BigCommerce
BigCommerce is a powerful e-commerce platform. BigCommerce and MRPeasy work seamlessly together so that sales are done in BigCommerce and products are manufactured, materials are handled, production is planned, and purchasing managed in MRPeasy.
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Synchronization of orders
Orders valid for import from BigCommerce
1. When you establish the integration, orders that are already in BigCommerce will not be sent to MRPeasy until they are updated (opened and saved).
- This allows the user to re-import orders if needed.
2. Orders that satisfy one of the following conditions can be imported from BigCommerce:
- not fulfilled or
- created within the last 30 days.
3. Only paid orders can be imported from BigCommerce.
4. Products must be pre-defined in MRPeasy.
- Products are matched by the SKU field in BigCommerce and the Part Number field in MRPeasy.
- If some products must not be sent to MRPeasy (for example, a service), they must have no SKU value or an SKU that does not match any part number in MRPeasy.
- If the order has no products with matching SKUs:
- It is not imported to MRPeasy.
- A note is attached to the order.
5. Additional notes:
- POS orders should also be imported.
- If some plugin updates all orders, then orders that are too old will be ignored.
- If the integration was configured more than 30 days ago, then all valid orders are imported already.
Step 1. Posting an order from BigCommerce to MRPeasy
- An order is imported to MRPeasy as a Customer Order at CRM -> Customer Orders.
- A note "In production" is added to the order in BigCommerce.
- The BigCommerce order number is copied to the Reference field in the MRPeasy Customer Order.
Step 2. Booking products for the order in MRPeasy
When an order has been imported into MRPeasy from BigCommerce:
- The software tries to book products. Available products are booked immediately.
- If there are products which couldn't be automatically booked, then:
- The Customer Order status will be Confirmed.
- The Product status will be Not booked.
- To book these parts, please see the instructions: How to check stock and book products for a customer order?
- Demand for these items is created automatically. If items have a Reorder point value set, then these will already be displayed on the Critical On-hand report, which shows shortages.
Step 3. Notification when products are available for shipment
When all products are ready:
- The MRPeasy Customer Order’s status is changed to Ready for shipment.
- In BigCommerce, the order status is changed to Awaiting shipment, and a note "Ready for shipment" is added to the order details, indicating that this order can be fully fulfilled.
Step 4. Shipping the items and subtracting the stock from MRPeasy
For shipping the items, there are two alternative options:
- Create a shipment in MRPeasy and pick all items. If the shipment contains items from one customer order, then the shipment will be posted to BigCommerce. When the tracking information is updated in MRPeasy, it will be posted to BigCommerce.
When the order is fully shipped in MRPeasy, its status in BigCommerce will change to Shipped. - Change the status of the order to Shipped in BigCommerce. A shipment will be created in MRPeasy, and all items will be automatically marked picked to deduct products from the inventory.
Taxes
All prices in the imported Customer Order are without tax.
- All sales prices in MRPeasy are tax-exclusive. If an item's price in BigCommerce is tax-inclusive, then its net sales price is derived.
- Taxes are added to invoices, not orders in MRPeasy.
If invoices are created (option "Mark orders as paid" is enabled):
- Taxes are added to sales invoices.
- Tax is calculated and rounded per line.
Synchronizing inventory levels from MRPeasy to BigCommerce
MRPeasy can update available quantities of products in BigCommerce.
If this function is enabled:
- Once per hour, MRPeasy will update the available quantities of products in BigCommerce with the quantities available from MRPeasy.
See also: How to read the inventory numbers - in stock, available, expected? - Products are matched by "Part number" in MRPeasy and "SKU" in BigCommerce.
- If some product does not exist in BigCommerce or its’ inventory is not tracked in BigCommerce, then this product is ignored during the synchronization.
To enable this functionality:
- Go to Settings -> System settings -> Integrations -> BigCommerce.
- Click the "Edit" button next to your shop.
- Select the option "Sync inventory levels."
- If you have several sites in MRPeasy, choosing what sites to synchronize will be possible.
Setting up the BigCommerce integration
To set up the integration between BigCommerce and MRPeasy:
- Go to https://www.bigcommerce.com/apps/MRPeasy/ and click Get This App.
- Sign up or sign in to your MRPeasy account.
- Fill in the required information:
- Select whether to import customer information or to use a generic customer.
- If you do not import customer information, optionally select to import shipping address only.
- Select whether to import shipping costs or not.
- Select whether to mark customer orders as paid or not.
- Select the site for booking products if the Enterprise functionality "Multi-Stock and Production Sites" is enabled.
- Select whether to synchronize inventory levels from MRPeasy to BigCommerce.
- Click the Save button.
- Set up products in MRPeasy.
- Optionally, add another BigCommerce store.
Importing customer information from BigCommerce
Depending on your business specifics, you may want to import customer information from BigCommerce to MRPeasy.
For privacy and data consistency reasons, it is advised to have customer information in one place only. If a customer signs up in BigCommerce, it is better to have his contact details in BigCommerce only.
You can set up the integration in one of the following ways:
- Use a generic customer in MRPeasy without importing any customer information.
- Do not select the option "Import customers."
- Do not select the option "Import shipping address."
- In this case, MRPeasy will create one generic customer in MRPeasy CRM and use it for all orders imported from BigCommerce. The customer's domain name will contain the domain name of your BigCommerce store.
- Import the customer.
- Select the option "Import customers".
- When importing an order, MRPeasy looks for a customer with the same e-mail address.
- MRPeasy searches by the customer's general email first. If no customer is found, MRPeasy searches by the customer's contacts' email. If there are several records with the same email, any record can be selected—it is not possible to predict which record will be used.
- If the customer exists, it will be used to create the order.
- If no customer is found, a new customer will be created.
- The shipping address will be added to the customer's details.
- Only import the shipping address while using a generic customer in MRPeasy.
- Do not select the option "Import customers".
- Select the option "Import shipping address".
- When importing an order, the shipping address is imported, saved in the generic customer’s details, and selected in CO.
- Do not select the option "Import customers".
Please note that BigCommerce allows updating the shipping address after placing the order. In this case, MRPeasy tries to update the address in the customer's details in MRPeasy. Nevertheless, please check that the addresses match in both systems.
Importing shipping costs
To import shipping costs from BigCommerce to MRPeasy:
- Go to your BigCommerce account -> Apps.
- Configure the integration between BigCommerce and MRPeasy.
- Select the option "Import shipping costs."
- Select the stock item to save shipping costs.
When an order is imported from BigCommerce, a new line with this item and the shipping cost is added to the order in MRPeasy.
Shipping costs will be imported from BigCommerce without tax.
Marking customer orders as paid
To mark customer order as paid:
- Go to your BigCommerce account -> Apps.
- Configure the integration between BigCommerce and MRPeasy.
- Select the option "Mark orders as Paid."
When an order is imported from BigCommerce, a new invoice with all products and shipping costs is created in MRPeasy. The invoice is created with tax included. Full payment is added to the invoice.
Configuring products in MRPeasy and BigCommerce
Products must be set up separately in MRPeasy and BigCommerce.
The SKU field in BigCommerce must match the Part Number field in MRPeasy. Otherwise, the product's order will not be imported to MRPeasy.
Please see:
- Demo video: Inventory management in MRPeasy.
- Demo video: Setting up procured items.
- Demo video: Setting up manufactured items.
- Demo video: Setting up inventory levels.
- Setting up new items.
- Import items.
- Enter initial inventory values.
Connecting several BigCommerce stores with MRPeasy
It is possible to integrate multiple BigCommerce stores with MRPeasy.
To do that:
- Please go to Settings -> System Settings -> Integrations.
- At the BigCommerce section, click the "+" button to add an additional BigCommerce store.
If you do not import customer information, then every BigCommerce store has its own generic customer. It contains the domain name of your store.
Support
MRPeasy maintains the integration between BigCommerce and MRPeasy. If you have any technical questions about the integration, please contact MRPeasy support.