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Migrate from Your Current OMS to Browntape: Step-by-Step Guide

Migrate from Your Current OMS to Browntape: Step-by-Step Guide
Migrate from Your Current OMS to Browntape: Step-by-Step Guide
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Browntape stands out as a robust Order Management System (OMS) from the Ginesys One retail suite, designed to streamline multi-channel operations. It integrates effortlessly with Enterprise Resource Planning (ERP) systems, marketplaces, and logistics providers, ensuring seamless data flow and operational efficiency. Migrating from a legacy OMS to Browntape can transform your business by eliminating integration bottlenecks, enabling efficient data management, and supporting comprehensive order and inventory tracking. In this guide, we’ll walk you through the steps to migrate from your current OMS to Browntape.  

Benefits of Migrating to Browntape

Browntape’s integration capabilities and comprehensive features offer a scalable, dynamic system designed to support and grow with high demand, omnichannel e-commerce environments. Here’s how businesses can benefit from migrating: 

  • Effortless ERP Integration: Browntape integrates with major ERP systems like Ginesys, SAP S4, Microsoft Dynamics automating essential processes such as stock updates, order management, and return handling. This advanced integration reduces the risk of manual errors, speeds up data sharing, and supports precise inventory management.
  • Real-time Multi-channel Order Management: It enables centralized management of orders from multiple e-commerce platforms such as Amazon, Flipkart, and custom e-commerce sites. Businesses can sync their inventory and update orders in real-time across these channels, providing a single source of truth for the entire operation.
  • Direct Courier Integrations: The OMS simplifies logistics with direct integrations to multiple courier services. Automation minimizes delays, helps manage shipping priorities, and allows you to track deliveries directly within the system.

Conducting a Pre-Migration Assessment

Before starting the migration, assess your current OMS setup and the functionalities you require from Browntape.

  • Current OMS Review: Analyze the limitations of your current OMS. For instance, identify gaps in order processing or data synchronization with ERP.
  • Requirement Gathering: List data points like order history, stock locations, and marketplace channels that need to transfer to Browntape. Confirm the inclusion of entities like warehouses and sites and consider transporters if needed.
  • System Readiness Check: Ensure your ERP and OMS meet Browntape’s prerequisites, such as OU (Organizational Unit) and transporters setup. For instance, verify your ERP channels, ledgers, and tax rates align with Browntape's setup requirements.

Data Backup

Securing a comprehensive backup is a crucial step before migration. Prioritize backing up essential information, including inventory records, customer details, and order histories, to ensure the completeness of the migration process. It’s vital to maintain detailed documentation of the backup procedure, verifying that all files are accessible and can be restored if necessary. To further safeguard the process, test the accessibility of the backup by restoring a small dataset, which helps identify and resolve any potential compatibility issues early on.

Customizing Browntape for Your Business

Once your data is backed up, it’s time to configure Browntape to meet your business requirements:

  • Configuration Essentials: Set up critical configurations such as channel mapping, invoice series, and tax rules. Proper setup ensures that each channel reflects accurate information across Browntape and your ERP.
  • Customization with Support: Browntape’s support team can assist in tailoring product categories, managing tax rules by product family, and adjusting backend settings for historical order tracking.

Integration with Existing Systems

With data in place, the next step is to integrate your ERP system with Browntape. Effective collaboration between ERP and OMS teams is essential to verify that all data points, including payment modes, transporters, and Organizational Unit (OU) mapping, are correctly configured. This coordination ensures a smooth data flow and proper synchronization across the systems.

  • API Setup: Integrate APIs to maintain a continuous data flow between Browntape and your ERP, ensuring smooth communication across systems. Confirm that ERP channel aliases match Browntape’s configurations.
  • Connection Verification: Confirm that both cloud and on-premises configurations are properly configured to ensure secure, efficient connections.

Data Migration Process

This step involves transferring your critical data to Browntape. Here’s how to execute it seamlessly:

  • Data Allocation: Allocate data such as sites, items, channels, and transporters from your ERP to Browntape. This ensures all essential data is mapped accurately.
  • Batch Testing: Run batch tests to verify data accuracy in small groups before fully migrating. This step will help identify and address potential issues early on.
  • Review and Validate: Double-check data mappings, including item and channel allocations, ensuring they reflect correctly in Browntape before moving to the next stage.

Testing Your Migration

Testing is essential to confirm that everything functions as intended in Browntape. Rigorous testing helps identify any discrepancies early, allowing for adjustments before going live.

  • User Acceptance Testing (UAT): Conduct UAT to ensure all migrated data performs well in Browntape, addressing potential issues.
  • Order Processing Tests: Test end-to-end order processes from order creation to invoicing. Verify integration with ERP for real-time data reflection.
  • Problem Resolution: Work with both ERP and Browntape teams to resolve any issues identified during testing. Configuration discrepancies should be addressed promptly to for successful integration.

Going Live and Post-Migration Support

Once testing is successfully completed, the system is ready to go live. To ensure a seamless transition, start by finalizing all configurations, including item mapping, invoice series settings, and API verification, to confirm that every element is correctly aligned. Next, activate the Browntape-ERP integration, enabling live data flows and allowing automated workflows to handle order processing seamlessly. Finally, establish essential backend processes, such as cron jobs, for continuous data synchronization, and keep support channels open to address any issues promptly, ensuring stability and smooth operations from day one.

Migrating to Browntape OMS from the Ginesys One suite,  is a powerful step toward more efficient and scalable order management. This platform supports businesses as they grow, optimizing inventory and logistics management across multiple channels. By following these steps, you’ll ensure a seamless transition, laying the groundwork for improved operations and a streamlined e-commerce experience.