Integration of "BAS KUP" with CRM "SalesDrive". Wholesale of metal products

Tasks implemented within the project:

1. Integration with CRM "SalesDrive" for BAS. Standard integration implemented:

• Real-time download of deals from CRM "SalesDrive" into the BAS database;

• Two-way exchange of order statuses between CRM "SalesDrive" and BAS;

• Automatic creation of counterparties in BAS when downloading a deal from СRМ "SalesDrive". 

Additional integration functionality implemented:

 

• Product items (modified or new) are transferred to CRM "SalesDrive" upon saving, 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. Automatic generation of a sales invoice in the accounting system based on the sales order/proforma invoice by the status "Ship".

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

5. Importing payments into "BAS KUP" from CRM "SalesDrive".

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

6. Added an HTTP service that generates a printable sales invoice in PDF format and returns the file upon service request.

Configuration: "BAS Integrated Enterprise Management".

LLC "NCT"  

info@nct.ua