Can I Integrate eSignature in ERP
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FAQs
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How can we integrate ERP and CRM?
It’s relatively simple,Level one - most all ERP and CRM packages have API’s for connecting customer data - name, location, contact, etc.Level two is if you want to share AR data, so the salesguy can tell if his customer is on credit hold or hasn’t paid a bill.Level three is connecting CRM Quotes/Sales Orders - not all CRM’s have this functionality and many sales order processes won’t fit every business - but it can be done, now we’re feeding pricing info from ERP to CRM and actual Sales Orders from CRM to ERP.All these are common functionalities and your normal consultants for both CRM and ERP should be able to accomplish them.In practice, the business office isn’t always very keen on letting junior salespeople change a customer address and letting those changes filter up to the business office - salesboy jr might be calling on a buyer at a secondary office location and the billing address should remain the same, but Jr doesn’t know this…And sending AR data, it’s really much easier for the Business Office to run AR aging and call or email the salesgal to do some collection activities for their one or two clients that may be behind.We mentioned the issue with sales order processes that don’t fit -So, very, very often we’ve done software evaluations for companies who say they are wanting integrated CRM/ERP - and we manage the process with that in mind, however, when it comes down to time to do the integration, most customers balk - it’s not that much information, there’s signNow risk and limited reward - even with NetSuite implementations where CRM and ERP are already integrated, there’s more often an effort to lock down features with security roles than to share a great deal of info -So talk carefully with the users and department heads up front, and you can save yourself a great deal of time.
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How can I integrate e-way bill functionality into our ERP?
Part A of Eway bill is populated by invoice or billing document data, hence, it makes lot of sense to generate e-Eway bills directly from ERPs or accounting software. Such a functionality ensures that user will not have to do any manual action to generate Eway bills. User would like to take different actions related to E-way bill compliance like Generation, Cancellation, Part B update, extension, etc. directly from their ERP.A user can be provided with such functionality by integrating their ERP with E-Way bill APIs being offered by licensed GST Suvidha Providers (GSPs) or from NIC, and other application service providers (ASPs).GSPs (GST Suvidha Providers) which are recommended by GSTN (the governing body for GST) can provide direct access to NIC APIs. Integrating with NIC APIs is a tedious task as it requires in-dept understanding of NIC system. Few GSPs & ASPs, like Masters India can also provide simple REST or SOAP APIs which are easy to understand and can be integrated with any standard or customised ERP. Most of these APIs accepts JSON payload and are to-fro APIs, i.e. the response data is received in the same API call.Currently, we are using SAP ECC which is integrated with Masters India EWay Bill APIs through PI middleware. APIs can also be used by creating an RFC through a secured port. Likewise, other ERPs like Oracle EBS & MS Nav/Ax can also be integrated. Generally, it does not take more than a week to complete the entire integration work for Eway bill automation.However, there are companies which may not have high volume of Eway bills or may not have direct access to ERP integration because of global approvals. In such cases, companies can opt for a standalone application like autoTax Eway Bill Solution being offered by Masters India.Some of the supported features are:Generate, Update, Cancel or Reject EWBImport data with excel, pdf invoice or .prn file (relevant for import scenario)Eway bill generation through pdf file readingAuto distance calculatorCreate custom reports, set reminders and alerts for stakeholdersUnlimited number of users and unit wise segregation
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How can I integrate Tally ERP 9 with Java SaaS?
you don’t need to, there is a beautiful feature provided by TSPL within Tally.ERP9 which makes your data available on remote access from virtually any machine on world.basically SaaS module provides application & data both via cloud, where as in this case you install Tally.ERP9 on the requester machine & only access the data creating your very own SaaS model. data always stays on your own system at your server & your own system acts as an server.to understand more on Remote Access & SaaS Services provided by TSPL within Tally.ERP9 feel free to check out my other answers, PM.
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How can I integrate machine learning with ERP?
You can create some kind of back-end service and connect it with your front-end ERP system.So you need to send your data to your back-end and do all the ML stuff there and then return the output to your front-end.That’s it. Hope it helps.
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What is the difference between ERP and CRM? How can they be integrated?
What is CRM?CRM at its simplest is systems and processes for managing a company’s interactions with current and potential customers. When we talk about CRM we usually are talking about CRM Software. CRM software is used to organise, automate and synchronise sales, marketing and customer service.CRM has developed to include all areas of the customer experience, keeping the customer happy and in turn keeping them loyal and more valuable to your business. It is the process of identifying potential leads/prospects, nurturing them and guiding them through the sales process to close the business. Once they are a customer it is ensuring that you maintain that relationship and encourage repeat business – either more frequent orders or higher value.What is ERP?Where CRM manages the customer, ERP is used to manage the business. ERP is a system for improving the efficiency of business processes. Like CRM, ERP allows for the rapid sharing of standardised information throughout all departments. Employees all enter information into the ERP system, creating a real-time, enterprise-wide snapshot. Problems in any area will automatically create alerts in other affected areas. This allows departments to begin planning for issues before they become a problem in that department. In short, by allowing the business to focus on the data, instead of the operations, ERP provides a method for streamlining business processes across the board.What’s the difference?ERP and CRM systems use different approaches to increase profitability. ERP focuses on reducing overheads and cutting costs. By making business processes more efficient, ERP reduces the amount of capital spent on those processes. CRM works to increase profits by producing greater sales volume.
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How can I integrate Magento2 eCommerce and Openbravo ERP?
Every ERP system works differently, therefore the more you know about the ERP system you have, as well as how Magento works. The more you know about how Magento and your ERP store and manipulate data, the easier it will be to help manage the integration between your ERP and Magento. If you don’t understand your ERP system and what it is capable of doing, then the integration could be a nightmare and you will have to rely way too heavily on a third party to do the integration for you.
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