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5. Setup Products

Note : If you have the QuickBooks Advanced inventory add-on, this configuration screen will allow you to select a default inventory site and also track inventory in multiple locations. 

The products screen can be used to configure exactly how your pre-existing inventory matches up between your accounting software and the online store. It is imperative to have the correct matching criteria here. For example if the SKU on the online store is W123K123 it must match up exactly the same way, to your Item Number, ALU, UPC or custom field in your accounting software.

If a Product is not found, you can have Unify Enterprise prompt you to create a new item or match the ordered item to a pre-existing item in your accounting software. 

If your inventory is entirely new and you have nothing in your accounting software, you can also choose to create a new item automatically (if it is not found) as and when the order is posted to your accounting software. If you do choose this option, remember to click the setup button to fine tune the configurations for product creation. 

If you do not want a new item created, and the new item is not found, you can use a standard item in your accounting software to be marked as the sale in place of the orders item. e.g. If the ordered item is 5 pieces of W456x897, and it is not found, then the product 10202 (as chosen below) will be marked as the sale.

Last but not the least, incase the ordered item is not found, you can choose to flag the order with an error and not post it to your accounting software. 

To fine tune your inventory synchronization on the basis of price and / or quantity, and to also tell Unify Enterprise what to do with zero / negative / decimal quantities, you can turn to the product sync settings tab on the top of the products configuration window. The select master data dropdown can be used to setup a master area for quantities and prices. You can also enable a sync for product cost. While you are here, remember to use the dropdown for 'Do not show product as in order' when order in and select all the 4 options there. 

The next two tabs, allow you to setup and configure default settings for exactly how your products will transfer over to your accounting software and what categories, COGS accounts, Asset Accounts etc are used as the base for the product creation and /or transfer. 

Accounting Software product settings (Quickbooks is used an example)

Store Product settings (Magento is used as an example)

 What's Next :

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