customizations and integrations presenters barney stone, barney stone software steve cisick,...

27
Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party Integrations CommCon 2015

Upload: homer-sanders

Post on 14-Jan-2016

227 views

Category:

Documents


0 download

TRANSCRIPT

Customizations and Integrations

PresentersBarney Stone, Barney Stone SoftwareSteve Cisick, Technology Copilot, LLC

Customizing Stone Edge & 3rd Party Integrations

CommCon 2015

From StoneEdge.com, 2011CommCon 2015

Today’s ConferenceCommCon 2015

Today’s Conference

Payment ProcessingShipping optimizationBusiness development / consultingInternational shipping servicesCustomer reviewsTrust servicesShopping carts & cart integrationsNetwork, IT and security servicesOff-the-shelf add-ons for Stone EdgeCustom programming services

CommCon 2015

MonsoonCommerce.comCommCon 2015

Examples of custom code written for Stone Edge users

Check imported orders for: Restricted items Shipping & PO Box issues Best shipping method Duplicate orders AVS and CVV problems Missing customization data Which drop shipper to use etc.

CommCon 2015

Examples of custom code written for Stone Edge users

Checks when approving orders: Duplicate PO numbers Missing address fields Restricted items Payment issues etc.

CommCon 2015

Examples of custom code written for Stone Edge users

EDI support Import orders Export order status and tracking data

CommCon 2015

Examples of custom code written for Stone Edge users

Import shipping costsUpdate kit costsGet current vendor QOH

CommCon 2015

Examples of custom code written for Stone Edge users

Send shipping data to common carriersDisplay ship-to address in Google MapsMultiple warehouse support

CommCon 2015

Off-the Shelf Stone Edge Add-Ons

Advanced User Interface Advanced View Orders

CommCon 2015

Off-the Shelf Stone Edge Add-OnsCommCon 2015

Off-the Shelf Stone Edge Add-Ons

Advanced User Interface Advanced View Orders Advanced Customer Service

CommCon 2015

Off-the Shelf Stone Edge Add-OnsCommCon 2015

Off-the Shelf Stone Edge Add-OnsCommCon 2015

Off-the Shelf Stone Edge Add-Ons

Advanced User Interface Advanced View Orders Advanced Customer Service

Wizards Order Export Wizard Quick Filter Wizard

Barcoders.com Utilities Multiple Location Support QOH Updates

CommCon 2015

Off-the Shelf Stone Edge Add-Ons

Advanced User Interface Advanced View Orders Advanced Customer Service

Wizards Order Export Wizard Quick Filter Wizard

CommCon 2015

Agenda

Why customize?Where to customize?Dangers to customizationsHow to customize?Example integrations/customizations

CommCon 2015

Why Customize?

Extend application feature / functionalityGet immediate benefits without waiting

for software vendor to addGain competitive advantage

CommCon 2015

Where to Customize?

Inside of Stone Edge◦Update VBA code◦Update MS Access forms, reports, etc.

Outside of Stone Edge◦Directly connect to Stone Edge database

CommCon 2015

Dangers to Customizations

Customization causes big problems◦ Developer unfamiliar◦ Junior developer◦ Neighbor who knows MS Access

Support difficulty◦ Software vendor◦ Original developer MIA

Upgrade difficulty◦ So many customizations, locked into old version.◦ Cost to convert customization high

CommCon 2015

Communique User Conference 2015

How to Customize?

Inside Stone Edge◦Use Custom ‘hooks’ to embed custom code.◦Leave plenty of documentation.◦Avoid changing ‘base’ code.

Outside Stone Edge◦Avoid trying to recreate ugly processes like

order imports or anything related to purchase orders

CommCon 2015

Technology CopilotShopping Cart Integrations

Shopping Cart Integrations◦Sears◦Vendor Central◦Rakuten◦OverStock◦Commerce Hub◦Wayfair◦Zazzle◦Houzz◦New Egg◦Etsy◦Whole Foods

CommCon 2015

Technology CopilotShipping Software Integrations

Shipping◦Move Method (RateLinx)◦Dynamic Shipping (Express1)◦TrueShip◦OnTrac◦Parcel Pro

CommCon 2015

Technology CopilotFBA Integration

FBA◦Order Import◦Returns◦Inventory Adjustments◦Reconciliation

CommCon 2015

Technology CopilotMiscellaneous

Orders◦ Split orders

Purchase Orders◦ Auto associate orders to items on PO.◦ Import and Export

Inventory◦ Send Kit/Drop ship quantity on hand to cart◦ Auto create / auto break assemblies

Invoicing◦ Invoice by PO

CommCon 2015

Q & ACommCon 2015