:

QuickBooks Online Canada

And the same document in QBO:

QuickBooks Online Canada

The example in ERPAG (when Tax is 0):

QuickBooks Online Canada

And the same document in QBO:

QuickBooks Online Canada

7.       „By Destination“

If there is a need to charge a tax based on the customer's address, ie, to apply tax rates from that 
province, it is also needed to determine the tax location in ERPAG.

Example in ERPAG:

QuickBooks Online Canada

If there is no paired tax category, ERPAG will display the error and activate SET UP (we will 
immediately see which data needs to be determined).

QuickBooks Online Canada

QuickBooks Online Canada

The document in QBO:

QuickBooks Online Canada