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Q.R.G. - Settings - How to Add the Management One integration
Q.R.G. - Settings - How to Add the Management One integration
Bill C. avatar
Written by Bill C.
Updated over 2 years ago
  • Verify Locations have been set up properly.

  • Verify Items have been set up properly.

  • Click Dashboard

  • Click Settings

  • Click Integrations

  • Click Management One

  • Key in the Management One Client ID

  • Select the Start Date

  • Select the End Date

  • Select the OTB Class Field from the drop-down menu

  • Select the Export Grouped By from the drop-down menu

  • Select the Export with permanent markdowns from the drop-down menu

  • Click Export

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