AlertSystems is a global retail solution provider that supplies solutions to identify booster bags and detachers and utilises data to provide deep insights across all locations. Their systems detect and alert staff when suspicious behaviour is detected, helping prevent theft and improve store security.
Before approaching Cloudify, Alertsystems needed help with automating the manual processes of carrying out the business like creating invoices for the customers and creating customers/products in e-conomic.
What did Alertsystems needed help with?
They faced several challenges in their business operations.
- They needed to create a draft invoice in e-conomic for every new order in WooCommerce,
- Find customers in e-conomic using the VAT number in WooCommerce, and
- Add new customers and products in e-conomic automatically when it is added to WooCommerce.
How did we approach it?
Cloudify provided an end-to-end solution to address AlertSystems' challenges. We analysed their current tech stack, and business processes they wanted to automate. We integrated the WooCommerce and e-conomic apps to automate the entire process of creating draft invoices, finding customers, and adding new customers and products.
We utilised the following methods to achieve the desired outcomes:
- Draft Invoice Creation: We automated the process of creating a draft invoice in e-conomic for every new order in WooCommerce. This was achieved by using e-conomic's API to create a new draft invoice and populate it with the relevant data from WooCommerce.
- Finding Customers: By using the VAT number in WooCommerce, we automated the process of finding customers in e-conomic. This was achieved by using e-conomic's API to search for customers based on their VAT number and retrieve their information.
- Adding New Customers and Products: We also automated the process of adding new customers and products to e-conomic when added to WooCommerce. This was achieved by using WooCommerce's API to listen for new customer and product additions and using e-conomic's API to add them automatically to the appropriate lists.
- Finding/creating products: While finding/creating a product, we also used a function that helped find/create ‘Units’ associated with the product based on the country of origin in WooCommerce.
Automations delivered - SaaS apps that helped Alertsystems grow:
WooCommerce - The webshop was used to create orders and sell the listed products.
e-conomic - The accounting app was integrated to generate invoices and automate invoicing.
By integrating WooCommerce and e-conomic, AlertSystems was able to:
- Streamline its operations
- Reduce manual effort
- Reduce the risk of errors
- Allowed AlertSystems to focus on other important aspects of their business
Why Cloudify become the perfect choice for Alertsystems?
- Strong partnerships: Cloudify's partnership with e-conomic provides businesses with a comprehensive solution for managing their accounting process. With expert guidance, seamless integration, and customisation, businesses can streamline their workflows and improve productivity, ultimately leading to increased growth and profitability.
- Automation Experts: Our team comprises skilled automation experts who go beyond app implementation. We excel in integrating systems and orchestrating related automation processes. This expertise ensures a comprehensive approach to streamlining operations and maximizing efficiency.
- Process Consultants: At Cloudify, we are more than just an automation provider. We serve as your trusted process consultants, guiding businesses towards holistic growth. By leveraging smarter workflows and intelligent processes, we help optimise operations, enhance sales performance, and drive revenue growth.
- Diverse Offerings: Our range of offerings includes digital analysis, SaaS implementation, and automation solutions. This comprehensive suite of services enables us to address various aspects of your business requirements and support your growth journey effectively.
- Marketplace by Cloudify: As part of our commitment to delivering value, we have curated our own marketplace featuring a wide range of apps with predefined workflows. This marketplace serves as a valuable resource for businesses seeking ready-to-use solutions and accelerating their automation initiatives.
- Customisation Capabilities: We understand that every business is unique, and their automation needs may vary. Cloudify excels in providing customised solutions tailored to fit both simple and complex automation requirements. Our ability to adapt to your specific needs ensures that you receive an automation solution that perfectly aligns with your business goals.
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