INTERNET APPLICATION DEVELOPMENT
MID MARKET ERP DEVELOPMENT
I love systems integration projects. If executed successfully, they are very rewarding for all parties involved. For the end user, they provide much needed automation and integration between otherwise unconnected systems; no more manual entries and user errors. For Sage business partners, it makes it more difficult for clients to switch to another ERP system, thus helping retain them as a customer. And on my part, I simply enjoy putting all the pieces of the puzzle together (that is, integration), and seeing it work seamlessly.
1. A good Sage business partner
2. A good partner for the third-party system with which we are integrating
3. A dedicated end-user resource helping with the design of the integration project
4. A good job by the CodePartners team
We recently completed a successful project that had all these components. We were first contacted about a year ago, and we are just now completing the integration.
A Sage Business Partner approached us with a requirement to integrate their POS system, called PixelPoint, with Sage 300 ERP. We never worked with PixelPoint before, so we found a resource to help us understand how it works. This need lead us to Triphen Technologies, a PixelPoint reseller who implemented the POS system for the end user. The end user, in turn, provided a technical resource to help us with the design process. And finally, given CodePartners' focus on the customer experience, we had all four critical ingredients in place for a successful integration.
We proposed a two-phase approach to this project: design and development. In the design phase, we had several conference calls, with all four parties, to discuss the goals of the integration, what information should be imported from PixelPoint into Sage, and how this information is posted in Sage.
Then, we created field-level mapping between the two systems. At the end of the first phase, the design document was reviewed by all parties. Once approved, we moved on to the development phase.
Below, is our final application:
This example only shows one location being imported, BELLEVUE. The actual implementation involves 10 PixelPoint locations and four companies in Sage 300 ERP. The product codes in PixelPoint did not match the item numbers in Sage, therefore we developed a mapping table.
The software imports sales and payments information from the POS system into the ERP system. Sales are imported as OE Orders, which are automatically shipped and invoiced. Payments are imported as AR Receipts, and are automatically applied to the sales invoices. Since sales information is posted in OE, inventory is reduced accordingly, and that gives the user’s the ability to monitor inventory levels and re-order as necessary.
With this project successfully completed, it’s time to say “thank you” to our Sage Business Partner, to the PixelPoint reseller - Triphen Technologies, and to the end user for their support, dedication, and professional attitude throughout the course of the project. We could not have been successful without you!
For more information about Triphen Technologies (PixelPoint reseller), please visit their site: http://www.triphen.com. Special thanks to Alex Hovsepian for helping with this project.
Note. At the time of publishing, we did not receive a permission from the Sage Business Partner to publish their name. Nevertheless, we enjoyed fruitful cooperation with them on this project and hope to continue this great partnership in the future.