Existing Inspire by STX Client - SalonInteractive Initial Sync

Existing Inspire by STX Client - SalonInteractive Initial Sync

The entire SalonInteractive initial product reset from start to finish can take quite a bit of time, our team recommends reviewing all the steps below before committing to this major change to your inventory management.  

IMPORTANT: Permissions will need to be enabled to sync products with SalonInteractive in Setup > Setup Worker Permissions > Setup Inventory > SalonInteractive Sync

Create a SalonInteractive Account & Select Products

To sync a product list, first you'll need to create a FREE SalonInteractive account.
If you already have a SalonInteractive account, simply login to www.saloninteractive.com and skip to Step 3.
  2. Click Sign Up and Complete the New Account Registration
  3. Once logged in, click on eCommerce > Settings
  4. On the Distributor table, click the three dots ... and select Manage Brands
  5. Click the Brands / Product Lines to sync
    1. Watch this video for a step-by-step guide to add brands in SalonInteractive: https://saloninteractive.force.com/s/article/how-do-i-add-another-brand

Deactivate Existing Products Associated with SalonInteractive Product Catalog

If products were previously setup in the software, consider generating the Product List report to note current price, on hand and minimum quantities, then deactivate the existing products to avoid duplicates after the SalonInteractive Sync.
  1. First, go to Reports > Setup Reports > Product List Report
  2. Select the Product Line associated with the soon-to-be imported products and click Generate
  3. Click Print and then Save as PDF -or- Print 
  4. Repeat for all the soon-to-be imported Product Lines
    1. These first 4 steps are to have a record of the current on hand quantities, minimum quantities, etc. that will need to be updated after the SalonInteractive sync. 
  5. Go to Inventory > Manage Inventory 
  6. Click on a Product Line selected in the SalonInteractive Product Catalog
    1. For larger product lines, wait to have the full list of products load by scrolling down until the Save and Cancel buttons appear.
  7. Click Select All to disable the Active checkbox on each product 
  8. Click Save
  9. Repeat for all Product Lines selected in SalonInteractive
Why is this step important? In order to benefit from the synced purchase order feature, the products need to be an exact Product Name and Product SKU in SalonInteractive. 

Sync SalonInteractive Products

Syncing the SalonInteractive Products will import all the products associated with the brands selected in the SalonInteractive Product Catalog. 
  1. Go to Setup > Setup Suppliers
  2. Click Sync SalonInteractive Account button
  3. Review authorizations and click Allow
  4. Login to SalonInteractive
  5. Review the sync pop up
  6. Click Got it!
  7. Wait 2-30 minutes for product to sync

Update On Hand Qty, Minimum Qty and Price

Once the SalonInteractive products have synced, update your current on hand numbers using the saved or printed Product List for all the products you carry. If there is a product you do not carry, you can either leave it as a 0 Minimum Quantity or disable the active checkbox. 
  1. Go to Inventory > Manage Inventory
  2. Select the Product Line
  3. Select the Inventory Group
  4. Make Adjustments
    1. Enter the current On Hand Qty, preferred Minimum Qty and Price for products the business carries
    2. Disable the Active checkbox on any products you do not intend to carry or leave their Minimum Qty as 0
  5. Click Save
  6. Repeat for all Product Lines 

Assign Product Line Colors

To associate a unique Product Line color to the newly imported Product Lines, follow these steps below.  
  1. Go to Setup > Setup Inventory > Setup Product Lines
  2. Select the Product Line
  3. Click and Select a Color
  4. Click Save
  5. Repeat for all Product Lines
Worker Permissions
To allow or disallow workers the ability to perform the sync or send a purchase order to SalonInteractive, consider updating the permissions accordingly. 
  1. Go to Setup > Setup Worker Permissions
  2. Select the Worker Permission to edit
  3. Enable or Disable Access to SalonInteractive Sync
    1. Select Setup Inventory
    2. Enable or Disable SalonInteractive Sync checkbox
  4. Enable or Disable Access to Send Purchase Orders to Salon Interactive
    1. Select Inventory
    2. Enable or Disable Send Purchase Orders to SalonInteractive checkbox
  5. Click Save







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