DOCUMENT SUMMARY SHEET. Document Summary: Created on: Tuesday, 29 November Last Modified on: Tuesday, 29 November 2011 Last Modified by: NOTES

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1 Adempiere + egility

2 DOCUMENT SUMMARY SHEET Document Type: How To Document Title: egility Document Summary: File Name: HowTo egility.odt Created on: Tuesday, 29 November 2011 Created by: Jchan Last Modified on: Tuesday, 29 November 2011 Last Modified by: JChan NOTES 1. Responsibility is disclaimed for any loss or damage (including but not limited to damage resulting from the use by the client of the document) suffered by any other person for any reason at all including but not limited to negligence by ADAXA Pty Ltd (ADAXA). 2. Whilst this document is accurate to the best of our knowledge and belief, ADAXA cannot guarantee the completeness or accuracy of any description or conclusions based on the supplied information. 3. The recommendations contained in the document are advisory and ADAXA has no responsibility for the management or operation of any recommendations that may be implemented by the client. 4. This document is licensed under the terms shown at Adaxa Pty Ltd Page 1

3 Table of Contents Background 1.1 What is egiility? Benefits of egility for: Drupal Audience Adempiere Audience...3 Setup Online Commerce System Configurators Product Definition Sync Product Catalog...6 Adaxa's Offices and Contacts 3.1 Australia New Zealand United States of America Adaxa Pty Ltd Page 2

4 1 Background 1.1 What is egiility? egility enables small and large companies to run single or multiple stores with an integrated fully functional Enterprise Resource Planning (ERP) system. With the power of ADempiere and Drupal, you have access to a sophisticated ERP system which includes supply chain management, financial management and reporting, customer relationship management and much more with an easy to use custom designed and fully branded web store. 1.2 Benefits of egility for: Drupal Audience Enhance your website or webstore with a fully integrated customer management system (CRM) and enterprise resource planning system (ERP). Interactions with customers and suppliers are seamlessly reflected in both your drupal site and the Adaxa ERP/CRM Adempiere Audience Leverage the award winning content management system that Gartner group labeled as a "Visionary" in 2010 Drupal CMS. Seamlessly extend your ERP to ecommerce. Maintain your brand presence on the web with no design limitations Online Commerce Manage your customers, products, orders, fulfillment, Point of Sale, Promotions, Replenishments and Financials with an Enterprise grade ERP system while running your webstore interface with the latest visual and social media elements Adaxa Pty Ltd Page 3

5 2 Setup 2.1 System Configurators System Configurators store values used by egility to communicate with Adempiere. Fig 2.1 System Configurator window AX_Currency_ID This is the default currency ID for all orders raised from the webstore. Australian dollar has the value of 100. AX_ImagesPath This must be a fully qualified path for where product image files are stored. AX_PriceList_ID This is the default price list for all orders raised from the webstore. The Standard Price list has the value of Product Definition For inclusion into product synchronisation, certain criteria must be met: Product must have a valid price listed under the price list (AX_PriceList_ID) given inside the System Configurator (see Fig 2.1) Product must form part of the product tree as shown in Fig Adaxa Pty Ltd Page 4

6 Fig 2.2 The Product Tree tab under Product window Fig 2.3 The Price tab under Product window 2011 Adaxa Pty Ltd Page 5

7 2.3 Sync Product Catalog The egility synchronisation process comprise of 2 major steps to synchronise the product catalog with Adempiere product data. The 1 st step involves deleting all products and categories and the 2 nd step involves populating catalog with product information on pricing, product tree, attribute set. Step 1 Delete Products and Categories Egility > Content Management > egility Sychronization > Delete Products and Categories Step 2 Run Import Fig Delete Products and Categories Fig Run Import 2011 Adaxa Pty Ltd Page 6

8 Fig Import completed 2011 Adaxa Pty Ltd Page 7

9 Step 3 Configure Homepage blocks Click on [Configure block] to customise blocks for Community Choice, New, and Hot Offers. Fig Homepage blocks 2011 Adaxa Pty Ltd Page 8

10 3 Adaxa's Offices and Contacts Information of a general nature about Adaxa and its services can be found at or obtained by sending an to info@adaxa.com with a description of the information that you would like to receive. If you are an existing client and wish to initiate a request for software support please send an to helpdesk@adaxa.com with as much detail as possible about the nature of your support request. For all other information please contact the Adaxa office nearest to you. 3.1 Australia Address: Level 1, 616 St Kilda Road, Melbourne, Victoria, 3101, Australia Contacts: Office 3.2 New Zealand (Within Australia) (Outside of Australia) Address: 73 Boston Road, Mt Eden, Auckland, 1023, New Zealand Contacts: Office 3.3 United States of America (Within New Zealand) (Outside of New Zealand) Address: PO Box 6350 Oceanside, CA Contact: Office Main Fax 2011 Adaxa Pty Ltd Page 9