How To Integrate eSign in ERP

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.

As the discussion is about best way, then it's by using web services SOAP at both end. It's like air line ticketin, travel agent book the available seats online on air line ticket system, here it would be e procurement.Using web service it would turn out live operation in both DB. It would also help to validate rules in both system at the time of insert update data. Hence if error found to update record, it would not allow by system to enter the data. For example if supplier want to under quot, and under quot is not allowed in ERP then e procurement would throw an error that it's not allowe...

Odoo formerly known as open ERP is best for all type of business whether you are a start-up or well-established brand in the market.There are many reasons behind the popularity and growing demand for Odoo (Open ERP) by many small and big brands over other expensive ERPs like SAP, Oracle, Sage, Microsoft Dynamics and many more. Here are some of the reasons why Odoo is best for small to mid-sized business.Cost effective: Currently Odoo has four editions Community, Enterprise, Odoo online and Odoo sh. If you want to check it as a trial then you can start with community version which is free to download Odoo Community. In community edition, there are many free apps which you can use to enhance your business.2. Comprehensive features: Odoo app has more than 1000+ business apps available for different type of business requirements. On a monthly basis, more than 300 new apps updates in Odoo app store. Implementing it in your business you will get 1000 plus modules to enhance your business. Which is one of the major advantage of using Odoo over other ERPs.3. Easy to Customize: This is the best benefit of using open source ERP as they are very easy to customize as per your business requirement.4. Easy User Interface: Odoo interface is very easy to use and understand. You can see all installed application on a single toolbar.If you want to integrate your Prestashop business with Odoo then you can try one of our best selling module Prestashop Odoo bridge which is also available in Prestashop add-ons.>> You can also try the demo of Prestashop odoo bridge here Prestashop Odoo BridgeFeel free to contact us at Create Ticket if you need assistance in setting up odoo and integrating it with Prestashop and we will be glad to be a part of your growing business.

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.

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