Smarter Integrations for SAP Business ByDesign and SAP Business One
Explore Navigator Integrations for eCommerce, Credit Card, and Shipping
Hosted by Navigator Business Solutions and Alluvia
[Transcript]
Okay, good morning, everyone. Welcome to navigator business solutions, customer experience webinar. Today's webinar is we're really excited to announce this. We have a strategic partnership with Alluvia some of you on the, on the call may be familiar. They've been a long time SAP solution working specifically in integrations to SAP. And so it's rounding out our offerings. So we are extremely excited about it. We've already engaged with them on several projects. So we've had a great experience and we're, we're excited open it up to our entire customer base. And this is kind of the kickoff for that. So, one quick housekeeping item. We have put everybody on mute, basically to cut down on background noise and the dreaded, GoToWebinar echo. you will however, have the ability to enter questions via the GoToWebinar chat, or I'm sorry, the questions, field. Uso if you just clicked on that little pop out that you have, you should have on your screen. There's a, if you look down, it says audio dashboard, polls question chat, just click on the questions. One, you can enter your questions there. And at the end of the presentation will do a little Q and A. So, with that, I will turn it over to you, Gary.
Thank you. Hi everyone, my name's Gary Lacombe , I'm with Alluvia, who as Jack mentioned is a strategic partner for Navigator. And I'm gonna take you through a quick overview of ELU, but focusing on our eCommerce integrations. So with that Navigator is a strategic partner, both navigator, and the customer himself. We offer integrations solely to the entire SAP portfolio. So no other brand, other than SAP focusing on Business One ByDesign and S/4 HANA. And we were an SAP implementation partner, but have chosen to focus solely on our integration tool and that all we do and the value to the customer is that we know SAP inside and out. So when we integrate SAP, we know how it works, all the table structures, everything under the covers from the SAP standpoint, as well as from our tool set, we have a cloud based integration solution, which provides rapid deployment, eliminating lengthy cost of development and testing cycles. Cause we're using templates prebuilt for several applications, which I'll cover which makes it easy to deploy, but not only do we focus on what we offer out of the box, but we're able to pretty much integrate anything into SAP. We use a quick time to value approach utilizing drag and drop mapping prebuilt connectors. And as I mentioned, fast, custom integrations as well.
So we focus on several target areas. Ecommerce is clearly our most popular along with marketplace channels. We also offer CRM logistics, procurement, and spend management banking and other SAP solution integrations. Some of our integrations and is not an extensive all-inclusive list, but an extensive list of our offerings. From an e-commerce side, you can see most of the popular eCommerce brands are listed here from a marketplace. Amazon obviously is very popular along with Walmart and eBay. And then we have integrations to CRM platforms, shipping platforms, and other SAP products like Concur and SAP Ariba. We also recently integrated and created templates for Expensify and Procurify.
But today we're gonna focus on our eCommerce integration flow and how we commonly integrate into e-commerce platforms. Now this isn't the only approach, but it is the most common approach to integrating, but as I'll go as I go through it, I'll explain a little bit more. So here we would have our e-commerce site here, our SAP product followed by our shipping solution and in the middle with the arrows. And the little emblem is Alluvia platform that is passing the data and integrating the transactions between the systems. So as you all know, the most common scenario is in orders coming in through your web store. It's pass over through our platform and we're creating transactions within SAP. And the transaction mix will change based on what you're using, whether it's a marketplace or Amazon fulfilled by Amazon or fulfilled by merchant or an eCommerce site. But in this instance, let's just take a standard e-commerce approach where an order comes in, it will create a sales order within SAP, a reserve invoice, and an incoming payment against that.
The item will be shipped from your logistics, whether it's on-prem or 3PL the shipping will occur. Delivery will be created within your shipping solution, along with the tracking inform, which we passed back into SAP, creating a delivery note. And then we passed that delivery note over to the e-commerce sites. So people can track their packages and be notified that they have been shipped. We also have the ability to synchronize inventory data, such as item, item, quantities, item prices, lists, and other items. And that's based on your preferences, what we pass back and forth. And in some instances, instead of a B2C site, you're implementing a B2B site. In which case we would also manage your business partner or your vendor data and pass that over to your e-commerce site. So your B2B customers can transact.
So some of the marketplace solutions we were speaking about, we're gonna focus on Amazon because is the most popular marketplace we have fulfilled by Amazon, which I'll cover first, which as you know, is the customers or Amazon is basically handling the whole transaction for you customer logs onto Amazon buys a product. And if it's fulfilled by Amazon, then Amazon ships it out. And then they notify you with a single transaction, which is a paid invoice, basically that that transaction has been processed and you can keep track of it and reduce inventory in your system
And Amazon doesn't do this for free. So they're charging you a tax for the, the good sold, and then the Amazon fulfillment fees. And over here, I know it's getting a little technical, but what we're showing you is that we're capturing that data. So in this scenario, the sub total 23 dollars, the tax that was charged was $2.19. The fulfillment fee was $3.42. And the commission is $3.45. So total fees come to $6.87. So when we push that information into SAP, you can see here's an AR invoice that was created based on the Amazon transaction. Here's $23 minus the freight or the fees and leaving you with the total amount. So we're handling all of that at, in the transaction itself, as we're capturing the data and pulling it into your system. The other approach that's common is fulfilled by a merchant. This is where Amazon sells the goods. Yet you fulfill the order out of your warehouse. So this is very similar to your Shopify process, where an order comes in Amazon on takes the order, passes the order to you. You go ahead and fulfill the order, deliver the order and tell Amazon that the goods have been shipped. So those are two most common approaches.
So now that we spoke about the process itself, I'm focus a little bit on our platform, and this is the actual tool that we use, excuse me, the tool that we use to integrate to the system. So in this example, I'm gonna be integrating into a Shopify system. So I say, what external system, I action to the type of transactions, credentials, everything goes in, and then we're going into our template wizard
Where we're presented with field mapping screen. So we have the Alluvia fields and the external system fields on the right. And what we're doing is the template will come in Prema, but you have the opportunity to map additional fields. So you have some custom fields, which you want to pass data to and from, you can drag and drop those fields and link them together. And where you see gray fields, it means that you have, we have created formulas to manipulate the data. And that's one of the great powers of the Alluvia platform is that you can go in and say, okay, I'm getting this data from point A. I want to manipulate it in this fashion. Before I pass it to point B, that could be through a formula. It could be concatenating fields, or it could be going out to an external table or an external system and grabbing data and coming back. So the possibilities for data manipulation between two systems is pretty much unlimited
Once that has been completed and the mapping exercise is done, then we're scheduling the sequence of events, the order in which the integration is going to flow. So we're gonna download orders, we're gonna post them to SAP. We're gonna create the delivery document and post the delivery document SAP in this scenario. And along with of that, we're tracking each transaction that flows through our system. And as an end user, you're getting access to this, the entire thing that I've just showed you, but this is the screen that you would be most interested in, which is giving you all the transactions as they're flowing through your system, along with the success failure, or whether it's posted or not posted as of yet. And if there is a problem with it, or you just want to see the details behind one of the rows, you can click on them and be presented with these screens, which will show you the data behind and this sequence of events that the data has gone through in its process. And if there is an error, you have the ability to A go in here and just update the field. So we'll post say an item key is a new item key. And for whatever reason doesn't exist in one of the two systems, you could update the item key to the actual item key, or you can go to the system, create the item, come back here and say, try again, put it to ready to post, and it will post into the system.
So that's it on the eCommerce and our platform overview that gives you kind of a conceptual idea, how it works as well as our capabilities of integrating to not only eCommerce, but other tools. But one of our newest offerings, which we've come out with is our bank reconciliation module. Which I just wanna take a minute to show you because it's very popular and this gives you the ability to connect to most banks globally. And when they say most it's 97% of the banks globally, so banks and credit cards, it allows you to import that information and then reconcile it right within SAP.
And then in SAP itself, you have matching rules and this follows those rules. So you can set up how you want the transactions to match. And our system will follow those rules as it tries to match the data. So here we're with our bank rep module. And as you can see, this is the same dashboard that I was speaking about earlier. You're going to connect to a new bank here and select the language and the country of the bank. Once complete, you'll be presented with the played interface, where you select your bank and log into your bank account with your normal banking credentials once complete, it will show you the bank accounts associated with that login. And you'll say which account you want to link. It gives you the ability to change the name. So it's meaningful. So if you have multiple chase accounts, you can name them. So you know which account you're speaking about, and once complete, you save it and you can see now it's linked into the system, but now we have to go out and, and synchronize it into the Alluvia platform. And this is just part of the setup process. Once it's set up, you don't have to do this anymore, this step,
Okay. And now you see here it is with the ready to post status. This is the actual statement itself, and I can drill into the statement and see the transactions on the statement, the line items. Now I can go ahead and change it. It was ready to post. Now it's on posting. Now it's successfully posted. And then you go into your standard SAP product. You've go to your bank statement, you select the account, and then you presented with the statement itself. You can double click on it and we'll bring it to the details, which match what we saw earlier, which was the raw data from the bank. So here there's two same transactions. And if we flip back and drill into it, you'll notice that they match 800 and 500. Then you can go ahead and expand it to see the details and the invoice numbers. And you can see it's matched automatically. Now, if you can't find a match, you can go in and manually match it, which happens from time to time. But if everything's matched post it and the process is complete. So we're very excited about that product because it's something that was of great demand within our solution set on the SAP community as a whole. And with that, I'm gonna open it up to questions.
Great, Gary, thank you so much for that quick overview of the integrations powered by Alluvia. We do have a couple of questions. If anyone else has additional question, please just pop 'em in the, the question box and I'll get 'em to Gary. So right off the bat, how many eCommerce sites can be integrated at one time?
So we can integrate unlimited amount of eCommerce sites. So some customers have two to three Shopify sites, they'll have an Amazon marketplace and perhaps some other integrations as well to external systems, and we can integrate all of those through a single instance of our platform.
Okay. So, so as many as the, the client needs to integrate the, can all be put through one place and streamline that. Awesome. Yes. So I'll, answer that one. Our demos with, ByDesign available. Yes. I will let Jack follow up on that and Jack, Kevin, follow up on that and get anyone that's interested in more of a deeper dive look into these integrations set up. So yes demos with, ByDesign as well as Business One will be made available for everyone. Can inventory levels and pricing pricelist be replicated, right. So pushed, pushed out to the websites.
Yeah. So you have the option. And I touched on this a little bit in the beginning, but you have the option to create inventory within SAP and push it out to Shopify as well as inventory levels and pricelists, and you can have different items. And each, if you have multiple Shopify sites, let's say you can have different inventories or attach each site to a different warehouse to give you unlimited flexibility on pricing, item keys, and what's on held on each site.
And one quick follow up on that is, is the delivery tracking information passed back to the web store once the order is processed?
Yes. So it comes from your shipping solution into SAP. We take the tracking information or any other additional information you would like to pass through. We capture that within the financial system, the ERP and then we push it out to the source in this case, Shopify. So the customer can view the tracking information and be notified of delivery.
And then I have a question as well. Are there integrations, pre-made integrations to any HR systems at this time?
We don't have any, but as long as there is an integration model API, we integrate, we can integrate to that system.
Okay.
Navigator has firsthand experience with that.
Great. And that is all of the questions that we have that were collected during the presentation. Does anyone have any questions that they want answered now drill down to while we're on the webinar right now? I'll leave it open for just a couple minutes. And if not, we'll definitely Kevin and Jack will be reaching out to better under connect with you all and better understand the client needs integration opportunities and solutions.
Yeah. And as, as we're waiting a minute or two, I just wanna reiterate that even if it's something that you haven't seen, or we haven't touched on, if there's any system that you're using today that needs integration, reach out to Navigator, and they'll be able to work with us to help integrate that into your solution.
Great. So we have one quick one. Can the shipping part be used without an e-commerce part?
Yes, absolutely. So in many cases, if you could be your own warehouse or a 3PL but yes, we can, we can integrate shipping you know, ERP and shipping solution. We don't need the e-com side, everything standalone integrations, but works together.
And then there was a question about does it work with Woo Commerce?
You, yes, we do a lot of Woo Commerce integrations. It's probably a close second, if, if not right there with Shopify as our two top e-com solutions that we're integrating to on a daily basis.
Okay. And then, have you worked with any integrations Boomie?
We have, but usually it's one or the other Boomie a complex solution, very robust and powerful integration tool. But based on the scenario we could work with Boomie. Usually we would integrate directly to the system that Boomie is speaking to, but yes
Okay. Are there any other questions that are coming up? No, you're, you're welcome for the answers on the questions. We just gotta, thank you. Thank you very much. If there's nothing else, right. We wanna respect everybody's time. We wanted to give everyone a good overview of the integrations, the opportunities and possibilities. Again, as I mentioned before, Jack and Kevin, your account managers will be reaching out to connect with you better understand if there are integrations that we can work with you on to streamline your business. And with that, Gary, thank you so much for taking the time this morning for both our clients and Navigator.
Yeah. Thank you everyone.
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