This article outlines the basic process about how to use Unify Desktop on a daily basis to process orders from your online store. Although this information is displayed in steps, you will notice that the various buttons such as Process Shipping, Post to QuickBooks, Post to Store and Archive are arranged sequentially to let you process the orders in the step by step fashion.
To use Unify Desktop to process the orders
1. Log in to Unify Desktop.
2. On the Dashboard:
a. Click Check for new Orders to download your daily orders.
You can view the new orders in the Inbox.
Note: If you are downloading orders that have the status in Unify Desktop as Paid and Unshipped, then you can either post these orders to QuickBooks or even process shipping.
b. For processing shipping, select an order or a list of orders and then click Process Shipping.
The shipping label gets printed. Apart from that, the shipping details such as the carrier name, method, tracking id, etc get added to the order.
Note: To let Unify successfully process shipping for your selected orders, you need to successfully connect with a shipping processor.
c. Click Post to QuickBooks to post the selected order(s) to QuickBooks.
This creates the transaction in QuickBooks.
- Shipping/payment details and customer notes can be displayed on the transaction.
- Ensure that you already have a customer created in QuickBooks. If not, create a new customer in the QuickBooks' Customer Center.
- If you are using a standard customer, the created transaction will be applied to the standard customer.
- The customer details are available in the transaction even when using a standard customer.
d. Click Post to Store if you want to post the orders to the store.
The details of the orders including shipping get posted to the online store.
Note: Depending on your shopping cart, an email notification can be triggered from it and sent to the customer, notifying the shipping details.
e. Once you are done with the orders, click Archive so they are out of the Inbox.
Retrieve Tracking ID: Unify Desktop can retrieve the tracking information that QuickBooks Shipment Manager has added to a transaction posted to QuickBooks. Click here to learn how.