Synchronizing Inventory Quantity on Hand (QOH) between a Shopping Cart and the Order Manager
Importing Inventory from a Shopping Cart into the Order Manager
Importing Customer Information from a Shopping Cart into the Order Manager
To access the Shopping Cart Functions screen:
Maintenance Menu> Cart Functions> Shopping Cart Functions
Notes:
1) The options that you see on this screen depend on the type of shopping cart and its capabilities. For more information about a specific shopping cart's functionality, see the Shopping Cart Matrix.
2) If the Shopping Cart Functions screen for your cart displays options that are not pictured here, refer to links provided at the end of this article for more detailed information about your specific cart.
3) If a function shown in these examples is not displayed when you access your Shopping Cart Functions screen in the Order Manager, then the cart does not support those functions. However, you may be able to import inventory or customer information via a text file. See Import Suppliers, Customers, Inventory, or Cost and Prices.
Select a Shopping Cart: Click on the shopping cart with which you want to work.
Send QOH to Website: Click the Send QOH to Website button to upload the Quantity on Hand (QOH) of each item in the Order Manager to your Web store. You can enter a Maximum number of items to send to prevent server time out errors.
Get QOH from Website: Click the Get QOH from Website button to download the QOH for each item in your Web store and update the Order Manager. If an item in your Web store does not exist in the Order Manager, the program will add the item to the Order Manager if the Create Records for New Products checkbox is checked.
Note: Choose the SendQOH to Website OR the Get QOH from Website button, depending on which location has the correct QOH information. Clicking either of these buttons only pulls or pushes the current QOH numbers between the shopping cart (website/store) and the Order Manager at the time the button is clicked. Do not mistake these buttons as "real-time" inventory synchronization. For more information about using the Real-Time Inventory Synchronization system, see the article Inventory Synchronization.
If the Import Inventory function button is displayed on the Shopping Cart Functions screen, then the selected cart supports those functions. However, if the Import Inventory button is not available, you may still be able to import inventory information via a text file. See Import Suppliers, Customers, Inventory, or Cost and Prices.
On the Shopping Cart Functions screen, select a shopping cart from the Select a Shopping Cart box.
If you wish, you can adjust (lower) the Maximum number of products to download at a time to prevent server time-out errors. This limits the number of items that will be contained in a single XML file that is generated during the import process. The lower the value, the greater the number of XML files that will be created as part of the import process. These files will be stored in the Data Archives folder, as determined by the location that you specify in the Setup Wizard.
Click the Import Inventory button to open the Import Options screen.
Note: The import options available on this screen depend on the type of shopping cart and its capabilities. The Import Options screen for your cart may not offer all of the options listed below. Certain shopping carts do not support any of the import options available on this screen. For those carts, the Order Manager will import inventory without displaying this screen.
Select the desired Import Options.
Start by deleting all existing Inventory? If Yes, the Inventory table in your data file is emptied before your new data is imported. If No, products that do not already exist in your data file are appended to the Inventory table as new product records.
When new items are already present: Click on either Replace all existing data, Only replace selected fields, or Do not modify existing data. (Note: The label on this section of the form is a bit misleading. It should probably read "When items are already present" to indicate that you are to choose one of the options below it to tell the program how you want handle information for items that already exist in Order Manager.)
Replace data in fields that are checked below: If you clicked on Only replace selected fields, click in the checkbox next to the fields that contain the data you wish to replace.
Option Lists: Choose how you want the Order Manager to import product options.
Click OK to begin importing records.
After the program is finished importing the inventory records, a message box opens that says how many were checked, added, or edited.
Your view returns to the Shopping Cart Functions dialog box; click Close to exit.
Select a Shopping Cart: Select the shopping cart with which you want to work.
Import Customers: Click this button to import customer information from the selected shopping cart (web site/store) into the Order Manager.
Update Matching Records: Check this box to update existing customer records. Leave it unchecked if you do not want to update existing customer records. If you do not see this check box, then all customer records will be updated.
Maximum number of customers to download at a time: This option can be adjusted (lower) to prevent server time-out errors. This limits the number of items that will be contained in a single XML file that is generated during the import process. The lower this value is, the greater the number of XML files that will be created as part of the import process. These files will be stored in the Data Archives folder, as determined by the location that you specify in the Setup Wizard.
See the following articles for information about Shopping Cart Functions specific to these carts:
eBay Blackthorne pre-V5.9
Generic / Custom Shopping Carts
See Also
Updated 6/11/09
Modified 6/14/10