Inventoro

Inventoro is an inventory forecasting tool. It is directly integrated with Salesorder using a Plug in. Inventoro is a service provided by our partner company.

To install the plugin on your system

Go to Setup > Plugin Store > Inventoro > Click Register

Once you have registered this plugin, it will appear under the Registered Plugins tab underneath Setup.

Plugin Configuration Values

Once you have installed Inventoro, you must enter in some values to connect Inventoro with Sales Order and vice versa. You need to access the 'Client ID' and 'Secret' codes.

To access these values, on Inventoro, go to User Settings (this is the circle icon at the top left of the page under the logo), click 'API Settings' tab, and then click '+ Connect', scroll to the bottom of the page and select the API icon then select 'Generate API Credentials'.

Please note that this is the only time these values can be accessed so make sure to make a copy.

Copy and paste these values into the fields on the Salesorder Inventoro Integration page and click save.

You have the option to add the unit of measure as a suffix to the product name. To enable this, check 'Add UOM to product name' box. To disable it, uncheck the box.

Once you have completed this stage. Click Save.

Manual Import

Once you have successfully added the configuration values, it is time to perform a manual import. To do this, click the options, 'Import Products', 'Import Transactions', and 'Import Future Deliveries'. The message 'import process started in background...' will show.

If the import is successful, it will show on Inventoro. Once the import is complete, it needs to be processed by the Inventoro computer engine which runs on a daily basis. It will not reflect immediately, but you will receive a notification in your email when the computation process is complete.

You can also check this on the Log by going to 'Edit Plugin' on the Inventoro Integration page.

If you have any trouble with the process, please don't hesitate to reach out to us at [email protected].