As a supplier, we use an ERP to manage our inventory, can I integrate my ERP with SourceDay?
At a high level there are 3 different files that you would want to create from your ERP to import into SourceDay:
- Acknowledge Pending Orders
- Update Existing Orders
- Ship Orders
The system can get a little grumpy if you try to put too much information into the files, so we recommend keeping these separate. Usually what we see suppliers do is to work with their IT groups to create a csv file that has all columns in the spreadsheet, but only populates data in the fields needed for each of these types.
The overall process would look something like:
- Download the template from the imports section
- Map all the columns in the spreadsheet to columns in SourceDay
- Create the 3 types of imports
- Run those as needed
This guide should help to explain this step by step, but let us know by creating a helpdesk ticket if you get stuck.