Enterprise resource planning is a very important part of both huge and midsize online stores. The software of this kind helps to automate various backend processes providing you with additional free time that can be used for gaining your ecommerce influence. We all know, that there are lots of ERP solutions for Magento 1, but what about Magento 2? Now, this group of business tools is represented with a few modules only, and today we shed light on the Embedded ERP Magento 2 extension by Boost My Shop.
The module is designed to improve your work in the following three fields: inventory management, supplier management, and order management. Besides, you get dashboards with various stats. And since everything is done within your Magento 2 backend, there is no need to synchronize the tool with any external software, services, or platforms.
From the perspective of inventory management, the Boost my Shop Embedded ERP Magento 2 extension provides the ability to read barcodes, track and transfer stocks, and receive alerts on low stock levels.
As for supplier management, the module enables you to add suppliers and edit their data, track purchase prices, monitor supplier needs and get corresponding alerts, manage purchase orders, and follow backorders.
The order management functionality of the extension allows you to fully plan customer orders and their delivery. Let’s describe each extension’s are in more details.
The Embedded ERP Magento 2 module provides all features necessary to manage and fully control different warehouses and inventory. You get a perfect opportunity to monitor and tracking all stocks and, as mentioned above, there is an advanced support for barcodes. Due to multi inventory management capabilities, it doesn’t matter whether your warehouses or offline stores and online stocks are separated geographically or not. You can easily control everything within one convenient interface. Furthermore, it is possible to create a virtually unlimited number of both physical and virtual deposits. And the Embedded ERP Magento 2 extension allows to automate the distribution of customer orders with the help of rules that can be created in the backend.
As for stock levels, they are divided into 4 categories: Physical Inventory, Stock Available, Stock Alert, and Ideal Stock. Physical Inventory illustrates product amount that is available in a warehouse. Stock Available is the amount that can be sold. Stock Alert is a minimal level of stocks that triggers an alert. Ideal Stock is such a stock level that provides the availability of products within a specified period of time.
Now, let’s take a look a stock movements: The Embedded ERP Magento 2 extension by Boost my Shop let you monitor all stock migrations. Thus, you can easily control such processes as shipping a sales order, receiving a purchase order, and receiving products as a result of RMA. The origin of movement and the description are mandatory, so all unknown stock items are eliminated.
Product booking is another essential feature of the Embedded ERP module. The extension detects ordered products and automatically reserves appropriate items and assigns them to the customer order.
And there is a support for bulk actions. It means that you can edit several products simultaneously changing their alert threshold level or location. Sales history and import/export capabilities are also supported. Although there are tons of other features available with the extension, we will cover most of the through the following Magento 2 extension tutorial related to the backend.
Table of contents
There are 5 different sections available in the Embedded ERP Magento 2 extension: Home, Order Preparation, Suppliers Management, Inventory Management, and Configuration.
The core page of this section illustrate all products that are gathered in a grid. The grid is enhanced with some new columns, but there are also some already familiar:
- Image – illustrates product images;
- SKU – shows product SKUs;
- Product – displays product names;
- Status – shows whether a product is enabled or disabled;
- Stock Details – how many items should be shipped and how many are received;
- Suppliers – suppliers and prices they offer;
- Expected PO – a purchase order with expected delivery date and supplier.
Note that you can easily filter out products as well as change their order from ascending to descending from each column.
The Order Preparation screen contains the following 5 steps: Order Selection, Picking, Packing, Download PDFs, and Flushing Shipped Orders.
The first step offers 5 tabs: In Stock, Backorder, Holded, and In Progress. Each tab contains the grid with the same structure:
- # – order number;
- Date – order date;
- Order Status – current order status;
- Store – store view;
- Customer – a customer who made the order;
- Shipping Method – a choose shipping method;
- Products – products in the order;
- Preparation Status – a current preparation status;
- Action – you can view, remove, or pack each order here.
After choosing an order on the Packing screen, you get the following picture:
As you can see, the order is described in closest details. Pack all products and specify the packed qty of each item from the order. Their status will be changed to “Packed”. Hit the “Commit Packing” button and you will see the following screen:
You can download a packing list, a packing slip, or an invoice. Besides, it is possible to add tracking number or skip tracking.
As for other steps, Picking does not work in the demo, Download PDFs allows you to get all invoices in a single document, and the “Flush Shipped Orders” button has quite a self-explanatory name.
Another element of the Order Preparation section is Shipping Label Templates. In the demo of Embedded ERP, this page contains an empty grid.
To add a new template, you should specify the general information first: enter a template name and choose its status, type, and associated shipping methods.
All purchase orders are gathered in a grid that consists of 10 columns:
- ID – PO ID;
- Reference – PO reference number;
- Supplier – PO supplier;
- Manager – responsible manager;
- ETA – estimated time of arrival;
- Status – complete, expectd, cancelled, etc;
- Delivery Progress – how many items are already delivered;
- Grand Total – the total grand total of each purchase order;
- Type – purchase order or drop shipping;
- Invoice Status – undefined, to pai, paid.
To create a new purchase order, you should select the supplier and click Continue.
Next, you should fill in the General tab. It allows to change supplier, set a PO status, choose manager, specify a reference and estimated time of arrival, choose store view and warehouse for receiving, and add comments (both public and private).
As for the Miscellaneous tab, it is divided into several sections. In Costs, you should specify currency, change rate, shipping cost, additional cost, and tax rate.
In Shipping, set a shipping method and add a tracking number.
As for Accounting, it contains the following fields: Supplier PO #, Supplier Invoice #, Invoice Date#, Invoice Status, and Payment Date.
Now, let’s explore the structure of the Products in transit grid. It consists of 7 columns: ID, SKU, Product, Qty Expected, Estimated Time of Arrival, Related PO, and Stock Details. You can apply filters to find certain products. Besides, it is possible to display products in ascending or descending order according to each column except Stock Details.
The Supply Needs grid is more complex. It consists of 15 columns: Image, SKU, Product, Enabled, Qty for Backorders, Qty for Low Stock, Qty to Receive, Suggested Qty to Order, Status, Qty to Order, Stock Details, Sales History, Avg Sales Per Week, Run Out (days), and Suppliers. You can apply filters and change the current order of products.
We’ve already described how to create a new purchase order, so let’s figure out how to edit the existing PO. you have to deal with 5 tabs of settings: General, Miscellaneous, Products, Add Products, Receptions. The General tab shows when the PO was created/updated. You can change a supplier and specify status, manager, reference, ETA, store view, warehouse for receiving, as well as private and public comments. As you can see, it is similar to one mentioned above. The same is about the Miscellaneous section, so let’s concentrate on other tabs.
The Products tab is empty, because we haven’t added any products yet. The corresponding grid shows the following information: product image, SKU, supplier SKU, name, orderen amount, received amount, buying price, tax rate, and stock details.
This is how the Add Products grid looks like:
The Receptions tab and grid display date, user, received products, and other details.
Next important element of the Boost my Shop is the Suppliers grid. It consists of 8 columns:
- ID – each supplier gets one;
- Code – there is also a code;
- Supplier – here, you can see a supplier name;
- Contact – a website address;
- Phone – a phone number;
- Email – contact email addresses of each supplier;
- Opened PO – the number of opened purchase orders;
- Status – active or inactive.
While adding a new supplier, you have to deal with 3 tabs: General, Settings, and Contacts. In its turn the General tab is divided into 2 sections: Main and Address. The Main section has only one mandatory field – Name. Code, Contact, Email, Website, and notes can be left empty. As for Locale and Status, they already have default values, which can be changed.
Address information is not mandatory, but by filling it in you will make your Magento 2 backend more admin-friendly.
The Settings tab allows you to specify the minimum of an order, carriage free amount, currency, tax rate, shipping delay, payment terms, and shipping instructions.
In Contacts, fill in sales, accounting, and aftersales contacts: emails, telephones, notes, etc.
Product / Supplier Association allows you to perform various mass actions: remove, associate to supplier, and mass edit. Besides, the grid allows you to export/import data.
The Mass Stock Editor page contains a grid with products that illustrates the following dat: SKU, Product (name), Status (enabled or disabled), Warehouse, Qty in Warehouse (this column is editable), Qty to Ship, Available Qty, and Shelf Location. You can export the grid via CSV.
The Stock Helper page also contains a grid. The following columns are available:
- Qty in Warehouse;
- Qty to Ship;
- Available Qty;
- Shipped for Last 30 Weeks;
- Shipped for Last 15 Weeks;
- Shipped for Last 5 Weeks;
- Avg Per Week;
- Warning Stock Level (you can use a default value or set a custom one);
- Ideal Stock Level (the situation is the same);
- Qty to Order.
Note that the aforementioned data can be exported via CSV.
The Stock Movements grid is informative as well. It illustrates the date of the movement, a product SKU and name, a place from where the product was moved and a place of its destination, quantity, arrived or departed, category (shipment, adjustment, defective, etc), and comments.
And this is the Warehouse grid:
To add a new warehouse, you only need to specify its name, but we recommend you to fill in all fields available in two sections. Name, Contact, Email, Status, Primary, Display on front, Use for supply needs, and Notes in the main section and contact information in the Address section.
Warehouse Routing is designed to automate your daily work. You choose where each warehouse should be used by default and set priority.
All settings of the Boost my Shop Embedded ERP Magento 2 extension are divided into 3 tabs: Order Preparation, Procurement, and Inventory management. Each tab is divided into sections, so there are a lot of settings designed to fine tune the extension and make it suitable for all ecommerce requirements.
The Boost my Shop Embedded ERP Magento 2 extension is a very powerful tool when it comes to enterprise resource planning. The extension allows you to control all aspects of this process. Besides, you can effortlessly automate some time-consuming tasks and make the Magento 2 backend more user-friendly. As for the price tag, the extension costs €590, but it is an absolutely reasonable price.
Also check the corresponding 1.X solution: