KB: Managing Your Inventory - Revision history

Dina at 12:40, 8 July 2020

2020-07-08T12:40:40Z

← Older revision		Revision as of 12:40, 8 July 2020
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	==Introduction==		==Introduction==
	When your business needs to maintain a product & part inventory, the needs arises to have ~~CommitCRM~~ have the ability to talk to your Inventory Solution software, in order to keep your inventory lists up to date. Using ~~CommitCRM~~, you can have the system easily update your inventory without having to manually enter the information again into your inventory software.		When your business needs to maintain a product & part inventory, the needs arises to have RangerMSP have the ability to talk to your Inventory Solution software, in order to keep your inventory lists up to date. Using RangerMSP, you can have the system easily update your inventory without having to manually enter the information again into your inventory software.

	__TOC__		__TOC__
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	==Suggestions==		==Suggestions==
	The items stored in ~~CommitCRM~~ are only kept for billing purposes, and are not used in any inventory tracking capacity; however, the charges can be used to pass quantity information to 3rd party inventory solution software. For now, customers who also manage inventory have 3 alternatives that are usually enough.		The items stored in RangerMSP are only kept for billing purposes, and are not used in any inventory tracking capacity; however, the charges can be used to pass quantity information to 3rd party inventory solution software. For now, customers who also manage inventory have 3 alternatives that are usually enough.


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	===ODBC===		===ODBC===
	*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from ~~CommitCRM~~ directly into your Inventory Solution, which will automatically adjust the quantities in your inventory accordingly, as long as your Inventory Solution supports ODBC. The ODBC driver handles all communication of data between your database and the 3rd party software you want the information to go to. The ~~CommitCRM~~ ODBC only supports information being '''read''' from the ~~CommitCRM~~ database. The ODBC is free and open to all customers who wish to use it, the best practices for use with the ODBC can be found in the link below.		*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from RangerMSP directly into your Inventory Solution, which will automatically adjust the quantities in your inventory accordingly, as long as your Inventory Solution supports ODBC. The ODBC driver handles all communication of data between your database and the 3rd party software you want the information to go to. The RangerMSP ODBC only supports information being '''read''' from the RangerMSP database. The ODBC is free and open to all customers who wish to use it, the best practices for use with the ODBC can be found in the link below.
	*The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.		*The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.

	<br>		<br>
	*For more information regarding ~~CommitCRM~~ ODBC, [[API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].		*For more information regarding RangerMSP ODBC, [[API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].

	===QuickBooks===		===QuickBooks===
	*You can use the [[QuickBooks_Link\|~~CommitCRM~~ QuickBooks Link]] to generate QuickBooks invoices right from within ~~CommitCRM~~ and based on the charges logged into ~~CommitCRM~~. Inventory items in QuickBooks, which are in sync with ~~CommitCRM’s~~ items that were selected to be charged in ~~CommitCRM~~, will affect inventory levels when transferred to QuickBooks as an invoice line.		*You can use the [[QuickBooks_Link\|RangerMSP QuickBooks Link]] to generate QuickBooks invoices right from within RangerMSP and based on the charges logged into RangerMSP. Inventory items in QuickBooks, which are in sync with RangerMSP’s items that were selected to be charged in RangerMSP, will affect inventory levels when transferred to QuickBooks as an invoice line.

	<br>		<br>
	*For more information regarding the ~~CommitCRM~~ QuickBooks Link, [[QuickBooks_Link\|please click here]].		*For more information regarding the RangerMSP QuickBooks Link, [[QuickBooks_Link\|please click here]].

	==See Also==		==See Also==

Dina: Dina moved page KB: Managing Your Inventory with CommitCRM to KB: Managing Your Inventory

2020-03-22T14:09:09Z

Dina moved page KB: Managing Your Inventory with CommitCRM to KB: Managing Your Inventory

← Older revision	Revision as of 14:09, 22 March 2020
(No difference)

Dina at 18:27, 21 March 2020

2020-03-21T18:27:03Z

← Older revision		Revision as of 18:27, 21 March 2020
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	<br>		<br>
	*For more information regarding CommitCRM ODBC, [[~~Commit_API_Developers_Guide~~#ODBC_Data_Retrieval\|please click here]].		*For more information regarding CommitCRM ODBC, [[API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].

	===QuickBooks===		===QuickBooks===
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	*[[Billing Lifecycle\|Billing Lifecycle]]		*[[Billing Lifecycle\|Billing Lifecycle]]
	*[[QuickBooks_Link\|Quickbooks Link User Guide]]		*[[QuickBooks_Link\|Quickbooks Link User Guide]]
	*[[~~Commit_API_Developers_Guide~~#ODBC_Data_Retrieval\|ODBC Data Retrieval]]		*[[API_Developers_Guide#ODBC_Data_Retrieval\|ODBC Data Retrieval]]
	*[[Import_and_Export\|Import & Export User Guides]]		*[[Import_and_Export\|Import & Export User Guides]]
	[[Category:KB\|Inventory]]		[[Category:KB\|Inventory]]

Robert at 11:00, 1 September 2013

2013-09-01T11:00:19Z

← Older revision		Revision as of 11:00, 1 September 2013
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	===QuickBooks===		===QuickBooks===
	*You can use the [[QuickBooks_Link\|~~Commit~~ QuickBooks Link]] to generate QuickBooks invoices right from within CommitCRM and based on the charges logged into CommitCRM. Inventory items in QuickBooks, which are in sync with CommitCRM’s items that were selected to be charged in CommitCRM, will affect inventory levels when transferred to QuickBooks as an invoice line.		*You can use the [[QuickBooks_Link\|CommitCRM QuickBooks Link]] to generate QuickBooks invoices right from within CommitCRM and based on the charges logged into CommitCRM. Inventory items in QuickBooks, which are in sync with CommitCRM’s items that were selected to be charged in CommitCRM, will affect inventory levels when transferred to QuickBooks as an invoice line.

	<br>		<br>
	*For more information regarding the ~~Commit~~ QuickBooks Link, [[QuickBooks_Link\|please click here]].		*For more information regarding the CommitCRM QuickBooks Link, [[QuickBooks_Link\|please click here]].

	==See Also==		==See Also==

Sheli: /* See Also */

2013-01-16T11:23:42Z

Reno at 18:28, 29 December 2009

2009-12-29T18:28:48Z

← Older revision		Revision as of 18:28, 29 December 2009
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	*[[Commit_API_Developers_Guide#ODBC_Data_Retrieval\|EDBC Data Retrieval]]		*[[Commit_API_Developers_Guide#ODBC_Data_Retrieval\|EDBC Data Retrieval]]
	*[[Import_and_Export\|Import & Export User Guides]]		*[[Import_and_Export\|Import & Export User Guides]]
	[[Category:KB\|~~Billing~~]]		[[Category:KB\|Inventory]]

Reno: /* QuickBooks */

2009-12-24T16:05:53Z

QuickBooks

← Older revision		Revision as of 16:05, 24 December 2009
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	===QuickBooks===		===QuickBooks===
	*You can use the [[~~Quickbooks_Link~~\|Commit QuickBooks Link]] to generate QuickBooks invoices right from within CommitCRM and based on the charges logged into CommitCRM. Inventory items in QuickBooks, which are in sync with CommitCRM’s items that were selected to be charged in CommitCRM, will affect inventory levels when transferred to QuickBooks as an invoice line.		*You can use the [[QuickBooks_Link\|Commit QuickBooks Link]] to generate QuickBooks invoices right from within CommitCRM and based on the charges logged into CommitCRM. Inventory items in QuickBooks, which are in sync with CommitCRM’s items that were selected to be charged in CommitCRM, will affect inventory levels when transferred to QuickBooks as an invoice line.

	<br>		<br>

Reno: /* QuickBooks */

2009-12-24T16:04:44Z

QuickBooks

← Older revision		Revision as of 16:04, 24 December 2009
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	===QuickBooks===		===QuickBooks===
	*QuickBooks ~~has powerful integration options which also include issuing~~ invoices from within CommitCRM~~. This allows QuickBooks to later take the charge info~~ and ~~pass it to~~ the QuickBooks ~~inventory module~~, ~~and process it~~ to ~~automatically adjust your~~ inventory ~~list accordingly~~.		*You can use the [[Quickbooks_Link\|Commit QuickBooks Link]] to generate QuickBooks invoices right from within CommitCRM and based on the charges logged into CommitCRM. Inventory items in QuickBooks, which are in sync with CommitCRM’s items that were selected to be charged in CommitCRM, will affect inventory levels when transferred to QuickBooks as an invoice line.

	<br>		<br>
	*For more information regarding the Commit QuickBooks Link, [[QuickBooks_Link\|please click here]].		*For more information regarding the Commit QuickBooks Link, [[QuickBooks_Link\|please click here]].


	==See Also==		==See Also==

Reno: /* ODBC */

2009-12-24T16:02:33Z

ODBC

← Older revision		Revision as of 16:02, 24 December 2009
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	===ODBC===		===ODBC===
	*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from CommitCRM directly into your Inventory Solution, which will automatically adjust the quantities in your inventory accordingly, as long as your Inventory Solution supports ODBC. The ODBC driver handles all communication of data between your database and the 3rd party software you want the information to go to. The CommitCRM ODBC only supports information being '''read''' from the CommitCRM database.		*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from CommitCRM directly into your Inventory Solution, which will automatically adjust the quantities in your inventory accordingly, as long as your Inventory Solution supports ODBC. The ODBC driver handles all communication of data between your database and the 3rd party software you want the information to go to. The CommitCRM ODBC only supports information being '''read''' from the CommitCRM database. The ODBC is free and open to all customers who wish to use it, the best practices for use with the ODBC can be found in the link below.
	*The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.		*The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.

Reno: /* ODBC */

2009-12-24T15:59:37Z

ODBC

← Older revision		Revision as of 15:59, 24 December 2009
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	===ODBC===		===ODBC===
	*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from CommitCRM directly into your inventory ~~software~~, as long as your ~~inventory~~ software supports ODBC.		*Using ODBC is very similar to the first option; however, instead of exporting and importing the information, you can have it automatically retrieved from CommitCRM directly into your Inventory Solution, which will automatically adjust the quantities in your inventory accordingly, as long as your Inventory Solution supports ODBC. The ODBC driver handles all communication of data between your database and the 3rd party software you want the information to go to. The CommitCRM ODBC only supports information being '''read''' from the CommitCRM database.
			*The ODBC is an advanced option, and should be used if you've have had experience with getting ODBC applications to talk to each other.

	<br>		<br>
	*For more information regarding CommitCRM ODBC, [[Commit_API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].		*For more information regarding CommitCRM ODBC, [[Commit_API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].


	===QuickBooks===		===QuickBooks===

← Older revision		Revision as of 18:27, 21 March 2020
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	<br>		<br>
	*For more information regarding CommitCRM ODBC, [[~~Commit_API_Developers_Guide~~#ODBC_Data_Retrieval\|please click here]].		*For more information regarding CommitCRM ODBC, [[API_Developers_Guide#ODBC_Data_Retrieval\|please click here]].

	===QuickBooks===		===QuickBooks===
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	*[[Billing Lifecycle\|Billing Lifecycle]]		*[[Billing Lifecycle\|Billing Lifecycle]]
	*[[QuickBooks_Link\|Quickbooks Link User Guide]]		*[[QuickBooks_Link\|Quickbooks Link User Guide]]
	*[[~~Commit_API_Developers_Guide~~#ODBC_Data_Retrieval\|ODBC Data Retrieval]]		*[[API_Developers_Guide#ODBC_Data_Retrieval\|ODBC Data Retrieval]]
	*[[Import_and_Export\|Import & Export User Guides]]		*[[Import_and_Export\|Import & Export User Guides]]
	[[Category:KB\|Inventory]]		[[Category:KB\|Inventory]]

← Older revision		Revision as of 11:23, 16 January 2013
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	==See Also==		==See Also==
	*[[Billing Lifecycle\|~~Billing_Lifecycle~~]]		*[[Billing Lifecycle\|Billing Lifecycle]]
	*[[QuickBooks_Link\|Quickbooks Link User Guide]]		*[[QuickBooks_Link\|Quickbooks Link User Guide]]
	*[[Commit_API_Developers_Guide#ODBC_Data_Retrieval\|~~EDBC~~ Data Retrieval]]		*[[Commit_API_Developers_Guide#ODBC_Data_Retrieval\|ODBC Data Retrieval]]
	*[[Import_and_Export\|Import & Export User Guides]]		*[[Import_and_Export\|Import & Export User Guides]]
	[[Category:KB\|Inventory]]		[[Category:KB\|Inventory]]

← Older revision		Revision as of 18:28, 29 December 2009
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	*[[Commit_API_Developers_Guide#ODBC_Data_Retrieval\|EDBC Data Retrieval]]		*[[Commit_API_Developers_Guide#ODBC_Data_Retrieval\|EDBC Data Retrieval]]
	*[[Import_and_Export\|Import & Export User Guides]]		*[[Import_and_Export\|Import & Export User Guides]]
	[[Category:KB\|~~Billing~~]]		[[Category:KB\|Inventory]]