Connect your Phonecheck account to easily import your invoices for faster purchase order creation
Account Set Up
By configuring your account to integrate with Phonecheck, you can streamline the process of creating purchase orders in Inventoryy. This integration allows you to import all of your products in Phonecheck into purchase orders via Invoice or ESN. If you use Phonecheck, creating purchase orders in Inventoryy has never been easier. Here's how to get started:
- Select "My Account" in the top right corner.
- Click on "Integrations" from the sidebar on the left side of the page.
- Select “Phonecheck” integration under Payments.
4. Enter your Phonecheck Username and API Key, then click "Add"
Usernames are assigned by your Phonecheck account manager. If you do not know your username, please contact Phonecheck directly.
Access your Phonecheck API Key here: https://cloudportal.phonecheck.com/cloud/setting/ApiKey
Create Purchase Orders Using Phonecheck
On the Create Purchase page, click the "Import From PhoneCheck" button
To import by invoice, select "Import by Invoice Number", choose the date range, search for the Invoice Number, then click "Import"
The products on the invoice will populate in the products table below
To import by ESN, select "Import By ESN", enter the ESN numbers (separated by a comma), then click "Import"
Once again, the products on the invoice will populate in the products table below
Disconnecting Phonecheck
To disconnect your Phonecheck account in Inventoryy, click on the Phonecheck integration under My Account > Integrations
Then click "Yes"
