About Retail Pro Inventory:
Enabling this App will allow you to automate syncing your inventory positions into Quivers from your Retail Pro POS.
How it works
To use this App, you'll need the following:
- An active subscription of Retail Pro v8 or Retail Pro v9.
- It was installed and activated the Retail Pro application on your system.
- Inventory: On Hand Summary report exported in XLS or CSV Format.
To sync your inventory into Quivers, you must export the Oh Hand Summary report in CSV Format and use Dropbox, FTP or Email to send Quivers the report. We will then process the report to sync your inventory positions into Quivers.
How to generate the On Hand Summary report and export it in CSV format:
Retail Pro v8:
- Open Reports Module, and search for Inventory: On Hand Summary report.
- Ensure that the UPC and Qty columns are present in the report. If they are not present, they will need to be added.
- Select the Inventory: On-hand Summary report from the list and click on the Edit button in the header menu to add any missing column. Edit Report screen will appear. Double-click the missing column’s name from the table in the lower half of the area to add it. Click the Save button on the header.
- Next, close all settings and double-click on Inventory: On-hand Summary report on the Report module to run it. The report will appear on the screen in Retail Pro’s default format.
- Next, we will export the report to Microsoft Excel. When Inventory: On-hand Summary report is on the screen, you can see an Export dropdown option in the header menu. Click this to display all export options.
- Select Send to Excel or Send to Excel (as text) option. This report will immediately appear in Excel format (Provided your system has any office software installed already). Save this excel report to your local system.
- When saving the report from Excel, select “Save As Type” -> “CSV.” If you are using Dropbox to sync inventory to Quivers, you may save the file directly to the shared dropbox folder to sync across the inventory positions in this report.
Note: If you have multiple locations, then from the Edit Report screen, click on the Edit Filter option on the right side menu, select each location one by one and generate a different report for each location.
Retail Pro v9:
- Open Reports Viewer, select Summary from the left side tree menu and search for Inventory: On-hand Summary report.
- Ensure that UPC and Qty columns are present in the report. If they are missing, then double-click the report name in the left side tree menu. Edit Report Panel will appear.
- Here look for UPC under the PARAM NAME column. Select its data type as Numeric Range in TYPE column and select UPC in LOOKUP NAME column and Save.
- Follow the same procedure for Qty PARAM NAME and select its data type and LOOKUP NAME as Numeric Range and Quantity, respectively, and Save.
- Now close the Edit Report panel and again select Inventory: On hand Summary report from Report Viewer and click on Run button on the right side menu. The report will appear on the screen in Retail Pro’s default format.
- Next, we will export the report to Excel. When Inventory: On-hand Summary report is on the screen, there should be an Export dropdown option in the header menu. Click on it to show all export options.
- Here, select Send to Excel or Send to Excel (as text) option. This report will immediately appear in Excel format (Provided your system has any office software installed already). Save this excel report to your local system.
- When saving the report from Excel, select “Save As Type” -> “CSV.” If you are using Dropbox to sync inventory to Quivers, you may save the file directly to the shared dropbox folder to sync across the inventory positions in this report.
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