ERP Fields (1-10)

 

The PIM contains an optional feature that allows you to assign values from your ERP into specially constructed fields. These fields are named ERPField1, ERPField2, etc., and allow you to view the values in the PIM directly, and can also be made searchable on the site.

WARNING:  This tool is for users that are familiar with the ERP SQL data.  Changing certain settings here can cause the PIM to break in unexpected ways.  If you need additional assistance with setting this up, please contact Aldrich Web Solutions.

2 Methods to Pull Linked Info into the PIM

Method 1: Linking Item Info from a Single SQL Table

It is important to note that any info that is linked from your ERP into the PIM using this method, must be within a table that also contains the item part number. Any other information must be linked using method 2.

To begin, navigate to File>Settings>Item (ERP) DB in the PIM. To use this feature, ensure that the 'Enable Linked Info' box is checked. 

By default, the 'Items Linked Info' option will be the only one to appear in the 'Additional Info' dropdown. This will only allow you to pull in information from the source table specified in the Item Data Source section of this screen. Note that if you are using a Freeform SQL Query, you are limited to the columns selected in the query. 

  1. Field - Drop-down to select which column from the source table to pull data from.
  2. Friendly Name - This dictates what you'd like the new column of data to be named in the PIM.
  3. Destination - The "ERP Field" you'd like to attach the data from your ERP to in the PIM.
  4. Add / Remove - Add or Remove an ERP Field configuration from the PIM.
  5. Configured ERP Fields - Visual reference to see ERP Field configurations.
  6. Save - Be sure to save any changes made using the Save button.

If you wish to link info from a table that has not yet been specified, you will want to select 'Add Linked Info'. This will prompt a box to appear that will allow you to specify your new linked data source table. 

Once the source table is selected, you will need to enter the match fields. This will be the column name in your source table that contains the part number so that the PIM can associate the linked data to the correct item in the PIM. 


For Example: If your source table refers to the part number as the 'item_code', you will need to specify this here.

Method 2: Linking Item Info Using a Freeform SQL Query

This method is necessary when you want to link info that is not neatly contained within one table, or is contained within a table that does not have the part number for the PIM to be able to match it to the correct item on its own. 

To use this method, you will want to select 'Add Linked Info' just as before, but this time, select the checkbox to use a Freeform SQL Query. 

Example Query: 

Select inv_mast_ud.example_column,  inv_mast.item_id from inv_mast_ud left join inv_mast on inv_mast_ud.inv_mast_uid = inv_mast.inv_mast_uid


After creating and entering your query, you will complete the steps above to accurately map your fields and label them for use in the PIM.  

Adding the ERP Field to the PIM Display

If desired, you can display the newly configured ERP fields as a new column in the PIM display. To do so, navigate to File > Settings > General Settings > Customize Visible Columns while inside the PIM. 

Once inside the Customize Visible Columns settings, you have the option to enable any toggle to display the data pertaining to your specific configuration. The column will use the "Friendly Name" decided in the configuration steps.

Here is an example screenshot of where that new column of data will be displayed in the PIM.

Be sure to Publish any changes you've made in the PIM during the ERP Fields configuration.

Making the ERP Fields searchable on the site.

Once the ERP Fields configuration has been completed, you have the ability to make that data searchable on your site. To do so, navigate to Site Manager > Search Preferences while logged in to your site as an admin.

Here is the URL for the Search Preferences tool: www.yourdomain.com/admin2/searchprefs/searchprefs

In the Search Preferences tool, you can enable the check box for the ERP Field you'd like to make searchable on your site, along with adding a weighted value to return more/less of those specific results.

For additional information on the Search Preferences tool, you can reference our documentation on that here.

Be sure to save any changes made when complete.

Display ERP Fields on the SKU / SKU Detail

You have the ability to display your ERP Field data on the SKU / SKU Detail on your site to provide additional information to your Customers. If you'd like to add ERP Field data to your SKU / SKU Details, please contact Aldrich Web Solutions for assistance.