ERP or accounting app at 100, 500 and 2,000 orders a month
What your books must track decides the system: stock across warehouses, purchasing and branches usually point to an ERP. Monthly orders decide the plan.
Connect Dynamics 365 Finance and Operations to Zid
Zid and Microsoft Dynamics 365 Finance and Operations: paid orders posted to the ERP, and stock from its warehouses to your Zid locations.
ERP Microsoft Dynamics 365 Finance and Operations
The Microsoft Dynamics 365 finance and operations apps cover finance and supply chain, including inventory and warehouses. When the business also sells through a Zid store, every paid Zid order is posted to the ERP with the items, tax and shipping, under the customer account chosen during setup, then read back from the ERP to confirm it is there.
How an order travels from Zid to Dynamics 365 Finance and Operations
Paid in Zid
The order is paid in your store and its notice reaches the app.
Customer account
The order goes under the one customer account chosen during setup.
Posted
The sales order is created with the items, tax and shipping, exactly once, and its number appears as a comment on the Zid order.
Read back
The order is read back from the ERP to confirm it is there.
Invoiced, back to Zid
Once the ERP shows the order fully invoiced, the Zid order is set to the status chosen during setup, if switched on.
The same order in Zid and in the ERP
| In Zid | In Dynamics 365 Finance and Operations | |
|---|---|---|
| Order | The paid order in your store, with the sales order number as a comment | One sales order with the items, tax and shipping |
| Customer | The customer who paid | The one customer account chosen during setup |
| Stock | The quantity at each Zid location | The quantity in the warehouse linked to that location |
| Order status | Set to the status chosen during setup once the order is fully invoiced, if switched on | The order is fully invoiced |
Before setup
- Pick the data to connect: orders from the Starter plan, stock from the Growth plan, routing by ship-to city across several warehouses on the Business plan. Price sync is set up on request.
- Your Dynamics 365 Finance and Operations API keys. Help getting them is available.
What syncs
Paid orders
Every paid order is posted to Dynamics 365 Finance and Operations with the items, tax and shipping, then read back to confirm it is there. The same order is never posted twice.
From the Starter plan
Customer account
Orders post under one customer account chosen during setup. Shoppers are not looked up one by one in the ERP.
Stock
Stock in each ERP warehouse flows to its Zid location, then is read back to confirm.
From the Growth plan
Prices
Price sync with the ERP is set up on request.
From the Growth plan
Document number
When the sales order is created, its number appears as a comment on the Zid order, as it does with every system.
Order status
An hourly check reads the sales order in the ERP. Once it is fully invoiced, the Zid order is set to the status chosen during setup, delivered by default.
Switched on during setup
Install
Install the app from the Zid App Market and choose a plan.
Data and API keys
Pick the data to connect, then enter your Dynamics 365 Finance and Operations API keys. Help getting them is available.
Scope of work
Approve the scope of work, which sets what is connected between Zid and the ERP.
Test and go live
The link is tested on your store's orders and goes live once you approve the test report, about two weeks after install.
Questions merchants ask
Which Dynamics 365 product is this page about?
Microsoft Dynamics 365 Finance and Operations. That is the Dynamics 365 product the app works with today.
Does the Zid order status change when Dynamics 365 Finance and Operations invoices?
Yes, once it is switched on. Updating the order status in Zid is available with Dynamics 365 Finance and Operations, and is switched on during setup. An hourly check reads the sales order, and once it is fully invoiced, the Zid order is set to the status chosen during setup, delivered by default. A partly invoiced order is not updated until it is fully invoiced.
We ship from several warehouses. What does the Business plan add?
Business covers 2,000 orders a month and adds priority support and multi-warehouse routing: each order goes to the warehouse that serves the shopper's ship-to city, from a city list our team sets during setup. If no city matches, the order goes to the warehouse of the Zid location fulfilling it, and otherwise to the default warehouse.
How long until we go live?
Our team does the setup with you. You go live about two weeks after install, once you approve the test report.
Sources
Related comparisons
- ERP integration or manual entry for Zid orders?Manual entry needs no setup but grows with every order. Integration posts each paid order and return to your ERP and checks it. Point by point.
- ERP or accounting app for a Zid store?An accounting app covers invoices, VAT and the ledger. An ERP adds stock across warehouses, purchasing and branches. The app works with both.
- Spreadsheet or ERP for a Zid store?A spreadsheet starts fast but runs on manual entry. An ERP connected to Zid receives orders and returns and keeps stock in step. Point by point.
- Zid's built-in reports or a connected ERP?Zid's reports explain how the store performs: sales, products and stock. A connected ERP keeps the books: revenue, returns and stock per warehouse.
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From install to live in about two weeks: five steps
You go live about two weeks after install, in five steps: plan, data and system, scope of work, a test on your own orders, then a test report you approve.
Other systems
- ERPOdooOdoo 18 and 19: orders, returns and stock between Zid and Odoo.
- ERPERPNextERPNext: orders, returns, and each warehouse's stock at its Zid location.
- AccountingWafeqWafeq (accounting): orders, returns and stock between Zid and your books.
- Public APIAny system with a public APIAnother system with a public API: the link is built for you on request.