The ECI Deacom Essentials app is a cost-effective ERP (Enterprise Resource Planning) solution designed for small and medium-sized batch and process manufacturers. It offers a comprehensive set of features to streamline operations, including Accounting/Finance, Inventory Management, and Quality Control. This app helps businesses grow by providing essential tools to manage complexity and improve efficiency.
Deacom |
| EvolutionX |
Customers | → | Customers |
Addresses | → | Addresses |
Customer Prices | LIVE | Storefront Prices |
Products | → | Own Products |
Order History | LIVE | Storefront |
Invoice History | LIVE | Storefront |
Sales Items History | LIVE | Storefront (Frequently Purchased Items) |
Customer Credit | LIVE | Storefront (A/R Balance) |
SalesPricing | LIVE | Storefront (Checkout Tax and shipping) |
Inventory Values & UOM | LIVE | Storefront |
Connecting Deacom Essentials to EvolutionX
Once the Deacom Essentials configuration is complete, please make sure the following is set up in EvoX. Your EvoX Implementation Consultant can assist you with this.
Step 1 - Set up the Own Catalogue
Enable the "Own Catalogue" (in Admin → Catalogues → Available Catalogues) and create the Catalogue Container (in Admin → Catalogues → Catalogue Containers)), Read more
Step 2 - Enable Own Supplier
In Admin → Supplier
Click on the "New Supplier"
Select "Own Supplier" and the account (1000)
Click on the "Continue" button
Fill out the Ship From Address form
Create the New Locations, with Name and Seller Reference. Read more
Step 3 - Enable Own Categories
In Admin → Categories Enable the "Own Category" Read more
Step 4 - Set up Live Pricing
In Admin → Store Settings → General → Store Preferences → Products, in section Live Pricing, Read more
Select the Deacom Essentials
Enable toggle Live Pricing for all accounts
Add Endpoint (Api Endpoint / Tenant ID / Instance ID / ... / Company ID)
Add the Global Account
Under Live Pricing section, apply the following settings
Select Erplivepricing from the Provider dropdown
Enter the Endpoint URL = https://econnect.ecisolutions.com/apis/v1/livepricing
Enter password = evolutionx
Enter Token = Bearer + the dealer's EvolutionX e-commerce provider account number. e.g. Bearer 4a1d74e8ac764ac0a1b5261c45780d5e
Select the Missing Item Fallback Option as EvolutionX Pricing if dealer wants their store users to purchase items not available in my ERP. Expected behavior would be for these items to be added to sales order as non-stock items.
Select the Failed Live Price Request Fallback as EvolutionX Pricing if dealer wants their store to support when the ERP live pricing endpoint is down or otherwise cannot return a valid response, then all items requested are priced using the behavior set under the failed live price request fallback option
Select Save button
Step 5 - Set up Live Inventory
In Admin → Store Settings → Products → Inventory → Providers, Read more
Enable the toggle
Select the Provider
Add Endpoint (Endpoint URL / API Key / Email / Username / Password)
In Admin → Store Settings → Products → Inventory → Settings, Read more
Enable the toggle "Global Settings"
Create a new Rule
Step 6 - Configure the Deacom Essentials app
Enable the Deacom Essentials ERP Integration App from the App Store under the Erp category. Go to the EvolutionX Admin and click App Store → ECI Deacom Essentials.
Authentication Type: The authentication type allows multiple authentication processes, the standard key & token, and the OAuth2.0 that uses the OAuth2.0 App Store.
Key & Token: Both fields are used in the header of the request. Key is the key name and the Token being the value of the key. With these fields, we can have a safe and trusted connection with your endpoint (Webhook URL).
Example:
If you have a Bearer Token authentication, your key will be "Authorization" and the value "Bearer xxxxxxx".
Error notification e-mail Sender: 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.
Step 7 - Configure the Payment app
Install Credit Card Paya App in EvolutionX. Go to the EvolutionX Admin and click App Store → Paya Connect
The app Store Setup of the Paya App starts with the following fields:
Credentials: Get your User id, User Hash Key, User API key and Location ID from Paya.
Use Level 3 data — enable Level 3 data if needed, this will send order and line data to the payment processors
Status — Enable this toggle to switch from using test cards to processing production payments.
Decline Invalid CVV:
ON - will auto-reverse a transaction with an invalid CVV, even if the issuer approves it.
OF - will NOT auto reverse a transaction with an invalid CVV.
AVS check - Decline invalid street:
ON - will auto-reverse transactions if the street is determined bad when checking AVS with the issuer.
OFF - will NOT auto reverse a transaction with an invalid street
AVS check - Decline invalid zip:
ON - will auto-reverse transactions if the zip is determined bad when checking AS with the issuer.
OFF - will NOT auto reverse a transaction with an invalid zip
Status — Enable this toggle to switch from using test cards to processing production payments.
Step 8 - Configure Credit Card Payment Settings
In Admin, go to Store Settings → Payment Methods to configure the payment method on the storefront.
Storefront Label — sets the description seen by the customer when choosing this payment method, recommend "Credit Card" or Credit Card by Paya".
Charge Option — set as Pre-auth and Capture in checkout will secure payment at the time of order placement and set as Pre-auth & Capture on Dispatch will require a separate capture step to secure payment. Consult with our Customer Success Team on these settings.
Payment Restriction — this will present the payment method to all customers, customers with credit enabled, or customers without credit enabled. Learn more about these options here.
Features and Notes about the Deacom API Sync with EvolutionX
Customers
Deacom Essentials enables the creation and updating of customer records in EvolutionX.
Account Structure
Bill-to Records: Sent to EvolutionX as a parent account with a single billing address.
Ship-to Records: Sent as child account records with a single shipping address.
Branch Code Synchronization
EvolutionX Branch Code: Must be mapped to a Deacom Facility code. The customer sync will set the default branch based on the Facility match.
Sync Failure: If no EvolutionX branch matches the facility code, the customer account will not synchronize.
Synchronization Criteria
Only active customer records are synchronized to EvolutionX.
Account Manager: Deacom does not set the account manager for EvolutionX customers.
User Management: Users are not created by the Deacom sync but are instead managed within the EvolutionX Admin.
Customer-Specific Details
Product Aliases: Customer product aliases in Deacom are sent as EvolutionX Custom Product Codes for use in searches and product displays.
Unsupported Features:
Customer-specific units of measure are not yet supported in EvolutionX.
Customer-specific minimum salable and increment quantities are not yet supported.
Override Add To Cart
Parent accounts: Override Add To Cart: True
Child accounts: Override Add To Cart: False
Rewards
Rewards will be set as true for all customers
User Setup
Customers must be set up in Deacom before being invited to EvolutionX as a user
Customer Account Features are integrated and available to users with the necessary role. Read more
Products
Deacom Essentials facilitates the creation and updating of product records in EvolutionX by
Product Taxonomy
Newly created products are initially added to a default category in EvolutionX and can later be reassigned to other categories.
Product Descriptions
The Item Notes field in Deacom corresponds to the Product Description in EvolutionX.
Synchronization Criteria
Only active and salable items in Deacom are synchronized to EvolutionX.
Each SKU is transmitted to EvolutionX using the specified selling unit of measure.
Private Items
Items requiring a bill-to and ship-to cross-reference in Deacom are designated as private items in EvolutionX, specific to a customer or location.
Important: The distributor must create a price rule in EvolutionX for private items to be visible to the corresponding customer account.
Minimum Salable Quantity and Custom Increments
Deacom sends the minimum salable quantity and custom increment (a newly supported feature) to EvolutionX, applicable only to the lowest selling unit of measure.
Media Management
Images and documents attached to a Deacom product record are not transferred to EvolutionX. This content must be managed separately within EvolutionX.
Substitutes and Swaps
Substitutes and swaps are not integrated automatically and must be set up manually in EvolutionX Admin.
Inventory & Sales Quantities
Deacom reports whole numbers for inventory on hand to EvolutionX. If Deacom stores a decimal value, it will be rounded down in EvolutionX.
Sales Quantities: In EvolutionX, all sales quantities are represented as whole numbers.
Negative Inventory Handling: Products in Deacom that allow negative inventory are treated as "is_control_quantity" false in EvolutionX, meaning they are always displayed as in stock.
In-Stock Filter & Display: The EvolutionX storefront supports an in-stock filter based on a snapshot updated twice daily. The on-screen quantity is a live read from Deacom Essentials.
Negative Inventory Sync: Items allowed to go negative in Deacom do not sync inventory on-hand data to EvolutionX and are always considered in stock.
EvolutionX gets the customer price live from Deacom as items are displayed on screen.
Live Order and Invoice history
Live Orders and Live Invoices offer real-time listings of orders and invoices for logged-in users on your EvolutionX storefront. In the Orders module, customers can access their previous orders and view detailed information. In the Invoices module, customers can see their invoices, check balances, make payments, and view invoice details. Live Orders replaces the standard EvolutionX Orders list and view. Read more
EvoX pulls the invoice and order history from ECI Deacom Essentials and makes it available on the storefront, with the PDF download option. The visibility of the invoice screen is controlled by roles.
Live A/R Customer Balance
Live A/R Customer Balance provides real-time information to logged-in users on your EvolutionX webstore about their customer balance. In the A/R Customer Balance module, customers can find a summary of their pending balance. Read more
Storefront customers can also pay invoices if their roles permit invoice viewing, which can be configured in the Roles settings. If a storefront user has access to the Invoices or Account Balance screens, they will be able to make payments.
Recently purchased items
Live Recent Purchased Items offers a real-time list of previously purchased items to logged-in users on your EvolutionX webstore. This module allows customers to easily find and reorder items they may want to purchase again. Read more
The visibility of the Recent Purchased screen is controlled by roles too.
Order Processing
An order in Deacom is created after the user submits it in Evox. Once generated in Evox, the order becomes a historical record, meaning no further updates are sent to Deacom. However, the order will receive automatic status updates.
Timeout or non 2XX HTTP Status will result in:
EvolutionX Order Status is set to "On Hold".
If the ERP provides an error message in the response, it will be displayed in the EvolutionX Order Timeline.
An email notification is sent to the staff (to emails configured in the App Store).
Staff can opt to resubmit the order for processing by changing the EvolutionX order status to "New Order".
The credit card payment had a submission error?
When the order is "On Hold", it may indicate a payment submission failure.
Key differences:
The order has a seller reference, but it doesn't display as "API Look".
The order status can be editted on Evox but there's already an order in Deacom.
The order timeline error message reference the payment process.
The solution is the same as the "Timeout or non 2XX HTTP Status" issue. We keep the connection between the Evox order and the previously created Deacom order, only send the payment.
Live shipping
Live Checkout Shipping Methods, provides real-time information to logged users on your EvolutionX webstore. In the checkout, customers can get the shipping method options calculated by the ERP. Read more
Payments
The Deacom integration supports two payment methods: credit card payments (processed through Paya Connect) and Charge to Credit Account. These options provide flexibility for users to choose their preferred method of payment, whether by card or through an established credit account.