Celeste library
What is actually going wrong, and what is causing it
Nobody searches for "B2B mechanics". They search for the thing that is happening to them: the order desk is drowning, the website quotes a different price than the invoice, customers keep phoning to ask what is in stock. Each page here takes one symptom and works out which of a handful of causes it actually is.
Why does the price on our website not match the invoice?
The difference between the two numbers names the cause. An exact list price means the connector synced Default Price rather than the contract price, a clean multiple means unit of measure, a round percentage means a price class, an odd few cents means tax, and a price that was right last month means a stale batch.Customers are ordering past their credit limit
Your storefront cannot see the live accounts receivable position unless somebody built that, so the question is which of three places your check happens in: at checkout, at import into the ERP, or nowhere. Two test orders and one piece of arithmetic tell you which, and whether the number being checked is the credit limit or the limit minus what the customer already owes.Our order desk is drowning in order entry
Order desk overload is four different problems wearing the same coat, and a one-week tally of where the minutes actually go tells you which one you have. Record the channel each order arrived on, the line count, the minutes to key it, and the single reason it took longer than two minutes, then read the dominant reason code.Customers keep phoning to check stock
Nearly every stock call is one of three questions and they need three different fixes: does it exist at all, when can I have it, and which branch has it. Log twenty calls against those three boxes and one accuracy check, and you will know whether your fix is publishing availability, publishing promise dates, or correcting the number before you publish anything.A big customer wants us in their procurement system
The word punchout in a procurement email does not always mean punchout, and five questions to their procurement contact tell you which of four connections they actually need. A hosted catalogue file, an invoice-only supplier network registration, EDI purchase orders and true punchout are different projects with different costs, and three of the four are cheaper and faster than the one everybody assumes.Our dealer portal is a spreadsheet
An emailed price book is a real system with measurable costs, and four measurements taken this week tell you whether to replace it, improve it, or leave it alone for another year. Count the live versions in the field, time the last price change from decision to last dealer, count the orders that arrived priced from a stale sheet, and check whether the prices live in the spreadsheet or in your ERP.Our connector broke after an Acumatica upgrade
Read the error string before you read anything else, because it tells you which of four things broke and only one of them is the Acumatica upgrade itself. Acumatica ships two feature releases a year and the Commerce Connector changes in most of them, so the release-keyed breaks are known shapes with known fixes, and the rest are Shopify-side scope and app changes that landed in the same week by coincidence.We oversold stock we did not have
Triage today in this order: cap the SKU, rank the affected orders by ship date, phone the customers, and only then look at the integration. Then get three numbers for the oversold item, the ERP on-hand, the ERP available after allocations, and what the storefront was showing, because which two of those match tells you whether the cause was staleness, a wrong field mapping, or two buyers inside one sync window.Tax-exempt customers are being charged tax
Three systems can hold an exemption, the ERP, the tax engine and the storefront, and only one of them is being asked at checkout. Compare three tax figures on one order, what the storefront charged, what the ERP calculated on import, and what the invoice shows, and the pattern names which system is wrong.Our ERP implementation forgot the website
You can go live on Acumatica or Cin7 without commerce and add the storefront later, but seven decisions have to be made before ERP go-live because reversing them afterwards means reworking data rather than changing a setting. Everything else on a commerce project can wait, and this page separates the two lists so you can stop arguing about the whole scope.