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Release notes byAnnounceKit

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new feature
6 months ago

Introducing Merge Connections

Dear Customers,

We are thrilled to announce the launch of our latest big feature, merging multiple data sources!

Merge connections is designed to connect different data sources to your Inventoro account. For example, you can add a Shopify store (e-commerce platform) and then combine it with your CIN7 account (IMS). You can just take sales history from the online shop and enhance this data with inventory attributes from IMS like on-hand inventory, purchase orders in transit, list of suppliers, etc.

Or you can have as many data sources as you want and aggregate them into one single company-level view. As you can see in the image below. 


The main idea behind this feature is that you can merge data from multiple sources.

#1 Create a new merge

If you have more than one connection you will find this feature in the User profile > API Settings. You will start the process by clicking on the blue button called Merge.

#2 Choose a data connection for merging

Once you have several data connections you can choose which one you want to add to merge by selecting the one and clicking Add to merge.

#3 Choosing the right logic for data merging

You can edit the name for every connection to distinguish which one is which. You have to choose one primary data source which will be the main source for a list of products etc. And the rest of the connection will be merged using this main/primary data source.

You can enable or disable the following attributes for every single data source.

STOCK

By this, you’ll allow Inventoro to take on hand inventory from this data connection.

SALES

Here you can give Inventoro instructions to take the whole sales history. For example, if you are combining data from an e-commerce platform you can choose that only sales transactions will be handled from this connection.

PRODUCTS

You can enable/disable product merging. 

FUTURE DELIVERY

Permission to take purchase orders in transit. 

You can also create a name for this new merge level. You have to choose which one of your warehouse locations is the central warehouse.

You can easily choose the main currency.

And then we have two very important choices. 

Only aggregated data

You can choose if you want to create just a centralized level. So, you can’t see sales forecasts per different data sources in this variation. You will see just aggregated level for example for the whole company without any drill down to original data.

Order from merged warehouse

By this choice, you can let Inventoro propose automatically purchase order recommendations for this new virtual warehouse. 

By leaving both of the boxes untagged you will create the merged warehouse, but the original data sources will still be there and the new warehouse will not be used for replenishment. 

If you have any questions or need assistance, please don't hesitate to reach out to our dedicated support team via the chat in the app.

Have a great day!

Avatar of authorTomas Formanek