The integration connects orders and products in CRM RAYNET CRM and the accounting system POHODA.

Automatic connection of CRM and accounting will improve the order processing process. The connection will automatically transfer received sales orders from your CRM to accounting POHODA including the necessary customer data, reserve the ordered goods in your warehouse and transfer the catalog of goods from CRM to accounting.

Target group

The integration is intended for RAYNET CRM operators who keep their accounting in the POHODA system. The integration is mainly chosen by companies that want to process orders from CRM and possibly ship in an POHODA environment.

Main integration features

• Automatic connection of the RAYNET CRM application with the POHODA accounting program.
• Transfer of sales orders and their changes from RAYNET CRM to POHODA with optional creation of invoices.
• Transfer of product catalog from RAYNET CRM to POHODA.
• Reservation of the ordered goods in the warehouse in POHODA according to transferred sales orders.
• Support for shipping goods via subsequent shipping systems (e.g. Balíkobot, TouchStore).
• Possibility of manually starting transfers of individual types of data.
• Wide options for setting functionality according to your processes.
• Possibility of custom customization for specific needs.

Frequency of data transfers

All data is transferred automatically through the connection at regular intervals:

• Sales orders are transferred from CRM to accounting either immediately or every 15 minutes.
• Products are transferred from CRM to accounting once a day at night (or at any time on request).

Integration transmits all new sales orders to POHODA, but all subsequent changes of sales orders have to be applied to order in POHODA accounting.

A Dativery connection to accounting software Stormware POHODA is realized by application Dativery Agent.