Things You Should Know About MYOB EXO Integration with E-Commerce!

Product Management

One can configure products to display on the website as available when they are added and marked as published. A vital safety feature of the SaaS Integration will limit publishing of the product unless minimum product information is available between the platforms. Not only that, but the listing will also be made automatically, including updated product details, SKUs, titles, descriptions, images, and attribute values.

What’s more, it is always possible to re-configure the flow of data sync stream between ERP to e-commerce and e-commerce to ERP. Of course, you can also have bidirectional syncing for products, which you can also apply to other product attributes as a whole!

Inventory Management

With MYOB EXO ECommerce Integration via SaaS integrator, you can build a unified ecosystem for your inventory management. What it will do is represent to you the accurate data regarding your inventory items while allowing you to compare their sales. You can access your inventory at an organization-wide level or per the singular warehouse on the basis of how the business prefers shipping the items.

Get more functionality like performing back ordering to be prepared to meet the Future Incoming stock requirements. Yes, they can also be drawn automatically with your approval based on the Purchase Orders history. The SaaS Integrator can ultimately showcase future inventory to customers based on purchase orders to date and the expected product delivery period.

Customers, Orders & Invoice Processing

So, say no more to the tedious manual tasks like Payments handling and invoices processing concerning orders by automating them. SaaS Integration lets the customers checkout when they’re already registered in EXO via Customer Mapping. But, one must know that enabling such capabilities require additional customizations.

Still, SaaS Integration will sync orders between EXO and the website on a real time basis, allowing searching existing customers via common data such as email, phone number, etc. Naturally, users can also map the sales tax data and values to correct accounts for obtaining the payments against the orders.

Accounting Reporting & Management

Obtain key financial data by integrating Accounting & Reporting modules into your ECommerce MYOB EXO ecosystem. The SaaS Integration will offer functionality to the owner for picking which GL to use for various transaction(s). What’s better is that those GLs obtain updates with every new order placed, of course, on a real time basis.

The data accuracy will also extend to managing customer profiles and their accounts while presenting you with automated analytics. Businesses will additionally enable analyzing the PayPal smart payments and other Accounting operations related to customer orders.

Data Integrity Solutions

Start with a dashboard configured with the business metrics you want to check on the fly. Get real time synced data to your devices of total sales, shipment figures, new customer growth percentage, and more by incorporating data integrity solutions.

The Sync module will perform all such tasks on its own, awaiting your command to access a particular operation.

Error Reporting

In cases when an order or a product faces syncing issues, it will show up on the dashboard. While it can be programmed for several reasons, the common reason why such circumstances arise is when a connection with the server is lost.

Requirements Discussion

SaaS providers’ foremost task would be understanding your specific requirements and discussing their applications with you. They will fully note the core necessities and complete details of your requirements for inclusion for addressing them in their initial proposal.

Proposal Submission

The second stage will involve showcasing to you the ideas that work to meet your requirements, all while presenting you transparent costs and expenses to build it. At this stage, some firms may demand extra for customizations. However, others will hear your counter proposal for offering you better alternatives to save your resources.

Setting Up Shop Integration

After you accept the proposal, setting up the Shop Integration will begin with timely updates delivered to you by the SaaS provider. This step may include establishing an ECommerce presence if you don’t already have it.

Developing & Testing Customizations

The integration will begin development with customizations in mind, along with modules that will be required. A better SaaS provider will ensure scalability and flexibility of the integrations so you can later integrate your own modules as possible.

Parallelly, the testing stage will also run after customizations are designed. Any chinks that may arise, be it on product and inventory or customer or accounts side, will be sorted at this stage.

Shop Integration Launch

After numerous test scenarios, the Shop Integration will go live for the client and select customers. The latter will certainly help the client’s staff become familiar with the process of running the shop integration. Naturally, any training regarding managing the accounts to the inventory will also be provided at the time.