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ianaiERP Documentation

website·Indexed 32 days ago

https://docs.ianaierp.com/docs/tutorial/intro

Comprehensive guides and API references for ianaiERP, covering core inventory management, sales orders, blanket purchase orders, and advanced manufacturing. Includes detailed shipping documentation for USPS cubic rates, carrier integrations, and the ianaiERP Bridge desktop application, as well as QuickBooks Online integration and rule-based automation.

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What's inside ianaiERP

  1. Overview of ianaiERP Inventory Management

    ianaiERP provides a stock control system designed for real-time inventory tracking and management. It includes built-in analytics and reporting tools for monitoring inventory trends and supports integration with external e-commerce platforms and accounting software to create a unified workflow.

  2. Overview of ianaiERP core capabilities

    ianaiERP is a SaaS inventory and manufacturing management solution. Key capabilities include:

    • Global Operations: Support for multiple companies, countries, and currencies.
    • Manufacturing: Advanced production tools, Work In Progress (WIP) management, and production routing.
    • Product Flexibility: Support for item options and customizations.
    • Extensibility: A built-in script language for custom tailoring of the ERP.
    • Integrations: Multi-channel sales integration (e.g., Shopify, Amazon) and shipping solutions via USPS, FedEx, UPS, DHL, and Easypost with real-time tracking.

  3. Overview of ianaiERP BOM Rules

    BOM Rules in ianaiERP enable the creation of dynamic Bills of Materials (BOM) with conditional logic and automated component selection. This allows manufacturing configurations to adjust automatically based on the attributes of the items being built, which is particularly useful for configurable products or items with multiple variations.

  4. Overview of Bin Tracking in ianaiERP

    Bin tracking allows for granular inventory control by representing specific storage areas (e.g., aisles, rows, shelves, or floor stacks) within a location. Each location can have its own unique bin structure. Bin tracking is location-specific and must be enabled during the creation of a new location.

  5. Overview of ianaiERP Bridge capabilities

    ianaiERP Bridge is a desktop application that links an ianaiERP account to local hardware. Key capabilities include:

    • Direct and remote printing from ianaiERP to local printers.
    • Automatic weight capture via scale integration.
    • Sharing printers and scales across different ianaiERP users.
    • Custom naming for devices and workstations within the system.
    • Smart Document Tracking for packing slips and labels.

  6. Overview of the Vendor-Item Catalog in ianaiERP

    The Vendor-Item Catalog allows businesses to track multiple vendors for each item. It stores vendor-specific data including costs, vendor part numbers, and estimated lead times to optimize purchasing decisions and automate Purchase Order population.

  7. Overview of Work Plans in ianaiERP

    Work Plans in ianaiERP are used to manage production at scale by enabling the bulk creation and tracking of multiple Work Orders. They consolidate multiple sales orders into a coordinated production schedule, allowing production managers to organize manufacturing activities across different departments and locations.

  8. Overview of Item Options and Dynamic Templates

    Item Options and Dynamic Templates allow users to create customizable, interactive forms for inventory items without programming knowledge. Item Options extend standard item properties to capture specialized data or product variants (e.g., size, color), while Dynamic Templates serve as the design blueprints for these forms, supporting visual building, responsive layouts, and conditional logic.

  9. Overview of Third-Party Billing in ianaiERP

    Third-Party Billing allows you to charge shipping labels to a postage account that is not directly connected to your ianaiERP account. This is used when customers or partners agree to pay for their own shipping fees while you continue to manage the shipping process through the platform.

  10. Overview of ianaiERP core capabilities

    ianaiERP is a SaaS inventory and manufacturing management solution. Key capabilities include:

    • Global Operations: Multi-company, multi-country, and multi-currency support.
    • Manufacturing: Advanced manufacturing tools, Work In Progress (WIP) management, and production routing capabilities.
    • Product Customization: Support for item options and configurable products.
    • Extensibility: A built-in script language for custom tailoring of the ERP.
    • Integrations: Multi-channel sales integration (e.g., Shopify, Amazon) and shipping integrations with USPS, FedEx, UPS, DHL, and Easypost with real-time tracking.

  11. Overview of Custom Fields in ianaiERP

    Custom Fields allow Advanced Plan users to add tailored data fields to entities such as items, transactions, and other data records. Key capabilities include passing values from parent to child transactions, using fields in form templates and reports, and triggering alerts based on custom field values.

  12. Retrieve approval request details by ID

    Use the GET /approval/request/:id endpoint to retrieve detailed information about a specific approval request. The :id path parameter must be the unique identifier of the approval request.
    curl -X GET "https://<api-domain>/approval/request/{id}"