ecommerce for SyteLine

Transcription

1 ecommerce for SyteLine March 2018

2 and their ability to place orders when needed. Although current web Making purchases via internet storefronts has become part of our daily making these purchases, ishop fully supports both Your Team 1 2 Re-keying orders as they are received through your website and pricing, manually on the site Business-to-Consumer and Business-to-Business ers, wholesalers, distributors and retailers. We ve included a handy checklist of ecommerce features you are - and Your Customers Inability for your commercial customers to control which of their employees has authority to place orders No opportunity for customers to place orders on accounts LogicData s ishop technologies, ishop gives your customers the user experience they expect from the best designed ecommerce websites. right way, ishop ecommerce Storefront integrates completely with the SyteLine backend. ishop communicates directly with SyteLine and understand what your ERP system needs to properly process orders, manage customers and sell products. ishop you no longer need to maintain duplicate data in two systems, leveraging the strengths of each to support the other. User Experience To ensure your brand and image extend from your website to ishop, ishop to look, feel and navigate like your corporate website. You ishop rease sales, and your customer base. Copyright 2018: LogicData

3 ecommerce for SyteLine You will be up and running quickly with our experienced Customer Portal CHALLENGE Your customers expect instant access to their accounts and order SOLUTION As part of ishop, the Customer Portal is the internet-based view for your customers into their SyteLine data. You control exactly what them to access that data at their convenience. With ishop s Customer Portal you can instantly give your customers Customer Orders Customer Order Lines Customer Order Shipment RMAs Take orders over the web and see them in Syteline You can also provide them with a self-service webpage where they can see their open invoices and pay their invoices online with a credit card. Use SyteLine s pricing Use SyteLine for inventory availability Send order acknowledgments Accept purchase orders and credit card orders Maintain your item catalog with photos, de- Allow new customers to open accounts purchase on credit LogicData E Bethany Dr Ste 400. Aurora, CO (303)

4 ishop ishop equips the B2C model with Customer created accounts, logins and passwords unregistered users Credit card payment processing But selling to other businesses (B2B) has its own set of requirements. ishop business sales model which includes ishop System Requirements SyteLine/CSI or later Microsoft SQL Server 2008 or later Authorize.net credit card gateway Your merchant account for credit card transactions Winders Server 2008R2 or later SSL Certificate High speed internet connection Ability to purchase an open account using a purchaser order number Credit terms as well as credit holds Parts catalogs using SyteLine s customer/item cross referencing Pricing using SyteLine s pricing logic and matrices Customer portal providing you the ability to publish any SyteLine formulas Future delivery dates Ability to copy previous orders to the shopping cart Open invoice payments online Copyright 2018: LogicData

5 ecommerce for SyteLine Credit Card Challenges The Process Tracking the card Capturing funds against the invoice as payment in accounts receivable, and Doing all of this while remaining compliant with Payment Card Industry (PCI) Data Security Standards (2017). With Credit Card Processing for SyteLine your customers credit card insecurity codes. Once entered, the credit card number is masked from provider) database. Credit Card Processing allows you to Generate a credit hold against the customer s credit card account. LogicData Credit Card Processing for SyteLine gives you a secure and or service order entry Store and re-use customer cards Use SyteLine Pick/Pack/Ship all while maintaining strict security of customer credit card Authorize.net website, not your database. can be placed on credit hold for review. orders on credit hold in SyteLine to prevent accidental shipment where payment may not be guaranteed. A report is provided to the credit against the customer s credit card and creates an AR payment record Process credit cards for customer orders Eliminate credit problems Automate funds capture Improve security Minimize errors shipment. All credit card data is entered directly into the Authorize.Net webpage called from SyteLine and stored in the Authorize.net database, easing PCI security requirements and minimizing your exposure to fraud and liability. Credit Card Processing also allows you or your customers to Enter a credit card as a payment in Accounts Receivable Payment Processing, select the invoices to pay and capture funds immediately LogicData E Bethany Dr Ste 400. Aurora, CO (303)

6 Credit Card Processing Fig. 1: Gateway login screen. First step of security. Fig. 2: Account entry for order. Fig. 3: Credit card entry screen on Authorize. stored there. Adherence to PCI Data Security Standard Compliance Firewall protected system No vendor supplied defaults for system passwords Encrypted transmission of cardholder data Maintain a vulnerability management program Restrict access to cardholder data by business need-to-know Restrict physical access to cardholder data Regularly monitor and test networks These requirements are addressed and adhered to by LogicData Authorize.net. This degree of security adherence alleviates the pain of reports are simple to conduct. Copyright 2018: LogicData

7 ecommerce for SyteLine Fig. 4: Customer order with credit card inforhold. Fig. 5: Accounts Receivable payment with credit card. Fig. 6: Payment returned from Authorize.net. LogicData E Bethany Dr Ste 400. Aurora, CO (303)

8 Credit Card Processing Fig. 7: Validate a credit card and leave your customer s credit untouched. and Pick/Pack/Ship. Keep credit card orders and terms orders separate. System Requirements SyteLine 8.02 or above Authorize.net credit card gateway ecommerce for SyteLine (including ishop and Credit Card Processing) contact us at (303) or Sales@LogicData.com E Bethany Dr Ste 400 Aurora, CO (303) Copyright 2017: LogicData