Optimize your collaboration and ordering process with BarTrack and Exact for Construction! Discover the benefits of joint ordering and inventory sharing.
Product: BarTrack for Web, BarTrack for Desktop & Exact voor Bouw
Intended for: BarTrack Professional purchasers
With BarTrack and Exact for Construction, you can easily place orders and manage your inventory together. Here are the steps to do this.
Steps to order together and manage inventory
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Log in and go to the Share option:
Log in to BarTrack.com and go to the 'Share' option, found next to the shopping cart icon. -
Finding and inviting a colleague:
Click on 'find colleague' at the top right. Enter the name of the colleague you want to invite. You must both already have a BarTrack Professional account. -
Select ordering together and/or managing stock together:
A bar will appear of the colleague you just invited. Click on the detail page to the right of the bar. Then click on order together and/or manage stock together. Click on "modify. -
Accept and confirm invitation:
- The invited colleague receives an e-mail with an invitation. By clicking on the link in the email, the colleague will be directed to the 'Sharing' page. Here he or she can accept the sharing request.
- Next, the colleague has to go through the same steps to invite you. Once you receive the invitation, you must accept it. This mutual acceptance ensures that both parties have access to each other's shared stocks and orders.
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View and manage stock together:
After mutually accepting invitations, both parties can now view all shared stock. This stock is available both online and on mobile devices. -
Ordering together:
When one of the parties places an order, the order lines are added to the order summary on order.bartrack.com. One of the ordering parties can then finally send the order to the chosen wholesalers.
Note: The order taker who finally submits the order should pay close attention to what has been ordered to avoid duplicate orders. Be sure to check the order carefully before final shipment.
Adding materials to the materials list
With the integration, you can also both easily add materials to the materials list in Exact. For more information, refer to this support article.
Summary
Joint ordering and inventory management with BarTrack and Exact for Construction makes your ordering process more efficient and your inventory management more accurate. Follow the steps above to take full advantage of this integration and experience the convenience of shared inventory management. Contact our support team if you need assistance.