Integrate Credit Lines

As sales administrator or implementor, you can integrate CX Retail Execution Mobile with an Enterprise Resource Planning (ERP) accounting system to manage credit lines.

In CX Retail Execution Mobile, sales representatives can view the credit lines available to the customers and can create the payment transactions against those credit lines. To further process these payment transactions and get updated credit lines after processing the payments, you must integrate an ERP system with CX Retail Execution Mobile.

When integrated, you can use CX Retail Execution Mobile to see the usage of credit lines or credit notes available to each customer. You can capture and manage payments done using these credit lines or credit notes against the invoices.

You can use credit lines to store records of type credit line and proof of purchase, and to verify the authorization of proof of purchase. See: Integration Tables and Key Fields for the fields used for the type of record and the authorization of proof of purchase.

Here's how the integration flow works:

1. Integration system uploads the credit line information to the consumer goods server.

2. CX Retail Execution Mobile captures payment transactions against these credit lines.

3. The payment transaction records are transferred to the staging tables.

4. The integrated system picks up these transaction records and updates the credit line information based on payments.

The following graphic shows the credit line integration flow.