Inventoria/Express Invoice/Express Accounts Linking

[S4T 0]

OK so how do I link all the above together?

 

I have my inventoria in the warehouse,

I have my Express Invoice in The Shop

I have my express accounts in the accounts dept

 

Item comes in and gets uploaded in to inventoria, then I sell said item in the shop, right that is fine items are coming and going as should be. Sold items are removed form stock as invoice is raised which is fine ......... NOW

 

How the hell do I link Express Invoice with Express Accounts? As that only update the stock from Inventori and not the invoices raised in Express Invoices ..... Too confusing

[MCGCS 0]

Hi Ian,

 

I would drop Express invoice as Express Accounts can also do invoices and will work with invertoria no problem at and it the way I am doing it at the min myself.

 

Tony

[clixxphotography 0]

Tony can you import the data from express invoice to express accounts . i bought invoice 1st then realized accounts is what i needed. but got lots of info in express invoice i want in accounts ! Fwew !

[SoniaC 0]

I am new to this forum and would like to find out how to link Inventoria to Express Accounts so that my inventory list would be accessed from there. Help.

[N_C_H_OMG 0]

On Inventoria:

(1) Open Inventoria.

(2) Options -> Other -> Advanced Settings...

(3) Check “Allow Express Invoice, Express Accounts, or Copper to synchronize with Inventoria.”

(4) Access Authentication Code: Enter a number or password that is hard for others to guess. Sometimes I use "123456" for testing.

(5) Click OK.

Leave Inventoria running.

 

On ExpressAccounts:

(6) Run Express Accounts.

(7) Options -> Inventory.

(8) Check “Allow Express Accounts to synchronize with Inventoria”

(9) Access Authentication Code: Enter your code again here from Inventoria

(10) IP address: Enter 127.0.0.1 if ExpressAccounts and Inventoria are running on the same computer. (Otherwise, you may need to go back to the other computer and visit www.whatsmyip.org or use another approach to see the IP address of that computer.)

(11) Enter the port number, which is 1097 for Inventoria by default (unless you changed to something else)

(12) Location name: Click "Retrieve Locations". Then select a location from the drop-down. If you haven't changed the defaults in Inventoria, it will be "Main Warehouse".

(13) Click "Update now" to make sure it works.

(14) Click OK at the bottom of the window.

[SoniaC 0]

Thank you NCH OMG, it worked, I can now add items and see the inventory list through Express Accounts. Though in Reports the Inventory List is empty, but I will go back at it again. Next time I will do an invoice to see if the items are auto. Thanks again.

[rica 0]

I did that and whe I click on advanced setting acsv format setting pop up, nothing that gives me an option to Allow Express Invoice, Accounting or Copper to sync.

[rica 0]

So what do I do If I don't have the options you mentioned

[MJK 0]

Is it possible to sync Copper and Express Invoice together? I need the simplicity of Copper on my workstations & the reporting capabilities of Express Invoice on my primary pc over a LAN. Thanks for any input.

[N_C_H_josh 0]

Unfortunately, it's not possible to sync Copper with Express Invoice directly. You can sync both programs with Inventoria, and you can sync one installation of Copper with another.

[MJK 0]

Thanks. Is there any way to get more robust reporting of my Copper transactions? Inventoria's reporting is robust for inventory issues but very minimal for sales transactions. Would running all 3 programs simultaneously (with Copper & ExpInv both synced with Inventoria) provide full reporting? If so, is it technically feasible?

[Gee5 0]

I am new to this software but i think express accounts and express invoice should link as inventoria do. Some how the software just complicates things, as a small business i dont have a dedicated IT department. I now spend time trying to enter items twice.

Front desk=invoice

Rear= inventory

Behind the scene=accounts

 

These should link in suite so the people can do their core business.

[Angela EEK 0]

I have done the about suggestion in number 5, but my stock levels are not changing when I issue and invoice showing sales. How to fix this?

Please

Thanks

[chirag1203 0]

I have linked my Inventoria with express accounts. If I add new item in inventoria, I can see in express accounts. But my purchases in Express Accounts are not seen in inventory reports and are neither seen in inventoria. Please help!!

[jcicero 0]

On 1/14/2017 at 7:12 AM, chirag1203 said:

I have linked my Inventoria with express accounts. If I add new item in inventoria, I can see in express accounts. But my purchases in Express Accounts are not seen in inventory reports and are neither seen in inventoria. Please help!!

Has anyone found a way to make this happen?

Also, when orders are created in express accounts, is inventory deducted from inventoria?

Thanks,
Joe

[RFH 0]

Click on Accounts in the header bar and select import data from Express Invoice. This adds data to the Sales Day Book.