webinarsintegrating-systems-woocommerce-and-epicore Ron Halversen, vice-president of sales and marketing at Clarity Ventures, examines the features a business can get with a WooCommerce and Epicor integration. RON HALVERSEN: Hi, Ron from Clarity. This video will demonstrate a few of the workflows from our WooCommerce to Epicor E10 integration solution. This client, Zephyr Sleep Technologies, wanted a quick and custom integration to automate their sales orders from their online WooCommerce storefront into their Epicor E10 CMS They also wanted us to build some custom fields and links when processing the order, which we'll show you during the demo. As a modular architecture, once we develop a connector to an application, that allows us to integrate any application to that app. So we can integrate Clarity eCommerce, or in this case, WooCommerce, to any CRM, ERP, and supply chain, or integrate any storefront, omnichannel, or portal to Epicor using the connectors we're demoing here. For this demo, I've already processed an order that you can see here, recorded by user Lance Schmidt, order number 83020, for $175. So let's fire up Clarity Connect by launching the Hangfire Dashboard. Jumping into the recurring jobs, you can see the first job which syncs all ordering shipping status information from Epicor to WooCommerce, but the job we'll kick up syncs the WooCommerce orders into Epicor. We look into the processing queue and find our job, drill into the details to see that it's picked up and processing our order, 83020. Within a few seconds, it's been processed and is showing Succeeded. Now let's go into Epicor CMS. We'll search for the order entry to find our section and launch it. Once open, we click on Sales Order, then Search and click on our order that was just processed. Once open, we'll click on the counter sale detail to see the $175 line item that we just ordered, then click on the additional info tab which displays some custom information we've brought over with the order. You can see the Woo order number, 83020, the sales tax from Woo, if collected, and the WooCommerce ID. Over here on the header tab, you can see that we've entered Clarity as the entity who entered the order into Epicor. This helps our client track online orders versus email, fax and phone in orders more easily. And finally, back on the additional info tab, we've dynamically created a details button that if clicked, launches back into WooCommerce to this order details page directly. So in summary, we placed an order in WooCommerce in the online store. We then sync'd the order into Epicor, which is now automated for our client. We then checked Epicor to see that the order was created and finally, we viewed the order details, which included some custom fields that were brought from WooCommerce, as well as the entered by Clarity and custom link we created that links back to the order inside of WooCommerce, which ensures that the sales reps can find the original order the customer placed, if there are any issues. So that's a quick view of Clarity Connect's WooCommerce to Epicor E10 integration. Thanks for watching. Integrations Improve Workflow As you can see, integrations can make an ordering easier for customers and employees. Clarity is ready to show you exactly how we can improve your business logic. Schedule a Demo
Ron Halversen, vice-president of sales and marketing at Clarity Ventures, examines the features a business can get with a WooCommerce and Epicor integration.
Integrations Improve Workflow As you can see, integrations can make an ordering easier for customers and employees. Clarity is ready to show you exactly how we can improve your business logic. Schedule a Demo