NOTE: This is a premium feature
You can set up inventory synchronisation with your ERP using the steps below.
Autotask
You can choose to synchronise your Autotask inventory by navigating to Admin - Autotask - Inventories and enabling the inventory locations you would like to synchronise. There is a setting to automatically import products that are registered as in stock from Autotask. This ensures that your product catalog is always up-to-date without manual intervention.
Products in inventory will be visible across product availability on product pages and quotes.
Custom inventory
When there is no ERP connected to Salesbuildr you can import your internal stock manually using the following steps:
Prepare an excel sheet with your inventory listed in the following manner:
Go to products and press the import inventory button
Add the file and let the script run. This will delete all the inventory you currently have and insert the new inventory from the attached file.
Setting low internal stock alerts
You can use Salesbuildr to alert you of low stock for specific items. This only works for items that are in stock. Navigate to the products admin tab and set a number under "Alert when product internal stock is less than". When the product stock fall below that number, you will receive an alert.
To quickly view items that are low on stock, use the filter on the product management tab.