2. Creating a New Receivable Account in Lentune for Simpro Integration

Ready to set up a new receivable account in Lentune for one of your customers? You’re in the right place! 

This guide will walk you through the process step by step, making sure your customer can seamlessly sync stock information, pricing and invoices from Lentune to their Simpro system. Let’s get started!

Setting up a new receivable account

Here’s how to get everything up and running:

1. Log in to Lentune

• Start by logging into your Lentune account.

2. Head to the Wholesaler Connect Module

• In the main menu, go to the Wholesaler Connect module and select Accounts.

3. Create a new account. 

• Click on New Account to begin setting up your customer’s receivable account.

4. View or edit existing accounts (optional)

• If you need to check out or adjust any existing accounts, use the search feature in Accounts. But let’s get back to creating that new account!

Required account details

When creating a new receivable account, you’ll need to fill in these details to make sure everything syncs up perfectly:

• Code: Enter the unique account code from your ERP system for this customer here. This ensures data flows accurately when invoices and pricing files are processed.
• Description: Add your customer’s name here (e.g., Plumbers R Us Ltd).
• Email address: Enter your customer’s email address here. We recommend using a generic office email address (e.g., accounts@plumbersrus.com) rather than a specific person’s email. Lentune will automatically send an invitation to this email, allowing your customer to log in and set up their password. Don’t worry — you can update the email address later if needed!

Saving the account

Once you’ve filled in the Code, Description, and Email fields, hit Save. Now you’ll see some new tabs, each with useful info about the account:

• Login Details: Contains your customer’s login credentials.
• Contracts: Displays any pricing files sent to Lentune for this customer.
• Transactions: Shows invoices sent to Lentune for this customer.

No extra work needed here — just a quick view of all the essentials in one place!

Important reminder

To keep everything running smoothly:

• Ensure invoices and pricing files for each new receivable account are sent to Lentune. This lets your customer access stock and pricing info directly in their Simpro account.
• Haven’t set up automated invoicing and pricing files yet? We recommend doing so to keep data flowing seamlessly without manual intervention.

And that’s it! By following these steps, you’ll have your customer’s account fully set up and ready to roll. Their stock, pricing, and invoices will flow smoothly into Simpro, making everything easier for everyone!