Our Customer Service department wants to make a website so that customers can use a form to enter their own sales orders, which will then be reviewed by our team. I can see how I’d be able to take a basic Entity Framework structured web app to enter data, but I know that’s not how Epicor wants me to do things. We don’t have the Service Connect module, and if we can’t get by without it then this project is basically cancelled. Is there a low-budget way to do this?
im not the foremost expert on here but you could build a restful webservice to poll your site and use the BO/Methods in Epicor to create the orders.
Not low budget but you might want to look at ECC, Epicor Commerce Connect.
I’ll look at some REST tutorials and see if I can make sense of that. On the BO/Methods side, I have some questions. Which methods would I need to call for SELECT and INSERT statements, and in what order? I suppose I’d start with SalesOrder.GetByID to make sure no duplicate order #'s are entered, but beyond that I’m clueless.
The team also wants this to be able to process credit cards through this website. What do I need to know/ what do I need to read to process a credit card through epicor correctly? I see a SalesOrder.CCProcessCard method, but it’s not as simple as just entering card number/ payment amount and then running that method, is it?
This can all be done with Bezlio. https://bezl.io/
We are currently using it for remote sales people but not for customers since we have so many configured parts.
John
@John_Mitchell you are still looking at ongoing monthly costs, for which working with REST will cost about the same in labour as a one year subsciption. I suggest @LReynolds continue to look at the integrated solution, but to be honest you will need a skilled .NET developer for the integration as this is not for beginners or easy to do.
In order to understand what calls you need to make at server level or during a particular business process, you will need to enable and use Trace Logging with the appropriate settings. Then carry out the activity in Epicor, such as processing the credit card. You will then be able to see what standard objects and bo methods are used.
If you have a very small budget, consider using weebly.com to build a basic ecommerce site that can take orders. Then each morning or periodically throughout the day or at the end of the day, you can download the orders to a spreadsheet and copy/paste-insert in Order Entry or import using DMT or import using an updateable dashboard.
Or if your budget is a bit bigger, shopify is a good website to use and easy to integrate with Epicor.
Lastly, the Epicor ecommerce module is more than sufficient if your budget permits.
If you have the demand module you could create EDI 850 files that could get imported into epicor using the EDI Import process. That would also give your users the ability to review the orders in demand management and process them into orders.
Dependant on skill integrating Magento (free version) into Vantage/Epicor isn’t super hard to do and can be free. You can use the Magento Web Services to pull out the orders then REST/ Buis Objects to enter the orders.
If you wanted supercheap and little effort you could use Epicor Mobile access and create an updatable dashboard or publish E10’s web client to the web, with the user extremely locked down to what they can do.
Another Simple way…After webform submission, your developers can drop the filled out form as an excel file to a location.
Upon form submission, send an email alert to your CS team saying a new enquiry arrived.
Develop a dashboard that reads out excel file, and when user press Process Enquiry which should create sales order/quote in Epicor and delete/move the excel file to another location.
Now, your CS team can log on to epicor, and access the designed dashboard and process the enquires.
I have done something similar to that, which I attached as screenshot …
