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ERP Integration - Kuebix TMS

Extend the Benefits of Your Transportation Management System (TMS) with an ERP Integration

At their core, transportation management systems (TMS) help shippers perform logistics management functions like rating, booking and tracking. These functions help save companies money, improve efficiency and keep data stored in one place for strategic decision making. However, transportation management systems aren’t only limited to rating and booking. If they were, we’d call them “rate aggregators.” What makes a TMS a TMS is the ability to perform numerous supply chain functions to extend the benefit of the technology. That’s where ERP integrations come in.

ERP integrations (integrations with enterprise resource planning systems) are one of the most popular additions shippers make to their TMS. This type of integration extends the benefits of the TMS by sharing data between internal systems. By adding additional functionality like an ERP integration, any shipper can configure a TMS that is right for their business.

What is an ERP integration?

An ERP integration is a process that allows information to flow between an ERP system and a TMS. Essentially, any information inputted into an ERP system can be seamlessly displayed within the TMS and vice versa. This is especially useful for sharing product, order, and shipment information between systems.

How is an ERP integration with a TMS used?

Many teams can benefit from an ERP integration. When the order processing team receives an order from a customer, they can input it into the ERP as usual. With the integration, that order information is automatically displayed within the TMS and is ready for the logistics team to rate and book the shipment. Once the shipment has been processed, the rate along with any miscellaneous charges or accessorials are mapped back to the ERP for financial teams automatically. Instead of managing a huge paper trail of order information, teams all operate from a “single source of truth.”

Why is it beneficial to integrate my ERP with my TMS?

Here are 4 ways shippers benefit from integrating:

  •  • ERP integrations facilitate the rapid creation of shipments – With an order integration between a TMS and an ERP, orders automatically flow from the ERP to the TMS for easy rating, booking, and tendering. Instead of going back and forth between systems and spreadsheets, the order information is automatically populated, eliminating the need to rekey anything.
  •  • ERP integrations ensure 100% order accuracy – Since information is automatically populated within the TMS, the information is right, every time. It’s amazing the difference it can make when there is no longer any risk of human error because of rekeying. PRO numbers, product SKUs, weights and every other metric of an order appear automatically, resulting in 100% order accuracy.
  •  • ERP integrations give shippers complete order visibility – Once an order has been booked for shipment, shippers don’t lose visibility to that order. All shipment details are mapped back to the target ERP system for accurate record keeping and visibility for all stakeholders.
  •  • ERP integrations help shippers understand the true landed cost of goods – Since all order information is tracked and shared between systems, shippers can leverage reports and analytics to view the true landed cost of goods down to the SKU level. This means they can make smarter decisions regarding their company’s bottom line when they integrate purchase orders directly from an ERP system.

How Do ERP Integrations Work?

  1. By leveraging a common middleware connector, the team performing the integration can map ERP order and item information to automatically creates orders within the TMS.
  2. These orders are stored within the TMS in preparation for shipping departments to simply scan or enter the order number into a lookup field to get rates and begin shipping.
  3. Once the order is shipped, the TMS notifies the ERP system and updates the ERP order with shipment details. (Tracking number, cost, carrier, time in transit, GL code, etc…)
  4. Each ERP connector includes a configurable trigger function to automatically create orders, status changes or approval processes to tell the TMS to pull the order details. This process allows for a seamless flow of data between the two systems.
  5. Once shipped within the TMS, shipment details are mapped back to the target ERP system for accurate record keeping and visibility for all stakeholders.

Click here to learn more about Kuebix’s ERP Integration Highway.


Examples of Companies that Use ERP Integrations

ERP Integration with Microsoft Dynamics and Kuebix TMS

Microsoft Dynamics Integration

OBJECTIVE – Save time and improve order accuracy by consolidating processes into a single transportation management system.

CHALLENGES – TMS needs to integrate with Microsoft Dynamics and connect to a variety of LTL carriers. Scale to incorporate container tracking. Be usable by multiple departments within the organization.

RESULTS – Significant time savings on each LTL order processed. Improved order information accuracy. Optimized interactions between multinational teams.


ERP Integration with NetSuite and Kuebix TMS

NetSuite Integration

OBJECTIVE – Automate the order creation process to save time manually inputting orders and avoid human error while operating in a centralized transportation management system.

CHALLENGES – Previous process was too manual and relied on team members entering orders one-by-one into different carrier websites.

RESULTS – Implemented an integration between NetSuite and Kuebix to automatically allow order information to flow from their ERP system to Kuebix TMS.


Examples of ERPs Shippers Integrate With:

  •  • NetSuite
  •  • Oracle
  •  • Microsoft Dynamics
  •  • Infor
  •  • Quickbooks
  •  • SAP
  •  • Claritysoft
  •  • Epicor
  •  • Sage

Integrating Your ERP with Kuebix TMS

Unlike many TMS providers who direct users to external or third-party integrators, the Kuebix team has internally developed an array of integrations that our customers use to enhance and expand their ever-evolving supply chains. Gone are the days of trying to view a product’s lifecycle by exporting data from internal, carrier, broker and 3rd party monitoring systems. Instead, with an integration, users get the information they need automatically and human error is drastically reduced with the help of technology.

Kuebix offers out-of-the-box integrations based on EDI formats as well as integrations that use more direct APIs/web services. Kuebix can also customize an integration to meet your company’s specific needs.

erp integration kuebix tms

How Integrating Your ERP With Your TMS Will Make Life Easier

Hardly anyone will deny that technology is the future. For companies with supply chains, this means utilizing some combination of a transportation management system (TMS), enterprise resource planning system (ERP), yard management system (YMS) and warehouse management system (WMS) just to keep up with the competition!

That’s a lot of different technology to manage, especially since these disparate technologies don’t usually “talk” to each other. Transferring important order information back and forth from an ERP ordering system to a TMS can be particularly tedious and inefficient. That’s why smart integrations between a TMS and an ERP system like NetSuite, Quickbooks, or Microsoft Dynamics make so much sense.

Shippers who integrate their ERP with their TMS can:

Facilitate the rapid creation of shipments

With an order integration between a TMS and an ERP, orders automatically flow from the ERP to the TMS for easy rating, booking, and tendering. Instead of going back and forth between systems and spreadsheets, the order information is automatically populated, eliminating the need to rekey anything.

Ensure 100% order accuracy

Since information is automatically populated within the TMS, the information is right, every time. It’s amazing the difference it can make when there is no longer any risk of human error because of rekeying. PRO numbers, product SKUs, weights and every other metric of an order appear automatically, resulting in 100% order accuracy.

Gain complete order visibility

Once an order has been booked for shipment, shippers don’t lose visibility to that order. All shipment details are mapped back to the target ERP system for accurate record keeping and visibility for all stakeholders.

Understand the true landed cost of goods

Since all order information is tracked and shared between systems, shippers can leverage reports and analytics to view the true landed cost of goods down to the SKU level. This means they can make smarter decisions regarding their company’s bottom line when they integrate purchase orders directly from an ERP system.

Shippers that choose to integrate their ERP systems with a TMS like Kuebix TMS will rapidly begin to see the time and money savings. Orders are created, booked, and visible at every stage of the supply and can be accurately measured for better strategic decision-making. To learn more about how an ERP integration process with Kuebix is managed, check out the ERP Integration Highway datasheet.

Stop the Double-Entry Madness!

When most people think of the supply chain, they picture pallets arranged on trailers or colorful shipping containers being loaded off of ships. However, there are a lot of moving parts to the supply chain even before product starts moving from point A to point B. Getting those pallets and containers to where they need to be takes time and a lot of pre-planning. To keep the supply chain running smoothly, orders need to be received, product needs to be produced to meet demand and transport needs to be arranged for pickup.

These steps require a high degree of attention in order to work successfully. Orders are tracked by PO number, SKU and many other metrics which might encompass anything from dimension to Haz-Mat classification. Many shipping departments studiously key order information from their ERP systems to their carriers’ websites to arrange transport. In some cases, printouts are even being re-keyed into spreadsheets. For anyone who has keyed product or order information back and forth between systems, you know that it can take considerable time and be riddled with manual errors.

Technology is helping shipping departments stop the double-entry madness. By integrating purchase orders directly from their ERP system, logistics professionals can automate the rapid creation of shipments by avoiding the need to re-key a long list of order line items. Integration is also two-way, meaning financial and customer service teams can gain visibility on all transactions as information flows seamlessly back to the ERP system.

By allowing order and product information to populate automatically, the need to re-key information between systems is completely eliminated. This decreases labor costs by saving time manually typing orders while simultaneously increasing order accuracy. Better order accuracy means never shipping the wrong product or quantity because of a simple typo and never having to explain to a customer why human error was to blame for your poor service.

Leveraging technology to automate a previously manual and tedious process is saving countless companies valuable time. Some companies have been slow to integrate their ERP with their TMS for fear of a long, complicated process. However, by seeking a TMS that offers a common integration approach to all ERP systems, shippers can be assured of rapid implementation and ROI. Kuebix TMS offers out-of-the-box ERP integrations. Click here to check out how we integrate with Microsoft DynamicsNetSuite and QuickBooks!

Kuebix ERP Integration Highway

The ERP Integration Highway

Many companies are discovering the benefits of using a TMS to streamline their transportation operations. A well-rounded TMS offers many modular features to support the changing needs of any type of supply chain. One of the most universally beneficial features is the ability to integrate purchase orders automatically from an ERP system directly into the TMS.

Why is integrating POs directly from an ERP so beneficial?

Integrating POs directly from an ERP system facilitates the rapid creation of shipments by avoiding the need to re-key a long list of order line items, ensuring 100% order accuracy.

Since the integration is two-way, shipment data is populated back into the ERP system for record keeping and to provide stakeholders with complete visibility. This enables information down to the SKU level to be leveraged in claims management, meaning the shipper always has the information they need to protect their company’s interests. Shippers can also better understand the true landed cost of goods to make smarter decisions regarding their company’s bottom line when they integrate purchase orders directly from an ERP system.

Use the ERP Integration Highway to get started:

  1. The TMS should leverage a common middleware connector that maps ERP order and item information and automatically creates orders within the technology.
  2. These orders are stored within the TMS in preparation for shipping departments to simply scan or enter the order number into a lookup field to get rates and begin shipping.
  3. Once the order is shipped, the TMS notifies the ERP system and updates the ERP order with shipment details. (Tracking number, cost, carrier, time in transit, GL code, etc…)
  4. Each ERP highway connector includes a configurable trigger function to automatically create orders, status changes or approval processes to tell the TMS to pull the order details. This process allows for a seamless flow of data between the two systems.
  5. Once shipped within the TMS, shipment details are mapped back to the target ERP system for accurate record keeping and visibility for all stakeholders.

Kuebix TMS leverages this methodology to provide shippers a pain-free way to integrate their ERP system directly into the TMS. The ERP Integration Highway is a common integration approach to all ERP systems, meaning the process is smooth and efficient for shippers with any ERP system. To learn more about Kuebix integrations, click here.

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