A high level overview of features
1. Review Prerequisites
Before adding your first integration, make sure you have everything you need by reviewing the prerequisites:
- Get the admin logins for all of your selling channels.
- If you are pairing QuickBooks Desktop, get the admin login to QuickBooks.
- If you have QuickBooks on a remote machine, get the admin login.
- If you use QuickBooks Online, get the company admin login.
2. Add a new integration
Begin the process of adding an integration to your account and connecting it with Connex. For more info, read these guides.
3. Connect your QuickBooks (optional)
If you want to sync cost of goods sold and quantity on hand, we recommend pairing your accounting tool. If you manage inventory outside your accounting tool, then there is no need to pair QuickBooks.
4. Up to Date Reports
Demo Account
Connex has a demo account with sample data. Check out what reports are available the features that we offer, using sample data. You can connect no other selling channels to our demo account. Go to our site and click demo trial.
Amazon Dashboard
Many Amazon customers have razor-thin margins. Our Amazon dashboard will help sellers manage their expenses. Our Amazon dashboard will list total sales by product and their total expenses. This includes COGS, Amazon fees, and Amazon advertising fees. For more info, read this guide.
Inventory Dashboard
Retrieve reports on inventory planning and reorder without over or understocking. View reports on stock turnover and see products that are under or overstocked. For more info, read this guide.
Orders Dashboard
Many business owners sell on channels that produce little or no revenue. Our orders dashboard will list total revenue by day, month and selling channel. Our dashboard will help business owners determine if a selling channel is performing well. For more info, read this guide.
Product Dashboard
Many e-commerce sellers overstock or understock products. This causes them to miss out on sales, incur large storage fees, or sell products at a loss. Our product dashboard has reports on forecasting units sold seasonally and total revenue per product. For more info, read this guide.
Goals
Many sellers are unsure when a financial event happens at their company. This includes a large dollar amount of refunds or meeting a sales goal. Connex can notify you that financial events occurred. For more info, read this guide.