Step 1: Check Acumatica Data
In your Acumatica account, ensure that your inventory and orders history are up to date.
Step 2: Load data into StockTrim
In StockTrim navigate to Load Data and select Acumatica
Enter your Acumatica details
Url: The url that you visit when logging into Acumatica
Url: The url that you visit when logging into Acumatica
Username: Your email you log into Acumatica with
Password: Your Password you log into Acumatica with.
Password: Your Password you log into Acumatica with.
Tenant: The Tenant you select after logging into Acumatica
Branch: Your Acumatica Branch if you know it (not always required).
Branch: Your Acumatica Branch if you know it (not always required).
Then click Load from Acumatica
Step 3: Inventory status and order plans
On the dashboard you will see how many products you are overstocked or understocked with, as well as the related costs. Click, 'See my plan' to see the optimal reorder points and suggested order quantities to save you these costs.
Step 4: Demand Analysis
On each product, you can select the 'i' icon to bring up the demand analysis. See your trends, and see how the forecasts are calculated so you can oversee the results to have confidence they're correct.
Step 5: Global Settings
Click the settings wheel to set the lead time and service level. Make sure that the lead time is set so that you have enough stock to cover the time between when you place the orders with your suppliers and when they arrive.
General FAQ's and Knowledge base
To see frequently asked questions and lots of useful help material please check out our
knowledge base
Api Instructions and Documentation
Send Support Request