Customizations and Integrations Customizing Stone Edge 3 rd

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Customizations and Integrations Customizing Stone Edge & 3 rd Party Integrations Presenters Barney Stone,

Customizations and Integrations Customizing Stone Edge & 3 rd Party Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Comm. Con 2015

From Stone. Edge. com, 2011 Comm. Con 2015

From Stone. Edge. com, 2011 Comm. Con 2015

Today’s Conference Comm. Con 2015

Today’s Conference Comm. Con 2015

�Payment Processing �Shipping optimization �Business development / consulting �International shipping services �Customer reviews �Trust

�Payment Processing �Shipping optimization �Business development / consulting �International shipping services �Customer reviews �Trust services �Shopping carts & cart integrations �Network, IT and security services �Off-the-shelf add-ons for Stone Edge �Custom programming services Today’s Conference Comm. Con 2015

Monsoon. Commerce. com Comm. Con 2015

Monsoon. Commerce. com Comm. Con 2015

Check imported orders for: � Restricted items � Shipping & PO Box issues �

Check imported orders for: � Restricted items � Shipping & PO Box issues � Best shipping method � Duplicate orders � AVS and CVV problems � Missing customization data � Which drop shipper to use � etc. Examples of custom code written for Stone Edge users Comm. Con 2015

Checks when approving orders: � Duplicate PO numbers � Missing address fields � Restricted

Checks when approving orders: � Duplicate PO numbers � Missing address fields � Restricted items � Payment issues � etc. Examples of custom code written for Stone Edge users Comm. Con 2015

EDI support � Import orders � Export order status and tracking data Examples of

EDI support � Import orders � Export order status and tracking data Examples of custom code written for Stone Edge users Comm. Con 2015

�Import shipping costs �Update kit costs �Get current vendor QOH Examples of custom code

�Import shipping costs �Update kit costs �Get current vendor QOH Examples of custom code written for Stone Edge users Comm. Con 2015

�Send shipping data to common carriers �Display ship-to address in Google Maps �Multiple warehouse

�Send shipping data to common carriers �Display ship-to address in Google Maps �Multiple warehouse support Examples of custom code written for Stone Edge users Comm. Con 2015

Advanced User Interface � Advanced View Orders Off-the Shelf Stone Edge Add-Ons Comm. Con

Advanced User Interface � Advanced View Orders Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

Advanced User Interface � Advanced View Orders � Advanced Customer Service Off-the Shelf Stone

Advanced User Interface � Advanced View Orders � Advanced Customer Service Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

Advanced User Interface � Advanced View Orders � Advanced Customer Service Wizards � Order

Advanced User Interface � Advanced View Orders � Advanced Customer Service Wizards � Order Export Wizard � Quick Filter Wizard Barcoders. com Utilities � Multiple Location Support � QOH Updates Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

Advanced User Interface � Advanced View Orders � Advanced Customer Service Wizards � Order

Advanced User Interface � Advanced View Orders � Advanced Customer Service Wizards � Order Export Wizard � Quick Filter Wizard Off-the Shelf Stone Edge Add-Ons Comm. Con 2015

�Why customize? �Where to customize? �Dangers to customizations �How to customize? �Example integrations/customizations Agenda

�Why customize? �Where to customize? �Dangers to customizations �How to customize? �Example integrations/customizations Agenda Comm. Con 2015

�Extend application feature / functionality �Get immediate benefits without waiting for software vendor to

�Extend application feature / functionality �Get immediate benefits without waiting for software vendor to add �Gain competitive advantage Why Customize? Comm. Con 2015

�Inside of Stone Edge ◦ Update VBA code ◦ Update MS Access forms, reports,

�Inside of Stone Edge ◦ Update VBA code ◦ Update MS Access forms, reports, etc. �Outside of Stone Edge ◦ Directly connect to Stone Edge database Where to Customize? Comm. Con 2015

� Customization causes big problems ◦ Developer unfamiliar ◦ Junior developer ◦ Neighbor who

� Customization causes big problems ◦ Developer unfamiliar ◦ Junior developer ◦ Neighbor who knows MS Access � Support difficulty ◦ Software vendor ◦ Original developer MIA � Upgrade difficulty ◦ So many customizations, locked into old version. ◦ Cost to convert customization high Dangers to Customizations Comm. Con 2015

�Inside Stone Edge ◦ Use Custom ‘hooks’ to embed custom code. ◦ Leave plenty

�Inside Stone Edge ◦ Use Custom ‘hooks’ to embed custom code. ◦ Leave plenty of documentation. ◦ Avoid changing ‘base’ code. �Outside Stone Edge ◦ Avoid trying to recreate ugly processes like order imports or anything related to purchase orders How to Customize? Comm. Con 2015 Communique User Conference 2015

�Shopping Cart Integrations ◦ Sears ◦ Vendor Central ◦ Rakuten ◦ Over. Stock ◦

�Shopping Cart Integrations ◦ Sears ◦ Vendor Central ◦ Rakuten ◦ Over. Stock ◦ Commerce Hub ◦ Wayfair ◦ Zazzle ◦ Houzz ◦ New Egg ◦ Etsy ◦ Whole Foods Technology Copilot Shopping Cart Integrations Comm. Con 2015

�Shipping ◦ Move Method (Rate. Linx) ◦ Dynamic Shipping (Express 1) ◦ True. Ship

�Shipping ◦ Move Method (Rate. Linx) ◦ Dynamic Shipping (Express 1) ◦ True. Ship ◦ On. Trac ◦ Parcel Pro Technology Copilot Shipping Software Integrations Comm. Con 2015

�FBA ◦ Order Import ◦ Returns ◦ Inventory Adjustments ◦ Reconciliation Technology Copilot FBA

�FBA ◦ Order Import ◦ Returns ◦ Inventory Adjustments ◦ Reconciliation Technology Copilot FBA Integration Comm. Con 2015

� Orders ◦ Split orders � Purchase Orders ◦ Auto associate orders to items

� Orders ◦ Split orders � Purchase Orders ◦ Auto associate orders to items on PO. ◦ Import and Export � Inventory ◦ Send Kit/Drop ship quantity on hand to cart ◦ Auto create / auto break assemblies � Invoicing ◦ Invoice by PO Technology Copilot Miscellaneous Comm. Con 2015

Q & A Comm. Con 2015

Q & A Comm. Con 2015