Setup EPMS

Overview & Purpose:

A print MIS stands as the support system for any printing solution. Understanding this OnPrintShop strongly recommends you to integrate EPMS with your web store. EPMS consists of different production modules such as Inventory Control, Finished Goods Inventory, Purchasing, Job Costing, Shop Floor Data Collection, Scheduling, and Shipping. These modules enhance decision-making powers, increased productivity, and gives a smooth workflow.

How to integrate:

Follow the below systematic guideline to setup EPMS into your OnPrintShop Web store-

1. Create an EPMS account

• Visit the EPMS site and create a new account.

2. Configuration in Admin Panel

On your Admin Panel, go to the Store configurations >> External Service Settings >> EPMS >> ‘Action’ Menu >> ‘Edit’ Option:



Here, enter the EPMS Username and password.

3. Order Level Field Mapping

Now, lets move forward and map the OnprintShop fields with the EPMS tags.

Create Extra Fields/Store Fields:

• For Default Store customer, create extra fields from the Admin Panel >> Customers >> Website Customers >> Extra fields >> Create
• For the store customer, create store fields from the Admin Panel >> Store Management >> Store Profile >> Add For example, if you want to map "CustAccount" to the extra field OR in the Store Profile then enter field name as "CustAccount". The field name should match with the EPMS Tags.

Map Fields

To map the fields, go to the Admin Panel >> Store configurations >> External Service Settings >> EPMS >> ‘Action’ Dropdown >> ‘Edit’ Option

• Map the created field with EPMS Tags:



4. Product-level Default values

You can also define product-specific field’s default values in EPMS. For this, go to the Admin Panel >> Store configurations >> External Service Settings >> EPMS >> ‘Action’ Dropdown >> ‘Edit’ Option >> Sync Summary >> Product Mapping >> Select User Type and Specific product:





5. Get Order Sync and Log report

You can manually synchronize the orders from the OnPrintShop to the EPMS system.

• For this, go to the Admin Panel >> Store configurations >> External Service Settings >> EPMS >> ‘Action’ Dropdown >> ‘Edit’ Option:



• Click on the Click Here to Sync Manually button.

To automatically synchronize the orders, contact the technical team and they will help you in enabling automated sync.

You can check the logs by clicking on the Epms Log button from the Admin Panel >> Store configurations >> External Service Settings >> EPMS >> 'Action' Dropdown >> 'Edit' Option screen.