SecoPoint Integration Seco Ordering Project SecoPoint Integration

Contents What it does How it works Information Sent Limitations Advantages Other information available

What it does The Seco Ordering Project will enable us to take orders from any SecoPoint device and input these orders directly into different ERP systems.

How it works Order is created on customers Port Site using templates 82 and 81 for consignment and non-consignment orders. SecoPoint device generates an order based on Max/Min levels. Order is sent via email to a “Bridge” system in XML form. The “Bridge” system will send on order to ERP system and order is placed with Seco Tools or other supplier.

How it works Templates 81 and 82 will need to be modified for each individual customer. These details need to be changed to suit each subsidiary/customer. The template will be on your own computer.

How it works From the Admin page on a Port Site you must create a new order. Click on ‘Order Setup’. Next click ‘Setup a New Order’.

How it works Order is setup as a standard order except in the ‘Order Type’ field. Select the XML order from the list.

How it works From the template drop-down list select ‘Upload template…’ This will open a new window. Give the template a name and browse your computer for the modified template you wish to use. DO NOT tick global template as you have given this template a customer and subsidiary number.

How it works Save the new order when you have completed it. On the specified date and time an XML file will be sent to the “Bridge” system. The XML file will contain the re-order information from the SecoPoint device including Customer info, Transaction info, Product info and Device info. The re-ordering process for this customer will now be automated within Seco.* *See Limitations

Customer Information Information Sent Customer Name Customer Number Subsidiary Number Consignment Stock (Yes/No) Purchase Order Date Purchase Order Number (If ‘Blanket’ or ‘Rolling’ number is in use) Release Number (SupplyPro number for each order – increments in 1’s)

Transaction Information Information Sent Transaction Information Transaction Type Current Price Total Price Transaction Quantity

Product Information Information Sent Product Name Part Number Product Description Stock Number Purchase Price Unit of Purchase (EA = Each, BX = Box) Unit of Issue (EA = Each, BX = Box) QIPUP (Quantity issued per unit of purchase) Convenience Multiple (Batch size) Vendor Name

Device Information Information Sent Device Name Device Type Device Description

Limitations Major limitation to the project is that the system can only handle blanket, rolling or no order number. If the customer requires their own specific order number for each order from the SecoPoint Device human intervention is required.

Advantages Converting customers orders to XML orders will free up time for Sales Administration personnel. Sales Administrators will no longer have to intervene with orders by contacting customers for Purchase Order Numbers.

Other information available Because of the ‘Transaction Type’ field we can also send consumption information directly into customers business systems.* Re-order information can simultaneously be sent to customers business systems.* Looking further ahead, re-stock information can also be sent to customers business systems helping to close the ordering loop.* *Will require integration at customer