What is the Marketplace Map section about?

The Marketplace Map section enables users to map all CRM fulfilment chains such as the warehouse, shipping methods, couriers, etc. for each marketplace (Walmart, Amazon and Shopify).

Where the Marketplace Map section is located?

1. Log into CRM and go to the left-side menu

2. Scroll down and click on Marketplace Management

3. And then on Marketplace Map.

How to map a Marketplace

To start setting up the Marketplace, please follow the below instructions.

1. Installation of the eOne app

The eOne app has to be installed in Amazon, Walmart, and Shopify to create the connection between these platforms and an instance of eManage CRM.

A crucial point during the installation of the eOne app is that products have to be selected and uploaded on the app so the eOne will constantly sync, between the Walmart / Shopify / Amazon and the eManage CRM instance:

1. Information about the product(s) inventory

2. The sales/ orders made through one of the above three platforms will be imported into CRM and fulfilled using the Marketplace feature.

2. Select the Marketplace

Select a Marketplace from the drop-down menu as per the below example:

Open

2. Select the Warehouse(s)

Pick an option from the drop-down menu that provides all warehouses configured and available in CRM:

Open

3. Configure the fulfilment chain of the selected warehouse

To configure the shipping methods, shipping modes and couriers used by the marketplace should be the same as the ones available on each platform (Amazon, Shopify and Walmart).

It is also important to highlight that in CRM, each warehouse, has its own catalogue of shipping methods and the names and type of those shipping methods may vary according to the Warehouse rules. These rules are set at the Warehouse level, for each one of them in CRM ( see the below example)

For instance, offering a delivery service of 2 business days can be called Expedite in one Warehouse and Express in another one, even though they refer to the same shipping method.

Being said that, to correctly match the Amazon, Shopify, or Walmart shipping methods with the correct one in each Warehouse, it was implemented a feature in the UI, with which users can easily make those changes directly on the CRM Marketplace page.

In the next few topics are listed the steps to configure the shipping methods, shipping modes and couriers for the marketplace.

3.1 Set up the Marketplace Carriers

1. Click on the + Marketplace Carriers button

2. On the Marketplace Carriers tab type the courier name in the Marketplace Carrier field

3. Click on the Save button

3.2 Set up the Shipping Mode

1. Click on the + Shipping Modes button

2. On the Marketplace Carriers tab type the courier name in the Marketplace Shipping Modes field

3. Click on the Save button
   
   

3.3 Set up the Shipping Method

1. Click on the + Shipping Methods button

2. On the Marketplace Carriers tab type the courier name in the Marketplace Carrier field

3. Click on the Save button

3.4 The + New Map button

Once all the above options have been configured, click on the + New Map button to confirm all choices made.

The Buffer Quantity button

To set up the buffer quantity in CRM, just follow the below steps:

1. By clicking on the Buffer Quantity button, users can set up for the whole warehouse a default buffer quantity for the specific marketplace

2. From the tab type the buffer quantity

3. Click on the Save button

The Mapping shipping methods Marketplace x Warehouse button

By clicking on the Mapping shipping methods Marketplace x Warehouse button

users can check what shipping methods have been configured for each warehouse used in the marketplace (see the below example)

How to Edit a Marketplace

1. Select the Marketplace and the Warehouse

2. To edit the Marketplace Carriers or the Shipping Mode, or the Shipping Method just follow the below steps.

Edit the Marketplace Carriers

1. Click on the + Marketplace Carriers button

2. On the tab click on the Edit button and then made the changes

3. Make the updates by using the tolls at the top of the tab

4. Click on the Save button

Edit the Shipping Mode

1. Click on the + Shipping Modes button

2. On the tab click on the Edit button and then made the changes

3. Make the updates by using the tolls at the top of the tab

4. Click on the Save button

Edit the Shipping Method

1. Click on the + Shipping Methods button

2. On the tab click on the Edit button and then made the changes

3. Make the updates by using the tolls at the top of the tab

4. Click on the Save button

How to enable orders fulfilment in the Marketplace of eCRM

How to enable the Inventory sync between the eCRM and the Marketplace

This synchronization between the Warehouses in eManage CRM and one Marketplace is possible thanks to the eOne app, which is the bridge that connects the two platforms, CRM and Walmart, Amazon or Shopify.

How the Inventory is calculated

For example:

• The product 30319 is sold in Walmart Marketplace

• In the Marketplace section, in CRM, a Warehouse has been activated to be fulfilled orders coming from Walmart

• On the Products section, in the Warehouse Settings page the user can check the stock availability of the products fulfilled by the Warehouse (the Product Quantity Available and the Buffer Quantity):

• below this table, it can be verified the number of products that are arriving:

• and the ones that are already been packed so they can be shipped:

   

Therefore, by filling the formula with the above stock data, the system calculated and provide the Live Inventory Total Amount on the Marketplace.

The Marketplace has been fully configured

Once the marketplace has been configured in the Marketplace Map section, the system will process as described in the below points.

• The orders coming from the selected marketplace to eCRM will be fulfilled by the warehouse you have selected and activated from it;

• In case two or more warehouses have been chosen, warehouse priority and proximity delivering rules will be applied. In other words, the system will follow the rules already set as default for each Warehouse in eCRM;

• The live inventory of the selected warehouses will be displayed on the page where customers are about to acquire their items from, just like you can see at Amazon for example (see the image example below):

• Furthermore, when customers place orders on one of the Marketplaces (Amazon, Shopify, or Walmart), the sale/order is automatically synchronized to eManage CRM and sent to be fulfilled in one of the warehouses included in the Marketplace in CRM.

The Marketplace (Amazon, Shopify, or Walmart) orders in eManage CRM

Orders coming from one of these marketplaces (Amazon, Shopify, or Walmart) are at hand in CRM by using the Order section and typing, for instance, the order number

and accessing the order page with all order details.

These orders are easily detectable because they are flagged on the top of the order page with the marketplace logo and on the comment box, under the order details, there is a note informing CRM users where the order was placed (see below example)

Once the order has been fulfilled by one of CRM Warehouses, the fulfilment status, and tracking information are sent back to the marketplace (Amazon, Shopify, or Walmart), which informs the customer by sending a notification email with all the details.

FAQs