Ideal POS Inventory Integration
Learn how to connect your Ideal POS system to Quivers using automated inventory reports. This article walks you through configuring stock control in Idealpos, saving your report, and scheduling it to sync your inventory to Quivers automatically.
The Ideal POS integration allows your Idealpos system to automatically send scheduled inventory reports to Quivers via email exports. Once configured, your stock levels in Quivers will stay current without any manual intervention — ensuring customers only see accurate availability when shopping online.
Prerequisites
Before getting started, make sure you have the following:
✓
Active Idealpos Subscription or Trial — The integration requires a working Idealpos account.
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Idealpos Desktop Application — The desktop app must be installed and activated on your system.
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Your Unique Quivers Integration Email Address — Found in your Quivers Admin Panel under the Ideal POS Add-on configuration. This email is unique to your retailer account and routes inventory reports directly to Quivers.
Note: Your integration email address is unique to your retailer account. Do not share it. If you need to locate it, log in to your Quivers Admin Panel, go to the Ideal POS Add-on, and copy it from the Configuration tab.
Step 1 — Configure Stock Control in Ideal POS
Before a report can be generated, ensure your items are set up for stock tracking in Idealpos.
1
Configure Stock Control
- Open the Idealpos desktop application.
- Navigate to File in the top menu bar.
- Select Stock Control and choose the item(s) you wish to manage.
- Click Modify.
- Set the Stock Control option to Yes, then click Save.
- With the item still selected, go to Locations to add or modify stock levels for your specific storefronts.
- Click Save and then Back.
Step 2 — Create and Save the Stock Report
You must save your report parameters as a "Favorite" before it can be scheduled for automation.
2
Create and Save the Stock Report
- Go to Reports in the top menu bar.
- Navigate to Stock Control → Stock Levels by Location.
- Select the specific Location you wish to sync.
- Select the Range of Items you wish to include in the report.
- Click Save Defaults and then click View.
- In the top right of the menu bar, click the Favorites (Star) Icon.
- Provide a descriptive name for the report (e.g., "Quivers Inventory Sync") and click Save, then Back.
Step 3 — Schedule the Automated Sync
Once your report is saved as a Favorite, you can schedule it to send to Quivers automatically.
3
Schedule the Automated Sync
- Go to Setup in the top menu bar and select Schedule.
- Select Add to create a new scheduled task.
- Fill in the required schedule details — Frequency and Time.
- In the recipient field, paste the unique email address copied from your Quivers Ideal POS Add-on configuration page.
- On the right side, locate the Shortcut Report Available section where your favorited report is listed.
- Drag and drop the desired report into the Scheduled Reports section below.
- Click Save and then Back to complete the setup.
You're all set! Quivers will now receive your inventory report on the schedule you've configured and update your stock levels automatically. Your inventory will sync on the next scheduled report send — no manual trigger needed.
Important Notes
- Data Accuracy. Only items with "Stock Control" set to Yes will be included in the sync. Items not configured for stock tracking will not appear in Quivers inventory.
- Report Format. Ensure the report is scheduled to send in CSV format, as required by your Quivers configuration.
- Unique Email Address. The integration email in your Quivers Ideal POS settings is unique to your retailer account. If you need to find it again, log in to your Quivers Admin Panel, go to the Ideal POS Add-on, and copy it from the Configuration tab.
Need Help?
Our support team is here to help you get connected and syncing.