Summary
In this chapter, we designed a vendor management integration to add simple vendor relationship management (VRM) to your CRM application. The vendor synchronization scenario is a simpler version of the contact management integration, and a large proportion of code, schema, and UI reuse is possible.
We started off by describing a real-world scenario for our fictional RideRight Bike Parts Company, which has a need to implement vendor relationship management for the purchasing department. We identified the uses cases and reframed them as CRM workflows that we needed to implement:
Ability to view ERP vendors in CRM, including:
Ability to use CRM interactions feature for vendors
Ability to view vendor analysis information in CRM reports and dashboards
We then designed the integration solution using the real-world applications of SageCRM and Sage ERP 300 to provide some context. We followed the same design steps outlined in the previous chapters.
We discussed the security implications of the...
