ERP integration: enter each order once and let it flow.
Your ERP should be the single record of what you sold, made and shipped. In most firms it is fed by hand, from emails, portals and spreadsheets. We connect it to the systems around it so an order is entered once and everything else follows.
What double keying costs
Every order typed twice is time, and a chance to get a code, a price or a quantity wrong. The mistakes surface later as stock that does not match, jobs built to the wrong spec and invoices that are disputed or never raised.
Worse, the ERP stops being trusted. People keep their own spreadsheets “just in case”, and the business ends up with several versions of the truth.
What we connect
Your ERP or job system to your online shop, your accounts package, your warehouse, your shop-floor equipment and your customers’ and suppliers’ ordering systems. That includes EDI for customers who insist on it.
We work with what you have. At Oldham we upgraded the link to the JobBOSS ERP and started one to Fastems shop-floor automation. We rarely recommend replacing an ERP just to get the data moving.
| Business | Before | After |
|---|---|---|
| Oldham Engineering | An old ERP link; business software slow and hard to change | JobBOSS link upgraded; shop-floor link started; software brought up to date |
| Everything Boxed | Orders and invoices by email, spreadsheet, phone and PDF | Orders arrive electronically and invoices go back in the customer’s format |
| Miranda | Invoices raised days or weeks after the order | Every order invoiced within 24 hours |
Source: Oldham Engineering, Everything Boxed and Miranda case studies.
Checked before anything is sent
A link between systems has to cope with bad data and dropped connections. We build the checks in from the start.
Everything Boxed
Every invoice is checked against its purchase order before it goes. If the connection is down, invoices wait in a queue instead of vanishing.
Miranda
Approved purchase orders are matched to internal orders by project, product line and contractor, with mismatches flagged for a person.
How an ERP integration runs
- 1
Map the flow
We follow a real order through every system and list each point where someone retypes it.
- 2
Connect the costliest gap first
A fixed price for the link that saves the most. You see it working before we move on.
- 3
Keep it running
Links need watching when systems update. We can monitor and fix them for a monthly fee.
Questions
- Which ERPs do you integrate?
- We have worked with JobBOSS, SAP, Sage and bespoke systems. If your ERP can export or accept data, we can usually connect to it.
- Do we need a new ERP first?
- Usually not. Connecting what you have is faster and cheaper, and keeps your team on screens they know.
- How long does it take?
- A single, well-defined link can run within days. Connecting to a customer’s or supplier’s system takes longer, and we give you a date in the proposal.
- Who owns it afterwards?
- You do. We can look after it under a monthly support fee, or hand it to your own team.
Which order gets typed twice?
Tell us on a free call. If AI could also take work off the team, the AI Profit Review costs it in writing.
Max RevittFounder and Director