Red Rook

This section will describe how to set up inventory mappings in iPaaS.com.

Prerequsites
locations set up in CP
Client's Configuration Survey

First, the MiSP will need to import the CounterPoint locations into iPaaS.com.
  

1. Log in to iPaaS.com.

2. Select company profile.

3. Select "Subscription Management-Subscriptions" from menu.

4. Select the "Edit" button in Counterpoint subscription,

5. Select "LOCATION" under "INTERIALIZE DATA".
  

Next, The MiSP will need to find the  Location IDs from CounterPoint.

6. Select "Data Management" from menu.

7. Select "Locations" from menu.

8. Make note of the locations specified, in the filled out configuration survey.
  

If Client is using BC as e-commerce site you will need to modify the inventory mappings and filters in the subscription.

1. Log in to iPaaS.com.

2. Select company profile.

3. Select "Subscription Management-Subscriptions" from menu.

4. Select the "Manage Mappings" button in BigCommerce subscription.

5.  Navigate to "BC Product Variant Realtime Inventory Updates From IPaaS" and select "Edit".
  

6. Navigate to "Inventory Level" and select "Edit".
7. If Client only wants to point to web store location, modify mapping to point to location (Example: WEB).
Note: If client has multiple locations, you will have to change to a formula that it allow for multiple entries.
(Example: Larger(SumFullInventoryForVarient(ConvertToLong(ParentId), "WEB","FRAM") , 0 )
 8. Click "SAVE".

9. Click the apply at the bottom of the page.
10. Re-enter "BC Product Variant Realtime Inventory Updates From IPaaS".
11. Modify Filter to web store location and if client has multiple locations, add the other locations using the same convention.

12. Click the "Apply" button below the filter.
  

13.  Navigate to "BC Product Realtime Inventory Updates From IPaaS" and select "Edit".

14. Navigate to "Inventory Level" and select "Edit".
15. If Client only wants to point to web store location, modify mapping to point to location (Example: WEB)
Note: If client has multiple locations, you will have to change to a formula that it allow for mulitple entries.
(Example: Larger(SumFullInventoryForProduct(ConvertToLong(ParentId), "WEB","FRAM") , 0 )
16. Click "SAVE".
 17. Click the apply button at the bottom of the page.

18. Re-enter "BC Product Variant Realtime Inventory Updates from IPaaS".
 19. Modify Filter to web store location and if client has multiple locations, add the other locations using the same convention.

20. Click the "Apply" button below the filter.

21. Navigate to "BC Product Add Only From IPaaS" and select "Edit".

22. Navigate to "Inventory Level" and select "Edit".
23. If Client only wants to point to web store location, modify mapping to point to location. (Example: WEB)
Note: If client has multiple locations, you will have to change to a formula that it allow for mulitple entries.
(Example: Larger(SumFullInventoryForProduct(ConvertToLong(Id), "WEB","FRAM") , 0 )
24. Click "SAVE".

25. Click the "Apply" button below the filter.

26. Navigate to "BC Product Update Only From IPaaS" and select "Edit".

27. Navigate to "Inventory Level" and select "Edit".
28. If Client only wants to point to web store location, modify mapping to point to location. (Example: WEB)
Note: If client has multiple locations, you will have to change to a formula that it allow for mulitple entries.
(Example: Larger(SumFullInventoryForProduct(ConvertToLong(Id), "WEB","FRAM") , 0 )
29. Click "SAVE".

30. Click the "Apply" button below the filter.

31. Click the"+" button next to "BC Product Update Only From IPaaS" and select "Edit".

32. Navigate to "BC Product Variant Update Only From IPaaS" and select "Edit".

33. Navigate to "Inventory Level" and select "Edit".
34. If Client only wants to point to web store location, modify mapping to point to location (Example: WEB)

Note: If client has multiple locations, you will have to change to a formula that it allow for mulitple entries.
(Example: Larger(SumFullInventoryForProduct(ConvertToLong(Id), "WEB","FRAM") , 0 )
35. Click "SAVE".

36. Click the "Apply" button below the filter.

37. Click the"+" button next to "BC Product Add Only From IPaaS" and select "Edit".

38. Navigate to "BC Product Variant Add Only From IPaaS" and select "Edit".

39. Navigate to "Inventory Level" and select "Edit".
40. If Client only wants to point to web store location, modify mapping to point to location. (Example: WEB)
Note: If client has multiple locations, you will have to change to a formula that it allow for mulitple entries.
(Example: Larger(SumFullInventoryForProduct(ConvertToLong(Id), "WEB","FRAM") , 0 )

41. Click "SAVE".

42. Click the "Apply" button below the filter.
  

If client is using Magento as e-commerce site, you will need to modify the inventory translation in the subscription.
  

1. Select "Subscription Management-Subscriptions" from menu.

2. Select the "Manage Translation" button in Magento subscription.
  

3. Navigate to "Product Variant Inventory" and Select "Edit".
  

3. Select Add.
4. For "Source Field", Type in Formula LocationId==LocationIdFromName("CPLocationID"). Value
(Example: LocationId==LocationIdFromName("WEB").Value)
5. For Destination field, type in Magento Location ID value (Example: WEB).
6. Click "Save".
 7. Repeat steps 3-6 for the rest of the client's locations.

8. Click "Apply".

9. Navigate to Product Inventory and Select "Edit".
  

10. Select Add.
11. For Source Field, Type in Formula LocationId==LocationIdFromName("CPLocationID"). Value
(Example: LocationId==LocationIdFromName("WEB").Value).
12. For Destination field, type in Magento Location ID value (Example: WEB).
13. Click "Save".
14. Repeat steps 3-6 for the rest of the client's locations.

 15. Click "Apply".