Integration of "UTP" with CRM "SalesDrive" for an online store of spare parts for large and small household appliances

Tasks implemented within the project:

1. Integration of the accounting system with CRM "SalesDrive". Standard integration implemented:

• Real-time download of deals from CRM "SalesDrive" into the accounting system;

• Two-way exchange of order statuses between CRM "SalesDrive" and the accounting system;

• Automatic creation of counterparties on the accounting system side when downloading a deal from СRМ "SalesDrive". 

Additional integration functionality implemented:

1. Exporting products to CRM "SalesDrive".

• The product list (modified or new) is transferred to CRM "SalesDrive" upon saving the item, provided that the "Transfer products to CRM" setting is enabled in the module.

2. Exporting prices to CRM "SalesDrive".

• Product prices are exported from the "Product Prices" information register based on the price category specified in the module settings. Only one price category is defined in the settings.

3. Exporting stock balances to CRM "SalesDrive".

• Data is exported with a breakdown by warehouse, for each warehouse separately. Data is retrieved from the "Goods in Warehouses" accumulation register. There is no limit on the number of warehouses. Reserved goods are not included in the stock export.

4. Filling "SalesDrive ID" in UTP items. Synchronization of UTP products with SalesDrive products by SKU (Article number).

• In the UTP product card, a "SalesDrive ID" field was added. A processing tool was configured to retrieve products from CRM "SalesDrive", find the corresponding product in UTP using the common "SKU" field, and then fill the "SalesDrive ID" field in the found item. Products not found are exported from UTP to CRM "SalesDrive" as new items.

5. Generation of "Sales Order Closure" document based on the "Sales Order" document if the order status is "Cancelled".

6. Generation of "Sales Return Note" in UTP based on the "Sales Invoice" if the invoice exists and the sales order status changes to "Cancelled".

• If the "Sales Order" status is "Cancelled" and there is no posted "Sales Invoice" associated with this order, a "Sales Order Closure" document is created; if a posted "Sales Invoice" exists for the order, a "Sales Return Note" is created based on that invoice.

7. Generation of "Sales Invoice" in UTP based on the sales order.

• If the sales order status is "Completed" and no "Sales Invoice" has been created based on it, such a document is automatically created and posted.

8. Importing payments into UTP from CRM "SalesDrive".

• Payments are imported as "Cash Receipt Vouchers", where the sales order is set as the base document, and the Counterparty is taken from the sales order.

9. Importing additional deal characteristics from CRM "SalesDrive" into the accounting system.

• The following deal characteristics from CRM "SalesDrive" are imported into UTP and attached to sales orders:

• Source.

Configuration: "Trade Enterprise Management (UTP)".