Welcome to the Wholesaler Connect setup guide - we’re so glad to have you here! In this guide, we’ll show you how to sync your wholesale supplier to Simpro via the Lentune customer portal.
Follow along as we walk you through the essential steps, from importing stock to troubleshooting common issues. Let’s dive in and make your workflow a breeze.
First, you’ll want to import your supplier price file to Simpro to keep your catalogue updated with the latest stock information. If you already have a recent price file you can skip to the next step. Otherwise, check out our Importing stock to Simpro article to get started.
Next, connect your wholesaler to Simpro for seamless updates. This will sync stock prices, quantity changes, and supplier invoices directly into Simpro. Follow our step-by-step guide here to set this up.
Once you’re set-up, keeping your stock information current is a breeze with automatic nightly updates. Wholesaler Connect syncs your Lentune data with Simpro, ensuring everything is up-to-date. Learn more about managing updates here.
Automating your invoicing process is another great feature. Wholesaler Connect sends invoices from Lentune to Simpro automatically each night, attaching PDF invoices and receipting items. For more details on managing invoices, see our Sending invoices to Simpro guide.
If you run into any issues, don’t worry — we’ve got you covered. Whether it’s connection problems, stock updates not syncing, or invoice transfer issues, our troubleshooting guide has the solutions. Check it out here.
With these steps, you’re all set to efficiently manage your Simpro system with Wholesaler Connect. If you run into any issues or have any questions, our support team is always here to help. Happy syncing!
See next: Importing stock to Simpro