Connecting Business platforms
There are various options for building a connected platform to suit your business with Promotional Office as the central control point, or, as the data originator. Depending on your business type and technical resources available, the API and Webservices provide the capability to connect an array of audience facing web sites for B2B or retail channels.
We have a selection of devices and tools available to create a fully capable platform to suit your business activities.
Sourcing City Product Trigger
Search, Select and ‘fire’ product and supplier information from Sourcing City direct into Promotional Office for rapid quote generation. Only Promotional Office has this direct connection with the Sourcing City platform. This is a serious time saver for populating Quotes and Ideas Presentations for ‘standard category’ promo item business. PO can create a Company compliant presentation layout, nicely templated and easily populated with products using the Product Trigger or from Product ranges in your PO database: No more time spent creating PowerPoints! (Available as an option on a monthly basis for users of Sourcing City.
Send completed quote and order .pdf documents from Promotional Office using the Outlook Connector. Any item or attachment in Outlook can be selected and stored in Promotional Office in the relevant areas. These docs and files are available in the system for selection and attachment to an email at the point of sending a quote , order , invoice or any document from Promotional Office.
Promotional Office can provide and receive data to and from websites using the API available to populate Web shops and client platforms. The product data and pricing is centrally managed in the programme data base to facilitate control and responses (quotes and/or orders) back into Promotional Office for subsequent action.
Sourcing City Skin Sites and Web Shops both have options to link to Promotional Office for multi-channel capture points and business activity.
Industry platforms and feeds
Dynamic Highway, when launched, will provide Live product info and User specific pricing matrixes to the reseller. The option will be available to link to Promotional Office for in-system stock and specific pricing information from which to quote and order! Those connections will not be available to other platforms.
Client purchasing Platforms
Webservices protocols ‘to and from’ Promotional Office provide the capability for custom connections to be made with client side purchasing systems such as SAP Ariba, Hubwoo and so on – in line with your business activity. (Requires 3rd party or client-side tech support to map and create the connections to the linked system.)
Mini website platforms as an extension to Promotional Office, that show a specific client the details and status of their quotes and orders. Driven by the data in Promotional Office, these portals serve as an order progress check-in point and as a central resource for client companies who may have multiple buying channels. The client’s user group have access to their quotations and Order progress information in an own branded site. Simple, effective and a great customer relationship tie-in. Client portals are an option to add to your network of tools driven by one central control point: Promotional Office.
Accounts Package Connectivity
Sales invoices are generated and sent from Promotional Office and most accounts packages can receive that Invoice transaction data as an ‘Export definition File’ , a .csv, which is pre-mapped and imported into your specific accounts programme on command.
Specific Accounts programmes have direct API/Webservice functionality to receive information directly an invoice is generated in Promotional Office. Twinfield has that connectivity already in place and Xero has the capability for that to be facilitated. These connections also allow for pre and final calculations to be published back into Promotional Office for any post sales adjustments.
Part of the suitability discussions will explore the best solution and levels of connectivity to align with your Accounts team’s preferences and practices.