Overview

With Fergus, you can now receive your supplier's price books directly, without any manual input or data entry. This means you can stay up-to-date with the latest prices and products, saving you time and effort.

To set up direct price book integration with Fergus, follow these simple steps:

The first step is to go to the Settings page in your Fergus account. You can access this by clicking on the gear icon in the top right corner of your screen.

Once you are on the Settings page, click on the Integrations tab on the left-hand side of the screen.

Scroll through the list of available integrations until you find your supplier. Please make sure to check your supplier supports direct price book integration with Fergus.

If your supplier supports price books, click on the toggle button next to their name to enable the integration.

After enabling the integration, a unique email address will be provided. Copy this email address and share it with your supplier.

Please note: Some suppliers will allow you to configure this straight from their portal.

Once your supplier has the unique email address, they can send their price books directly to Fergus. Whenever they send a price book to this email, Fergus will automatically upload it and update your existing records. This means you can easily access and use the most up-to-date pricing information for your quotes and invoices.

With direct price book integration, you no longer have to manually update your pricing information. This saves you time and ensures that your quotes and invoices are always accurate.