PocketShop has a three step process to compile and place orders in real-time into your ERP. While your customers can add items to the cart whether you are online or offline, you can only place the order while you are online. This ensures that the cart calculation is done immediately prior to placing the order, meaning that the most up to date prices have been obtained from your ERP.
This article explains what steps your customers follow to place an order in PocketShop.
It defines the integration points for supported ERPs.
Locate the products you wish to add to your cart, through browsing the product categories, recent products, favourities, using the search feature or the barcode scanner. The product details screen for the selected product is displayed.
Click Add to place the product in your cart.
Click + or - to specify the amount of the product you want to purchase in the Quantity field.
Repeat until you have added all products to your cart
Integration with SAP Business One (Compile order)
These mappings are intended to help you understand integration between Digital Commerce Platform and SAP Business One. They do not attempt to explain how this feature operates in SAP Business One. Please go to the SAP Help Portal for more information about this topic in SAP Business One.
PocketShop is built on top of Digital Commerce Platform. PocketShop uses Digital Commerce Platform’s standard web service calls to send data to and retrieve data from SAP Business One.
Your product catalogue in PocketShop are mapped from the fields listed on the Items Master Data screen in SAP Business One. For clarity, the mapping tables indicate the section as shown in the screenshot and field name listed on the screen in SAP Business One. The Items Master Data screen in SAP Business One is divided into two main sections, as follows:
Key points
Product and stock information is retrieved in real-time from the Items Master Data table in SAP Business One.
General area (top)
Digital Commerce Platform
SAP Business One
Extra notes
Field name
Displayed in WebShop
Displayed in PocketShop
Displayed in SalesRep
Product code / SKU
Y
Y
Item No.
Product title
Y
Y
Description
<no label>
N
N
Item Type
<no label>
N
N
Item Group
<no label>
N
N
UoM Group
Barcode
n/a
N
Bar Code
While the barcode is not displayed, it is possible to use the in-built barcode scanner in PocketShop and SalesRep to get a product's details from your product catalogue.
<no label>
N
Y
Price List
Based on the customer's price list
Currency code | Price
Y
Y
Unit Price
Consists of two fields; the first specifies currency, the second specifies the item's unit price which is based on the price list associated with the logged in customer.
Tabulated area
Digital Commerce Platform
SAP Business One
Extra notes
Field name
Displayed in WebShop
Displayed in PocketShop
Displayed in SalesRep
Tab
Field Label
<no label>
Y
Y
General
Manufacturer
Optional.
May be retrieved and displayed as part of extra product details.
Status
N
N
General
Status
One of Active, Inactive or Advanced. Determines whether the product is displayed in Aphix products.
UOM Name
N
N
Sales Data
Sales UoM Name
Unit of measure, can be used to determine if one pack contains multiple units of the same product
Pack1
N
N
Sales Data
Items per Sales Unit
How many units per pack
Single UOM
N
N
Sales Data
Packaging UoM Name
The pack type of the product e.g Per Pack, Box, Single Unit
Pack Size or pack size
Y
Y
Sales Data
Quantity per Package
Optional.
May be retrieved and displayed as part of extra product details.
Location
N
N
Inventory
Whse Name
Stock location
Stock
Y
Y
Inventory
In Stock
Calc value.
By default, available stock is displayed either as a number of a stock level indicator, depending on how PocketShop has been configured.
Inventory
Committed
Inventory
Available
Minimum Purchase Amount
Y
N
Planning Data
Minimum Order Qty
Optional.
May be retrieved and displayed as part of extra product details.
Checkout
Calculate real-time pricing for products in the cart
Click on the cart in the top-right corner of the screen. This opens the cart containing your order. Your order total is calculated in real-time by obtaining the latest prices from your ERP.
Key points
Depending on the features enabled, and how PocketShop has been configured, each product can have different pricing rules associated with it. When you clicks Calculate or Checkout, their cart is checked and the final price calculated. During these cart calculations, PocketShop checks the status of the items in the cart to verify that they can be sold in the quantity that are requested. If the order can not be fulfilled, the order cannot be placed and an message to "Please check your cart" is displayed. Once you modifies their cart by removing the issue causing the error, they can place the order successfully.
You can change the error message displayed from the default "Please check your cart" to a different message by using Translations in Management Interface Settings.
Top tip
Search for the global tag, pocketshop.page.cart.error, to quickly locate the text that you wish to modify.
Integration with SAP Business One (Calculate pricing)
Digital Commerce Platform
SAP Business One
Extra notes
Field name
Displayed in WebShop
Displayed in PocketShop
Displayed in SalesRep
Net total
Y
Y
Y
n/a
Calc total.
Calculated based on the unit price for the selected products.
VAT total
Y
Y
n/a
Calc total.
If applicable, calculated within SAP Business and retrieved using a web service call.
Shipping
Y
Y
n/a
n/a
Calc value, based on how you have configured your shipping charges.
Gross total
Y
Y
Y
n/a
Calc total.
Calculated based on Net total, VAT total and Shipping.
Complete delivery information
Click Checkout. This opens the delivery information screen.
Enter delivery information - select whether you wish to collect in-store or have it delivered.
If you select “Collect in store”, you must select which store from the drop-down list.
If you select “Delivery”, you must select a delivery address (“Ship to”).
Key points
By default, the delivery address is set to the "Ship To" or default delivery address.
Your customers can select a delivery address from a drop-down box on the delivery information screen. The list displayed is a combination of delivery addresses saved in WebShop (if your customers are also WebShop users) and those that are saved in your ERP.
You can update an existing address and use the modified address. If you do, the address is stored with the order details; it is not saved in the list of delivery addresses.
Integration points with SAP Business One (Get delivery data)
These mappings are intended to help you understand integration between Digital Commerce Platform and SAP Business One. They do not attempt to explain how this feature operates in SAP Business One. Please go to the SAP Help Portal for more information about this topic in SAP Business One.
The Business Partner Master Data contains your customer's data. PocketShop uses Digital Commerce Platform's standard web service calls to send data to and retrieve data from SAP Business One. For clarity, the mapping tables indicates the section as shown in the screenshot and field names listed on the screen in SAP Business One. The Business Partner Master Data is divided into two main sections, as follows:
Key points
Delivery name and addresses are retrieved from the Business Partner Master Data table in SAP Business One.
These mappings are not complete; only fields that are used in this step are listed.
Tabulated area
Digital Commerce Platform
SAP Business One
Extra notes
Field name
Displayed in WebShop
Displayed in PocketShop
Displayed in SalesRep
Tab
Field Label
Contact name
Y
Contact Persons
Contact Id
Phone Number
Y
General
Tel No 1
Deliver or Collection
Y
N
Addresses
Bill-To
In PocketShop, use the radio button to select either delivery or collection
Address
Y
Y
n/a
n/a
Select address
Y
Y
Addresses
Ship-To
If "Deliver to address" is selected, the Ship-To address is initially set to the delivery address in the Ship-To field.
Contains a drop-down list containing a list of addresses retrieved from a combination of your address book and the list of Ship-To addresses in Business Master Data
Select delivery country
Y
Y
n/a
n/a
Mandatory field, used to improve shipping process.
Select a collection location
Y
Y
n/a
n/a
Optional - if required, it is configured when PocketShop is built.
If "Collection" is selected, a drop-down list of possible collection points are available. The list is set up within Digital Commerce Platform, and is not currently integrated with SAP Business One.
Confirm order details
Click Confirm to confirm details and view the order confirmation screen.
Enter PO reference or any additional notes on the order confirmation screen, as required.
Key points
You can specify whether you want the PO reference field to be optional or required. If you make it mandatory, an error message displayed if it is left blank.
Pay for your order & Place order
Select to pay by credit card or place an order on account. Your order is placed in real time into your ERP.
Key points about order details
Order totals, which may include shipping charges and appropriate taxes are calculated in real-time.
The net total is displayed in your cart.
Clicking shows the net total, VAT total, shipping and gross total.
Integration points in SAP Business One to place order
These mappings are intended to help you understand integration between Digital Commerce Platform and SAP Business One. They do not attempt to explain how this feature operates in SAP Business One. Please go to the SAP Help Portal for more information about this topic in SAP Business One.
PocketShop is built on top of Digital Commerce Platform. PocketShop uses Digital Commerce Platform standard web service calls to send data to and retrieve data from SAP Business One.
Fields in PocketShop are mapped to the fields listed on the Sales Order screen in SAP Business One. For clarity, the mapping tables indicate the section as shown in the screenshot and field name listed on the screen in SAP Business One. The Sales Order screen in SAP Business One is divided into three main sections, as follows:
Key points
Sales orders are stored in and/or retrieved from the ORDR table in SAP Business One.
The Aphix field labels listed below are the default labels; you can change them using our Translations feature in your Management Interface
General area (top)
Digital Commerce Platform
SAP Business One
Extra notes
Field name
Displayed in WebShop
Displayed in PocketShop
Displayed in SalesRep
Customer account code
N
N
Customer
Set to value
Contact name
Y
Y
Name
In PocketShop, set to value in in Business Partner Master Data
In WebShop, contains data entered by the customer
Phone number
N
Y
<no label>
Not displayed in ORDR table.
Set to value <> in Business Partner Master Data
PO Reference
Y
Y
Customer Ref. No
Entered by customer.
In PocketShop configuration, this field may be required or optional.
In WebShop, this field is mandatory.
<no label>
N
N
Local currency
Set to value in Currency field in Business Partner Master Data
Ref
N
N
No.
Set to next number in series
Status
N
N
Status
Set to Open
Posting Date
N
N
Posting Date
By default, set to today's date
Delivery Date
N
Y
Delivery Date
By default, set to Document date
Issue Date
N
N
Document date
By default, set to today's date
Tabulated area
Digital Commerce Platform
SAP Business
Extra notes
Field name
Displayed in WebShop
Displaced in PocketShop
Displayed in SalesRep
Tab
Field label
Code
Y
Y
Contents
Item No.
Set to Item No. taken from Item Master Data
Product description
Y
Y
Not stored
Quantity
Y
Y
Contents
Quantity
Entered by Customer
Unit price
Y
Y
Contents
Unit Price
Set to Unit Price taken from the default price list (Price List field) in Item Master Data, before any discounts are applied.
Discount
Y
Y
Contents
Discount %
Optional.
If discounts exist, they are set to what the customer is entitled to according to their sales order pricing
Tax rate
N
N
Contents
Tax code
Net total
Y
Y
Contents
Total (LC)
Contents
Del. Date
VAT Total
Y
Y
Contents
Tax amount (LC)
Optional
Gross Total
Y
Y
Contents
Total
Optional
Pack size
Y
Y
Contents
UoM Code
Set to value taken from UoM Group in Item Master Data table.
Pack
Y
Y
Contents
UoM Name
N
Y
Contents
Ship-To Name
PocketShop only
Select address
n/a
Y
n/a
Contents
Ship-To Description
Selected by customer from pre-populated list with an existing Delivery address.
Depending on how "Delivery address" was selected when sales order is created. It is set to one of these options:
When an address book item is selected, the Ship To | Address is re-used
When the address is added manually, these address lines are added into Ship To | Address field
PocketShop only
Select country
n/a
Y
n/a
WebShop only
Address Line 1
Address Line 2
Address Line 3
Address Line 4
Address Line 5
Post Code
Y
n/a
n/a
Selected or entered by the customer.
Depending on how "Delivery address" was selected when sales order is created. It is set to one of these options:
When an address book item is selected, the Ship To | Address is re-used
When the address is added manually, these address lines are added into Ship To | Address field
<no label>
N
N
Logistics
Bill To
Set to billing address taken from Business Partner Master Data
Address
N
N
Logistics
Shipping type
Selected by customer.
Payment terms
N
N
Accounting
Payment Terms
Set to Payment Terms, which is a pre-populated drop-down list of Payment Terms Code(s).
General area (bottom)
Aphix
SAP Business One
Extra notes
Field name
Displayed in WebShop
Displayed in PocketShop
Displayed in SalesRep
Sales contact
N
N
Sales employee
Notes
N
Y
Remarks
Net Total
Y
Y
Total Before Discount
Calculated. Optional field
Discount
Y
Y
Discount
Optional
VAT Total
Y
Y
Tax
Optional
Gross Price
Y
Y
Total
Shipping total
Y
Y
Freight
Example - screen by screen view
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