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Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party Integrations CommCon 2015
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Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Jan 14, 2016

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Page 1: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Customizations and Integrations

PresentersBarney Stone, Barney Stone SoftwareSteve Cisick, Technology Copilot, LLC

Customizing Stone Edge & 3rd Party Integrations

CommCon 2015

Page 2: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

From StoneEdge.com, 2011CommCon 2015

Page 3: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Today’s ConferenceCommCon 2015

Page 4: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Today’s Conference

Payment ProcessingShipping optimizationBusiness development / consultingInternational shipping servicesCustomer reviewsTrust servicesShopping carts & cart integrationsNetwork, IT and security servicesOff-the-shelf add-ons for Stone EdgeCustom programming services

CommCon 2015

Page 5: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

MonsoonCommerce.comCommCon 2015

Page 6: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Examples of custom code written for Stone Edge users

Check imported orders for: Restricted items Shipping & PO Box issues Best shipping method Duplicate orders AVS and CVV problems Missing customization data Which drop shipper to use etc.

CommCon 2015

Page 7: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Examples of custom code written for Stone Edge users

Checks when approving orders: Duplicate PO numbers Missing address fields Restricted items Payment issues etc.

CommCon 2015

Page 8: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Examples of custom code written for Stone Edge users

EDI support Import orders Export order status and tracking data

CommCon 2015

Page 9: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Examples of custom code written for Stone Edge users

Import shipping costsUpdate kit costsGet current vendor QOH

CommCon 2015

Page 10: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Examples of custom code written for Stone Edge users

Send shipping data to common carriersDisplay ship-to address in Google MapsMultiple warehouse support

CommCon 2015

Page 11: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Off-the Shelf Stone Edge Add-Ons

Advanced User Interface Advanced View Orders

CommCon 2015

Page 12: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Off-the Shelf Stone Edge Add-OnsCommCon 2015

Page 13: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Off-the Shelf Stone Edge Add-Ons

Advanced User Interface Advanced View Orders Advanced Customer Service

CommCon 2015

Page 14: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Off-the Shelf Stone Edge Add-OnsCommCon 2015

Page 15: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Off-the Shelf Stone Edge Add-OnsCommCon 2015

Page 16: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Off-the Shelf Stone Edge Add-Ons

Advanced User Interface Advanced View Orders Advanced Customer Service

Wizards Order Export Wizard Quick Filter Wizard

Barcoders.com Utilities Multiple Location Support QOH Updates

CommCon 2015

Page 17: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Off-the Shelf Stone Edge Add-Ons

Advanced User Interface Advanced View Orders Advanced Customer Service

Wizards Order Export Wizard Quick Filter Wizard

CommCon 2015

Page 18: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Agenda

Why customize?Where to customize?Dangers to customizationsHow to customize?Example integrations/customizations

CommCon 2015

Page 19: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Why Customize?

Extend application feature / functionalityGet immediate benefits without waiting

for software vendor to addGain competitive advantage

CommCon 2015

Page 20: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Where to Customize?

Inside of Stone Edge◦Update VBA code◦Update MS Access forms, reports, etc.

Outside of Stone Edge◦Directly connect to Stone Edge database

CommCon 2015

Page 21: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Dangers to Customizations

Customization causes big problems◦ Developer unfamiliar◦ Junior developer◦ Neighbor who knows MS Access

Support difficulty◦ Software vendor◦ Original developer MIA

Upgrade difficulty◦ So many customizations, locked into old version.◦ Cost to convert customization high

CommCon 2015

Page 22: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Communique User Conference 2015

How to Customize?

Inside Stone Edge◦Use Custom ‘hooks’ to embed custom code.◦Leave plenty of documentation.◦Avoid changing ‘base’ code.

Outside Stone Edge◦Avoid trying to recreate ugly processes like

order imports or anything related to purchase orders

CommCon 2015

Page 23: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Technology CopilotShopping Cart Integrations

Shopping Cart Integrations◦Sears◦Vendor Central◦Rakuten◦OverStock◦Commerce Hub◦Wayfair◦Zazzle◦Houzz◦New Egg◦Etsy◦Whole Foods

CommCon 2015

Page 24: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Technology CopilotShipping Software Integrations

Shipping◦Move Method (RateLinx)◦Dynamic Shipping (Express1)◦TrueShip◦OnTrac◦Parcel Pro

CommCon 2015

Page 25: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Technology CopilotFBA Integration

FBA◦Order Import◦Returns◦Inventory Adjustments◦Reconciliation

CommCon 2015

Page 26: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Technology CopilotMiscellaneous

Orders◦ Split orders

Purchase Orders◦ Auto associate orders to items on PO.◦ Import and Export

Inventory◦ Send Kit/Drop ship quantity on hand to cart◦ Auto create / auto break assemblies

Invoicing◦ Invoice by PO

CommCon 2015

Page 27: Customizations and Integrations Presenters Barney Stone, Barney Stone Software Steve Cisick, Technology Copilot, LLC Customizing Stone Edge & 3 rd Party.

Q & ACommCon 2015