Reference
Statuses, permissions, and what Orders & Inventory does automatically.
4 articles shown
- Orders & Inventory Staff Access Policies
What each of the three ready-made staff access levels for Orders & Inventory grants, and which one lets someone open Setup.
- Entitlement Checks and API Access
How another system asks whether a contact or organization holds enough of an entitlement type, which entitlements count toward that answer, and the rules that keep entitlement data confined to your account and off the Portal.
- Stock Record and Movement Record Rules
The validation rules and allowed changes when a stock record or a recorded movement is created, annotated, or removed directly through the API, including what is required, what can never be changed after creation, and how batch requests behave.
- Tax Setup Through the API
What a partner integration can do to your tax classes, products, and rates directly through the API, including partial updates, batch changes, a per-class product override, switching a rate off, and storing your own custom field values.