ECommerce Integration - Momentumsoftwaresolutions .au

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eCommerce IntegrationMYOB AdvancedECOMMERCE anced-V2.indd 19/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED ECOMMERCE INTEGRATIONeCommerceIntegration.We have created an extensive eCommerce integration with MYOBAdvanced, offering connections with well-known eCommerce platformson the market. Our base integration covers the synchronisation of databetween critical endpoints to automatically fulfil sales orders andmaintain MYOB Advanced as the source of truth.Connected eCommerce Platforms:2 Momentum Software Solutions - eCommerce Integration with MYOB ed-V2.indd 29/06/21 9:21 AM

Stock Items, Matrix Items, and Non-Stock Items:The eCommerce platform will retrieve product data from MYOBAdvanced, either hourly or through MYOB Advanced pushnotifications.The integration will sync through the title, description, attributes,image files, and connected sales categories.Stock quantities and stock management are optional.Stock items become simple products; non-stock items and matrixitems become variation products.Momentum Software Solutions - eCommerce Integration with MYOB Advanced ndd 39/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED ECOMMERCE INTEGRATIONCustomers and Contacts:The website will create a new customer in MYOB Advanced on salesorder completion if the customer does not exist.The integration will sync customers from MYOB Advanced to theeCommerce platform either daily or through a push notification.The fields synced are Customer ID, Customer Name, Main Contact,Main Address, Bill-To Contact, Bill-To Address, Shipping Contact,Shipping Address.4 Momentum Software Solutions - eCommerce Integration with MYOB ed-V2.indd 49/06/21 9:21 AM

Sales Categories:Sales Categories sync daily.Sales Categories will sync from MYOB Advanced - eCommerceWebsite.Sales Orders:The integration will create a sales order in MYOB Advanced after thecustomer completes the purchase process.The sales order integration will trigger either hourly or through awebhook provided by the eCommerce platform.The fields set are: Customer, Customer Order Website Order ID,Bill-To Contact, Bill-To Address, Ship-To Contact, Ship-To Address,Notes Customer Note, Premium Freight Price Shipping Total,SO Line Items.The fields set for a line item are: Inventory ID SKU, Line Description Product Name, Quantity, Unit Price Final unit price (after anydiscounts on the website).Payments:Each sales order in MYOB Advanced will include a payment line, ifapplicable.Payment methods between MYOB Advanced and the website willsync together.Paypal and Stripe payments will send through a finance chargeas part of the integration.Momentum Software Solutions - eCommerce Integration with MYOB Advanced ndd 59/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED ADDITIONAL INTEGRATIONAdditionalIntegration.Website Forms and Social MediaWe can build a connection between your website forms or social medialead forms, i.e. Facebook. We can take the form data and create a newlead within MYOB Advanced. We will scan the website and social medialeads on an hourly basis.Sales PricingIf you have an eCommerce website with customer-specific pricing, youwill need to connect the MYOB Advanced sales prices to your website.Our sales price module will give your website account holders access totheir customer prices. When a customer signs into the website, the regularproduct prices will change to their set price, based on the customer classinside MYOB Advanced.Product KitsThis Add on will sync Product Kits in MYOB Advanced to product bundleson the website. Our integration will establish a connection betweennon-stock item kits and product bundles on the website.6 Momentum Software Solutions - eCommerce Integration with MYOB ed-V2.indd 69/06/21 9:21 AM

Sales InvoiceOur sales invoice integration will improve your overall online customerservice. Customers can now view an invoice statement online, look uphistorical invoices, and download a PDF copy of their invoice. We canimplement a credit card system, giving your customer the ability tosettle their balance online.DiscountsControl promotional codes and discounts from within MYOB Advanced.Create a coupon code with a set start and end time, a percentagediscount or a fixed dollar amount. This option is essential if you want tocontrol everything from MYOB Advanced.QuotesCustomers can edit or create new Quotes on the website, and this willupdate/create new business opportunity/quotes in MYOB Advanced. Ourintegration quote module will improve your customer online experience;now, customers can view historical quotes, add the quote to the cart,and download a PDF copy of the quote.Returns & WarrantiesStandard business practice for online shops is to accept returns andhonour warranties. We can automate the process to reduce the manualentry of data. The customer fills in a form online, on form submission,instruction on how to return the items displayed on the screen andemailed. When you receive the goods, you can accept or deny thereturn/warranty.Momentum Software Solutions - eCommerce Integration with MYOB Advanced ndd 79/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED ECOMMERCE WEBSITEeCommerceWebsite.Website Graphic Design.With the expert website design package, you will work closely with ourweb designer, allowing you to have complete control over all elements ofthe design of your new website. Our web designer will design the websitefrom the ground up, including navigation, banners using your brandimagery, page elements, custom pages and how it works on the mobile.8 Momentum Software Solutions - eCommerce Integration with MYOB ed-V2.indd 89/06/21 9:21 AM

What’s included:Wireframe Design stage where our designer will discuss the pagesyou need and the elements and create a wireframe stage to work outthe layout before the visual design has begun.Custom pages the package includes the: Homepage, About us,Contact us, Product Category, & Product pages. We will also design upto 2 other custom pages for your website.Website banners for three of the pages you require, including a slideron the homepage linking to products and specials. These banners willbe custom designed using your brand and photography style.Page elements for the required pages, custom-designed by our webdesigner with responsiveness in mind, allowing each section to lookgreat on desktop, tablet, & mobile.A mobile design applied to all pages giving your developer a view ofhow each section will respond to a mobile device.As part of the Expert Website Design package, you will also be able tohave three rounds of alterations to the final design and our webdesigner’s help along the process of refining your new website till it’sperfect for you.Anything not covered above is considered additional customisation; weare happy to send through a proposal specific to your requirements.Momentum Software Solutions - eCommerce Integration with MYOB Advanced ndd 99/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED ECOMMERCE WEBSITEWebsite Development.Our web developers will take your website design and develop acustom-built WordPress website with WooCommerce. The developmentteam will create the website based on design files supplied by the designer.What’s included:The planning stage involves collaboration between our developmentteam, the chosen designer, and your management team.Custom pages included in this package are the Homepage, Contactus, Product Category, & Product pages. We will also develop up to 2other custom pages for your website.Website speed is a top priority when developing your website. Ourwebsite programmer will compress pages and images to anoptimal level.Security plugins are included in the package to ensure you will have asecure website.Your new website will be fully responsive for all devices including,Mac, PC, laptop, tablet and mobile.Anything not covered above is considered additional customisation; weare happy to send through a proposal specific to your requirements.10 Momentum Software Solutions - eCommerce Integration with MYOB ed-V2.indd 109/06/21 9:21 AM

Momentum Software Solutions - eCommerce Integration with MYOB Advanced indd 119/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED COURIER INTEGRATIONCourier Integration.Connected Courier Platforms:Sales OrdersThe integration will send sales order data from MYOB Advanced to thecourier; the sales order data will include the shipping details and the orderline data.Tracking LinkThe integration will request a tracking link from the courier company; wewill update the sales order with the tracking link in a custom field.12 Momentum Software Solutions - eCommerce Integration with MYOB ed-V2.indd 129/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED MARKETPLACE INTEGRATIONMarketplaceIntegration.Connected Marketplaces:Stock ItemsOur integration will maintain stock levels and pricing between MYOBAdvanced and your chosen marketplace.Sales ordersWhen you receive a sales order from the connected marketplace, ourintegration will take the information and create a new sales order in MYOBAdvanced. The integration options include the ability to nominate awarehouse/branch and alter the sales order type. Please contact us if youhave specific requirements for your marketplace integration, and we willcome back with a proposal.Momentum Software Solutions - eCommerce Integration with MYOB Advanced indd 139/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED EMAIL MARKETING INTEGRATIONEmail MarketingIntegration.Connected Email Marketing Platforms:ContactsThe integration will connect contacts inside MYOB Advanced to your EmailMarketing system. The contact data will flow both ways between the twosystems, updating the full name, email address and checking if thecontact has unsubscribed.Marketing ListsThe integration will establish a connection between the marketing lists inMYOB Advanced and the audiences lists in your email marketing system.14 Momentum Software Solutions - eCommerce Integration with MYOB ed-V2.indd 149/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED CRM INTEGRATIONCRM Integration.Connected Marketplaces:LeadsLeads uploaded into your CRM will flow back into MYOB Advanced. Thelead data will include the marketing source and details about the prospect.Quotes and or Business OpportunitiesThe integration will synchronise quotes/business opportunity betweenMYOB Advanced and your CRM.Customers and ContactsWe can establish a two-way connection between customers and contactsin both MYOB Advanced and your CRM.Marketing ListsThe integration will establish a connection between the marketing lists inMYOB Advanced and the audiences lists in your CRM.Momentum Software Solutions - eCommerce Integration with MYOB Advanced indd 159/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED 8X8 CLOUD COMMUNICATIONS8x8 CloudCommunications.All-in-one communicationsPhone system upgrade with Cloud Unified Communications; voice,integrated contact centre, team chat, and meetings. The only cloudplatform-wide 99.99% uptime SLA.Contact Center:Make it easy to connect and collaborate with employees and customers.Boost customer and employee engagement and operationaleffectiveness.Ensure productivity by supporting work-from-home agents with aconsistent experience.Activate agent potential with timely feedback, intelligent coaching,and collaboration tools.App & Software Integrations:Make it easy to connect and collaborate with employees and customers.Bring voice, video and chat to the applications you use every day.Pop customer records, click-to-dial, record all contacts with customers.Enhanced User Experience16 Momentum Software Solutions - eCommerce Integration with MYOB ed-V2.indd 169/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED B2B PORTALB2B Portal.The Weka B2B Portal is the face of your business and the new way tointeract with customers. Customers can now view their invoices, orders,and quotes online.Custom DashboardThe dashboard is the first page your customer will see once logged intothe website. The dashboard will summarise orders, invoices, quotes, andan overview of their credit balance. We can design a dashboard andexperience to reflect your up to date branding guidelines.Order FormA B2B order form is different from a traditional online shopping cart. WekaOnline have designed an order experience with speed in mind. A customercan add multiple items to the order on one screen and complete the orderwith a two-button checkout. A customer is not required to manually enterin their billing and shipping details, as you already have them on file.Order HistoryYour customer can now view their complete order history, displaying bothonline and offline orders. Additional functionality includes searchingthrough order history, using their purchase order number or the sales ordernumber. The customer can view details of each order and can evenre-order the products.Momentum Software Solutions - eCommerce Integration with MYOB Advanced indd 179/06/21 9:21 AM

Quote ManagementYour Customers’ can now manage their quotes online. A customer can nowcreate a quote, approve a quote, and view the quote history.Invoice HistoryTired of customers’ ringing up requesting their invoice statement? Nowyour customers can view their invoice statement online, including theircomplete invoice history. The opening invoice history page will show alloutstanding invoices, with the option of settling the balance using theircredit card. The invoice details page will display the invoice items and alink to download the invoice as a PDF.Role-based PricingRole-based pricing is a critical difference between B2B ordering and B2Cordering. You can now offer your customers tiered pricing and pricingspecific to an individual customer. When your customers’ log in, they willsee their pricing and purchase the product based on their pricing level.18 Momentum Software Solutions - eCommerce Integration with MYOB ed-V2.indd 189/06/21 9:21 AM

ECOMMERCE INTEGRATION MYOB ADVANCED B2B PORTALCustomer Specific ProductsAs part of your new B2B portal, you may need to upload products specificto a customer or a group of customers. We have built-in functionality toshowcase products based on set product attributes. We can evendevelop your website to hide the products from the public.Team ManagementThe team management module gives your customers the ability to update,remove, and create logins for key staff members. The module contains b2bspecific user roles, presenting your customers with different access levelsto the B2B portal.Custom SolutionsWeka Online’s in-house development team can build you a custom B2Bportal based on your specific requirements. Weka Online will assign atechnical consultant to discuss your requirements, scoping out an initialbrief. The Weka Online design and development team will work from thescope and produce a customer interface based on your needs.A B2B portal can improve the way you do business with your customers.We are happy to demo our B2B portal to your team; please contact usto request a demo.Momentum Software Solutions - eCommerce Integration with MYOB Advanced indd 199/06/21 9:21 AM

Let’s chat!Come find us merce-Integration-MYOB-Advanced-V2.indd 209/06/21 9:21 AM

Customers can now view an invoice statement online, look up historical invoices, and download a PDF copy of their invoice. We can . Website Graphic Design. ECOMMERCE INTEGRATION MYOB ADVANCED ECOMMERCE WEBSITE Momentum-eCommerce-Integration-

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