Stock IQ Setup Guide

Step 1

Register a user name and secure password from app.smartramp.com.

Step 2

Enter personal profile details.

Step 3

Check your inbox and verify your email. address

Step 1

Select your desired plan and click Next – Payment.

Step 2

Enter your billing details in our secure portal. If you are a returning customer, the last four digits of the payment card you used previously will be displayed. 

Click Submit Payment to complete the transaction.

Step 3

Enter your billing details in our secure portal. If you are a returning customer, the last four digits of the payment card you used previously will be displayed. 

Click Continue to complete the transaction.

Step 4

Click Launch App to begin configuration.

Step 1

There are three steps to connect HubSpot and your ERP. You will need HubSpot super admin credentials and ERP API key details.

Step 2

Either create a new HubSpot account or sign into an existing account. Use HubSpot super admin credentials.

Step 3

Connect your ERP account. For Netsuite, you need

• Account ID
• Consumer Key
• Consumer Secret
• Token ID
• Token Secret

We have linked instructions on how to generate and find these elements.

Step 4

Select the location(s) where inventory is kept. These will be available in the Stock IQ CRM card.

Step 1

Oversold items are identified with red highlights. Two options exist to address the alert: Remove Out Of Stock Items and Update Products to Max.

Step 2

Selecting Remove Out Of Stock Items eliminates the product from the Deal.

Step 3

Selecting Update Products To Max reduces the quantity quoted to the total remaining units in inventory, leaving zero inventory.

Step 4

You will receive a confirmation popup. Click OK to see updated quantity levels.

Step 5

Quantity quoted is reduced to the maximum units available in inventory.

Step 6

Refresh your browser to the adjusted quantity quoted.