This guide will walk you through:

  • The "Locations and Integrations" tab
  • Adding and Editing a Location
  • Connecting a merchant account integration

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The Locations and Integrations Tab

  • Click on the wrench in the bottom left to get to your Shopventory settings. "Locations & Integrations" is the first tab you'll see.
  • All your locations and their corresponding merchant accounts (integrations) are listed here.
  • Each location is a separate pool of inventory.
  • Each integration supports an unlimited number of POS devices (so if you have six registers at one location, no worries!).

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Adding & Editing a Location

  • To create a new location, select the Create A Location button.
  • Assign a new name to your location. You can always edit location information later on by clicking on the location name.
  • A location without an integration will be considered a "warehouse" location. Items are tracked, can be manually adjusted, and can be transferred to other locations.
  • Once a location has been added you can copy inventory over from an existing location. Learn more
  • Don't forget to set your time zone! That is used for your reports. Learn more

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Connecting a Merchant account (integration)

  • To add an integration to an existing location, click the Location Name. At the bottom of the panel, you'll see the option to add a merchant account:
  • The next screen will prompt you to pick you POS (Point Of Sale) provider.
  • You will be prompted to login and "introduce" Shopventory to your register so we can have authorized access to pull information from that register.
  • You have the option to import inventory information from the integration being connected. It's up to you!
  • Once the integration has been added to the location, you can start pushing the inventory information from Shopventory to the new integration by Exporting to an Integration.

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Please let us know if you have questions! We are here to help!

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