Sync Stock Level with ERPLY

How are stock levels from ERPLY displayed in ShopRoller? 

This article will look at how to import stock levels from ERPLY and what display options you have.

NB! To sync products with ERPLY, you will first need to link your ShopRoller account with your ERPLY account.

You can see how to do that by clicking this link for the help manual.

    

1. Link your ShopRoller account with ERPLY 

First, you will need to link ERPLY to your account.

You can find how to do that, here.

    

2. Go to the ERPLY settings page in ShopRoller 

In your ShopRoller account, click ADD-ONs and open SALES ADD-ONs

Open the settings for ERPLY. 

    

3. Enable: Import Stock Levels

On the ERPLY set-up page in ShopRoller, go to the section  IMPORT STOCK LEVELS.

Check the box titled  ENABLED

   

4. Select the Stock Level to display 

Select what type of stock levels you would like to display using the drop down.  

This setting will come into play, if you allow your customers to "reserve" products (ie. reserve a product to purchase later).  

The options are:

1. Physical inventory

2. Free in inventory (minus reservations)

If your customer's cannot reserve your products, then this step is not so critical.

Here's the difference between them:

1. Physical inventory

Physical inventory refers to the total stock levels which are physically available in the warehouse, regardless of whether any products are being reserved/ held for another customer or not. 

In other words, if a customer has reserved a product, the stock level indicator does not change

For example: if there are 10 products initially available for purchase, then 3 products are reserved for later purchase, customer's will still see 10 products available for purchase: "10 left". 

Select this option if you would like to display stock levels based on total units entered, regardless of whether these products have been booked or reserved.  

2. Free in inventory (minus reservations)

Free in inventory refers to the total stock levels which are left for purchase, considering products which are being reserved/ held for customers. 

In other words, if a customer has reserved a product, the stock level indicator changes by reducing units

For example: if there are 10 products initially available for purchase, then 3 products are reserved for later purchase, customer's will see the remaining stock level: "7 left". 

Select this option if you would like to display stock levels based on total units left (available). 

       

4. Save! 

Please allow some time for the synchronization to take effect. 

Other than that, it should all be done!

      


Troubleshooting steps

Are you experiencing issues with your product data synchronization between ShopRoller and ERPLY? Read below.  

What to do

1. Find the SCENARIO which best fits your enquiry

2. Follow the steps below the scenario to answer the situation 

TIP: you can use the keyboard control: "CTRL + F" to search for exact text. 

  


Scenarios:

  • My product stock levels in ERPLY is different from my stock levels in ShopRoller. What do I do? 
  • In ERPLY, I have products which are reserved, but my ShopRoller account is not reflecting that. What do I do?

Check the Stock Level Type selected in ShopRoller 

Open the ERPLY settings in your ShopRoller account.

Scroll down to the section: IMPORT STOCK LEVELS

Look for the drop-down option near INVENTORY.

Check which option you have select, which is either:

1. Physical inventory

2. Free in inventory (minus reservations)

Definitions are described in Step 4 (four), above. 

Select the type you wish to use. 

Save! 

    

Contact our Client Support Team

If none of these steps have helped you, please contact our Client Support team.