This article covers how Unify Desktop handles Pinnacle Cart variations within the QB POS integration.
- A. Initial setup
- B. How to setup Unify Desktop to see Pinnacle Cart variations
- C. How Unify Desktop sees Pinnacle Cart variations
- D. How orders are processed
- E. Synchronizing data between Pinnacle Cart and QuickBooks POS
- F. Limitations
A. Initial setup of Pinnacle Cart and Unify Desktop
Step 1: Items in Pinnacle cart must be created within the Pinnacle Cart interface and setup to track inventory at all product and attribute levels.
Step 2: Download data and settings in Unify Desktop so all product information can be utilized by Unify Desktop.
B. How to setup Unify Desktop to see Pinnacle Cart variations
The Unify Desktop interaction with Pinnacle cart item variations is dependent on the matching criteria between the variation Sub item ID (Pinnacle Cart) and the UPC/ALU/Item number field in POS that matches with the Sub item ID in Pinnacle Cart.
C. How Unify Desktop sees Pinnacle Cart variations
To determine how Unify Desktop sees the variations within your Pinnacle Cart store, after setting up the configuration, go to the Product Module ->My Products and click on the Get Product button.
Unify Desktop will see the base product (test) as well as the variations connected to that product (TEST-001).
Note: The "*" is purely cosmetic and does not modify the SKU of the base product or variation.
The goal is to see that all product variations in Pinnacle cart match with its "twin" in QuickBooks. The Matching products tab should look like this:
D. How orders are processed
This is how an order in with items that have variations look within the Pinnacle Cart interface.
Step 1: When Unify Desktop downloads the order, it will download the item Sub ID as the SKU.
Step 2: Matching criteria has been established between the item sub ID and the field in QB POS.
Step 3: When the order is posted to QuickBooks POS it will connect with the correct item in POS and deduct the quantity.
E. Synchronizing item variation data between Pinnacle Cart and QuickBooks
Since Unify Desktop can see the item variation properly, it can also identify when the quantity in the online store doesn't match the quantity in QuickBooks. Click the links to learn more about how product synchronization works and how to sync out of sync data.
Note: Unify Desktop cannot synchronize variation price between Pinnacle cart and QuickBooks.
F. Pinnacle Cart variations/QuickBooks POS/Unify Desktop limitations
- Unify Desktop cannot transfer items from QuickBooks POS and create variations in Pinnacle Cart.
- Unify Desktop cannot synchronize variation price between Pinnacle cart and QuickBooks.