As soon as you launch Unify Enterprise, you would be asked to give your store a name, select the type of store that you have, and enter your store URL. This would be the website your customers go to (www.examplestore.com / www.examplestore.com/democart etc)
As soon as you select a store type that required a module, Unify Enterprise would tell you that to connect to the store you first need to install the Webgility Store Module. Click continue to proceed.
Now, you would need to enter the FTP credentials to your shopping cart. These can be obtained from your web designers / web developers / hosting service providers etc. Click connect to proceed, once all the details are entered in.
Unify Enterprise would then ask you to choose a specific folder on your FTP Server. Select that folder and click 'Install Webgility Store Module'
Store module location: admin
Sample store module URL: www.yourwebsitename.com/admin/webgility/oscommerce.php
As soon as the Webgility store module is installed, you will see the screen below. Enter the admin username and password to the backend of the store and click 'Connect to Store'. If you have .htaccess protection or a protected admin folder, you can select that option and enter your protection username and passwords here. Click 'Connect to Store' to proceed. As soon as you click connect to store, Unify Enterprise would communicate with the Webgility Store module and begin to download the data and settings from the online store. You would need to click 'Continue' to proceed to the next step.
Adding your Store Address
The store address should be the "from" address that you are going to be shipping from. A company logo can be added that will be seen on the packing slip used in Unify Enterprise.
The local date format is formatted for United States format, if you are utilizing a different format in your location, that can be selected here. Click Next to continue.
Connect to QuickBooks
If you are connecting to QuickBooks, choose the version you need to connect to as well as select the company file location. The exact location of the company file can be obtained by pressing 'ctrl+1' on the keyboard. As soon as you put in the location, click on connect to QuickBooks to more to the next step. Remember, before you click on connect to QuickBooks, you need to have your company file open in single user and admin mode. As soon as connected, Unify Enterprise will download data and settings from QuickBooks. Click continue to proceed
If you are using POS, you need to put in the the company datafile name (viewable on the extreme top left of the screen). You also need to put in the POS version and POS server computer name The POS Server computer name can be obtained by going to my compter in Windows and clicking properties. The Computer Name displayed there, would be the same as the POS Server computer name. As soon as connected,Unify Enterprise will download data and settings from QuickBooks. Click continue to proceed
Order Processing Settings
Posting to QuickBooks Settings: Herein, you need to tell Unify Enterprise, how to record orders into QuickBooks. You also need to tell Unify Enterprise how to identify customers in QuickBooks and Products in the store.
Payment and Shipment Settings: Since you are using Unify Enterprise to process shipping, check the box to use Unify Enterprise to generate shipping labels. You can setup the specific shipping processors later in the store configuration. If you are connecting your payment processor to Unify Enterprise, to process order payments after the order is shipped, the box can be checked to do that. The specific payment rules can be setup in the store configuration.
Identify what your online order status mean: In this area, you can setup how Unify Enterprise interprets the order status used in your online store. Hover over the "?" to find out more information about how each status is handled in Unify Enterprise. If you only want a specific orders to be downloaded by Unify Enterprise based on order status, that can be setup in the Orders screen of the store configuration.
Start downloading orders from: Here, you need to tell Unify Enterprise when to start downloading orders from (Last 7 days, Last 30 days etc)
Click Next to continue.
Ready to Roll
You are now ready to process orders, so you should click "Let's Go" to proceed to the dashboard and Unify Enterprise will download your 50 recent orders.
Detailed Settings can be configured after you proceed to the dashboard and your orders have been downloaded. This can be done by opening Unify Enterprise and going to File >> Configure Stores.