This article outlines the process of connecting Unify Desktop with a trading partner in SPS Commerce. However, before you commence with the integration process, ensure that you satisfy the following pre-requisites:
- A valid Purchase Order (PO) file from your trading partner account of SPS Commerce.
- Upload this file to your FTP server using Filezilla.
To connect Unify Desktop with a trading partner in SPS Commerce
1. Login to Unify Enterprise
2. From the File menu, click Manage Stores.
3. In the Manage Stores screen, click Add New Store.
4. In the Select Store screen:
a. Type the store name in the Store Name field.
b. From the Select Store field, click SPS Commerce.
c. Click Continue
5. In the Connect to your Store screen:
a. Type your registered trading partner id in Amazon Vendor Central in Trading Partner ID field.
b. From the Trading Partner Name drop down box, click Amazon Vendor Central - SPS.
c. Type your credentials (user name and password) in the respective fields.
Note: By default, the Test Mode checkbox is pre-selected, implying that it is preferable to have your connection in test mode, before you go live.
d. Click Connect to Store.
e. A message notifies that you have successfully connected to the store. Click OK and then click Continue.
You will be directed to Connect to Accounting Software screen.
6. In the Connect to your Accounting Software screen:
a. If you want to add a new or use an existing company, click the appropriate option from the Use Existing/Add Accounting Company drop down box.
b. Click to select the right accounting software version (QuickBooks) from Select Accounting Software drop down box.
c. Type the company's file location in the Company File Location drop down box.
d. Click Single User from QuickBooks File Mode drop down box.
e. From the QuickBooks Connection Type drop down box, click which file (local file, remote file and more) you want to use for connection.
f. Click Connect to QuickBooks.
Wait for the data to get downloaded.
g. Click Continue.
You will be directed to the Order Processing Settings screen.
7. In the Order Processing Settings screen:
a. From the Select how to record orders into QuickBooks drop down box, click Invoice.
Note: For SPS Commerce, you only have the invoice option enabled.
b. From the How do you identify customers in QuickBooks drop down box, click the appropriate option.
c. From the How do you identify products in store drop down box, click to select the appropriate option.
Note: You have an additional GTIN option enabled only for this store for matching criteria.
d. If you want Unify to generate shipping labels, click the corresponding checkbox.
e. Click Continue.
You will be directed to the Ready to Roll screen.
8. In the Ready to Roll screen, click Let's Go to direct you to the Unify Dashboard to get started with order processing.