133 lines
3.9 KiB
Markdown
133 lines
3.9 KiB
Markdown
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# Bling ERP Integration Guide
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## Overview
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Bling is a Brazilian ERP (Enterprise Resource Planning) system designed for small and medium businesses. This bot integrates with Bling to provide inventory management, order processing, and data synchronization capabilities.
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## Features
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### Inventory Management
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The bot can help you with:
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- **Stock Consultation**: Check current inventory levels for any product
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- **Stock Adjustments**: Add or remove items from inventory
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- **Low Stock Alerts**: Get notified when products fall below minimum levels
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- **Multi-warehouse Support**: Track inventory across multiple locations
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### Order Processing
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- **Create Orders**: Process new sales orders through conversation
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- **Order Status**: Check the status of existing orders
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- **Product Options**: Select colors, sizes, and variants when ordering
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- **Accompanying Items**: Add related products to orders (e.g., adding a chalk box with a chalkboard)
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### Data Synchronization
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- **Sync ERP**: Synchronize all data with Bling
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- **Sync Inventory**: Update inventory levels from Bling
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- **Sync Accounts**: Synchronize customer and supplier accounts
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- **Sync Suppliers**: Update supplier information
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### Data Analysis
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- **Sales Reports**: Generate sales reports and insights
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- **Inventory Analysis**: Analyze stock movement patterns
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- **Performance Metrics**: View key business indicators
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## Getting Started
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### Prerequisites
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Before using the Bling integration, ensure you have:
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1. An active Bling account
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2. API credentials configured
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3. Products registered in Bling
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### Common Commands
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| Action | Example |
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|--------|---------|
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| Check stock | "Consultar estoque do produto X" |
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| Place order | "Fazer pedido" |
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| Sync data | "Sincronizar ERP" |
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| Data analysis | "Análise de dados" |
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## Product Selection
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When placing an order, the bot will:
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1. Show available products from the JSON catalog
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2. Offer color and size options when applicable
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3. Allow selection of accompanying items
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4. Confirm the order with customer name and items
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## Order Structure
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Orders contain:
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- **Customer Name**: Who is placing the order
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- **Order Items**: Main products selected (one item at a time)
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- **Accompanying Items**: Additional related products
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- **Product ID**: Matches the JSON product catalog for correlation
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## Frequently Asked Questions
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**Q: How do I check if a product is in stock?**
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A: Ask "Consultar estoque" and provide the product name or code.
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**Q: How do I synchronize data with Bling?**
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A: Say "Sincronizar ERP" or select the sync option from suggestions.
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**Q: Can I place orders for multiple items?**
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A: Yes, but items are added one at a time. The bot will ask if you want to add more items.
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**Q: How often should I sync inventory?**
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A: It's recommended to sync at least daily, or after significant sales activity.
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**Q: What if a product shows different stock in Bling vs. the bot?**
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A: Run a full inventory sync to update the bot's data from Bling.
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## Troubleshooting
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### Connection Issues
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If you experience connection problems:
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1. Verify API credentials are correct
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2. Check that Bling services are online
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3. Retry the sync operation
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### Stock Discrepancies
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If stock levels don't match:
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1. Run "Sincronizar estoque"
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2. Check for pending orders in Bling
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3. Verify no manual adjustments were made outside the system
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### Order Failures
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If an order fails to process:
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1. Verify product availability
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2. Check customer information is complete
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3. Ensure Bling API is responding
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4. Review error logs for details
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## Best Practices
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1. **Regular Sync**: Sync data at the start of each business day
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2. **Stock Verification**: Verify stock before confirming large orders
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3. **Complete Information**: Always provide complete customer details
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4. **Order Confirmation**: Review orders before final submission
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5. **Data Backup**: Regularly export data for backup purposes
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## Support
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For technical issues with the Bling integration:
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- Check Bling API documentation
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- Review General Bots logs for errors
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- Contact your system administrator
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