BMS/Vorex-Etilize integration
Introduction
BMS users can make use of the Etilize catalog to search products, get prices from integrated distributors and add them to Quotations. Etilize will be a server-to-server Integration with BMS. This integration requires no login and is enabled for all tenants by default.
IMPORTANT This is currently supported only in the United States.
Prerequisite
- Access to CRM > Quotes module
Usage
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Go to CRM > Quotations
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Line items > Add a new item > Etilize Catalog will be available.
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A pop-up to search and select products from the Etilize catalog will be displayed to the users.
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A search bar to enter the product name
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A keyword entered will list all the products
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Options to filter by are - Manufacturer, Category, Feature.
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Once a filter is selected, the filter will be seen in the product screen, with an option to remove it if needed.
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Additional filter to Limit only to integrated distributors labeled Limit to my distributors will be available at the bottom of the pop
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This will limit the product search to BMS built-in integrated platforms.
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Currently, we have only two built-in integrations - Tech Data and Ingram Micro.
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If there is no active integration a No access sign is displayed on Limit to my distributors.
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Once the product is selected, click on Get Pricing
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Get Pricing will get prices for integrations that are currently set up in the system. Currently, Tech Data and Ingram Micro are supported.
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Distributor name, Price, Stock availability, quantity, and Add to Cart option will be available here.
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Once a product is added to the cart, the Add to Cart option will change to Added.
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Inactive integration with any distributor would not result in any price data.
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After the product is added to the cart, users can navigate to the View Cart screen.
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View Cart will show the product/purchase details, and the option to remove from the cart or reduce the quantity.
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Hover over View cart will show complete product details and the ability to add this product to the quote.
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Click on the product, users will see an Update to the Quote button, this will add the line item to the quote.
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