Shopping Cart controls
Do not START the Cart (set to Running) without specifying what data will be synchronized and from what date/time.
First Read: ⚠ Live Shopping Carts.
Which cart do you want to set up?
See these links:
Shopping Cart Control Tabs
Use Edit and Save to adjust.
| Tab | Notes |
|---|---|
Auto-synchronization automatically imports Orders and updates Customers and Items. Set the auto-synchronization between the system and the Cart. Auto synchronization can be started when the Shopping Cart is in View or Edit mode Start/stop the auto-synchronization process | |
Orders | List Orders imported from the Cart |
Items | List Items in your system and export them to the Cart |
Customers | List Customers in your system and export them to the Cart |
Orders (Cart) | List Orders in the Cart and selectively import them into your system. |
Items (Cart) | List Items in the Cart and selectively import them into your system. |
Customers (Cart) | List Customers in the Cart and selectively import them into your system. |
From Cart
Controls data coming from the Cart to your system.
Use Edit and Save to adjust.
| Control/Field | Notes |
|---|---|
Status | Auto-synchronization that automatically imports Orders and updates Customers and Items is either STOPPED or RUNNING.
Auto synchronization can be started when the Shopping Cart is in View or Edit mode |
Import Orders As | Select how Orders imported from the cart will be transformed (i.e. what Document in your system). Options are Cash Sales, Sales Orders, or Sales Invoices. Documents will be imported with a status of PENDING. Cash Sales and Sales Invoices will not post to the Accounts or affect Stock until you change the Status. |
Last Order from | Set the initial date/time from which you want to import Orders. Any Orders before this date will not be imported. This value is automatically updated when Orders are imported. |
Last update time | Set the initial date/time from which you want to check if Customer/Item data has been modified. This value is automatically updated when Customers are updated. |
Enable Customer updates | Enable automatic update of Customer records - if the record is changed in the Cart, it will automatically be changed in your system. |
Enable Item updates | Enable the automatic updating of Item records - if the record is changed in the Cart it will automatically be changed in your system. |
To Cart
Controls data coming from your system to the Cart.
Use Edit and Save to adjust.
| Control | Notes |
|---|---|
Enable Customer updates
| Enables the automatic updating of Customer records - if the record is changed in your system it will automatically be changed in the Cart.
|
Enable real-time stock updates
| Enables the automatic updating of Item stock levels - if the level is changed in your system it will automatically be changed in the Cart for the corresponding Item.
|
Enable Item updates
| Enables the automatic updating of Item records - if the record is changed in your system it will automatically be changed in the Cart. |
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