Retailers using Epicor Eagle's Compass tool create CSV files and export these reports to a Locally FTP folder. Here's how:
- Create a query in Compass that contains the required inventory data fields (UPC code and Quantity Available).
- Create a schedule for automated uploads. Ex: every two hours from 4am until 9pm
- Create a task using the Task Wizard that runs the query using the schedule you created, and set it to FTP using the Locally.com credentials (or via email to your assigned locally.com email address). Generate your Locally FTP credentials here: https://www.locally.com/station/panel/credentials/index If you have any trouble signing into files.lcly.co with your auto-generated credentials, please email firstname.lastname@example.org.
- Email Locally at email@example.com when you're done so that we can complete the setup on our end.