Account Item Stock is an Item field in Pepperi called AccountInStockQuantity
It records the quantity of an item ordered by the Account (customer/store). This field is useful to record items that have been previously purchased by an Account, and then add those items to a filter for quick access. During the sales process, the rep can just tap on the filter to show all the items that have been previously ordered.
To create such a filter create a new filter and in the Sell through filtering options select "Inventory at store" and set the value to > 0. This will ensure that any item ordered by the Account in the past will be displayed in the filter. The value of "Inventory at store" comes from the AccountInStockQuantity field.
AccountInStockQuantity can be updated in 2 ways:
1) By an automatic action in the Transaction Type Workflow settings, that updates this value with the quantity ordered of the items in the Transaction. See: Sales Transaction Types - Actions, Workflows...
2) Via uploading data in a CSV file, explained below.
Create a CSV file with the following 3 mandatory columns:
|AccountExternalID - the unique ID of the Account|
|ItemExternalID - the item code|
|InStockQuantity - the quantity that is in stock at the store/Account|
The file names must be:
The Overwrite file will set the item stock counts for the items loaded in the file and for the items not loaded in the file it will set the stock counts to zero.
The Selective Overwrite file will set the item stock counts for the items loaded in the file and for items not loaded in the file it will not change the stock counts.
The action taken is determined by the file name.
Go to Settings -> ERP Integration -> Upload files and logs
Select the file that corresponds to the data you are loading:
A sample file is attached below for your convenience.