We see dealers starting to add eCommerce solutions like B2BToolBox, not to compete with Amazon, but to allow their customers to easily order additional products & services, without having to talk to a sales rep. The goal is to have a fully automated system, from credit approval, to lease signing and creating the contract in eAutomate.
B2B Toolbox (was MPS Toolbox) is an eCommerce solution. This process will pull the data from B2B ToolBox, use ID634 to create the orders in e-automate. If we do not find a match on customers we set the customer to a default one listed in the variable.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
B2B Toolbox (was MPS Toolbox) is an eCommerce solution. This process will pull the data from B2B toolbox and push it to the CEO Juice import table. Subscribe to ID634 to create the orders in e-automate. If we do not find a match on customers we set the customer to a default one listed in the variable.
You will need to subscribe to ID634 to create the orders in e-automate, you will select 'MPS Toolbox' as the integration used. See this link for details on the variable settings for ID634.
Run Schedule: Every 15 Minutes
Type of Output: Data Push and Email
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Sample
Sample
**coming soon**
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Variables
Variables
Variable 2: Default Customer Number - By default, the process will use the customer number supplied in the import table. If that number is invalid, the process will use the default customer set in this variable to create the order.
Variable 3: Order Number Prefix - The prefix that will be added to the order number that comes from B2B Toolbox, to ensure that the order number in e-automate is unique.
Variable 4: Default Order Type - The default order type to use on the orders in e-automate.
Variable 5: Terms Code - The terms code to assign to the orders created in e-automate.
Variable 6: Freight Item Number - Freight will be added as a line item on the sales order. Enter the item number to use to add the freight charge to the order.
Variable 7: Default Ship Method - Enter the ship method to use for orders. Leave blank to use the default shipping method on the customer record on the order.
Variable 8: Default Warehouse - Specify the default warehouse to be used on all orders.
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Alert Functionality
Alert Functionality
To start, please provide your Public IP address to B2B Toolbox along with letting them know you would like to get our integration going. Then they will provide you (with help@ceojuice.com on copy, please) the needed server, user, and password for us to connect to your B2B Toolbox account.
We will get this set up in a Test e-Auto database until you are ready to move into production. If you don't have a test e-Auto database, you can create a test company via e-Admin with a backup of your live e-Auto database. To create a test CEOJuice database, a different process is necessary and we have a write up here.
Jump to: Default Customer | Order Prefix | Order Type | Freight | Ship Method | Warehouse
Default Customer
Default Customer
The orders created will first use the imported customer number as the customer record, if that customer number is not valid, the default customer from the variable will be used. If no default customer is specified, then the process will use the main branch customer as the customer on the branch when the imported customer number is invalid.
Order Prefix
Order Prefix
The order number will be pulled from B2B Toolbox, with a specifed prefix added to the order to ensure that the order number is unique in e-automate.
Order Type
Order Type
Order Types can be found in e-automate in Tools - Lists and Codes - Sales order types:
Freight
Freight
Any freight charges on the order will be added as a line item to the order. Specify in the variable the item number that will be used as the freight item.
Ship Method
Ship Method
Specify the default shipping method to be used on these orders, if no shipping method is specified, the shipping method from the customer record will be used.
Shipping methods are found in e-automate in Lists and Codes - Shipping Methods:
Warehouse
Warehouse
Specify the warehouse to be used on the imported orders by adding the warehouse number to the variable.
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Best Practices & Tips
Best Practices & Tips
The orders from B2B toolbox can have a delay of up to 5 hours from the time the order is paid to when you see the sales order created in e-automate. There is a process that B2B Toolbox goes through to verify that all order details are present, if there are any data points missing, the order will not push to the CEO Juice background table.
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Related Alerts
Related Alerts
ID634 - Sales Order Import Utility
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