Spruce® ERP software is a end-to-end business management software solution specifically for home lumber and building materials suppliers.

Enable the ECI Spruce ERP App from the App Store under the ERP category. Go to the EvolutionX Admin and click App Store → ECI Spruce ERP Integration.

Learn how to setup live pricing and inventory (stock) from our dedicated article.

Each night a one-way sync of all accounts, Jobs(child accounts in EvoX), and Addresses is pulled from Spruce customers tables and will create or update customers on EvolutionX.

👍 Important: Any Account or Address in EvoX that has an Account code and Seller reference will be updated by the sync process. Any existing data will be overwritten with the Spruce data, as Spruce is the owner of those records.

You can also trigger a one-way sync of all accounts and child accounts from the ECI Spruce ERP App Store in EvolutionX.
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Here are some important EvolutionX fields and how they are mapped with data from Spruce.

N.B - Accounts disabled through the sync process can only be enabled from the admin

Customers are able to pay "On Account" when their Account is set to Credit enabled.

Admin

Checkout

The Customer Account in EvoX will be updated every night with the credit account status from Spruce. This is what control the "On Account" payment button. If you have credit, you get the button. If you don't have credit, the button should be removed.

We are not evaluating orders in real time during checkout to determine if an account is over their allocated budget.

If the "Enforce Credit Limits" parameter is enabled for the API (In Spruce), orders can still be submitted, but whether the order is automatically processed or must be manually imported and reviewed is what the "Enforce Credit Limits" parameter determines.

The "Enforce Credit Limits" parameter works in conjunction with the Credit Limit Override setting on the customer's account. If the credit limit override is set to "No password required", then the submitted order will be auto processed regardless of if the order total exceeds the customers credit limit

The other credit limit override values will auto process or require manual processes based on some criteria

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Checkout

Customer account credit flag is updated every night from Spruce sync. This is what control the "On Account" payment button. If you have credit, you get the button. If you don't have credit, the button should be removed.

We are not evaluating orders in real time during checkout to determine if an account is over their allocated budget.

This is some info I found. If you can validate, it's working as described below.

If the "Enforce Credit Limits" parameter is enabled for the API, orders can still be submitted, but whether the order is automatically processed or must be manually imported and reviewed is what the "Enforce Credit Limits" parameter determines.

The "Enforce Credit Limits" parameter works in conjunction with the Credit Limit Override setting on the customer's account. If the credit limit override is set to "No password required", then the submitted order will be auto processed regardless of if the order total exceeds the customers credit limit

The other credit limit override values will auto process or require manual processes based on some criteria

This includes tokenizing credit cards on the storefront, authorizing the amount of the order, and passing the token to Spruce for capturing the payments.

Invoice

Supported Payment Gateways

On Spruce ERP installations that support credit card payments, including US and UK customers, some card on file payment features can be supported on EvolutionX.

The storefront customers have the ability to pay invoices if they have their roles allowing the viewing of Invoices. This can be done in the Roles.

If the storefront user has access to the Invoices or Account Balance screens, they will be allowed to pay using the card on file in Spruce.

View ERP Cards on File allows the customer to use the card on file in checkout.

Balance Forward: These accounts will only be allowed to make bulk payments against the account.

Open Item: These accounts will be allowed to pay individual invoices through the store.

You can enable customers to pay their balance forward accounts or Invoices by enabling it via the payment methods.

Supported card types

Make sure to tick "Require Cart Verification" for orders to be successfully sent to Spruce.
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You can setup the taxes for delivery in the following screen in Spruce system.

Sales >> Database >> Adjustment codes
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For delivery orders the zip code used for tax calculations is the zip code from shipping address defined by the user in checkout. Where a zip code doesn't exist against the Shipping Address, the country code will be used.

For collection orders, the zip code used is from the selected collection branch. Where a zip code doesn't exist against the Branch Address, the country code will be used.

Enabling the "Map checkout order notes to Spruce delivery note field" toggle will set a character limit in EvoX checkout order notes, to prevent the notes being cut in Spruce PDFs (green box) and will show a field to insert the "Spruce order notes". This text inserted in this field will be presented in Spruce Order and Invoices PDFs (red box).
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To setup your non-stock items (e.g. Orgill & Do it Best), you will need to add your Vendor Code and Template SKU. Set that at the supplier level.

If you need to override the Template SKU at the product level, add it here at the product level.

We support non-stock items using the below.

How the logic works for non-stock items

You can enable the "Convenience Fees" toggle in Spruce app and define a information message (this message will override the message defined in Spruce). With this toggle enabled, when a user makes an on account or invoice payment, a percentage of the total amount will be added to the total. This percentage is based on a configuration made in Spruce for each payment method. To see how this is set up in Spruce, see this article. If this is enabled and a payment method used in EvolutionX is not configured in Spruce, we will use the default percentage fee defined in Spruce.

Default Bankcard Type that is set in the branch will be used, if a match isn't found

Payment Methods setup

Spruce app toggle

Storefront payment method card

Invoice payment email

In Spruce, you have the capability to incorporate additional products alongside existing ones. In EvolutionX, we use this feature to apply Environmental Fees to certain products as soon as they're added to the cart. To enable this functionality, simply designate an Add-on SKU within Spruce for the desired product.
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After that, you need to enable the "Environmental Fees" on the EvoX Spruce app.
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Then users will encounter a message associated with the product during their searches or when reviewing items in their cart.

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At checkout, once the user has selected their preferred delivery options, the additional product will join the cart, updating the total price accordingly.
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The order details will also include information about the additional product.
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If your store has Spruce live pricing it is possible to show another Unit of Measure per product in store front (including configurable products). To show the UOM display on the storefront, simply add in the UOM that exists in Spruce. During the loading of the page we will call out to spruce and get the associated price based on this UOM. This UOM is for display purposes only and not used for pricing of products.
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This is how it is displayed in store front:
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You can now place orders that include zero-priced items or consist entirely of zero-priced items using Spruce ERP. By turning on the zero-priced items toggle, these items are accepted and processed by the system.

All taxes are calculated in Spruce. To have delivery taxes in Orders, they need to be defined in Spruce. Check this section to more details.

No, we do not currently support the Global Payments (Cayan) gateway.

If a PO number is required during checkout, but the role does not mandate it, please verify whether the Global Account (for guest users) or the specific account has not enabled the 'CustomerPORequired' option in the Spruce system.

Spruce is a complex ERP that allows you to setup products in multiple ways to suit your internal staff. Positioning your products on an ecommerce store is a new scenario and you may need to display products and pricing in a particular way. Review a few workflows to suit your needs.

Learn more about what tally types are supported and how to set them up in EvoX

Running Do it Best and Orgill Catalogs

In order to run your DIB or Orgill catalogs you will need to following.

The Deliver On date will be set based on the system parameter setting in Spruce for the "To Be Delivered Days" which is set to 1 Day (next day). This is intended to be a place holder delivery date for the Order can can/should be arbitrarily changed by the Merchant based on factors that can/will dictate when the order can actually be delivered i.e. Truck availability, route planning, special delivery requests etc.

There is not a way to set in Spruce system the preferred delivery date based on the passed in Delivery Notes from EvoX. We only allow an order to be requested as delivery, and the final delivery date is then up to the Merchant as stated above.

The Merchant should be reviewing the Orders in case special notes are passed either involving delivery or some other request by the customer. This can be done either in the Orders transaction, or by the Dispatcher in the Deliver module in Spruce.
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It's also possible place the orders with the AutoProcess flag set to False from EvoX, which then would require the Merchant to manually import, review, and process each online order giving them a chance to immediately review any special notes. See "Auto Process Orders in Spruce"

If the store logo is not showing in the Order or Invoice PDF on the Storefront, please contact the Spruce support team. Only they can insert the logo into the Spruce system, as this action requires their direct intervention.

In the Invoices grid, there are two fields: Date and Days.

No, paying invoices from multiple jobs simultaneously is not supported. If you have already selected invoices from one job and attempt to select invoices from another, you will receive the following warning message:
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To proceed, you must either complete payment for the current selection or discard it to start a new selection from the other job.