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