B2BGateway uses Magento’s API (web services) to pull orders from your customers and push them into your ERP/OMS or Accounting Software. All of the work is done behind the scenes and setting up the integration requires only a few pieces of information.
SETTING UP MAGENTO WITH B2BGATEWAY
Creating API Role
- Magento requires an API role be created in order to communicate with B2BGateway. Login to the Magento Admin Panel and navigate to System > Web Services > Roles.
- This page lists the current API roles. If there none listed, click on Add New Role.
- Every role needs a name and we recommend “B2BGateway API”.
- The second tab on the left (Role Resources) allows you to select which resources should be available for users with this role. While you can select exactly which privileges are given, we recommend you select All to make things more simple.
Creating A New API User
- Now that the API role is created, you need to add a dedicated user.
- To create a user account, fill in the fields of First Name, Last Name and Email. We recommend creating “B2BGateway EDI” for the username. Please make sure the API Key is secure.
- Now you have to “connect” the new user and the new role. Click on the second tab on the left called User Role. Select the radio button next to the “B2BGateway API” and click save user. This will allow the new user to use the role permissions you created earlier.
What Happens Next
- Once the API role and the API user is defined and set within Magento, B2BGateway will build the required data maps in order to do the data translations so that the original purchase order from Magento will automatically go into your ERP as a Sales Order.
- B2BGateway can also set up optional documents like the Invoice and Inventory Advice. The Inventory Advice will update inventory levels on Magento available from your ERP. The invoice can also be used to update tracking information on Magento if available.
HOW DOES B2BGATEWAY WORK WITH MAGENTO?
To keep it simple, we treat Magento like any other trading partner system. Magento provide a web service API that we use to connect with their product. When building this solution we make sure that is it scalable for current and future clients. This means that once we have built a specific feature for an eCommerce site, it is available for any of our clients who may need to use it. We also make sure that the process is as seamless as possible and does not rely on manual processes by the client or B2BGateway staff.
E-COMMERCE SITE EDI FUNCTIONALITY
COMMON eCOMMERCE SCENARIOS:
- Orders from the site and integrating them into your “back-end” ERP
- Sending orders from site to a 3PL, Warehouse or Drop Ship Vendor
- Updating the site with shipping and tracking information
- Inventory updates posted to your eCommerce sites
SEND ORDERS TO ERP
B2BGateway’s eCommerce EDI solutions allow your organization to take orders from your eCommerce sites and import them directly into your back-end ERP such as Sage, Netsuite, QuickBooks, etc… Plus, there is no need to rekey the data.
Through B2BGateway’s eCommerce EDI solutions, your organization can use the ANSI X12 Inventory Advice (EDI 846) transaction set. The EDI 846 is becoming a mandatory transaction set for many of the large online stores such as Amazon, Buy.com, Ebay and many others.
B2BGateway’s eCommerce EDI solutions will allow you to track orders and shipping by utilizing the 200-series of ANSI x12 EDI transaction sets.
B2BGateway’s eCommerce EDI solutions allow your organization to take orders direct from your eCommerce site and send them to your 3PL, warehouse or drop-ship vendor for fulfilment. When working with a Third Party Logistics (3PL) team, warehouse ship orders (EDI 940) and warehouse ship advice (EDI 945) need to be included.