Preparing for integration
Essential steps and considerations before integrating with the Omnium API.
Getting Started with Omnium API Integration
Before diving into integrating with the Omnium API, it’s essential to understand the various modules and factors that influence how the system operates for your business. This guide outlines key considerations and setup steps to help you achieve a successful integration.
Key Preparations for Your API Integration
1. Market and Stores
How many stores or sales locations do you have?
Understanding this helps you configure system access and correctly set up your stores.
Learn more about store setup.
2. Access and User Permissions
Who will have access to the system, and what permissions should they have?
Ensure employees have the appropriate permissions to manage access across different areas of the system.
Learn more about user permissions.
3. Product and Package Setup
How should your products be structured in Omnium?
Will you use individual products or product bundles? Decide how to categorize your products and set up packages accordingly.
Learn more about product and package setup.
4. Pricing Strategy
How will pricing be structured?
Determine whether you’ll use fixed prices, discounts, or custom pricing for different customer segments.
Learn more about pricing structure.
5. Inventory Management
Do you need inventory management?
Decide whether Omnium’s inventory management system should be integrated to track stock and automate reordering processes.
Learn more about inventory management.
6. Purchasing Workflow
What purchasing processes do you need?
Set up workflows to handle orders from suppliers and configure Omnium’s purchasing functionality to match your requirements.
Learn more about purchasing.
7. Customer and Membership Programs
Will you use a customer club or membership system?
If so, decide on the benefits for your members and how Omnium will manage customer data.
Learn more about customer club and memberships.
8. Project Management Setup
How will projects be managed within Omnium?
Define the structure and progress tracking for your projects in the system.
Learn more about project management.
9. Order Workflow Configuration
How should your order workflow be designed?
Omnium allows you to fully customize the order process. Be sure to define how your orders will flow.
See the detailed Order Workflow guide.