Process Overview

Auto invoice configuration process flow for Auto Ali-Express Sync

John Paul Gilmartin avatar
Written by John Paul Gilmartin
Updated over a week ago

The Auto Ali-Express Sync will check Ali-express on a schedule.

On each cycle, the process will perform the following steps.

Each cycle will look for changes/additions within a defined period.

By default, the process will check the last ten days of activity.

Process Flow diagram

Each of the stages will happen independently on each process run.

Stock Transfer (Stage 1)

The stock transfer process will check all SKUs on the Ali-Express price list.

Cans of WD40 are ignored.

Cases of WD40 will generate a transfer request if the total demand exceeds the total supply. The supply will include any transfer requests that are in progress.

Once a week. All transfer requests are grouped and sent to the warehouse in a file. Transfer requests that have been sent to the warehouse. Are assigned to the Ali-Express employee and marked with the transfer number.

Suppose a shipment happens for a part with outstanding, committed transfer requests. The process will complete the transfer.

The part classification checks the parts inventory unit of measure. When a part has EA for its inventory UOM, it is considered a can. Otherwise, it is a case.

Stock Build (Stage 2)

The stock build process will check all SKUs on the Ali-Express price list.

If the SKU is a case of WD40, it is skipped.

If the SKU is a can of WD40, the process will analyse the parts stock levels. The stock build process will be triggered if the total demand exceeds the total supply.

The process will look for an SKU that can be used to build stock. A stock conversion is performed for the required amount if it finds an SKU with available on-hand quantity. A transfer request is created for the source material if no stock can be found.

Moving stock and transforming it into cans is described in depth here.

Closed Order Sync (Stage 3)

If an order is closed in Ali-express, the process will check if the demand exists in Epicor. If it exists, the order will be closed. The reason will state customer cancelled.

Pending Shipment Sync (Stage 4)

Suppose an order is pending shipment in Ali-Express. The process will check if the demand exists in Epicor. If the order does not exist, it will be created.

During this stage, the process will error with an alert if the Ali-express part does not exist in Epicor. Also, if the price set on the Ali-express order does not match the price list, the order will be created and put on hold for review.

Finished Orders (Complete) Sync (Stage 5)

If a finished order is found, the process will check if the demand exists in Epicor. If the order does not exist, it will be created.

During this stage, the process will error with an alert if the Ali-express part does not exist in Epicor. Also, if the price set on the Ali-express order does not match the price list, the order will be created and put on hold for review.

After the order is created or if the demand already exists, the process will check that there is enough stock to ship the order. If there is insufficient stock, an alert will be sent, and the shipment process will be skipped.

If there is enough stock, the order will be shipped. The shipment will be immediately invoiced when shipping is complete.

Cash Receipt (Stage 6)

The cash process works from a defined cash process day, which will default to the 8th day of the month. If the current day is the 8th, the process will create a cash entry for all invoices that have not yet been processed. The user should then add in any charges and reconcile the entries.

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