Services

Integration Engineering · Ecommerce · ERP Integration

Portal ERP Integration

Keep portal and ERP records synchronized under clear ownership.

Manufacturing customers and dealers expect current pricing, inventory, order, invoice, and shipment information. We engineer the required ERP exchange using the appropriate real-time or scheduled pattern, with validation, recovery, monitoring, and exception ownership.

Manufacturing employees reviewing operating systems and production information

A strong fit when

  • Portal pricing can disagree with the ERP when refresh timing, effective dates, and exception handling are not governed
  • Orders entered in the portal still require manual rekeying or file import before fulfillment can begin
  • Displayed availability does not account consistently for allocations, holds, open work, and shipments
  • Customer and account records are maintained in both systems without clear ownership or reconciliation

Why this service exists

Connect the technology decision to the work the manufacturing business must control.

01

Business outcome

Use this capability when the framework reveals a broken handoff between people, systems, records, partners, or decisions that prevents the supply chain from keeping the customer promise.

02

System responsibility

Integration engineering connects the ERP, applications, partners, records, events, and workflows that must operate as one system under clear source ownership and data contracts.

03

Ownership and control

The manufacturer must understand each interface, record authority, validation rule, security boundary, monitoring signal, recovery path, and support owner instead of depending on undocumented vendor knowledge.

01

The Problem

The portal and ERP disagree about the records customers use to place and manage orders.

Integration problems begin when systems exchange fields without agreement about the operating record, timing, ownership, validation, recovery, and exception response.

01

What leaders see

People reconcile the same records repeatedly.

Orders, inventory, production, quality, and shipment status move through exports, re-entry, calls, and side files.

02

What is actually happening

The handoff has no governed contract.

Identifiers, source ownership, timing, validation, monitoring, and recovery differ across systems and organizations.

03

What gets worse

More connections create more uncertainty.

Point-to-point fixes multiply while failures become harder to detect, explain, assign, and recover.

02

What changes

Make the operating responsibility visible and governable.

Manufacturing customers and dealers expect current pricing, inventory, order, invoice, and shipment information. We engineer the required ERP exchange using the appropriate real-time or.

01

Operating outcome

Keep portal and ERP records synchronized under clear ownership.

02

Records and handoffs to connect

orders, inventory and materials, production status

03

Decision and exception path

Which records must move, which system owns them, how current they must be, and what happens when exchange fails.

04

Ownership and continuity

Each interface needs an accountable source, defined identifiers, validation, recovery, monitoring, and ownership before teams can trust the exchange.

03

Architecture

Build the service around the business record and decision.

Which records must move, which system owns them, how current they must be, and what happens when exchange fails.

01Source record
02Governed connection
03Validation
04Business system
05Accountable owner

Records and handoffs to connect

ordersinventory and materialsproduction statusquality recordsshipments and exceptions

04

Engineering scope

What Metrotechs engineers for Portal ERP Integration.

The exact scope follows the approved business objective, source records, dependencies, controls, and delivery sequence.

01

Governed Order Exchange

Validate portal orders against account, product, pricing, credit, and fulfillment rules before creating the ERP transaction. Return acknowledgments, status, and shipment evidence through monitored interfaces.

02

Authoritative Pricing Integration

Present the approved customer, contract, tier, promotional, or quoted price from the authoritative pricing record with defined freshness, validation, and exception behavior.

03

Inventory Synchronization

Present available-to-promise information from ERP, WMS, and allocation records at the cadence the ordering decision requires, with clear treatment of holds and stale data.

04

Customer Data Sync

Assign ownership for customer accounts, addresses, contacts, roles, and approved credit information, then reconcile changes across the portal and ERP.

05

Invoice & Payment Sync

Expose authorized invoices, credit memos, balances, and payment status. Route approved portal payments into the finance workflow with validation, acknowledgment, and reconciliation.

06

Error Handling & Monitoring

Monitor validation failures, timeouts, acknowledgments, retries, data freshness, and reconciliation so unresolved customer-facing exceptions reach an accountable owner.

05

Delivery sequence

From operating reality to a solution the business can own.

01

Integration Assessment

Assess your ERP's integration capabilities -- APIs, web services, middleware, database access. Identify the optimal integration method for each data flow.

02

Data Contract Design

Define data contracts for each integration point -- fields, formats, validation rules, and error handling. Agree on the source of truth for each data element.

03

Integration Development

Build integration middleware with logging, error handling, retry logic, and monitoring. Test with real ERP data in a sandbox environment.

04

End-to-End Testing

Test complete business scenarios -- place order in portal, verify in ERP, ship in WMS, verify tracking in portal. Cover happy paths and error scenarios.

05

Production Deployment

Release in controlled stages with monitoring, reconciliation, rollback decisions, runbooks, and a defined stabilization period for production-specific issues.

Related services and systems

Continue through the connected operating environment.

Use these connected services and references to understand the records, workflows, and systems surrounding this work.

01

Configure, Price, and Quote

Align product, configuration, pricing, availability, margin, and approvals before presenting the offer. This is the Supply Chain service context in which Portal ERP Integration may be used as a delivery capability.

Explore next step
02

Store, Allocate, and Fulfill

Reserve, pick, pack, document, and stage the exact inventory or completed work required by the order. This is the Supply Chain service context in which Portal ERP Integration may be used as a delivery capability.

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03

Service, Return, and Recover

Connect service, warranty, returns, repair, replacement, claims, and recovery to the original commitment. This is the Supply Chain service context in which Portal ERP Integration may be used as a delivery capability.

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06

FAQ

Questions to answer before implementation begins.

Clear answers for manufacturing leaders evaluating the work, operating responsibility, and delivery path.

We begin with the ERP's supported interfaces and the records the portal needs. Modern APIs, middleware, EDI, events, controlled files, and legacy access methods may all be appropriate, but feasibility depends on security, transaction behavior, ownership, and supportability.