Tracknicity is a third-party software for managing your inventory. This integration offers customers the ability to export SI Projects and Purchase Orders to Tracknicity, eliminating double data entry and making it easier to manage your product inventory.
Here is the basic workflow for the integration. Please use the diagram below as a high-level reference of the current features and capability of the integration.
In order to use this integration, you must first set it up. You will need an active Tracknicity account to proceed.
The SI API Key will automatically be populated and there is a copy button next to it. Click the copy button.
You'll see a confirmation message similar to the one below if all goes well:
SI and Tracknicity are now configured to work together.
The way the integration with Tracknicity works is that you will export SI Project data and then import that data into Tracknicity.
Note: The Project(s) must be checked out to you in order to export.
Tracknicity needs visibility to the D-Tools Purchase Orders to properly account for inventory.
In SI you can check the inventory levels in Tracknicity in your Catalog, Projects, and when adding items to a Purchase Order.
From the Catalog, select your Products and click the Integrations tab and then Check Inventory->Tracknicity:
From a Project, select your Products and click Tools tab and then Check Inventory->Tracknicity:
This feature is also available when adding products to a Purchase Order: