Client overview

Spruce Industries is known for holistically covering all three- solutions, support and sustainability for all needs associated with cleaning supplies, tools, equipment needs and janitorial supplies.
Since 1965, Spruce Industries has proven expertise in helping facility managers as well as their staff to achieve brilliant cleaning excellence no matter what the size of the facility or the staff. Spruce Industries is your answer to all cleaning woes. Their staff talks to clients and offers guidance from the most menial tasks such as vacuuming, to covering intricacies of achieving sustainability along with offering the support you actually need.

We wanted to follow their value of building true business partnerships and chose the following implementations to make their eCommerce front efficient and effective:

Services
  • P21 Integration
  • flexiPIM Integration
  • UI/UX
Platform

Magento 2

Understand the Needs: Delivering Design & Development

The Spruce Industries team chose Magento 2 which supports their B2B Features involving:

  • Quote List
  • Quick Order
  • Sales Representative
  • Shopping List-copy feature
  • Multi-user management

Our certified Magento developers and designers initiated the design and development stage. We formulated a brand new optimized website with enhanced user experience to fulfill the expectations of the customers. The design stage also involved an intricate process to provide a fully customizable Magento site to meet the ever-evolving necessities of the end-users.

From the technical perspective, our developers assured improvements such as valid codes that comply with current web standards, improved functionality, and wider accessibility for the customers.

Ease for Sales Representatives

Sales Representatives have the option to access the customer account and place orders on behalf of customers. We implemented access in admin as well to manage the store.

Shopping List-copy feature

Customers can create a shopping list based on their needs and add those products later to the cart. For the admin side, a shopping list can be created and assigned to multiple customers under that shopping list.

Multi-user management

Customer to be able to create sub-accounts and dictate roles for the sub accounts. There would be a functionality for a “Manager” to approve/change/delete orders submitted by sub-accounts and will be integrated to P21.

Corporate Account with Approvers and Standard Users

Here are two Customers that have a Corporate Account structure. This means that multiple Customer IDs are linked together by a Corporate ID.

  • If a user is an APPROVER, that user will be able to approve orders that are placed for any of the sub-accounts within the corporate structure.
  • If a user doesn’t have sub-accounts and the checkout process is normal. If it has multiple accounts, then it is a Corporate structure and the user will decide which customer to associate this order with.
  • The user selects which customer and then that customer is now the billing address for this order. Once the user selects the billing address or customer ID, only the ship to locations for that billing address will appear.
  • A STANDARD user can place an order for only the customer ID they are associated with. An approver user can place an order for any customer ID associated with the Corporate ID.
  • When a STANDARD user places an order, it will be approved by a Contact that is an APPROVER for the customer ID or corporate ID.
  • The APPROVER contact should be able to modify the order or delete it. For modification, they should be able to add or remove items, increase quantities, update or add PO numbers, change shipping, etc
  • Once the APPROVER approves the order, it will then sync with P21.
  • If an APPROVER places an order on the website, it automatically gets synced with P21.

We always believe in ensuring that the intricate features are based on just what our client needs- this distinction between individual and corporate services has proven to be quite useful for the users.

Quote list

To proceed towards an accurate and precise way of shopping, the customer requires a well maintained and defined product list. Using a Quote list for Magento 2 module, the customers can add products to the Quote list.

Quick Order

This feature helps the user to quickly dial in all the products one by one in the product field and add products to the cart instantly. Customers can use their own product number to add the product in the cart.

P21 Integration

Magento2 P21 Integration is done via Cloras, a unique solution from DCKAP that made this achievable by integrating the newly updated Magento 2x with P21. Along with P21 integration, DCKAP has implemented Overall Epicor P21 service in this project and enhanced some main functionalities in their website, as follows:

  • Create Customer Sync Magento to P21: This sync helps to map the customer with P21 Customer ID by a new or existing customer creation process, it also transfers customer data from Magento to P21
  • Customer P21 to Magento: Creation of Customer details from P21  to Magento 2 is carried over by this Customer P21 to Magento sync
  • Create Order: Once the customer places an order with in-stock products this sync helps to import those orders from Magento 2 to P21 with valid order details following which involves processing the order by the P21 user.
  • Dynamic Pricing: After the customer segmentation process, a dynamic pricing solution was introduced to display price values to the P21 customers
  • UOM sync: Customer will create the UOM options for the products from P21 to Magento
  • Inventory sync: In Inventory sync, the Quantity will be pulled from P21 to Magento
  • Offline order Sync: This sync will display the orders in the Magento frontend when orders are placed in P21.
flexiPIM Integration

In flexiPIM, the adding new products in p21 will get synced to Magento through flexiPIM product sync. For the synchronized products, the details will be synchronized from flexiPIM to Magento through attribute sync

Conclusion

The Spruce Industries website is now equipped with a completely transitioned Magento 2 store with power-packed integrations & customizable features to give their customers a hassle free user experience. The challenges DCKAP faced during this project, included enabling the integration between Magento 2x with Epicor P21 Integration, flexiPIM Integration were extensive. Yet, our strong technical team was able to deliver the final product to the client’s satisfaction.

Set to take your eCommerce business to new heights?