Limitation: If an option has a rule added to it, the quantity cannot be synchronized. Please disable any option rules.
Unify Desktop is able to automatically sync price and quantity and transfer options from Big Commerce to QuickBooks.
First, let's discuss product options and what they are.
Base Product= Product that is to be the main item that is viewed in the online store. This is the called "Parent Item".
Options= Variations, such as color, size that are attached to a base item. These are called "Child Items" or "Variants". These child items have their own unique SKU because the variation is attached to the base product SKU, creating a unique SKU. It is this unique SKU that allows the child item's price and/or quantity to be synced between Big Commerce and QuickBooks using Unify Desktop.
Enabling Inventory control for options
Inventory controls must be enabled within the base item for the options.
How options are structured in Bigcommerce
This is an example of how a product with options is structured in the "view products" area of Big Commerce admin.
Below is a detailed view (within the edit area of the parent item) of the child items in Big Commerce. Each child item has it's own unique SKU, quantity, value and price. All options are of the same option type.
How Unify Desktop "sees" products with options
Unify Desktop is able to see both the parent item and its product options in the "My Products" level of the Product Module, as shown below:
In the "My Products" view the parent item (base item) is always the uppermost product and its options (variations) are grouped directly under it. The parent item quantity is the combined quantity of all the variations grouped with it.
How Products with variations are transferred from Big Commerce to Quickbooks
Transferring products with variations to QuickBooks must be done in a particular way in order to preserve the parent/child item relationship from the online store in QuickBooks.
Visit the "Transfer Products" level of the product module and select the "Transfer to QuickBooks" tab.
1) The Parent item (base item) must be transferred into QuickBooks first. Keep the quantity as is, if there are any quantity fluctuations, it will occur within the child items only. Click Save, then Transfer Product(s)"
2) Then select the first child item. The child item must be made a sub item (as shown below) of the newly transferred parent item. If there is a quantity change of a child item, that can be modified during this initial transfer process.
3) Click Save and the item will be marked as "Ready to Transfer". Leave it in the ready to transfer status and move on to the next child items until all are marked "Ready to Transfer" and transfer to QuickBooks in one batch, as shown below:
Note:The "Sub Item of:" should be individually selected for each child item so each item is the sub item of the base product. And when all child items are selected as a group all will be created in QuickBooks as sub items of the parent item.
After the product transferring process, here is how the products will appear in the QuickBooks interface:
Orders in Unify Desktop
When an order is made that contain products with options, it is the base product that is viewed but the options is the true item that contains the unique SKU that is actually ordered. Orders that contain these products with options are downloaded from Bigcommerce into Unify Desktop and the option can be viewed within the order detail of an order within Unify Desktop with the attributes of the option displayed as well.
Managing Products within Unify Desktop: Syncing price and/or quantity
Since each child item has a unique SKU, the unique SKU allows the price and/or quantity synced between Big Commerce and QuickBooks. Here is the process:
1) First a place must be designed as to where the master records are to be updated with new quantity or price information and which area is to receive the updates. For example if your QuickBooks company file is the master record area, then the "Online Store Products" should be updated at the price and/or quantity level. And vice versa, as shown below in the Synchronize Products level of the product module.
Once a decision is made as to what area is causing the item to be "Out of Sync", the correct quantity can be synced to the location the contains the price/quantity discrepancy. This is the manual process of synchronizing out of sync price/quantity. But this process can also be automated by Unify Scheduler (as shown below):
A time interval can be set, the area to synchronize and which information to synchronize.
What cannot be synced and why