Switching to Retavon
Send us your export, or let your AI agent run the migration for you. Either way your customers, their spas, your catalog, your stock and your balances come over, and you check every record on screen before your first day.
What comes over
The records a dealer starts with, under your own SKUs, customer numbers and store codes.
- CustomersNames, addresses, emails and phone numbers, delivery sites, credit limits and payment terms, and tax exemption certificates.
- Their spas and equipmentEach customer's hot tub, swim spa or pool equipment with its serial number, install date and warranties, ready for service.
- Your catalogItems and SKUs, vendors and their costs, the packs chemicals come in, factory options, and price lists.
- Stock on handOpening stock at each store and van, with every spa on the floor by serial number at its own cost.
- Customers' waterThe hot tubs, swim spas and pools you test, with your target ranges and dosing rules.
- What customers oweHouse account balances by open invoice and its date, so statements and aging carry on from your old system.
- Gift cards and store creditCards already in customers' hands, by code, with what each holds, and the store credit you owe.
- Orders in progressOpen orders with the deposits customers have already paid, held until delivery.
- Open leadsShoppers still deciding, with their follow-ups.
Send us your export
Export what your current system holds and send it to us. We load it into Retavon, and your staff check customers, spas, stock and balances on the same screens they will use on day one.
Or let your agent run it
Every record your staff can make on screen, an agent can make through the API. The agent works with the numbers in your export. The API takes a SKU, a customer number or a store's code in place of an id, so nothing needs translating first. Opening stock carries an idempotency_key, and so do opening balances, so an import that stops halfway is simply run again, and nothing is counted twice.
{
"location_id": "BOI",
"kind": "opening",
"lines": [
{ "item_id": "CHL-25", "quantity": "40", "unit_cost": "18.50" },
{ "item_id": "FLT-6CH", "quantity": "12", "unit_cost": "31.00" }
],
"idempotency_key": "opening-stock-BOI-page-1"
}You stay in control of the move
Issue the import its own agent key with only the permissions the move needs, and revoke it when the move is done. Everything it writes is in the audit trail under that key's name, and every record is on screen for your staff to check before you open the doors on Retavon.
- A key for the moveNamed for the job, holding only the permissions it needs, expiring when you choose.
- Checked before it writesEach reply says what was refused and why, so the agent fixes a bad row and carries on.
- Seen by your staffCustomers, spas, stock and balances appear on the same screens your team will use on day one.
Plan your move
Write to us with your store's name, how many locations you run, the system you use today and what it exports.