Now that you’re all set up, let’s keep things running smoothly with automatic stock updates!
Every night, the Wholesaler Connect integration syncs your Lentune data with Simpro, updating your stock information effortlessly. It brings over trade pricing, branch quantities, company stock levels, and even item images if available. What we refer to as 'stock' is often referred to as 'part numbers' or 'catalogue items' in Simpro.
In the Lentune customer portal, check the stock search screen. You’ll see integration results on the right side of each item. A tick means it was successful, and clicking it shows the exact date and time of the last update.
Need to trigger a manual update? No problem! Head to the stock search screen in the Lentune customer portal, click the ‘Export Stock File’ button, and select ‘Update stock pricing in Simpro’.
In Simpro, you'll see the trade price has been updated and notes have been added so you can see when this was last updated, the branch and company-wide quantities and even an image link where available!
And if you click through to the Suppliers tab you'll see your specific pricing there and the date and time it was last updated:
Only stock which already exists in Simpro will be updated. New stock won't be added. So if there are new items, you'll need to import these into Simpro separately.
The exception is invoices. If a part number on an invoice can't be found in Simpro, we will create that item so that it can be receipted in. There are settings where you can choose if you want that item to be kept in your default catalogue or if you want that item to be archived after it's been receipted.
See next: Sending invoices to Simpro.
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Need more help? We’re here! We hope our article was helpful! If you need more info or want to connect, drop us an email at support@lentune.com. Thank you. We love to hear from you! |