Product Management
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      How do I sync stock updates from Connex Ecommerce Analytics to my selling channel?

      How should I perform procurement in QuickBooks?

      QuickBooks is still your inventory master. To add stock, follow these steps:

      1. In QuickBooks Online, search for purchase order.
      2. Create a purchase order.
      3. Click copy to bill.
      4. Save the bill.
      5. Your inventory quantity has increased.

      What is the use case?

      If you use QuickBooks Online and you have more than 15,000 orders with the same item, then QuickBooks Online syncing will fail. For more details, read this guide.

      Connex Ecommerce can solve this issue:

      1. Our Connex Ecommerce Analytics will download your products from QuickBooks:
      2. Our Connex for QuickBooks will sync a summary sale to QuickBooks, based on your recent payout: 
      3. You only receive a summary, if there is a payout. If there is a weekend or bank holiday, then no syncing will occur. It is possible to sync stock updates from QuickBooks to your selling channels, but without orders in QuickBooks no stock changes occur. Your inventory is out of sync for one to three days, until the payout is synced. 
      4. Our analytics tool will download your orders and decrement the quantity on hand for those products. If you sell 3900 units of product SAMPLE-BIN in three hours, then Connex tells all your selling channels that product SAMPLE-BIN is sold out. This prevents cancellation of customer orders.
      5. For product SAMPLE-BIN, you create a purchase order and a bill for 3000. Connex will download this stock change and update the quantity on hand to 3,000.

      While downloading orders from my selling channel to Connex, my products are mismatched. How do I handle this problem?

      QuickBooks should be the item master because QuickBooks is a procurement management system. To properly add inventory, you must record the cost to purchase the inventory. Otherwise, you are unable to account for the expenses during tax time. All selling channels should have a subset of your products in QuickBooks.

      Many businesses enter their product on the selling channel first, so they can sell the product online. In some cases, there are typos between the product SKU and the QuickBooks item name. Other times, the product is sold before the product is added to QuickBooks. This means there is no link between what was sold and what appears in QuickBooks. Here is an example product in Connex with a negative stock quantity:

      To solve this problem, Connex has a product mapping tool. If Connex downloads an order and there is no matching product, then the product its order appears in a waiting area. Once you fix these mapping issues, Connex will move the sale from staging to the live area.

      Here is how the product matching tool works:

      1. Go to products > product matching:
      2. Click add matching.
      3. Choose the selling channel and products to match.