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AUTOMATION IN THE CLOUD

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Shopify, Neto, Magento & Woocommerce

Feature Comparison

Five Faces Case Study

How does it work with the Big 3 Cin7, DEAR & Unleashed

Feature Article

Introducing Azmara Imbram

Solutions Engineer & valued WhichAddOn team member Azmara shares with us some or her professional history which spans a decade of accounting experience including agriculture, manufacturing and trade.

ISSUE 8, JULY 2019

WWW.WHICHADDON.COM


POWER Business Intelligence & Dashboard Tool WAO Connect is all of your data consolidated, from many places, systems and processes, in real time and presented in amazing reports and dashboards. You will have the ability to create your own centralised reporting system that you can access at any time with the most up to date data and everything you need to see in one place.

REQUEST A FREE TRIAL IN WWW.WAOCONNECT.COM

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WAO Connect Brings all of your Systems Together

CRM

Inventory System

Ecommerce Shopfront

POS & Cashflow

Social Media Channels

Accounting Software

Project & Workflow Boards

Job Management

Customer Satisfaction

Website Analytics

What are you waiting for?

Get in touch and schedule a demo at WAOConnect.com 03


TABLE OF CONTENT

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08 42 26

46 36

52 04

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What’s inside the Cloud. 06 The WhichAddOn way - WAO WAO Mission, Vision and Values

07 Welcome Narelle Neville

08 How Does It Work With The Big 3 Cin7, DEAR & Unleashed Featured Article

26 Feature Comparison

Shopify, Neto, Magento & Woocommerce Software Comparison

36 Unleashed Software Introducing

41 Azmara Imbram Team Intro

42 Five Faces Case Study

46 What’s the difference between Shopify & Shopify Plus? Software Comparison

52 Matt Paff Introducing

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THE WHICHADDON WAY

The WAO Mission To empower businesses through cloud technology to enable connection, comfort and care.

The WAO Vision To bring the possible to life - one business at a time.

The WAO Way / Our Values The WAO Way are the guiding principles

• Be loving and kind

that dictate how we behave daily to

• Be reliable

achieve our mission and vision: to

• Be a good steward

empower businesses through cloud

• Never stop learning - continue to grow every day.

technology - bringing the possible to life -

• Help our local communities

enabling connection, comfort and care.

• Above all, family and good health comes first.

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It is without a doubt a busy time of year for anyone in business. No one can appreciate that more than you, our readers. You are business owners, advisors and consultants that plan and prepare for the inevitable end of financial year burden every year. Then when it is over, and only then can you breathe. You can get some sleep and start to reacquaint yourself with your family who are starting to wonder when you will be coming home for dinner again? When sixteen hour days and seven day work weeks have become normal, for another year it feels like there should be a better way.

to the June/July 2019 edition of the WhichAddOn Magazine.

At WhichAddOn we aren't immune to this but in our business we do try to lead by example. WhichAddOn founders Marlon and Jeri have made it their mission to help other business owners, including being prepared for tax time. Wouldn't it be great to be able to have systems and processes in place to support you and your team through this period, all the while running your business day to day? Our “How to Stocktake” Ebook is just one of dozens of books, magazines and articles available for free on WhichAddOn.com and it was written and designed to shine a guiding light on this crucial task. If you haven’t done your annual stock take, it is not too late, it really is better late than never. We have dedicated this edition to everything you need to know about Ecommerce. What is an Ecommerce platform and an Ecommerce marketplace? We look at the four Ecommerce platform leaders; Shopify, Magento, Woocommerce and Neto as well as unpacking what is the difference between Shopify and Shopify Plus. Check out the Unleashed Software Solution Profile and find out a bit more about the Matt Paff backstory and some of the history that got Matt to where he is today. Enjoy this edition of the WhichAddOn magazine, share it with your networks and let me know what you think.

Narelle Neville

MARKETING MANAGER

Many happy returns, for the start of another new financial year.

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How Does It Work With The Big 3 Cin7, DEAR & Unleashed

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What is Shopify? Shopify is an Ecommerce platform that facilitates online stores and retail point-of-sale systems. Shopify enables small merchants to run an online store with receive/make payment features, marketing, shipping, and customer engagement tools, etc. Shopify’s application programming interface (API) and App Store allows developers to create applications for Shopify online store & sell them on the Shopify App Store.

Let’s look at how Shopify works with some of the inventory systems. In this article, we will consider some of our famous inventory systems, DEAR, Cin7 & Unleashed.

DEAR Inventory System This is a cloud-based inventory management system which facilitates inventory management for the retail, wholesale & manufacturing environment.

a. Setting Up a Shopify Store. A link between products in Shopify and DEAR has to be established. In order to create a link, go to Integration & select the Shopify app in the app store. You can use your Shopify credentials to connect your Shopify account to DEAR. You can have any number of Shopify stores with DEAR. Once you get connected, in the Setup menu you can adjust your setting as you prefer.

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Capture order – specifies when a Shopify order is captured - created, fulfilled, paid. Applies when historical orders are downloaded. Consolidated orders – two options are considered. No consolidation – sales are captured as they occur.

b. DEAR Integration Settings.

Daily consolidation – consolidate all orders from that day into a single order, at this option you can select a consolidated time.

Additionally, DEAR also provides the following features which simplify your inventory management. Allow users to purchase an item, even if it is no longer in stock. Create fulfilment in Shopify even if a tracking number is not available.

Customer – to process pending orders an existing customer must be created in DEAR. Use Company as a Customer – effective when no consolidation option is selected. Each sales order has an optional field to fill customer name in Shopify, this option is preferable if you want DEAR to create a customer by company name instead of the customer name.

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Pick, Pack and Ship Processing Mode – helps DEAR to process sales orders, whether to auto pick, auto pack & auto ship inventory. Invoice Status – create the invoice process in Shopify. If the status is ‘Authorized’, an invoice will be automatically authorized & sync with the respective accounting software. Update Stock Levels in Shopify – if enabled, update stock levels in Shopify when the DEAR stock level changes. SUBSCRIBE AT WWW.WHICHADDON.COM

Allow DEAR to create Shopify products when DEAR product names are not unique. Bring Discount Codes from Shopify. Add a company name to the address line.


c. Things to Note: Link Shopify locations to DEAR. Shopify does not facilitate multiple warehouses; each Shopify store will have a respective storage location in DEAR. The default option, All Locations will show the consolidated stock quantities in all locations.

Link Shopify payment methods to DEAR payment accounts. DEAR can automatically identify & add payments to Shopify sales invoices if the account mapping is done at the integration.

If not, invoices will still flow through but payments have to be added manually in DEAR. Disconnect from Shopify store – This will remove all links between DEAR & Shopify, i.e. log & product catalogue as well.

Gift card liability account. DEAR will use a liability account instead of a revenue account for gift card sales, this should have the ability to accept payments. If Shopify gift certificate feature is selected it’s mandatory to select gift card liability account. Optional revenue account. To be utilized in Shopify sales download. This will override any other account mapping & settings at product/customer level.

d. Also, the Following d. are Crucial. Ensure Tax rules are properly applied. DEAR uses the actual tax amounts applied in Shopify order, provided DEAR tax rule name is selected in the setting. Tax-free mapping is used for non-taxable products. If a DEAR tax rule is mapped to Shopify rule, it will override any other taxes in instances where the tax amount is zero. If Tax mapping is not done properly orders will not download accurately.

e. Linking Inventory from Shopify to DEAR. Downloading products from Shopify to DEAR. Shopify can download single products or group of products when download option is selected, DEAR checks if this belongs to a single or a product group. If these already exist in DEAR, it updates the existing products. In DEAR, SKU is a unique feature, so if there are duplicate SKU products in Shopify, DEAR will recognize the first product & skip duplicate ones. In the end, DEAR will show skipped items, which can be later uploaded manually. When downloading from Shopify it will also update any new product details. If a product is not in catalogue but a sale has been made it will get added to DEAR products. If Update stock levels in Shopify is set to Yes & a product is deleted from Shopify any attempt to update the quantity in Shopify will unlist the product in DEAR.

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f. The Following

Features are Enabled in the Catalogue Tab. List / unlist a product. Change prices in Shopify. Remove a product.

In order to enable them, you can select a product in the catalogue tab & select the relevant option. In the bulk listing tab, you can upload products in bulk.

g. Processing an Order Between DEAR & Shopify. Depending on the settings, DEAR will capture Shopify orders & save it as pending orders. When a sale is first captured in DEAR, it’s placed into a pending order & stock is allocated. DEAR imports sales orders as specified in settings. No consolidation- Shopify sales is created to an identical sale in DEAR. Daily consolidation – once a day will use the customer selected in the integration settings, then the Shopify customer information will be ignored.

h. Downloading Customers. This function enables DEAR to download Shopify customers. If customers already exist then this will update customer information. DEAR creates customers automatically in DEAR when processing sales orders (in no consolidation option).

When a Shopify order is cancelled DEAR will automatically void that order if it has not been processed. Pending Orders can be processed manually by clicking Process. They can then be viewed in the Log tab.

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i. Downloading Orders & Payments. Orders are automatically downloaded from Shopify if their status is changed. You can use the Load Orders option if DEAR has not captured the order. All imported orders are saved in the pending order section & previously loaded orders will be overriden by new ones, ensuring no duplicates are there. When downloading orders customer information, billing & shipping addresses are recorded with quantities, prices & totals. Order discounts are recorded as additional charges without distributing by line item. Shipping & handling charges are also saved as additional charges.

Cin7 Inventory Systems All in one cloud-based Inventory management software. Allows managing sales channels, inventory, POS & supply chain.

j. Fulfilment in Shopify. When a shipment is authorized & a carrier is specified, DEAR will try to replicate the shipping information in DEAR. This is valid in no consolidation instances.

Through Shopify integration with Cin7 the following can be carried out. Download sales orders.

k. Logs.

Update stock levels.

Pending orders create a log, which creates a link between DEAR & Shopify. In DEAR pick, pack & ship tab can be authorized & payments can be applied. By deleting a log, you can reprocess an order, it will not void any order in DEAR. If you’re reloading orders from Shopify ensure DEAR sales task & the log entry is deleted. Then go to pending orders tab & click Load Orders. Ensure to set a date before the order for reloading was made. Operation logs- every time a download happens a record is added to the operations log.

Update order status. Download customers. Download products. Update prices. Download credit notes.

a. Integrating Cin7 a. with Shopify. Ensure you’re logged in as an Administrator. Go to Integration - App store & select the Shopify icon. Enter a name /code to identify the Shopify connection.

l. Key Points. Shopify has a limit of 100 variations per product. Therefore, DEAR should have less than 100 variations.

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Click on Request app installation. Someone from Cin7 will get in touch with you.

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FEATURED ARTICLE

b. Linking accounts. Go to the Shopify app, then click on Settings at the top right-hand corner. Click on the Connect section. Enter a Shopify shop name in the Shop Host Name & click Connect. You will be led to the Shopify site where you will be asked to log in. Then you can approve the integration. Once done you will be navigated to Cin7 settings page. In the Shopify admin page, from the two Cin7 apps, you can delete the first app & for the ‘reason’, state ‘other’ & in the ‘describe your experience box’ type upgraded to the second app.

c. Shopify Dashboard. The dashboards also highlight exceptions and errors, which should help you to quickly identify and resolve any issues as they occur. Order Activity This section shows the recent orders. This has many options where you can view the total number & numbers split by branch. By clicking on View Mapped Orders, you can view a list of orders downloaded & search for a particular order.

Order Status This shows the date the orders were last downloaded & the number of orders downloaded today & in the last 7 days.

when updating stock. By clicking on these you can view the list.

Stock Update Status

Stock Activity Shows popular inventory that is low in stock & needs to be reordered & also any errors

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Shows the last day the stock was updated & the number of stocks that were updated today & within the last 7 days.


Updating stock levels from Cin7 to Shopify In order to show accurate stock levels, you can either update all inventory or only the ones that have had recent transactions.

d. Shopify Settings.

Process Go to Shopify - Dashboard – Product status tile - Download Products

In order to arrange your Shopify settings, go to Shopify module & click on Settings from the top. Stock Update Status

Product Activity Shows items that are not mapped & items that are in Shopify but not in Cin7. Again, by clicking on these you can view the respective lists.

By ticking the checkbox of the product, it will enable Cin7 products to be synced with Shopify.

Download Products from Shopify

Product Status Shows when the products were last downloaded, also the number of products in both Shopify & Cin7.

Shopify products can be downloaded to Cin7 & they will be matched with existing Cin7 products, based on SKU or product code. Products that do not exist in Cin7 will also be downloaded. If you do not want to import certain products, they can be manually removed during the downloading process by using a spreadsheet. Ensure you’re logged in as an Administrator. By entering a last updated date, products created after this date will be downloaded.

Select either Import products created since last import or import all products & wait for the sync to happen N E X T

Make a note of the products that were not matched N E X T

Modify the list if you do not want to import certain products N E X T

Brands & product types will be matched or created, use the drop-down menu to adjust options N E X T

Click Test to check the download before actually making changes N E X T

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Download Products from Shopify By ticking on the box this will enable downloading images. Log in to Cin7- Shopify account as an Administrator. Go to Dashboard- Product Status tile- Download Product Images, this will queue the action to be run in the background.

Simultaneously Download Products & Images If you need to download both products & images simultaneously, run the download product option & before finalizing the last step tick ‘Import product images’. This will import images to all products.

Upload Product Options in Shopify by ticking on the Enabled tick box you can upload product options from the last date you uploaded previously.

Criterias to be Met to Upload Product Options. Product has to be previously uploaded/mapped to Shopify & product options have to be added to the product since it was uploaded & unmapped. The Shopify channel has to be ticked in the product detail page & the product & options have to be active in Cin7. If the product options already exist in Shopify, they will be mapped in Cin7 based on the SKU. In the Product tile click on Upload Product Options Upload Recently Modified Product Options.

Can be enabled by ticking on the box in Shopify settings.

Price Tier The default price to be updated to Shopify. Special Price The special price to be updated to Shopify. Select Price tier & Special price Tier. This decides which price tier in Cin7 to draw from. Cin7 can update both prices & compare at price in Shopify based on the price tiers specified in settings. If the Special price is selected as default this will only be updated during the period specified. When a special price is applied compare at price will be updated with the retail price & the price will be updated with special price.

Stock Settings By ticking on Stock, this will enable inventory to be updated from Cin7 to Shopify.

Inventory policy can be set in here to limit the purchase of inventory that is not in stock.

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Products must be matched & products must have the channel option ‘Shopify’ ticked.

Compare at price will only be updated if the special price is less than the retail price.

Upload Products to Shopify

Then go to Dashboard product status tile & click on upload products.

In order to carry out this the following has to be matched.

Update Pricing to Shopify by ticking on Enabled this will enable update pricing in Shopify after a certain date.

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Last Updated - Inventory will be updated after the mentioned date. Auto Sync Stock – by ticking on it, inventory will be updated when you visit the admin screen & download an order.


Get Stock Levels From – you can select a branch to update the inventory. Stock Levels to Update to Shopify - When updating stock levels, you can choose which option to calculate the stock number to update. Eg: stock available, stock on hand, etc Subtract Buffer Stock from Stock Levels – You can add in buffer stock levels to ensure your accurate inventory level. Map Warehouses – By ticking in this you can map Shopify Locations to Cin7 Branches. This is useful when updating stock and order status. If you assign multiple branches to the same location the inventory levels will be shown as a summation of everything. Orders will also be fulfilled based on the Cin7 branch.

Order Downloads Order Setting By ticking on Orders, we can enable order settings.

If no mapping was done inventory updates & order fulfilment will be done to the primary location. Once settings are updated click Refresh Warehouse Options in the settings menu to download new locations. Enable UOM Mapping – By ticking on this option it allows you to match variants in Shopify to UOM options in Cin7.

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Last updated: Orders will be downloaded after the mentioned date, after all orders have been downloaded these fields will be changed to the current date & time. Created after: Only orders created after this date will be downloaded.

Credit Notes - By ticking on the enable checkbox, when orders are downloaded if refunds or returns exists these can be downloaded as credit notes into Cin7. Credit Note Default 3PL Status - set the default 3PL Status for Credit Notes when downloaded. Credit Note Default Accounting Status - Accounting status can be set for credit notes. By selecting ‘do not import’ orders will not be imported to your accounting software.

Auto download orders: By ticking on this it will enable orders to be downloaded automatically. This will happen within a time gaps of 5 minutes to 2 hours. You can decide when to start the download by mentioning a time in Download Orders Daily Schedule. Set Default Stage to – Select under which stage Cin7 orders should be created. If left blank orders will be created as ‘New’. Useful if you’re filtering orders by stage. Download Fraud Warnings – This will create a fraud warning when orders are downloaded. When orders are marked with a fraud warning following will be acted upon. If orders are completed, they will be undispatched. Order stage will be set to fraud warning. The 3PL will be set to ‘Do not transfer’.

Update order status - By clicking on the enable checkbox, you can update orders from the mentioned date forward. Auto Update Order Status - By enabling this will automatically update the order status on the same schedule as Auto Download Orders. Only Update Status if Order has - A condition can be added to update the order status.

Inventory Setting

In order to remove the warning, you can correct it in Shopify & click on download orders, if auto download orders are enabled, this will happen automatically the next time the download completes.

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Auto dispatch orders - Upon download, Cin7 can automatically dispatch orders. Useful if you prefer to dispatch orders from Shopify module & download orders for the stock purpose only. Not viable for batch or serial number orders or if there is not enough stock. Automatically Load BOMs for Kits - If your product involves Bill of materials (BOM), you can select the BOM to be expanded when downloading orders. This requires the finished product order type set to ‘Kit’ in product details. Estimated Time of Delivery - You can set time to download orders.

Customers Setting How to Create or Assign a Customer from an Order Matches customers when orders are downloaded, this is based on the email address or ID. There is an option where you can download all your online customers to a particular contact. Assign to CRM Customer Group – This will assign new customers to particular reporting groups. Customer groups can be added in the settings. Customer Payment Terms – can automatically assign payment terms when a customer is created.

Brances Setting Set Default Branch To - You can set a default branch where the orders can be downloaded, this can be changed manually in the sales order before dispatching. Set Default 3PL Status - Select one which is suitable for you. Route Branch by Country and Stock - branches can be routed based on country, state, shipping option & stock. Shopify also has the option to the route by, external route code which is the location ID from your Shopify site. Convenient if you have multiple Point of sale (POS) locations & you wish to route orders to multiple branches.

Customer Price Tier – can select a price tier from the drop-down list. Customer GL Account – Select an alternative GL account to customers when orders are downloaded from Shopify to Cin7. Notify Customer on Fulfillment – When an order is fulfilled in Shopify you can choose to select Shopify to update the customer. If you plan to update historic transactions you can select ‘No’.

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Accounts Setting

Additional Setting

This allows orders to be a batch invoice in the accounting software rather than one by one. Allow batch invoices – this will leave the invoice date & number blank until you manually fill it or process batch payments. Import Invoices Individually – this will add an invoice date & generate a number for all orders. Default Accounting Status – can select a default accounting status, by selecting do not import- orders will not run into your accounting system.

Order Payment Terms – when downloading orders, we can select a payment term from the drop-down menu.

Order Price Tier - when downloading orders, we can select a price tier assigned to the order from the drop-down menu.

Order GL Account - Select an Alternative General Ledger account to apply to Shopify orders.

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Settings that are specified in the Shopify module. Mark PayPal Payments as Paid- this will override all orders where the payment type marked as Paypal as ‘fully paid’.

Location -The primary location has been automatically selected based on your Shopify accounting settings. You can change this after adding a new location.

Unleashed Inventory System Cloud- based inventory management software for manufacturers, wholesalers & distributors.


a. Special features. Stock availability is automatically updated real time in Shopify. Availability of accurate margins for sales channels based on the landed cost calculated. Stock movements relating to sales are accurately updated in the accounting software. Have centralized sales figures for different sales channels based on Unleashed reports (retail or wholesale)

b. Shopify Integration b. Setup. In order to set up go to Integration – Integration Store & click on Shopify Icon. Enter the Shopify shop name on the right-hand side & click install. Then click on the Install App button on the next page. Please note you can add up to 5 Shopify shops.

c. Manage Your Data Tab. Used for manually importing & exporting information. Export Stock on Hand: Will enable available stock on hand quantity for all products to be exported from Unleashed to Shopify. Import Customers from Shopify to Unleashed: Enable imports of all customers from Shopify to Unleashed. Import Products from Shopify to Unleashed: Importing of all products from Shopify to Unleashed. Export Products from Unleashed to Shopify: Enable export of all products from Unleashed to Shopify. Import missing orders: will enable you to find orders that have not been imported, where you can import them accordingly. You can close some Shopify shops while the integration is on. You can also close the whole integration off.

In the configuration & managing data page, you can set up features for your Shopify shop.

Tax Settings – Select the relevant option if you’re products are tax inclusive.

d. Configuration Tab. Order Import Options – select from two options whether to ‘create a customer & an order based on each Shopify order’ or use a single customer for all Shopify orders. This is similar to Cin7.

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Create Missing Products in Unleashed – By enabling this, it will create missing products in Unleashed when importing from Shopify.

Shopify Order Status – select whether you want import paid or fulfilled orders from Shopify. When fulfilled orders have imported both shipments & tracking details will be imported. Unleashed Order Status – You can select which stage the Shopify orders can be saved in Unleashed. Eg: Parked, Placed or Completed. Set a Prefix of This Shop – you can assign a prefix to identify orders from Shopify. By default, the shop name is assigned. Add Sales Group to Orders – you can add a sales group for new orders. Warehouse Mapping – Select the warehouse in Unleashed where the Shopify orders are imported to. Accounting System Invoice – Enables you to select whether you want to send the invoice to your accounting system from Unleashed. If you’re sending directly from Shopify this option can be kept disabled. Export Stock on Hand to Shopify – the available inventory in Unleashed will automatically update in Shopify, enable if you’re only sure of the level of stock on hand. Include Quantities for Auto-Assembled Products – This will be enabled only if the previous option is activated. This will show the quantity of auto-assembled products. Assign Warehouses for Stock Availability - Once you assign these the available inventory in these warehouses will be sent to Shopify. You can either select all warehouses or only selected ones. The Frequency of Exporting Stock on Hand to Shopify – you can set time intervals to export stock on hand to Shopify. Product Synchronization – enables any changes to the product to synchronize from the system labelled as Master. You can select from either Unleashed is Master or Shopify is Master. When multiple shops are integrated by default Unleashed is master will be selected. If you need to make any changes you can request help from Unleashed support through. support@unleashedsoftware.com Auto Publish to Online Store – Enabled only if Unleashed is master option is elected. This will enable new products in Unleashed to be visible in Shopify.

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Product Sell Price Tier for This Shop – the product prices assigned will be shown in Shopify as the selling price. If your product synchronizing has Shopify as the master Shopify prices will flow through as default sell price, irrespective of the selected price tier. Customer Synchronization – By enabling this any customer updates in Shopify will flow to Unleashed. Shipping Charge Account – The account selected in your accounting software will be used for shipping charges for sales orders imported from Shopify to Unleashed. Once all configuration is done click on Save Configuration.

e. Manage Your e. Products. Select which products should appear in multiple Shopify stores. You can select specific products individually or select all. The product configuration option in the configuration tab is based on this setting. You can search for a particular product name or filter products by product group. Or view by product type. Product type can be used to filter component products or assembled products.


The action cog shows the below functions. Select all. Select current page. Unselect all. Unselect current page. Click on Save configuration. If you need to make changes to any of the configurations click on the configure button in the relevant Shopify shop. Connection Log This can be used to analyze & fix errors. The following filters can be used. Error Info All

f. What Happens After f. Successful Shopify f. Integration. Stocks will be managed through Unleashed instead of Shopify. All stock reports being run in Unleashed.

g. Things to Note. Instead of making a change to existing orders create new orders. You’re unable to add an existing transaction in Unleashed & process a credit to it. Refunds are not integrated with Unleashed & have to be created manually.

When Unleashed is the master, products created & edited in Unleashed are imported to Shopify, when Shopify is the master, products created & edited in Shopify is flown to Unleashed.

h. Downloading h. Products. When the SKU is different between Unleashed in Shopify a new product code is created in Unleashed. When product description information is the same in both systems a link will be established. If the product has variants product descriptions will be updated with main product title & option value. If product notes, default selling price, barcode is different, they will be overwritten with the Shopify information. Images in Shopify will be added as default in Unleashed. Product Variants Shopify enables product variants to be shown. Eg: size, colour, etc These are grouped together in Shopify & each variant has its own SKU.

Eg: 200g pack of white Sugar SKU:1001 500g pack of white Sugar SKU:1002 1Kg pack of white Sugar SKU:1003

i. Downloading i. Customers. After the initial integration when a new customer is added to Shopify & passed to Unleashed customer code will be the ID number in Shopify customer URL. The customer name in Unleashed will link to first & last name fields in Shopify, if they are different a new record will be created in Shopify. For Address, contact number, notes & taxable fields if information is the same a link will be established, if different information will be overwritten with the information from Shopify. When multi-currency is involved where you’re Shopify currency has a different currency to Unleashed this has to be added in Unleashed settings in order to link Shopify shop with a different currency.

Once integrated these product variants will be shown as unique product codes in Unleashed. This is valid when Shopify is Master.

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Which System Caters More to Your Needs Product Features Number of Shopify stores

DEAR

Cin7

Unleashed

Any Number

Any Number

Up to 5 stores

Create new products

Create new products

Update stock levels automatically Create & sync invoices to accounting system Purchase items not in store Multiple Shopify warehouses

Does not facilitate

Tax Mapping Add payments to Shopify invoices Update products with different SKU

Notify when downloading products

Create customers in the Inventory system Create Credit notes Show product Variants

Sources: https://go.cin7.com https://inventory.dearsystems.com https://au.unleashedsoftware.com

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We work with business in any industry or field and implement the best cloud solution and systems to join the dots, deliver on promises and drive business outcomes. WhichAddOn ensures that every client and the staff in their business have all of the skills necessary to use these new systems to their full capacity, and we schedule ongoing testing and system upgrades.

What can WhichAddOn do for you? Book a discovery call today at WhichAddOn.com to find out how we can help your business increase staff and customer satisfaction, improve sales and growth outcomes, efficiencies and reporting capabilities. ISSUE 8, JULY 2019

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SOFTWARE COMPARISON

Feature Comparison Shopify, Neto, Magento & Woocommerce

Ecommerce Stores

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Becoming an e-tailer and owning an Ecommerce store has never been this easy and complicated at the same time. There are so many ways to set up an Ecommerce store and so many choices on which platform to use. In this article we will discuss some of the top choices when it comes to setting up an online store and how you can arrive at a decision on which is best for you and your needs. First, let’s talk about the ever growing demands of being in an inventory selling business. Having a great product at a reasonable price is not enough to convince people to become loyal customers anymore.

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You must also make the entire shopping experience fast, easy, convenient and aesthetically pleasing - across multiple devices and operating systems. To stay relevant and competitive, you need an Ecommerce platform that will allow you to sell the right products, provide amazing shopping experiences, and fulfil orders efficiently. The first step towards having a successful Ecommerce store is knowing what your needs are. List down your needs first before even looking at platforms. Knowing the requirements of your business will greatly help in narrowing down your search.

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SOFTWARE COMPARISON

Second, determine what your future plans are. Do you plan on adding more products? Having a brick and mortar store? You will want a platform that can accommodate your planned growth and assist in making it easy for you. Last, you should know your target audience/customers and how best to reach them. How do they find your business? Do they use social media channels? How do you plan to get their orders to them?

Here is an example of a list of business needs: No 1 Front-End Needs You need your store to look and function well. What exactly do you want customers to see and do on your site? Think of navigation, search, as well as the information that you want customers to see and how it should be displayed. You should also think about the customisation options that you need in an Ecommerce solution.

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No 2 Back Office/Integrations Your Ecommerce site needs to work smoothly with your back office operations. List the features you need the platform to have to ensure that products are ordered, selected, packed, and shipped successfully. Also, consider the software you’re currently using (i.e. ERP, fulfilment, accounting, etc) and see if the platforms you’re evaluating can integrate with them. If not, do they offer built-in features or alternative integrations that can work for your business?

No 3 Customer Management Think about specific how you can build and manage relationships with your customers. For example, if you communicate with shoppers via email newsletters, then you need a solution that either has built-in email marketing features or an integration with your email marketing platform.

Do you have a loyalty/ rewards/points program? Make sure it works with your new Ecommerce platform.

No 4 Product Management Specify the product management features you need. How many SKUs do you have? How many variants? If you have special catalog requirements, write them down as well. Do you sell bundles? Can customers customize their merchandise? Think about these things now and keep them in mind when you’re assessing different solutions.

No 5 Architecture & Security List the security and reliability standards you need in your Ecommerce platform. How should the platform be built? How flexible or scalable is it? Do you want an open source platform? What certifications and encryptions should it have?


No 6 Performance/Scalability Make sure that the platform can handle the traffic and data that you have. How does each platform handle heavy volumes of traffic? If you are expecting a heavy influx of customers during sales, opt for a platform that will not crash or become unresponsive in such situations.

No 7 Mobile Specify your requirements for mobile. Aside from being responsive (which should be a given) what other features should be available on your mobile site? For instance, some ecommerce merchants have “click-to-call” or “click-to-map” buttons on their sites. You need to make sure that the full site features work seamlessly with mobile. You should also think about how want your mobile site to be structured in order to avoid issues such as code bloat and increased page load time.

Now that you have a clear idea of what you are looking for, make a list of your required features. To make things more efficient later on, organise these needs in a spreadsheet that will allow you to compare solutions side by side.

ISSUE 8, JULY 2019

The next step is your budget and determining how much you are willing to spend on an Ecommerce platform. Make sure that not so obvious costs like maintenance, consultation and setup costs are included. On the next page are some budget factors to be considered.

29


SOFTWARE COMPARISON

One Cost of the Ecommerce Platform Ecommerce platform costs will vary depending on the business’ size, sales volume, and of course, the solution itself. It is always better to start small and scale up so your funds can keep up with your expenses.

Two Design & Development Costs Building your Ecommerce store is another incurred cost. From deciding whether you should use a free or paid template, to buying paid extensions or paying a developer to customize your site for you, these costs should be planned and provided for in advance.

Three Maintenance Fees This is usually overlooked and people end up having unexpected costs. You need to think about ongoing development, as well as other upkeep costs such as marketing, integrations, SEO, security management, analytics, and more.

Four Transaction Fees

vendor (like Shopify payments for Shopify). Look into each platform’s integrated payments to see if they integrate with your payment gateway of choice or if you can use any of their payment partners.

Five Hosting Costs The amount you will spend on hosting fees also depends on your chosen Ecommerce platform. You can go for a hosted solution and let your provider handle the maintenance and update costs, etc. Alternatively, choosing a self hosted Ecommerce setup would mean that setup and management costs would have to be paid for separately.

The third step would now be choosing which Ecommerce platform you would want to use. Since you have listed the needs of the business, and have determined the costs that you are willing to pay, it is now time to shortlist the solutions that meet your needs and fit your budget. In this article, we have listed the top features of five of the most well known Ecommerce platforms. We will be comparing the features of Shopify, Bigcommerce, Neto, Magento and Woocommerce to be able to decide which one works for you.

Transaction fees differ from one Ecommerce solution to another. You may end up with lower or no fees at all by choosing the preferred payment provider of the

30

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Features

Shopify

Bigcommerce

nETO

Magento

Woocommerce

Ready made professional website themes

Yes

Yes

Yes, through Template Monster

Yes

Yes

Mobile commerce ready

Yes

Yes, through other apps

Yes

Yes, through Elite mCommerce

Yes, through plugins

Free 256-bit SSL certificate

Yes

Yes

Yes

Yes

Yes

Full blogging platform

Yes

Yes, through Wordpress

No

Yes, through Aheadworks or Wordpress

Yes

Full access to edit HTML and CSS

Yes

Yes

Yes

No

Yes

Your own domain name

Yes

Yes

Yes

Yes

Yes

Web-based website builder

Yes

Yes

Yes

Yes

Yes

Free 256-bit SSL certificate

Yes

Yes

Yes

No

Yes

Accept credit cards

Yes

Yes

Yes

Yes, through authorize.net

Yes

Over 100 payment gateways

Yes

Yes

Yes <100

Yes <100

Yes

Free shipping option

Yes

Yes

Yes

Yes

Yes

Multiple languages

Yes

Yes

Yes, with Localizer

Yes

Yes, through plugins

Multiple currencies

Yes

Yes

Yes, with Dynamic Converter

Yes

Yes, through plugins

Automatic carrier shipping rates

Yes

Yes

Yes

Yes

Yes, through plugins

Abandoned checkout recovery

Yes

Yes

Yes

Yes, through extension by Creativeminds

Yes, through plugins

Flexible shipping rates

Yes

Yes

Yes

Yes, through extension apps

Yes, through plugins

Automatic tax computation

Yes

Yes, through Avalara

Yes

Yes, through extension by taskjar

Yes, by Taskjar

Customer profiles (shopping habits, contact info & order history)

Yes

Yes

Yes

Yes, through extension apps

Yes

Customer accounts

Yes

Yes

Yes

Yes

Yes

Customer groups (Categorize and export customer lists based on location, purchase history, and more)

Yes

Yes

Yes

Yes

Yes

Connect to fulfillment solutions such as Amazon, Rakuten Super Logistics, and Shipwire, or set up a custom fulfillment solution

Yes

Yes

Yes, as add ons

Yes, through extension apps

Yes, through TradeGecko

Fulfill one or multiple orders with just one click

Yes

-

Yes

Yes, through extension apps

Yes

Dropshipping (Ordoro, Inventory Source, and eCommHub)

Yes

Yes, through ecomdash

Yes

Yes, through extension apps

Yes

Return & Refund Capacity

Yes

Yes

Yes

Yes, through extension apps

Yes

ISSUE 8, JULY 2019

31


SOFTWARE COMPARISON

32

Features

Shopify

Bigcommerce

Features

Magento

Woocommerce

Manage on the go using mobile app

Yes

No

Yes, through Apptizer

Yes, through extension apps

Yes

Email templates (Customize your automated store emails with the design and language you want)

Yes

Yes

Yes

Yes

Yes

Supports SEO best practices like customizable H1, title, and meta tags

Yes

Yes

Yes

Yes

Yes

Your sitemap.xml is automatically generated with your products, webpages, and blog posts

Yes

-

Yes

Yes, through extension apps

Yes

Discounts (can create discount codes, buy 1 get 1, etc. )

Yes

Yes

Yes

Yes

Yes, through plugins

Gift Cards Enabled

Yes

Yes

Yes

Yes

Yes, through plugins

Social Media Integration

Yes

Yes

Yes

Yes

Yes, through plugins

Google Adwords

Yes

Yes

Yes

Yes, through extension apps

Yes, through plugins

Product Reviews

Yes

Yes

Yes

Yes

Yes

Sell on Facebook (Facebook fans can browse your products and make a purchase without leaving Facebook)

Yes

-

Yes

Yes, through extension apps

Yes, through plugins

Inventory Management

Yes

Yes

Yes

Yes

Yes, through plugins

Product Variations

Yes

Yes

Yes

Yes

Yes

Customers can order and download your digital products right from your online store

Yes

Yes

Yes

Yes

Yes

Import or export your products using CSV files, or one of Shopify's importer/exporter apps

Yes

Yes

Yes

Yes

Yes, through plugins

Unlimited Products

Yes

Yes

Yes

Yes

Yes, through plugins

Organize products by category, type, season, sale, and more

Yes

Yes

Yes

Yes

Yes

Add multiple images for your products, so you can show off your product from all angles

Yes

Yes

Yes

Yes

Yes

SEO Product Tags

Yes

Yes

Yes

Yes

Yes

Unlimited Bandwidth

Yes

Yes

Yes

Yes, with sites like hostinger

Yes

Email Forwarding

Yes

Yes

Yes

No

Yes

Instant Upgrades

Yes

Yes

Yes

Yes

Yes

99.98% Pptime & 24/7 Monitoring

Yes

Yes

Yes

Yes, monitoring through extensions

Yes

Level-1 PCI compliant (credit card data are safe)

Yes

Yes

Yes

Yes

Yes, through plugins

Actionable dashboard of your sales, orders, and traffic

Yes

Yes

Yes

Yes

Yes, through Kissmetrics

Google Analytics works with your online store, so you can track sales, visits, and referrals

Yes

-

Yes

Yes, through extension apps

Yes

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Features

Shopify

Bigcommerce

Features

Magento

Woocommerce

Google Analytics works with your online store, so you can track sales, visits, and referrals

Yes

-

Yes

Yes, through extension apps

Yes

Traffic/Referral Reports

Yes

Yes

Yes, through extension apps

Yes, through Magento BI

Yes, through plugins

Reports can be exported

Yes

Yes

Yes

Yes

Yes, through plugins

Product reports (See which products are selling â&#x20AC;&#x201D; and which ones aren't)

Yes

Yes

Yes

Yes

Yes, through plugins

Order fulfillment, Inventory Management, Email or Call customers via mobile app

Yes

Yes, through packagebee

Yes

Yes

Yes, through plugins

Mobile app and Shopify store is automatically synced

Yes

Yes, through Mapplico

Yes, through Apptizer

Yes, through extension apps

Yes, through extension apps

Discussion Forums

Yes

Yes

Yes

Yes

Yes

Ecommerce University

Yes

Yes

No, only training courses

Yes

Retail Kit (in-store app that directly connects to online store)

Yes

Yes, through Square POS

Yes

Yes

Yes, through plugins

Wordpress Integration

Yes

Yes

Yes, through Zapier

Yes

Yes

Checkout Customization

Yes, with Plus

Yes

Yes

Yes

Yes, through custom codes or extensions

Preview Before Publishing

Yes

Yes

Yes

Yes, through extension apps

No, only tutorials

Yes, through plugins

Site Speed (Google Cloud Platform infrastructure, Google AMP and Akamai Image Manager built-in)

Yes

Yes

Yes, with Neto Web Accelerator

Yes

Yes, through plugins

Merchandising (Use drag-and-drop functionality, custom product recommendations and headless commerce APIs to customize your merchandising)

Yes

Yes

Yes

Yes, on Enterprise

Yes, through extension apps

Faceted Search (built off of Elasticsearch, including custom field support for refined searching)

Yes

Yes

Yes, through Algolia Search

Yes

Yes

B2B Capacity

Yes, with Plus

Yes

Yes

Yes

Yes

B2B Price Lists

Yes, with Plus

Yes

Yes

Yes

Yes, through plugins

B2B Bulk Pricing

Yes, with Plus

Yes

Yes

Yes

Yes, through plugins

B2B Purchase Orders

Yes, with Plus

Yes

Yes

Yes

Yes, through plugins

B2B Punch Out

Yes, with Plus

Yes

Yes

Yes

Yes, through plugins

Cross-Border Fulfillment

Yes

Yes

Yes, through Shipwire

Yes

Yes, through extension apps like Salesupply

POS Sales

Yes

Can integrate to POS apps

Yes

Yes

Yes, through plugins

Rewards Program

Yes, with Plus

Yes

Yes

Yes

Yes

ISSUE 8, JULY 2019

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SOFTWARE COMPARISON

In spite of the many guides are available, on this topic you might feel more confused when choosing which of these Ecommerce platforms would work best for you. And with the number of features and extensions, plugins and applications you can connect to and use it can be quite daunting.. My advice? Talk to a professional. Hire an Ecommerce consultant. Consultants can provide experience and expertise that you or your team may not have. However, before deciding on which consultant to work with, there are factors to consider to get the best professional advice.

A.-

C.-

Pay Attention to Their Past Work & Experience

Determine Compatibility

Years of experience and a strong portfolio are great, but you want to make sure their credentials are relevant to your business. Look for consultants who have worked with companies whose size and business model are similar to yours.

It is not enough that your consultants have the knowledge and experience. You must also look into their work ethic, how they operate and how they interact with your team.

B.Set Expectations Be clear on what you expect your consultant to do for you. Communicate which tasks they need to do and their price.

At WhichAddOn, we not only have the best and most professional people in the business, but deďŹ nitely some of the friendliest and most helpful as well. We can help you choose which solution is right for you, set it up, and connect it to any other applications you are currently using or are planning to use.

34

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Do you need customised

API integration? If you are using apps and add ons to help run your business they need to be integrated correctly to work. If you require several apps or add ons, or think you

Application Programming Interface

might need to add to what you already have this needs to be managed to ensure there is no interruption to your business at set up and ongoing.

We make it fast and easy for users to connect applications and data across the internet so they can improve business processes, accelerate decision-making, and drive better business outcomes.

We integrate and automate the web apps you use by connecting, transferring or appending your data from one solution to the other.

We combine the best API available in the market with our professional services and skills in order to connect data, applications and devices to make it pluggable and reusable.

The real time engine combines real time application, integration and orchestration so you can deploy your integrations in the cloud in real-time or in bulk on schedule. Our elite team of experts on data collection and mediation offer a proven methodology for analysis, design, specification documentation, configuration, scripting, unit testing, user acceptance testing, hand-holding assistance and post-production support.

35


INTRODUCING

WhichAddOn interviewed Unleasheashed Software Founder Greg Murphy to ďŹ nd out more about the companyâ&#x20AC;&#x2122;s journey so far and plans for the future.

Where are you from? Auckland, New Zealand.

SOLUTION PROFILE

Unleashed Software

Unleashed Software is a New Zealand-based software-as-a-service company that provides cloud based inventory management. They were named as a SaaS company to watch in 2013 and also awarded the Xero add-on partner of the year in 2012.

Unleashed software is an inventory database that is used by both small and medium enterprise as well as large corporations making huge business transactions. This inventory add-on also has sales, shipments, purchasing and production functionalities and is one of the most in-demand inventory solutions worldwide.

36

When did you get started? December 2009.

Who started the company? Greg Murphy.

How many people were on payroll when you started? 4 people.


Where are you now & how many do you employ? We are Global. We have a growing number of staff - currently around 100 - across four locations. We are used in over 80 countries.

Why was Unleashed Software created? The opportunity was identified to solve inventory pain points for wholesalers, distributors and manufacturers who were battling with manual spreadsheets or old legacy systems. As cloud-adoption was starting to grow, we identified the SaaS model as the best platform to deliver value to our customers

Because products matter, we want consumers to be able to access high quality products and be sure of their provenance (where they come from) and integrity (how sustainable and well-meaning they are). Rather than be forced to buy from global omnichannel retailers. To support our mission, we want to ensure good product businesses can compete by giving them access to software that creates an advantage in their operations; the advantage to better create, operate, grow and compete globally.

Some of the Unleashed Team members

There are so many cloud inventory systems on the market, what makes you different? I think we are different because we are very clear about being here to solve the broader productivity and growth problems of product businesses - not just being "a cloud inventory solution". We can say this because we've been around for nine years and have customers who've been with us since we started. Because our solution is stable and performs well, we can move on to the higher value opportunities for digital transformation.

ISSUE 8, JULY 2019

37


INTRODUCING

Some of the Unleashed team with happy client Good Buzz Kombucha who have have increased transactions by 250% since they started using Unleashed

What does Unleashed do differently and why do you stand out from your competitors? Over the past nine years, we have built a credible record in the market and we continue to invest heavily in product innovation and customer experience. This joint product and customer focus ensures we are clear about how we are - externally and internally - and a strong vision and alignment across our business. Our dedication to providing excellent customer service is reflected in the online customer reviews (for example on the Xero Community and Capterra), and in the awards we have won. We believe we do this better than our competitors.

What is the best Unleashed feature? We have so many features that are of huge benefit to lots of customers, it is difficult to give just one. At the moment I'd say it's close between our serial and batch functionality - supporting full

38

traceability from origin to consumer on not just on distributed, finished products but the components that make up an assembled or manufactured product, and our B2B Portal which enables seamless eCommerce for our customers’ B2B channel without the need for additional software - most of which are geared toward B2C.

What is the most important thing about cloud software for your customers? Reliability, availability and progressiveness. Reliability - the data is created once and reused with minimum manual re-handling. Availability - anywhere and anytime - freeing up business operations in an "always on" world. Progressiveness - SaaS means Unleashed constantly evolves as our customers grow.

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What is something your customers are asking for but you haven't been able to deliver yet? Many things - our customers are not shy about telling us what more we can be doing. The most requested is an Android Sales App, multi-bin warehouse functionality and reporting improvements.

What is in the pipeline for Unleashed? Our new BI and reporting framework is taking a big priority in the pipeline. We think this will be a game changer for our customers; providing deep insights for product businesses to make better operational decisions and to support their overall strategy and transformation. Also, a move towards digital / paperless warehousing (and getting multi-bin functionality in there too), going deeper into production management capabilities and improvements to the sales processes inside Unleashed - mobile applications, call centre/high touch and B2B - are also on the roadmap.


What is going to be released next? Next is Advanced Shipping for our larger customers to integrate their contracted shipping provider with Unleashed and seamlessly print labels, book jobs and track delivery. We also have our Android sales application on its way soon too.

What do you think will be the next big cloud/SaaS innovation? We think the use of Big Data and Machine Learning to help find patterns and suggest, predict and plan for the future success of a business using SaaS is next. Enterprise systems are typically better at this, but the best SaaS solutions will offer this capability too.

The world’s easiest inventory solution to adopt in your business

Where will Unleashed be in 1, 5 and 10 years? In a year: Same product and customer focus but increased physical global presence especially with our significant investment in the UK and EMEA regions where we have great product/market fit and where SaaS adoption is relatively immature compared to NZ/AU. Our Australian customers will see greater local focus and our solution is the #1 choice for progressive, growing businesses that make, manage or move products. In 5 years: We’ll have an in-market team in North America to better serve customers and the opportunities there. We will be the valid alternative to an ERP system for all product businesses at a stronger value proposition. In 10 years: Wherever our imagination takes us! We will keep focusing on being a "good" business for our team members as we grow and ensure we stay open to the needs of the market and our customers. Good people will figure out that plan when it's time to!

ISSUE 8, JULY 2019

39


Did you complete an End of Financial Year Stocktake?

If you didn't, it's not too late, and WhichAddOn are here to help.

WhichAddOn have just launched our new ebook

AVAILABLE NOW FOR FREE

Go to WhichAddOn.com and subscribe to read it online today Get step by step guides to the top three inventory management systems

Cin7, Unleashed Software and DEAR.

Essential pre Stocktake tips. How to avoid the Stocktake pitfalls.

Want to find out more about Inventory Management and how a cloud integrated solution will make managing your inventory including monthly and annual stocktake a breeze? Contact us at WhichAddOn and book a Discovery Call today. SUBSCRIBE AT WWW.WHICHADDON.COM

40


Solution Engineer | azmara@whichaddon.com

To date, in her career her greatest challenge has been a stint in the BPO sector which she managed the accounts of over 100 Australian Small business entities.

Azmara Imbram SOLUTION ENGINEER

Azmara is a valued member of the WhichAddOn team as a Solutions Engineer plays a vital role in the success of many of our clients integration and transition into the cloud. She has over a decade of accounting experience in agriculture, manufacturing and trade.

Azmara is a chartered Global Management Accountant from Sri Lanka which is the global designation for Management Accountants covered by the AICPA and CIMA, two of the world leading accounting bodies. Azmara as a hobby likes to travel and explore the natural beauty of her island nation Sri Lanka. In her free time she likes to spend time with her kids exploring new locations, and her hidden talent is painting, if she did not choose her career in ďŹ nance she would have deďŹ nitely achieved greater heights in this pursuit . Currently with WhichAddon she enjoys assisting businesses to achieve their goals through system setups and believes her overall experience has given her a cutting edge to serve her clients even better to enhance their productivity. Azmara is excited to be a part of the whichAddon team, which she believes have potential to achieve greater heights.

ISSUE 8, JULY 2019

41


CASE STUDY

Introduction Five Faces is a company after WhichAddOn’s own heart. Five Faces’ purpose states

Whatever your communication challenges, digital has the answer. It’s the only way to gain full control, make instant updates, and tailor messages to your audience.

42

Transform your employee expe

With digital solutions tha

gaps, lift sales and boos

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If today you are commuting or shopping and see a digital message board at BUPA, David Jones or Michael Hill Jewellers, itâ&#x20AC;&#x2122;s likely Five Faces provided both the software and hardware. The software to program the boards to show you what you see and the hardware like the large format screens or instore tablets. Five Faces give businesses in all kinds of industries a digital face using all manner of platforms, such as:

Drive through menu boards. Social Media walls for conferencing. Video advertising walls at the airport. Point of sale adverts at a restaurant.

r customer & erience

at close communication

st engagement.

Digital wayďŹ nder mapping systems at your local shopping centre. Instore advertising and catalogues.

And many more conďŹ gurations they are setting and installing everyday, and those that have not been thought of yet. Five Faces is an Australian-owned and operated business and they take great pride in providing industry-leading service across the country, including regional areas.

Bupa selected Five Faces as their digital partner to manage.

ISSUE 8, JULY 2019

43


CASE STUDY

Improving Customer & Employee Journeys Through Visual Communications.

Problem Five Faces has grown fast. Before meeting us they were managing their business by piecing together a number of solutions and inventory management was fast becoming a huge pain point. Meanwhile, being a growing business more projects were flooding in (good problem to have). Five Faces were already using Xero but they knew that they needed a system to manage all their stock, in various locations. They wanted to include serial numbers on their very valuable electronic devices, such as digital screens. Along with multi-warehouse management and stock traceability, Five Faces also needed to start keeping track of the costs on the bundles or kits that they were selling. With Xero, they were only able to track what they were selling as a bundle and they weren’t able to track all the components in these kits and ensure they had the stock available at any time. And, as you would have experienced if you have used Xero inventory, only one price can be recorded for each product. You can only have one purchase price and one sell price. Five Faces needed to keep track of product prices from multiple suppliers and sell prices for different customers.

Solution After a quick Discovery Call with Jeri, WhichAddOn’s co-founder and Head Solutions Architect, it was identified that an inventory management system was required and in the future a project management system would be required also. Five Faces decided to solve the inventory management problem immediately and develop a project management pipeline plan for the future.

Digital Solutions for Your Physical Environment 44

This means they would be spending time and money on implementing things when and where they need it the most and when the business grows to a size more suited to this larger investment.

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Final Thoughts DEAR Inventory was the solution WhichAddOn and Five Faces chose to handle the immediate and near future major pain points. DEAR Inventory connected to their

There is no doubt that as Five Faces grows, inventory management is just one piece of the bigger puzzle. Project management is the cornerstone of the business model and this is the next challenge to solve for Five Faces.

existing Xero file easily, allowing Five Faces to continue to use Xero with no change.

to review the project management software options and decide if they want to do a custom integration with DEAR Inventory or manage the two systems independently. This is an important decision an increasing number of businesses that come to us at WhichAddOn everyday.

When they are ready to go through this part of the process, they will need

DEAR Inventory now provides them with the inventory management features they required including:

FIFO costing and labour costing for kits. Bill of materials outlining kit/bundle components. Multiple warehouse management. Ability to raise invoice without “picking” the stock when payment is required before the project starts. Multi-currency purchasing and sales. Multiple purchase prices for products in various currencies. Multiple sale prices for products in various currencies. Batch and serial tracking for important high value items with warranties.

There are many more benefits DEAR Inventory can offer, however for the phase of business that Five Faces is in now the ease of use of DEAR and the affordability made it a winner.

Bupa selected Five Faces as their digital partner.

If you have a business that has both inventory management and project management needs, it is important to understand the options available to you in the cloud ecosystem today. One option is to integrate these parts of the business and not operate in two separate systems. For Five Faces as a growing business, this was the best solution for them at the time which is what WhichAddOn delivered for them. Arrange a free Discovery Call to discuss your business with one of our Solution Architects and find out what’s possible today.

ISSUE 8, JULY 2019

45


SOFTWARE COMPARISON

“Shopify Plus

helped us quickly

scale, provides the reporting we

need to make data-driven

decision, and has been a great

solution for us” Martin Cieszewski Chief Marketing Officer of Interaxon

Sources: https://www.shopify.com/plus

46

ENTERPRISE ECOMMERCE

Powering the w


What’s the difference between

Shopify & Shopify Plus? Shopify has made a name for itself as one of the most trusted, secure and reliable Ecommerce platforms allowing merchants to focus on their business instead of fiddling around with tricky technology and distracting security concerns. Shopify is a hosted service so all of the upkeep, troubleshooting and security is managed by Shopify. Shopify is compatible for businesses of all shapes and sizes. They have plans that cater to the smallest startup through to the needs of enterprise size solutions.The big question is, which of those plans is right for you? Growing businesses have growing needs, and the bigger your store is, the more complex its needs are. So when should you take the leap from Shopify to Shopify plus? Let us (and this article) be your guide. On the next page is a table of Shopify plans and features.

E PLATFORM

world’s fastest growing brands. ISSUE 8, JULY 2019

47


SOFTWARE COMPARISON

Features

Shopify Basic

$29/month

Shopify Plan

$79/month

Shopify Advanced

$299/month

Shopify Plus

$2000+/month Yes, Up to 9 GeoLocalized Clones of your Store on Subdomains (For not extra Cost)

Your Own Online Store

Sell Unlimited Products SEO Friendly Sell on a Custom Domain Staff Accounts

2

5

15

Unlimited

Your Own Blog Create and Sell Gift Cards Fraud Analysis Discounted Shipping Rates

Yes, the higher the plan, the bigger the discounts

Yes, the higher the plan, the bigger the discounts

Yes, the higher the plan, the bigger the discounts

Real Time Shipping Rates Print Shipping Labels Manual Order Creation Discount Codes & Promotions Automatic Tax Rates Order Notifications Professional Reporting Feature Same Domain Checkout Customizable Checkout Abandoned Cart Recovery Advanced Report Builder 24/7 Support From Shopify Merchant Success Manager Migration Support Launch Manager Expedited Support Launchpad App Bulk Account Inviter Accept all Major Credit & Debit Cards Accept PayPal Accept Digital Currencies Sell on Facebook

48

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Yes, the higher the plan, the bigger the discounts


Sell on Amazon Sell Anywhere Buy Button Sell on Pinterest Sell on Messenger Sell on Houzz Sell on Buzzfeed Sell on Wanelo Sell on Wish Shopify Point of Sale (POS) Wholesale Channel SSL Certificate Level 1 Pci Compliance Unlimited File Storage 99.99% Uptime Unlimited Hosting Bandwidth International CDN Peak Traffic Delivery Ruby Scripts App XML Sitemaps Extend & Integrate with Apps Gift Card API Multipass Login Feature User API Web Hooks Free Tax Services with Avalara Avatax 2%, 0% Using Shopify Payments

1%, 0% Using Shopify Payments

0.5%, 0% Using Shopify Payments

0%, 0% Using Shopify Payments

Payment Gateway Fees

2.9%+30¢: When Using Credit Card Via Shopify Payments (Online)

2.6%+30¢: When Using Credit Card Via Shopify Payments (Online)

2.4%+30¢: When Using Credit Card Via Shopify Payments (Online)

2.4%+30¢: When Using Credit Card Via Shopify Payments (Online)

Payment Gateway Fees

2.7%+0¢: When Using Credit Card Via Shopify Payments (In Person)

2.5%+0¢: When Using Credit Card Via Shopify Payments (In Person)

2.4%+0¢: When Using Credit Card Via Shopify Payments (In Person)

2.4%+0¢: When Using Credit Card Via Shopify Payments (In Person)

Payment Gateway Fees

1.2%+30¢: -4% When Using an External Payment Gateway (Like PayPal or Stripe)

1.2%+30¢: -4% When Using an External Payment Gateway (Like PayPal or Stripe)

1.2%+30¢: -4% When Using an External Payment Gateway (Like PayPal or Stripe)

1.2%+30¢: -4% When Using an External Payment Gateway (Like PayPal or Stripe)

Shopify Transaction Fees

ISSUE 7, APRIL 2019

ISSUE 8, JULY 2019

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B2B ECOMMERCE

Attract High-Value B2B Customers at Scale https://www.shopify.com/plus/solutions/b2b-ecommerce

When stores reach the $1-$2 million annual profit mark, it is usually the most ideal time to move to Shopify plus. It's not the revenue that triggers the need, but we've found that it's around this mark when the extra support and unique features of Plus start to make it worth the investment for their business.

A Higher Level of Customization This includes customizable product pages and payment processing features. The look of your storefront can be built completely to your specifications. You can also customize your checkout page with a responsive layout.

Let’s look at the highlights, the major differences between Shopify and Shopify plus.

Unlimited Staff Accounts

It is the power of the features in Shopify plus that is the major difference between these two Ecommerce options.

While Shopify plans have a maximum of 15 staff accounts, Plus offers unlimited staff accounts. Now each member of your team will be able to access your store and be able to perform their tasks.

With Shopify plus, you get higher level tools and more features than Shopify. Think of it as switching from Robin, to being Batman.

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SUBSCRIBE AT WWW.WHICHADDON.COM

No Need for Coding Knowledge With Shopify plus, adding and updating products is easy all ofl the backend work is done for you. Using software that takes care of your order management, fulfillment and shipping gives you more time to focus on marketing and growing your business. Shopify plus also integrates with a large number of platforms like Facebook, Facebook Messenger, Pinterest, Amazon and Wish.

International Ecommerce Ready Shopify Plus has a feature called clone store or multi-store. You can create multiple versions of your store, under one account using this. This clone option is not available on Shopify’s basic plan. Shopify plus supports multiple languages and currencies, great for international Ecommerce. It also works well for wholesaling and regional stores.


Functionality for Growth There are a few features within Plus that offer some pretty unique abilities that aren’t available to regular plans. Apps like Script, Launch and Flow are just some of the examples of Plus exclusive apps. With the newly launched Shopify Connectors, your apps can “talk to” and connect to each other creating a seamless and functional level of automation that allows for more growth.

Lower Transaction Fees In the table shown above, Shopify plus has significantly lower transaction fees than the normal Shopify plans. When your sales revenue is in seven figures 1% or 2% of this is a big number.

Enterprise ecommerce software without the headaches. Shopify Plus.

Shopify Plus has a Higher Level of Support

Shopify or Shopify Plus?

One of the main upsides to Plus is the support. Shopify plus has dedicated account managers.These include launch managers, merchant success managers, and best of all, 24/7 priority support.

The main types of companies who should use Shopify plus are large ventures, wholesalers, and enterprise level Ecommerce shops. Shopify is for small and medium businesses.

As you start working with Plus the launch managers will support you and provide technical assistance in migration and development. The merchant success managers help steer you in the right direction in various areas to increase your profits. This could mean billing support, sales channels, and more.

The powerful and reliable nature of the Shopify plus software makes it ideal for businesses who would otherwise have to hire technical staff.

MULTI-CHANNEL ECOMMERCE

Sell Everywhere Your Customers Buy ISSUE 8, JULY 2019

In exceptional cases, having a system like Shopify plus is a definite advantage. For example, a spike in sales around the holidays can bring a crash to your store or system if you have not prepared. Shopify handles incidents like this so you don’t have to worry. We hope this article has served as a guide on whether you should consider Shopify Plus for your business or if Shopify has everything you need. Still in doubt? Talk to us! Book a free Discovery Call and let our awesome team help you out.

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INTRODUCING

Matt Paff, founder of the Apps4 Wholesalers Conference & Technology Showcase, talks about the event which is specifically for B2B Inventory based businesses such as wholesalers, manufacturers and importers.

https://www.youtube.com/watch?v=KPehCP0AgF0

INTRODUCING

Matt Paff has been involved in accounting in Australia for decades and is a recognised commentator on the accounting software industry. He runs a software consultancy Value Adders. Matt is a business founder and owner in the business technology sector has vast experience and countless runs on the board from personally running hundreds of accounting and payroll implementations, owning a couple of consulting businesses and

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Matt Paff

a shareholder and General Manager of a leading mid-market vendor. WhichAddOn has been given some intimate and significant insights into Matt’s life, this in depth interview explores what Matt has achieved professionally and personally to date, what motivates him to be a leader in his chosen fields and few of the things he believes the future holds.

SUBSCRIBE AT WWW.WHICHADDON.COM


So I moved to, what at the time I thought was the “big smoke”, Newcastle (Australia) to attend university and gained a degree in Business and simultaneously completed an executive traineeship with Coles Myer (supermarkets and department stores). After traveling the world for a year, I landed in Sydney the day the Olympics started. I then landed a job at an accounting and payroll software company as “marketing

assistant to the Export Manager” the day after the Paralympics had finished, from an ad in the Sydney Morning Herald. In Sydney and Biztech I have remained ever since, where I now find myself married to a beautiful Sydney girl for the last decade and together we’re in the deep dark depths of raising 3 gorgeous, yet exhausting kids, whilst running a couple of companies!

WAO: Can you tell us a little bit about yourself? I grew up in a family trucking company in Taree, a country town about 3 hours north of Sydney with a population of about 16,000. I was pretty good at school but when I finished, I had no idea what I wanted to do when I grew up, all I knew was rather than limiting myself to the professions that those that were good at school at the time were supposed to do, law or medicine, I just wanted to be in the business world, somewhere. Matt and Elliot from Xero at the Apps4 Wholesalers Conference, 2019.

ISSUE 8, JULY 2019

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INTRODUCING

PART ONE :

Personal Story and Experiences. WAO: What is your current gig/job/passion/project? I seem to like doing things in 3s. I have 3 kids and I have 3 companies/projects/passions:

Value Address My consulting company specialising in independent advice to biztech software vendors on product and go-to-market strategies as well as about software vendors, with independent vendor selection projects for mid-sized companies looking at accounting, payroll, HR tech extending to ERP.

vSure A regtech start-up that specialises in streamlining the management of compliance related to validating employees work rights. In Australia, if you employ staff you have a compliance obligation to validate everyone’s (100% of your workforce) work rights at the point of onboarding AND for those on temporary visas, throughout the cycle of employment. vSure makes this easy.

Apps4 Recently, with my wife, we launched a conference vehicle, we launched

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a conference vehicle, specialising in industry specific events that showcase the technologies built specifically for those industries. Apps4 Wholesalers was our first event which we hosted in Sydney in May and are taking to Melbourne in September.

WAO: How long have you been working on this? Value Adders started in 2015. vSure I became involved in in 2016. Apps4 has been an idea about 2 years in the making, but we finally got serious in February this year and made the first event happen.

WAO: What would you say most motivates you to do what you do? I’ve been working around biztech for 19 years. I have had roles and companies as diverse as sales, channel management, technical support, ERP implementations, General Manager and Head of Product Strategy. I feel I have accumulated a unique perspective of biztech and I love using that to help others who don’t have my experience, short-cut to the answers that have taken me nearly 20 years to be able to give. I derive my motivation (and income) from genuinely adding value, which saves my clients time, money and/or stress.

SUBSCRIBE AT WWW.WHICHADDON.COM

And vSure is an example of a scalable product that adds value by saving our clients time, money and stress in meeting compliance obligations.

WAO: Did you have any life-changing experiences that put you on the path that led you to what you’re doing today? Can you share one? Apart from learning about the Johari Window and reading the book, Getting Naked by Patrick Lencioni, there is no doubt, being ripped off by a business partner that I had trusted and thought I knew, certainly was life-changing event that set me on the path that got me to where I am today. It gave me the motivation and hunger to be successful. Hernan Cortes is a well-known spanish conquistador famous for the quote “burn the ships”. In short, upon arriving in the region of Veracruz Mexico, Cortes ordered his men to “burn the ships”. Retreat was not an option. There was no going back. And this is where I landed in late 2015. I wanted to sever my ties with my past. There was no going back. Being successful was my only option. For my family financially and also as an affront to my former business partner! No doubt, the best thing I did career-wise, was to focus on building my personal brand and


profile, clearly independent of the company from whence I had come. I did this by blogging, attending and speaking at industry events. I saw a strong, forward-looking, personal profile as being step one in rebuilding career-equity. And this is exactly how it has come to be that I have been fortunate to consult to companies all over the world. Value Adders and my blog has led to paid work in Asia, the US, Russia, and Europe. I’ve met some of the best people one could hope to meet. People who inspire and motivate me. I worked with clients who teach me so much, whilst I deliver value to them. It is also how I met the founder of vSure and what lead to me being able to launch Apps4.

PART TWO :

Industry Insights, Observations and Predictions. WAO: What do you think have been some of the key industry milestones? The IBM PC. The IBM compatible. Windows. Computer networks and servers. . Y2K and the dreaded 2 digit year problem. The introduction of GST. Bank feeds (yes, BankLink was doing this BEFORE Xero and the cloud). The Cloud. SOAP and then RESTful APIs. User eXeperience design and Agile development. Mobile. AI and ML.

WAO: What do you think are the industry relationships that matter most? Relationships that are built on trust and a genuine desire to help. Ones in which value is recognised, delivered and acknowledged.

WAO: Have you been resistant to any of the change you have been exposed to and have you experienced resistance from others? What were the key sources of support or resistance you encountered? Humans naturally are change resistant, particularly as we age and biologically our neural pathways become fixed and difficult to alter. Business technology moves so fast and as thus, is so incongruent to fixed opinions and use-cases. I have always been that kid who asks too many questions in class. I have always wanted to understand WHY things are how they are and this translates so well into this industry. I’m always drilling down to the WHY, “I understand your question, this is the answer to that question, now can I ask you WHY did you ask that question? WHAT problem are you actually trying to resolve?”

ISSUE 8, JULY 2019

WAO: Tell out readers about some of the memorable characters you have met over the years? I’ll never forget walking into Denis from Carringbah’s office, circa 2004. Denis chain smoked Winny Reds (strong ass cigarettes) and even in 2004 it was un PC to smoke in your office, but Denis owned the company and the building, he needed to smoke in his office because the stress of his business, his staff and his crap system (that I was there to represent and be berated about). Denis wanted to see me to tell me to take our invoice (about $70/month) for maintenance and in his words, shove it up where the sun don’t shine. After hearing him out I asked him about all his businesses and how he got there. Denis was the true definition of an entrepreneur. His first job was as a brickie’s labourer at 15. He started his own bricklaying company at 18. Got annoyed with his supplier and started his own sand and gravel business at 19. By the time I met him Denis was about 45. He still owned both businesses, but had diversified to importation of boats, own a retail boat shop and a marina. So after establishing that with all those businesses Denis had done alright for himself and $70/month was actually a pittance for the core system that ran all those companies. I proceeded to ask a series of BUT WHY questions about how he used our system,

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INTRODUCING

I walked out of Denis’s office an hour later with signed upgrade that took him from $70/month to $350/month and resulted in $15k worth of consulting (for our channel partner) over the next 6 months. The best part of the story is Denis rang me up 6 months later, unprompted and just ‘cause he’s that sort of guy, to thank me. I’d done his fiance out of a job by automating what she did, but she no longer came home crying every night ‘cause of how much she hated the data entry. His job was so much easier, because he could trust his staff to do things by using the software. He’d even given up the “darts”.Ultimately this phone call set in motion a fire in my belly to start my own company and in 2006, I started my first business implementing ERP software.

PART THREE :

Reflections and Lessons. WAO: What is a lesson for someone starting out in the industry that you would like to share? Learn about brain plasticity, learn about the Johari Window and read the book, Getting Naked by Patrick Lencioni. Always ask WHY. Never assume. Have fun on the journey, because the destination may not be where you think you are going today.

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WAO: If you could do anything over again, would you do anything differently? Listen, don’t tell. Understand, don’t judge. Have fun along the way. Stretch more.

WAO: How do you view your contributions to the industry? In what ways? What are some of the things specifically you accomplished? I think I have established myself as a genuine, independent voice, who is willing to offer an opinion without fear or reprisal nor fear of being proven wrong. Every year I publish a blog on my predictions for the year ahead. And at the end of every year, I review how I went, publically. Few people risk being wrong and even fewer call themselves out when they are wrong. I have no shame in being wrong, as I see it as proving how dynamic our industry is! Acheivement-wise, happy clients and money in the bank are both important. The ego that comes from being invited to attend, speaking at and even being recognised as “that guy” at events around the world is nice.

Matt Paff Independent

Biztech Consultant | GM

@vSure | Apps4Wholesalers Event Director

SUBSCRIBE AT WWW.WHICHADDON.COM


Matt and Elliot from Xero at the Apps4 Wholesalers Conference, 2019.

WAO: What were the skills you had to have to do what you just told us about? Where and how did you learn those skills? A level of fearlessness. An understanding that mistakes are part of the learning process. That constantly learning is critical. That the more I know, the more I know I don’t know...

WAO: When you think of the future of the kind of work you’ve talked about here, what gives you a sense of hope? What makes you concerned or worried? Technology taking away the mind-numbing and mundane gives me a sense of hope that humankind can elevate itself to a higher level of thinking. To more human interactions. To more life and less “work”.

ISSUE 8, JULY 2019

WAO: What’s next for you in your work? What are you looking forward to? Building the Apss4 business. Taking Apps4 Wholesalers on the road and starting the next Apps4 event (maybe Apps4 Hospitality, or Apps4 Retailers). Getting vSure out there and educating the market about the compliance obligation and why vSure is a no-brainer value proposition.Continuing to work with great clients, write articles that stimulate thought & debate and travel the world through Value Adders.

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Are you in retail and ready to run your own Ecommerce market place or store? WhichAddOn now offer a full service Ecommerce solution for new retailers, traditional retailers, and retailers who want to upgrade their current Ecommerce solution. If you are launching your retail business this month, or this year and want the best fully integrated Ecommerce solution

Full accounting and inventory integrated customized website to suit your specific industry, fulfillment and customer requirements.

for the size and scale you

A dedicated support team and access to

require, or if you want to

them when you need it.

improve your online shop front and ensure you are moving as much inventory as possible get in touch with WhichAddOn Discovery Call today. WhichAddOn are Neto and Shopify partners and will ensure your Ecommerce solution goes beyond simply having an Ecommerce website.

58

Your WhichAddOn eCommerce Solution Includes:

A road map to success with a training and development plan for your team of one or one hundred.


Donâ&#x20AC;&#x2122;t miss out on the pajama purchase power of having an Ecommerce solution.

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WhichAddOn is a rapidly-growing and industry-leading cloud integration firm with a fully distributed workforce that services medium to enterprise business clients and moves their business systems into the cloud. Our focus markets are inventory, job management, retail, wholesale and manufacturing. Whichaddon treasure skills, expertise,

We are currently Seeking Expressions of Interest for: Onsite Trainers

(various roles and locations throughout Australia, Europe, and the US)

Assistant Solution Engineer

and commitment. We attract, develop, motivate, reward and retain the best people in the industry, and we are recruiting now.

If youâ&#x20AC;&#x2122;re interested in joining our team find out more about the roles and how to apply at https://whichaddon.com/careers/

Profile for WhichAddOn

WhichAddOn Magazine - Issue 8 (E-Commerce)  

It is without a doubt a busy time of year for anyone in business. No one can appreciate that more than you, our readers. You are business ow...

WhichAddOn Magazine - Issue 8 (E-Commerce)  

It is without a doubt a busy time of year for anyone in business. No one can appreciate that more than you, our readers. You are business ow...

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