Epicor EDI Integration Improves Order and POD Data Processing for Grant Westfield
Founded in 1881, Grant Westfield products are manufactured in Edinburgh and then distributed through its regional depots. It has three streams for customer orders, including online orders through its e-commerce platform (integrated directly with Epicor), manually entered orders, and approximately 150-200 orders per day through TrueCommerce EDI (Electronic Data Interchange) , which he had to automate. Additionally, the vast majority of Grant Westfield’s deliveries are made by its own vehicles, so it uses two third-party proof of delivery (ePOD) systems.
“The orders we receive via EDI generate an XML file. The BPA platform processes and validates this file and uploads it to Epicor. It also processes files the other way around – sending invoices via email or EDI. The BPA platform also uploads our deliveries to a proof of delivery system that we use. We have some items that use third party couriers, but the bulk goes through our own transportation. When we receive proof of delivery acknowledgments, BPA Platform processes them in Epicor,” explained Mark Yates, ERP specialist, Grant Westfield.
“We also use the BPA platform to connect to a returns web interface that is linked to our RMA data, as well as to print some internal labels. It depends on where you initiate the transaction as to where it should be printed, but I implemented this task because it’s easy to do in BPA Platform.
Given its heavy reliance on Epicor to process critical data, particularly EDI orders and proof of delivery information, Grant Westfield was looking to upgrade its existing integration and automation solution with a new platform. able to support tasks already running, while improving stability and maintainability, while enabling future functionality with other systems.
“Installing the BPA platform allowed us to move the business forward without having to worry about upgrades and data continuity. Our previous solution was quite complicated and very slow when making any changes. However, with BPA Platform, you use tasks and tools that you are a little more familiar with. It’s quite visual and easy to come back to, pick up the thread and understand the processes. I can easily see where I need to make a little adjustment to accommodate the latest changes,” enthused Mark Yates.
“Automating our orders is obviously important, but Proof of Delivery is probably where we get the most benefit from it, because we’re able to monitor it in real time. We can see where we are with the marked deliveries as the day goes on, so we can get a pretty good idea of what kind of progress the depots are making with their deliveries,” Mark Yates said.
“There are probably around 600 drops at individual sites per day. There is a lot of processing involved. Tablets are used to collect signatures, take photos, change quantities, etc. This information is then sent to us as an XML file that the BPA platform automatically inserts into Epicor. This sped up the process considerably.
The flexibility of the BPA platform has been another added benefit for Grant Westfield, allowing the company to explore other tasks that can be automated.
“You can look at the tool set and think about how you can use it and then you can bend it to do other things. The print job was very helpful. It wouldn’t be something which you would think of out of the box as we have different ways of printing. However the fact that it can be linked directly to our SSRS reports and labels is pretty clever. It would be really hard to do this in any another tool,” concluded Mark Yates.
About no-code platforms
Founded in 1999, Codeless Platforms is at the forefront of business process automation and rapid application development. We have a proven track record in developing and delivering agile, flexible and robust next-generation software solutions, enabling businesses to get the most out of their data as well as the ability to meet today’s rapidly changing business demands. today. Our market and channel knowledge has grown alongside this development and has established us as a highly experienced and reputable software company, working closely with partners and software vendors, such as Access, Epicor, Infor , Microsoft, Sage, SAP and SYSPRO. With over 450 global partners, more than 8,500 customers use Codeless Platforms software solutions, ranging from various global organizations to the local small business. The company is headquartered in Poole, UK, and has representative offices around the world.