Bizbox EDI Integration into CRM

BizBox EDI integration into CRM

Automated exchange of business documents between your CRM system and partners via the BizBox EDI portal.

How it works
Your CRM ↔ Our application ↔ BizBox portal ↔ Business partner
The solution works as a connecting bridge. We import items, prices and stock from your CRM system, convert them into EDI format and send them to partners via the BizBox portal. We automatically receive and process partners' orders through the web interface.

Supported documents

• ORDERS (receive) — Automatic receipt of orders from partners
• ORDRSP (send) — Order confirmation: full, partial or rejection of individual items
• DESADV (send) — Delivery note with tracking number and PDF attachment
• INVOIC (send) — E-invoice in accordance with EDI standards
• PRICAT (send) — Item price list for the partner
• INVRPT (send) — Stock report

Features

• Automatic partner recognition based on GLN or VAT number — unlimited number of partners
• Customizable settings for each partner — payment terms, carriers, bank accounts
• Partial order confirmation — rejection of individual items with automatic recalculation
• Document status tracking — delivery confirmations, errors, statuses
• Periodic synchronization of price lists and stock via automated tasks
• Web interface for order overview and document management
• Support for all existing documents

Customization for the client

• CRM connection — import of items, prices and stock from your existing system
• Partner settings — GLN, VAT, IBAN, carriers, payment terms
• Document flow — adapted according to the partner's requirements
• E-računi.com — already fully supported without customization

Support

• Installation, configuration, testing and customization for your CRM
• Testing on the BizBox demo environment before production
• Technical support when adding new partners
• Maintenance and updates
• Tested with all major partners such as: Mimovrste, Bigbang, Merkur, Telekom Slovenije, Shoppster...
• Already fully adapted and integrated with the e-racuni.com API

 

The price is an estimate for setting up the exchange portal. Before we can provide a final price, we need to review your CRM and its export options, which are a key part of the customization scope. For more information and a demo, contact [email protected]