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BMI ERP Integration

Business Management International Api enables BMI ERP integration with EvolutionX. We cover setup, use cases, customer sync and more.

João Estima avatar
Written by João Estima
Updated over 5 months ago

What is BMI?

Business Management International, Inc. (BMI) specializes in providing innovative solutions for distribution businesses. Established in 1987, BMI focuses on supply chain management, e-commerce, financial management, and mobile solutions. Leveraging Microsoft Dynamics 365 Business Central ERP, BMI helps clients streamline operations and improve efficiency.

Modules Integrated with EvolutionX

Here is a summary of the BMI areas integrated with EvolutionX. The remainder of the article goes into more details about these.

Parent and Child Customers Sync

  • On-demand sync ensures that every time an ERP account is updated, the corresponding Evox account is promptly synchronized.

  • Daily sync reads the Accounts and ShipTos and updates EvolutionX Customers with their name as Parent and Child Customers.

  • Filter the sync for only some Accounts by setting one or more prefix values in the Account Code.

  • Account & Address sync is also performed when an account is added or saved in the EvolutionX Admin (targeting the saved customer account only).

Product Sync

  • On-demand sync ensures that every time an ERP product is updated, the corresponding Evox product is promptly synchronized.

Fields updated:
We only import/update products that are web enabled in BMI.

Evox Mapped Field

BMI original field

Sku

No

Title

Description

Description

Description

Supplier is the Own Supplier

-

Category is the Own Category

-

Price

List Price

Cost Price

Cost

Seller Reference

Vendor Item No

Pack

UOM Conversion

Pack Include

Pack Include

Pack UOM

Pack UOM

Enable

Enabled

Is Visible

Visible

UPC

gtin

Weight

Shipping Weight

We only update the Product Record on the left. The Storefront Overlay is used to customize any attribute the distributor wants to differentiate from what they have in BMI.

Inventory Sync

  • On-demand sync ensures that every time an ERP inventory is updated, the corresponding Evox inventory is promptly synchronized.

  • We sync per supplier location and match the sku to all catalogs. This will duplicate the inventory per supplier and expect the catalog container to handle the storefront duplication.

Contract Sync

  • On-demand sync ensures that every time an ERP pricing contract is updated, the corresponding Evox pricing contract is promptly synchronized.

What do we sync?

We sync all customers, products, and rule descriptions.

The priority is set to 3, and we assign the 'from' and 'to' dates if they are not provided.

Pricing & Swaps

  • Live price lookup for all items appearing on screen.

  • Live price will bring all possible swaps and hard swaps.

Checkout Live Integration to BMI

  • Fetch all departments available for the account.

Real-time Departments fetch

Departments are stored in BMI and are used the majority of the time, but additional setup may be required in some cases.

Single Department Restriction:

If a user is part of an account with multiple departments but is limited to just one, this restriction can be applied by doing the follow:

  • Create the specific department in EvolutionX.

  • Assign the user to that department.

Multiple Department Restriction:

To assign multiple departments, the EvolutionX user must exist in both systems. This can be achieved by:

  • Exporting the user using the available Admin tool.

  • Importing the user into BMI.

Once the user is linked in both systems, you can assign multiple departments to them within the BMI system.

Department Budget:

To activate the department budget feature (learn more), the department must be created and configured in EvolutionX. The department code must exactly match the BMI department code, as it is case-sensitive and character-sensitive.

Note: All these features can coexist at the same time.

Storefront My Account Live Integration to DDMSPLUS

  • Live Order History

  • Live Invoice History

  • BMI Invoice PDF

  • Live Account Balances

Live Invoices

EvoX pulls invoices from BMI and makes it available on the storefront.

The visibility of the invoice screen is controlled by roles.

Live invoice records gotten from BMI is filtered only by the account number. If active on a Users Role, they will see all Invoices for all accounts and its departments.

Web Order processing

Each time an order is placed in EvolutionX, it is automatically sent to BMI. The order can be auto-released if there are no errors from BMI.

Any error or warning will create the order but prevent its release, requiring manual action in BMI to proceed.

The EvolutionX order will have a timeline message with details indicating whether the order was successful or if there were any warnings.

Versapay

We are only supporting Pre Auth. The card would not actually be charged until the order is shipped and invoiced within the ERP.

The charge is immediate in the invoice payment.

Install from the App Store

Enable the Business Management International App from the App Store under the Erp category. Go to the EvolutionX Admin and click App Store → Business Management International Integration.

  • BMI Guest Customer Account: Sets the Account number that is going to be used for guests users.

  • BMI API Endpoint: Sets the API endpoint provided by BMI.

  • BMI Tenant ID: Sets the API Tenant ID provided by BMI.

  • BMI Instance ID: Sets the API Instance ID provided by BMI.

  • BMI Company ID: Sets the API Company ID provided by BMI.

  • Error notification e-mail Sender (valid SES e-mail address): SES E-mail address to be used as sender (FROM) for emails sent when an integration error occurs.

  • Error notification e-mail Receiver: E-mail address to receive (TO) information when an integration error occurs.

Live Pricing

In Admin → Store Settings → General → Store Preferences, in section Live Pricing

  1. Select the Provider BMI

  2. Enable toggle Live Pricing for all accounts

  3. Add Endpoint (Api Endpoint / Tenant ID / Instance ID / ... / Company ID)

  4. Add the Global Account

Note: The Token field is automatically generated by the system.

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