Integrate Wherefour with Retently

Trigger NPS/CSAT surveys after order processing or customer updates, sync customer profiles between Wherefour and Retently to ensure consistent customer data, and use survey feedback to improve inventory and order management processes.

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About Wherefour

Wherefour provides solutions for inventory management, order processing, and customer management. It enables users to create, update, and search for customers, orders, and inventory items.

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Wherefour to Retently

1

New Customer Created

Triggers when a new customer is created in Wherefour.
2

New Pick & Ship Created

Triggers when a pick and ship activity for an order is completed in Wherefour.
3

Stock Lot Level Changed

Triggers when the stock lot level of an inventory item changes in Wherefour.
4

New Order Created

Triggers when a new order is created in Wherefour.
5

New Purchase Order Created

Triggers when a new purchase order is created in Wherefour.
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Retently to Wherefour

1

Create/Update a Customer

Creates a new customer, or if the customer already exists in Wherefour, updates the existing record.
2

Pick and Ship an Order

Auto selects inventory to fulfill an order and records the transaction in Wherefour, returning the stock lot(s) and lot codes selected based on the inventory pull strategy for each item.
3

Search for an Address

Locates an address in Wherefour.
4

Search for Inventory

Locates inventory in Wherefour by SKU or Inventory Item Name.
5

Search for a Purchase

Locates a purchase order in Wherefour based on the Wherefour purchase order number.
6

Search for a Vendor

Searches for a specific vendor record in Wherefour.
7

Add a Stock Lot

Adds a new stock lot to an inventory item in Wherefour.
8

Create an Order

Creates a new order in Wherefour.
9

Update an Order

Updates an existing order in Wherefour.
10

Search for a Customer

Searches for a specific customer record in Wherefour.
11

Search for an Order

Locates an order in Wherefour based on the Wherefour order number.
12

Search for Shipments

Finds the shipments for a specific order number.

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