Integrate Payments

You can integrate CX Retail Execution Mobile with an Enterprise Resource Planning (ERP) accounting system to manage payment information.

In CX Retail Execution Mobile, sales representatives can create payment transactions against credit lines. To process these payment transactions further and to update the 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 capture payments and view updated credit lines or credit notes based on those payments.

Here's how the integration flow works:

1. CX Retail Execution Mobile captures payment transactions against credit lines.

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

3. Integration system processes the payment transactions and uploads the credit line information to the consumer goods server.

4. CX Retail Execution Mobile picks up the updated credit line information.

The following graphic shows the payments integration flow.