1. Why You Need Real-Time ERP Inventory Data

For medium and large enterprises, ERP systems are typically used to manage production, procurement, and other business processes—all of which impact available Inventory levels.

When these companies integrate their ERP systems with ShareCRM’s Inventory Management, they often rely on scheduled synchronization, which introduces delays in inventory data visibility. As a result, certain business scenarios in ShareCRM require real-time ERP inventory availability checks to support informed decision-making.

2. How to Enable Real-Time ERP Inventory Access

Note: To use this feature, contact ShareCRM Support.

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• Ensure you’re using the Type B integration version of Inventory Management.
• Enable the plugin via: Inventory Management > Plugin Management > Integration Plugins > “ERP Real-Time Inventory”.
• Once enabled, retrieve real-time inventory through either:
  • ShareCRM Integration Platform (currently supports Kingdee K3C, with more ERP systems coming soon).
  • APL Functions: Requires the ERP system to expose APIs. The function writes real-time inventory data to the “Available Inventory” field in ShareCRM.

3. Real-Time Inventory in Sales Order Processing

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• When creating a Sales Order:
  • After selecting Products, the system dynamically retrieves ERP real-time inventory by Product + Warehouse combination and updates the “Current Available Inventory” field.

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• When saving the Sales Order:
  • The system rechecks real-time inventory using the same Product + Warehouse logic, updates the field, and validates the order against the latest data.