Inventory management

Overview

EasyERP multichannel inventory management system grants you the power to combine several e-commerce stores in one spot, so you can manage them all in a more efficient and fast way. One of many aspects of such integration is that all of your products will be supervised in one place, from EasyERP. This way you don’t need to do anything with your products from the administrator panel of your respective e-commerce shop, all operations can be done from the master system.

Using EasyERP multichannel inventory management system you can control inventory of Magento, Shopify or Etsy shops from one place. This way you will save a lot of time, and use it to improve and expand your business. To use all the possibilities to the maximum you will need to know every detail about the import and export of the data that is defines products. This article will help you with this task, there are a lot of little but important details, so be sure to read it through to use EasyERP multichannel inventory management system to it’s full potential.

Multichannel inventory management system, such as EasyERP, that can combine several shops in one place is a very powerful tool to improve your business. It can take you a lot of time and effort to master all of its elements and options. This guide will help you with this task. We will try to cover every aspect of the integration of Shopify with EasyERP, so you will have indepth knowledge about the process. You will know what happens in the vast variety of situations, that means no bad surprises for your business.

Magento Sync Guide

In the current section of the EasyERP multichannel inventory management system documentation we will give you an overlook of the all procedures that are possible with Magento and EasyERP. To begin reviewing this actions we will need to introduce you to the entities that are being used to integrate this two systems. So, here are all of the things related to the inventory that are being imported or exported in the process of EasyERP and Magento integration:

  • Product name;
  • Product SKU;
  • Product description;
  • Product price;
  • Product picture;
  • Product categories;
  • Stock levels.

 

As you can see, EasyERP multichannel inventory management system covers everything that is needed to keep the inventory up to date and manage it from your master system. Don’t forget that using EasyERP also gives you the possibility to manage several stores at once, from one place.

For a successful and efficient inventory management  process it is vital that you know everything that happens with your products data during any of the possible actions that can be done to it. One of the most important aspects is that the synchronization process between EasyERP and Magento occurs once every 15 minutes.

For your convenience, we present a table that will give to you a brief description of a processes that are available in EasyERP multichannel inventory managements system and Magento. If you wish to view detailed information about any of these operations, please read the corresponding chapter of this article.

 

Action Platform Resulting transaction Notes
Create new product Magento Creates the product on Magento, and on EasyERP after synchronization. The new product will not be automatically imported to EasyERP
EasyERP Creates a new product on  EasyERP. Does not create a new product on Magento. You will have to manually publish the product to Magento
Delete a product Magento Deletes a product on Magento and breaks the link between the Magento and EasyERP. Does not delete a product on EasyERP and the linking between products on Magento and EasyERP.
EasyERP Deletes a product on EasyERP and the linking between Shopify and EasyERP. Does not delete the product on Magento. For correct product deleting on Magento and EasyERP first you need unpublish the product from channel and only then delete it from EasyERP.
Disable a product Magento Hides the product, so it is not visible in listings. Nothing changes on EasyERP side. To read the details, go to the Disable product chapter.
EasyERP No such function.
Unpublish a product Magento No such function.
EasyERP Deletes a product from Magento. Doesn’t affect on an instance of product in EasyERP.
Update a product Magento All updates do not change the product in the EasyERP.
EasyERP You can change any field of information, and it will be uploaded to Magento during the nearest synchronization.
Update stock levels Magento Does not update the stock level in EasyERP. To have stock levels up-to-date you need to enter information on EasyERP side and then publish it to Shopify.
EasyERP Updates stock levels on EasyERP only. Levels on Magento store will be updated only during the nearest synchronization.
Update prices Magento Updates the price only on Magento store. Price will be overwritten on Magento store by price from EasyERP during the nearest synchronization.
EasyERP Updates the price only on EasyERP side. Price will be updated on Magento only during the nearest synchronization.

Creating a product

If you have decided to connect your EasyERP multichannel inventory management system and Magento store then you have two possible ways of filling your inventory with products. Both are viable and work fine, and each of them has it’s own pros and cons. One is to create all of your products on Magento and then synchronize them, or another way around, create products in EasyERP and publish them to Magento.

In first case you have much more possibilities to customize your product, then you would have in EasyERP multichannel inventory management system at the current state of development. This is because of the nature of EasyERP, we must adapt it to be able to work with several different systems, this means that to use all of the possible features of the Magento creation and configuration instruments you will have to log in to your administrator account, and make the changes there. The most common practice is to set up, customize your shop on Magento, then fill it with products, and only after that synchronize it with EasyERP multichannel inventory management system, now you will be able to do all of the important changes to that products to run your business from master system.

The other possible way of creating the product, as we have stated before, is to create them in EasyERP and publish them to Magento. This way is faster and more convenient than previous one. Because you do not need to login to several databases, but it lacks some customization options. All operations will be done from your master environment - EasyERP  multichannel inventory management system. All details about this process can be found in the EasyERP inventory documentation.

Which one to use is your choice. You can pick it depending on the nature of your business and the characteristics of your products.

Editing a product

One of the most often actions that you will do in the EasyERP multichannel inventory management system is editing a product one way or another. As we have stated before inventory related data that is being synchronized consists of:

  • Product name;
  • Product SKU;
  • Product description;
  • Product price;
  • Product picture;
  • Product categories;
  • Stock levels.

So any change that is being made to this information will be exported to Magento once every 15 minutes automatically, or if you are in a hurry manually in bulk if you press the Sync button in the Settings -> Integrations menu.

magento integration sync

Keep in mind that data does not transfer in the opposite direction. For example, if you update the image of your product using your Magento admin panel, it will not be uploaded to EasyERP,  even so, image will be replaced with the one that is stored in your master system during the first synchronization. This applies to any other type of product data mentioned before.

The relationships between Magento and EasyERP multichannel inventory management system had to be developed this way to ensure the stability and integrity of your stock levels and products information.

Deleting a product

At some point of time you will need to delete products from your listings. You can do that, and even more without logging in to your Magento administrator panel. Using EasyERP multichannel inventory management system you can delete or unpublish the item from your inventory on every market that is connected to your master system. This chapter has more details on that aspect.

Keep in mind, that if you delete the product from EasyERP multichannel inventory management system that have already been synchronized between your master system inventory and your Magento store, without unpublishing it, this product will simply be added to your inventory in EasyERP again after synchronization. Which occurs every 15 minutes.

Another cool feature that is possible in EasyERP inventory management system is the ability to unpublish the product form a certain channel, or channels. This way the item will not be visible in that store, but can be added back again at any time if you wish so. This can be useful in a variety of situations. To do so simply unpublish the item from the channel and do not delete the product from EasyERP. More details on the operations itself below.

If you wish to to completely remove your product from Magento shop and from EasyERP completely, you have to do following actions. At first you need to unpublish the product from all channels where it is published. For this, press the Unpublish from channel button at the top of the Inventory -> Products menu.

unpublish from magento

Then you need to select a channel, from which you plan to delete a product. Select a

integration channel from the drop down list and press Continue.

view publish listings magento

This action will display all of the products which are published on the selected channel. Now to unpublish them, select them by tapping on the corresponding box. They are located to the left of the product name. If you decide to unpublish the whole page of products you can select them by checking the box in the column identifier. Now when you have selected the products press the Unpublish button at the top of the list.

unpublish from magento

Afterwards delete it from EasyERP multichannel inventory management system. This is one of the easiest tasks. It only has two steps: select a product you want to delete by tapping on the corresponding box, then press the Delete button at the top. As you can see, when any product is selected the New button turns into Delete button.

 

Variants

If you are a experienced user of Magento then you must be familiar with the concept of variants. They are used to create a bunch of products that differ from each other by one or several criterias. It is a very useful tool if your inventory consists of products that are not unique. It can save a lot of time when you create your items. EasyERP multichannel inventory management system supports this feature. You can create variants of products in EasyERP and import all of the variants that were created on your Magento store.

To import all of your products and product variants simply connect your Magento shop with EasyERP, and the process will begin automatically. There is no need for any additional actions, your master system will do everything for you.

There are aspects, that have to be mentioned. Every variant on your Magento store has to have a unique SKU. This way you will be able to keep track of the inventory in a more convenient and faster way. Also EasyERP multichannel inventory management system treats every variant like a stand alone product. This means that if you will display all your products in EasyERP they will all be shown separately from each other. All information that is identical or similar between those variants will be stored in each of the corresponding product entity in EasyERP.

The fact that every variant is represented in EasyERP multichannel inventory management system as a unique product gives you a better perspective on the overall situation in your inventory. For example using the powerful sort capabilities of EasyERP you can quickly display all products that will soon be out of stock, and purchase them.

Another way that you can use variants in a Magento EasyERP combo is to create products with variants in EasyERP and then publish them to Magento.

Price Lists

One of the many cool things of EasyERP multichannel inventory management system is that it enables creating your own custom price lists. In this article you will find out why this is a great tool, and how can it be used.

The main purpose of price lists is the ability to assign and change the prices of your products/services for different sales channels. Using this instrument you can change the price of a single product or change the prices in bulk, for example when you decide to do a wholesale.

Another possible way to use price lists in EasyERP multichannel inventory management system is to assign different prices, depending on the origin source of the product, or on the distribution channel. For example, in line with your business model you have several different eCommerce stores, and you want different prices to be displayed at each of them, or the same prices but in different currencies. EasyERP allows you to assign this easy and without any time wasted. This way you can be ahead of your competitors, because you don’t have to change the prices one by one. You just assign a different price list and EasyERP will do the job for you.

One more example of price lists use in EasyERP multichannel system. Let’s assume  you’ve already integrated your Magento or any other shop, and to boost your sales you decide to offer discounts. Without EasyERP you would have to change the price of every product manually in  your administrator panel. And risk forgetting real prices after discount period is over. Price lists can solve this problem for you. You will have to prepare a discount price list beforehand, and then just switch them in the channel settings menu. After the synchronization, automatic or manual it doesn’t matter, all the prices will be changed. Important detail: you can switch all the prices back just as easy.

There are more possible ways of using the price lists, you are only limited by your imagination. Before you start using price lists you have to create them. In order to achieve this you have to follow few next steps. Open the settings menu in the EasyERP and tap on the Product Configurations:

easyerp settings menu

As you may know from the previous articles, this menu allows you to customize a lot of details about your products, or product related instruments. To continue our process go to price lists tab:

easyerp setting pricelist tab

In the menu, you will see a list of already created price lists, registered in EasyERP multichannel system. There are no pre-installed price lists, so when you set up your product configurations for the first time, there will be none displayed here. To create a new price list  press the blue button at the top right corner of the screen. A price list creation menu will open:

easyerp create pricelist menu

As you can see there aren’t many fields to fill, this makes the process quick and easy to understand. Price lists differ by name, code, currency, and operational purpose (is it used for company purchases or not). The workflow in regard to price lists will be fully seen when you  create a product, or import products from some other shop, like Magento.

Then just confirm the operation in the browser confirmation dialog window and your product is deleted. After this the item will be removed completely from all of your inventories.

 

Third-Party Apps

Using third-party apps sometimes can be useful, but it also can cause some problems. Especially if you are using them alongside with EasyERP multichannel management system. You must agree that the best way of managing your inventory is to always know what each operation does and how it influences your stock levels. We cannot predict this, the way how your installed apps will communicate with each other, and how will they react to integration with EasyERP. So, to ensure that your inventory management is correct and always up to date we recommend not to use any of the third-party apps with the Magento and EasyERP multichannel inventory management system.

Disabled products

Disabling the product in your Magento store can be a wise move in a variety of situations. So you must be interested about how does EasyERP multichannel inventory management system works with such products and how do they act when all of your inventory is being exported to EasyERP.

If you wish to integrate your Magento shop with EasyERP but you have a lot of disabled products then you might have a lot of questions about how will it work exactly. At the current state of development you cannot disable or enable product in Magento from EasyERP. We have an Unpublish function for that purposes. If you export all of your products from Magento to EasyERP multichannel inventory management system all of the products will be added to the master system inventory, including the disabled items. Keep in mind that they will not be highlighted in any manner, you will not be able to see what products are disabled and which are not, using EasyERP data.

One of the possible ways out of this situation is to unpublish the disabled products from the corresponding Magento shop. As we have stated before, this way the information about all inventory items will be stored in the EasyERP multichannel inventory management system, and deleted from your Magento shop. You can publish this products at any time that you want, and they will be enabled right away.

Bundled products

Product bundles in EasyERP and Magento are several individual goods or services that are sold as one combined package. Sometimes they are called "package deals," product bundles are generally consist of complementary items or similar items. When retailers offer multiples of the exact same item, this is generally referred to as a "multipack," not a product bundle. Bundles are on of the most popular ways to promote your products on the market and make them sell better. This is a convenient tool Both Magento and EasyERP multichannel inventory management system have the bundle functional. But at the current state of development of EasyERP they cannot be tied together or synchronized. Bundles from Magento will not be exported to EasyERP and vice versa. You can manually create bundles on both systems, but the stock levels or any other information will not be updated in any way between the systems.