E-Commerce Module

1. Module Overview

The E-Commerce Module enables businesses to sell online through multiple channels, including their own brand storefronts, third-party marketplaces, and B2B customer portals. It synchronizes product catalogs, pricing, orders, and inventory across all platforms, bridging the gap between online sales channels and offline warehouse operations.

Business Value:

• Multi-Channel Sales: Publish a single product catalog to multiple websites and marketplaces (Lazada, Shopee, Shopify, WooCommerce).
• Prevent Overselling: Real-time inventory synchronization across channels utilizing buffer stocks and stock allocation rules.
• Unified Operations: Consolidate online orders into a single picking and invoicing workflow alongside offline sales.
• B2B Wholesale Portals: Offer custom catalogs, tiered pricing, and credit terms to trade customers online.

Core Capabilities

• EcomSync Integration: Connect and manage Lazada, Shopee, Shopify, and WooCommerce stores from a central dashboard.
• CP-Commerce Storefronts: Build and customize mobile-responsive retail websites, content pages, blogs, and SEO tags.
• B2B Customer Portals: Provide trade customers self-service checkout with specific pricebooks, volume discounts, and credit limit checks.
• Unified Order Processing: Automatically import, track, and sync shipping statuses and tracking numbers back to original marketplaces.

2. Key Concepts & Terminology

3. Included Applets

Multi-Channel Sync & Gateways

Web Storefronts & Portals

Merchant Administration

4. Standard Business Workflows

Workflow 1: Online Order Fulfillment

Customer Orders ──▶ Order Auto-Import ──▶ Inventory Reserved ──▶ Pack & Ship ──▶ Tracking Sent ──▶ Invoice Issued
   (Marketplace)         (EcomSync)           (Warehouse)       (DO Applet)     (Auto-update)    (Auto-GL post)

Steps:

1. A customer purchases an item on Shopify or Shopee.
2. The order is automatically imported to the system via the EcomSync Applet.
3. System allocates and reserves stock from the mapped warehouse location.
4. Warehouse staff pick, pack, and generate a Delivery Order.
5. Shipping status and tracking numbers are synced back to the original marketplace platform.
6. The sale automatically generates an invoice and posts to the General Ledger.

Workflow 2: Product Listing & Channel Publishing

Create Product ──▶ Configure PDG ──▶ Map Channels ──▶ Publish Listing ──▶ Verify Active Status
 (Item Maintain)      (Attributes)       (EcomSync)       (API Push)           (Marketplace)

Steps:

1. Create the product SKU, dimensions, and baseline pricing in Inventory Item Maintenance.
2. Configure e-commerce attributes (images, long descriptions, search tags) in the PDG Applet.
3. Choose the target sales channels in EcomSync.
4. Push the listing to Lazada, Shopee, or Shopify.
5. Verify that the product is active and pricing displays correctly on the front-end channels.

Workflow 3: Automated Stock Level Synchronization

Warehouse Stock Updates ──▶ EcomSync Stock Re-calculation ──▶ API Sync Push ──▶ Channel Stock Reflected

Steps:

1. Warehouse receives physical stock via a Purchase GRN, raising local inventory.
2. EcomSync detects the stock change, deducts configured buffer levels, and calculates available marketplace stock.
3. System triggers an API push to Shopee, Lazada, and Shopify.
4. Channel listing quantities are instantly updated, preventing stock outs and overselling.

5. Roles & Permissions

6. Prerequisites / Initial Setup

Before going live with the E-Commerce Module, ensure:

• Core Module — Organisation and locations are configured
• Inventory Module — Stock tracking is active for SKUs, and default fulfillment warehouses are assigned
• Marketplace API keys and developer account credentials are verified
• Mapped Chart of Accounts records exist for marketplace sales, commission charges, and payment fees
• Shipping provider rules, delivery rates, and regions are set up in the Shipping Pricebook
• Website theme layouts and payment processors (e.g., Stripe, PayPal) are configured in CP-Commerce

Setup Sequence

1. Prerequisite Setup: Verify products are defined with dimensions and barcodes in Inventory Item Maintenance.
2. EcomSync Configuration: Set up sync frequency, buffer stocks, and connect API accounts.
3. Channel Mapping: Link BigLedger SKUs to existing marketplace listings.
4. Fulfillment Rule Setup: Set default warehouses for incoming channel orders.
5. Testing: Run a test transaction in draft mode to ensure tax mapping, inventory reservation, and invoicing route correctly.

7. FAQs & Troubleshooting

Q: Products aren’t appearing on the marketplace after publishing. A: Check the sync status in the PDG Applet or EcomSync Applet error log. Common causes include missing mandatory fields (like package weights, dimensions, or images) or expired API tokens.

Q: An order came in from Shopify but stock wasn’t reserved. A: Verify that inventory sync is enabled in EcomSync. Check the integration logs for API errors or SKU mismatches where the channel SKU does not match the system SKU.

Q: How does the system prevent overselling during flash sales? A: You should configure Buffer Stocks in the store settings. For example, if you set a buffer of 5, the marketplace will show 0 stock when your actual warehouse stock reaches 5, saving inventory for physical walk-ins or sync delays.

Common Sync Issues

• Products Not Syncing: Verify API credentials and connections, check product mapping rules, and check validation logs for required fields.
• Order Import Failures: Verify customer profiles exist, check tax code mappings, and review inventory availability in the default warehouse.
• Inventory Discrepancies: Run a stock reconciliation check, adjust sync frequency rules, and verify multi-location warehouse allocations in EcomSync.