Integration of the B2B platform with the Symfonia system
Integration with Symfonia enables the B2B sales platform to be linked to the ERP system used by the company. This allows data relating to products, customers, prices, stock levels and orders to be exchanged between the systems without the need to manually re-enter information. Symfonia provides integration mechanisms, including a WebAPI for selected products from the Symfonia range (ERP), so the method of connection must be tailored to the specific version and configuration of the system. Integration with Symfonia can therefore form part of the sales automation processes carried out by manufacturers, distributors and wholesalers.
Connection via WebAPI
Symfonia provides a Web API for selected products from the Symfonia range: ERP.
A single data source
Products, prices and suppliers are managed on ERP, and the platform displays them.
System version
We select the connection method based on the version and configuration of Symfonia.
What does the integration of Symfonia with the B2B platform involve?
We define the scope of the data prior to implementation – it usually covers six areas.
Goods
Product data from Symfonia is visible in the platform’s catalogue.
Contractors
Business customer data shared between ERP and the platform.
Terms and Conditions of Sale
The customer’s individual terms and conditions are visible in their account.
Stock levels
Stock availability is synchronised with the warehouse in Symfonia.
Orders
Orders from the platform are forwarded to the ERP system.
Sales documents
Sales documents exchanged between Symfonia and the platform.
Symphony Integration – how do you connect ERP with the B2B platform?
Symfonia integration involves designing the data flow between the ERP system and a web platform intended for business customers. Depending on the company’s needs, we can specify which information is to be transferred from ERP to the platform, and which should be returned to the system. Symfonia provides a WebAPI utilising Web Services and REST communication, as well as the JSON format, which allows selected modules to be integrated with external solutions. Symfonia integration therefore primarily requires defining the scope of data, the method of communication and the responsibilities of the individual systems.
ERP Symphony – a single source of sales data
ERP can be used as the operational backbone for the B2B platform, particularly in the area of sales and stock data. The system can contain information on products, business partners, documents and orders, which is then utilised in the online sales channel. Thanks to synchronisation, staff do not need to maintain two separate databases of products or customers. ERP’s Symfonia can therefore remain the central hub for managing the information used in sales operations.
The scope of data depends on the company’s configuration and may include, amongst other things, product records, customer data, prices, stock levels, orders and selected sales documents. Symfonia confirms that the WebAPI supports such processes for the relevant products, including the management of customers, products, stock levels, orders and sales documents.
Symfonia software – product, customer and order data
The Symfonia programme can provide the B2B platform with the information required to display the current product range. Rather than manually copying data into a separate system, an automated data exchange can be set up. This applies to product data as well as information relating to business partners and order fulfilment. The Symfonia programme can therefore integrate with an external sales platform as part of the company’s wider IT environment.
In practice, it is particularly important to identify the source of the data. If prices and stock levels are managed in ERP, the B2B platform should receive information from that system. In turn, an order placed by a customer can be forwarded to Symfonia, where staff carry out further sales-related activities.
Integration of Symfonia with the B2B platform – automation of order processing
The integration of Symfonia with the B2B platform can streamline the process from the moment a customer places an order through to its subsequent processing within the company. The customer uses the online platform, selects products from the available range and submits their order. The information can then be transferred to the ERP system, reducing the need for manual data entry by staff. The integration of Symfonia with the B2B platform can thus streamline the flow of information between online sales and the company’s back office.
Automation is particularly useful when a business handles a large number of repetitive orders. Staff do not need to re-enter customer details, order items or other information that is already in the system. The scope of automation can be determined on the basis of the processes in place within a particular organisation.
B2B Symphony – individual terms and conditions of sale for business customers
B2B may refer to an environment in which data from the ERP system is used to serve business customers via an online platform. In wholesale, it is not only the products themselves that matter, but also individual prices, discounts, stock availability and terms of business. A properly designed integration allows this information to be factored into the customer’s purchasing process. Symfonia B2B can therefore support sales tailored to the specific needs of individual business partners.
Once logged in, a customer can access an offer tailored to their commercial terms. They do not need to contact a sales representative each time to check basic information. At the same time, the company retains the ability to manage key data via the ERP system.
Integration with Symfonia – synchronisation of stock levels
Integration with Symfonia may also involve the exchange of information regarding product availability. This is particularly important when customers place orders directly via the B2B platform and expect up-to-date information on the product range. Data synchronisation can minimise the risk of displaying out-of-date availability information and reduce the number of enquiries directed to the sales department. Integration with Symfonia therefore enables the use of stock data from ERP in the online sales channel.
However, it is not always necessary to provide all stock information. We work with you to determine which data should be visible to the customer and how often it should be updated. It is also possible to set rules regarding the display of the availability of specific products.
Price lists, discounts and stock levels from Symfonia can be viewed in each contractor’s account. See how this works in practice.
Symphony Integration – why is it worth defining the scope of data?
Symfonia integration should not involve the transfer of a random set of data between systems. Before implementation, we analyse the sales process and determine what data the B2B platform actually requires. This helps to avoid unnecessarily complicating the integration and to limit the amount of data that needs to be processed. Symfonia integration should be designed, first and foremost, to suit the company’s specific processes.
It is worth defining, amongst other things, how to handle new business partners, update product records, prices, discounts, stock levels, orders and their fulfilment statuses. This approach enables the creation of a clear model of information flow and makes it easier to define the responsibilities of individual systems.
ERP Symphony – integration capabilities and WebAPI
ERP offers mechanisms that enable communication with external solutions. One of these is the WebAPI, which, according to Symfonia’s documentation, facilitates the exchange of information between selected modules – including Symfonia ERP Trade and Symfonia ERP Finance and Accounting – and external applications. WebAPI supports, amongst other things, customer data, goods, stock levels, orders and sales documents. Symfonia ERP can therefore be used as part of an integrated sales environment, although the specifics of the solution depend on the version and configuration used.
Before commencing work, we check which Symfonia product the company is using and what data exchange mechanisms are available in its environment. This is important because the Symfonia family comprises various solutions, and the capabilities of individual products may differ. The current Symfonia help documentation covers, amongst other things, the WebAPI and subsequent versions of the SymfoniaERPnd Handel systems.
Integrating Symfonia with the B2B platform – what should we check before implementation?
The integration of Symfonia with the B2B platform begins with a technical and business analysis. We check the version of the software in use, the data storage method, any existing customisations and the sales processes. We then determine what information is to be synchronised and in which direction it should flow. The integration of Symfonia with the B2B platform can thus be tailored to the company’s actual environment.
As part of the analysis, it is worth answering a few questions:
- which data serves as the source of information for the B2B platform;
- what information should be submitted to the ERP system;
- how often the data should be synchronised;
- how errors are handled during data exchange;
- which processes are to be automated;
- what data access rules apply to individual users.
A scope prepared in this way enables us to move from a general concept for integration to a specific technical model.
Symfonia software – integration tailored to a company’s processes
The Symfonia programme may form part of a larger IT environment; therefore, it is worth designing the integration with the organisation’s overall working methods in mind. The solution will differ for a small wholesaler compared to a manufacturer with an extensive product range, numerous business partners and individual price lists. It is not merely a matter of connecting two systems, but of accurately mapping the sales process. As a result, the Symfonia programme can work with the B2B platform in a way that is tailored to the company’s needs.
It is also important to take into account the future development of the solution. If a company plans to increase its customer base or expand its online sales, it is worth ensuring from the outset that the scope of synchronisation can be extended.
Centoro – the B2B platform and integration with the ERP systems
At Centoro, we develop solutions for companies engaged in online sales B2B and integrate them into their existing IT environment. We implement the B2B platform, analysing sales processes and tailoring the range of features to the company’s needs. Our sales system B2B can be integrated with ERP to minimise the manual handling of repetitive processes.
We also offer the B2B platform ERP and carry out system integration ERP. We also help you select software B2B suited to the specific nature of wholesale trade. Information regarding the price of the B2B platform is available in our price list.
B2B Symphony – online sales without data re-entry
B2B’s Symphony can form part of a process in which the customer independently browses the range, places an order and accesses information tailored to their account. On the company’s side, the data can then be transferred to the ERP system, where the order is processed further. This solution helps to reduce the number of manual tasks and streamline the work of the sales department. Symfonia B2B can therefore support the development of the online sales channel without the need to create a completely separate data environment.
FAQ – Integration of Symfonia with the B2B platform
How does the integration between Symfonia and the B2B Centoro platform work?
What data does the Symfonia integration synchronise?
Does integration with Symfonia require changes to the configuration of ERP?
How long does it take to implement the integration of Symfonia with the B2B platform?
How much does it cost to integrate Symfonia with the B2B Centoro platform?
Who integrates Symfonia with the B2B platform?
Would you like to integrate Symfonia with the B2B platform?
Book a demonstration and find out how wholesale sales work when integrated with Symfonia.