Data Management
44 articles
Customer Management
Work with customer and customer categories
- CustomersUnify your customers' data across the enterprise
- Customer AddressesWhat a Customer Address is in iPaaS.com: the customer's contact and location detail (including phone), one model for billing and shipping, and why it is not a Location.
- Customer CategoriesWhat a Customer Category is in iPaaS.com: a reference grouping (segment, price group, tier) linked to customers by assignment, synced as reference data.
- Customer CompaniesUse iPaaS.com to transfer data about companies
- Company & Customer RelationshipsThe two relationship types in iPaaS.com - customer-to-company and company-to-company - the primary flag, and how relationships anchor B2B account structures.
- Managing Customer CategoriesDefine the way your business categorizes customers across your systems
Product Management
Work with products, catalogs, categories, and more
- Alternate IDsWhat Alternate IDs are in iPaaS.com: extra business identifiers (UPC, ASIN, MPN) that let each system find an item by its own identifier, and how they differ from External IDs.
- Bulk PricingWhat the Bulk Price data type is in iPaaS.com: quantity-based and time-bound pricing, how prices are assigned to catalog records, and effective windows.
- Category SetsWhat a Category Set is in iPaaS.com: a named container for a category tree that lets one catalog carry multiple parallel merchandising structures via a many-to-many link.
- KitsWhat a Kit is in iPaaS.com: a bundle of component products sold as one SKU, how components are referenced, and why component products must exist first.
- ImagesWhat the Image data type is in iPaaS.com, the fields it holds, and how images attach to products, variants, kits, and categories.
- Managing Alternate ID TypesDefine different product ID types
- Managing Product CategoriesKnow the structure of your products across all of your sales channels
- Product Options & Option ValuesWhat Product Options and Option Values are in iPaaS.com: the variation matrix (dimensions and choices) that defines variants, and how flattened source options are reconstructed.
- Product CatalogEnsuring the right product data is shown on the right sales channels
- Product CategoriesWhat a Product Category is in iPaaS.com: a node in a merchandising tree, held as reference data, linked to products by assignment and able to belong to multiple Category Sets.
- Product UnitsWhat a Product Unit is in iPaaS.com: units of measure with conversion factors that let different systems agree on quantity and pricing, and their role as a prerequisite for kits.
- Product VariantsWhat a Product Variant is in iPaaS.com: a sellable variation with its own SKU, how it relates to the parent product, and how it carries inventory and options.
- Product Category SetsDefine different category sets for different use cases
Inventory Management
Work with inventory locations
- InventoryWhat Inventory means in iPaaS.com: per-location stock (on hand, available, cost), why it's tied to Locations, and why it's the highest-volume sync in most integrations.
- LocationsDefine locations for your inventory
- Location GroupsGroup your locations by region, type or any other grouping your business needs
Transaction Management
Work with transactions, payment and shipping methods, and gift cards
- Gift CardsManage your gift cards and store credits across all of your sales channels
- Gift Card ActivityWhat Gift Card Activity is in iPaaS.com: the event ledger behind a card's balance, why deriving balance from activities is safer, and its inline-write / read-only-endpoint behavior.
- Payment MethodsDefine payment methods used by transactions for ease in translating them across systems
- Shipping MethodsDefine available shipping methods for your transactions and map them across systems
- TransactionsWhat a Transaction is in iPaaS.com: the order/sale header, the money totals and buyer it carries, the child records, and why it's the canonical order everything reconciles against.
- Transaction AddressesWhat a Transaction Address is in iPaaS.com: the billing/shipping address on an order, one model for both, and why it is distinct from an inventory Location.
- Transaction DiscountsWhat a Transaction Discount is in iPaaS.com: a header- or line-level discount with coupon and amount detail, captured explicitly so totals reconcile and discounting can be attributed.
- Transaction LinesWhat a Transaction Line is in iPaaS.com: an order line item with SKU, quantity, and pricing that drives inventory decrement, fulfillment, and revenue.
- Transaction NotesWhat a Transaction Note is in iPaaS.com: an order note with type and public/private visibility, used for gift messages, packing instructions, and internal memos.
- Transaction PaymentsWhat a Transaction Payment is in iPaaS.com: a tender applied to an order, support for split tender, and why processor detail lives outside the core fields.
- Transaction TrackingWhat a Transaction Tracking record is in iPaaS.com: a shipment tracking entry that carries fulfillment status back to the selling channel for customer notifications.
- Transaction TaxesWhat a Transaction Tax is in iPaaS.com: a tax amount attributed to an authority, why multiple records capture multiple authorities, and how it relates to line-level tax.
- Viewing and Searching TransactionsStore and transmit data about orders, sales tickets and other transaction methods.
Employee Management
Work with employee records and timesheets
- EmployeeDefine employees that work for your company and map them to multiple systems
- Employee AddressesWhat an Employee Address is in iPaaS.com: the employee's mailing/contact location with no billing/shipping typing, used for HR and payroll.
- TimesheetsRecord employee's time entries and move that data between systems
- Timesheet EntriesWhat a Timesheet Entry is in iPaaS.com: a dated time line with type and status that rolls into total hours and supports approval workflows.
Messaging System
Pass message between different systems