How Clarity Connects Systems: Dynamics GP and Clarity eCommerce

Hi, Ron from Clarity. Today we're going to take a look at integrating Microsoft Dynamics GP with Clarity eCommerce. We're going to take a look at one of our clients Brick Packaging. Go to their website, we're going to select the products, and we're going to look at some wine bottles, some pricing, and custom pricing for a wine bottle today. So, I'm going to come down, and I'm going to select the wine bottle. I'm going to go down and select a nice champagne green bottle. So, here's the one that I've selected. It's eight dollars and three cents. So, I'm going to drill into that product, and now you can see here's my product. On the product details page, you can see my price and also the availability and product code. All of this information, including the description, is currently pulled from their GP installation. So, now what we're going to do is we're going to take a look at updating the price within GP and what that effect has in the cart.

So, the first thing we're going to look at in their GP installation is the different types of code pricing they have. They've got different pricing for ordering a full truck, half truck, less than truckload, retail pricing in the store, split ship pricing, and then a public web price. So, if somebody comes to the website they don't log in and want to check out as guests and don't have an account, then that's the price they're going to pay, which I'm currently showing. So, let's take a look at those prices. If I click on the web, you'd see my price is $8.03, a 24.49% uplift from my $6.05 cost. My current cost for these bottles is $5.54. I up it 25% uplift, and when I go and save that, come back and look, then ends up equating for a web price of $8.08 instead of $8.03.

So, now I'm going to bounce back to the website. We're going to take a look at the shopping cart. You can see I've still got $8.03, but if I go up and refresh the page, it comes back, and now it's updated the price to $8.08, now it's finished painting the page. So, now I'm going to go in and buy some bottles. So, the first thing I do is put my quantity fifteen, I add to cart, you can see in the upper right it added the items to my cart, and I have my price. So, I'm going to view my cart and take a look. So, now I've got my quantity fifteen, and now it's at my new updated price from GP $8.08.

So, now, if I go back to GP and say I'm trying to promote a bigger margin, I'm going to promote and give people a better deal to buy larger quantities. The smaller quantities of 1 to 111 are a 19% uplift, and 112 and up to 1343 are 16%. So, I'm going to take those two percentages, and I'm going to update them. For the 1 to 111 items, I will go from $7.49 and uplift at 2% to 21%. I enter twenty-one points, click on my next field. It updates the price to $7.67 by $7.22. I uplift one point, and now it goes to $7.30. So, now I've uplifted the percentages of my lower quantity purchases. So, what does that do to my shopping cart? Once I save, once I refresh and double-check, if you've ever used GP, you know you have to double-check your prices. So there they are 21% and 17%.

So, now when I come back, I realize, oh, I don't want 15 bottles at $8.08. I need to log in and see what my real price is. So, I'm going to come in, and I'm going to log in as my user. I'll type in my username, type in my password, and I log in. Remember, the price at 1 to 111 was $7.67, so it automatically changed my price to $7.67 and extended the price through the cart. Now I realize, oh, I want a better quantity break, so I went from 15 bottles to 150 bottles, and now I'm going to update the cart and see what that does to my price. As soon as I update my cart, you can see it now changes the price to the $7.30 or the 19% 17% uplift that we put inside GP. So, you can see everything's pushed from GP and updated through to the shopping cart. So, now it's time to checkout.

The other thing that's happened from GP is it's captured all of my user contact information and populated it because I'm already logged in. So, I'm in a bill at the same address, so I'm just going to click on my billing address and say the same as shipping, and it populates that information across. Scroll down to the bottom, the great thing about this is I can split shipping, but I'm going to do the same. I don't have any special instructions. Although if I wanted to, I could add some shipping profiles since it's a big order. What days will I be home, and are there any special requirements for a liftgate or what my shipping receiving does? Click the next step, and now I put in my credit card information. So, once I put my credit card and purchase, you can see now I have an order number, and I'm done on the website.

So, now what we're going to do is bounce back into GP. I looked at my sales transaction entries, and I looked for that same document number. I found that you can see the type is an order for you and that the client can see down below the exact bottles that we added of the quantity 150 at 7$.30 cents for the same total in the cart. So, my online purchase of the 1 50 bottles has now been successfully pushed as an order into GP, thus finishing the bi-directional integration.

Thanks for watching.