Setting up

Shopventory as the Primary Database

In the Locations and Integrations tab of the Settings section, you can choose the Sync Settings for each of your locations. Simply click on the Integration name to view the settings.

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Sync Products and Variants 

This option means that any Products and Variants created in Shopventory will automatically be created in your point of sale.

It also means any changes made to things like Product Name, Variant Name, Price, SKU, etc. will also be reflected in the point of sale. It is recommended to have this enabled so any changes made in Shopventory reflect in your register.

Sync inventory quantities

This option will make it so that any changes entered to inventory quantities in Shopventory will automatically be reflected in the point of sale. This is also recommended as inventory should only be managed in Shopventory. 

If you have particular Products whose quantity you don't want to track, those can be managed independently in the Inventory section of Shopventory.

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Recommended Settings

We strongly recommend
BOTH options be turned ON.
 

What changes when using Shopventory is all updates, changes, and additions to inventory are made in Shopventory rather than your point of sale provider's system. 

With both options enabled, Shopventory becomes the Primary Database. This means Shopventory has the final say over what the inventory numbers should be. Ergo, all inventory information entered into Shopventory will be pushed out the point of sale. No changes to inventory made in your point of sale will be synced back to Shopventory.

With neither option enabled, Shopventory is only reporting on sales, not helping you track vital changes to inventory like costs or quantity updates. This is not recommended.

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Refunds default!

Do you want Shopventory to put Products back on the shelf if they've been refunded? By default, Shopventory will NOT re-stock refunded Products. 

You can click on the integration name to select whether you'd like Shopventory to re-add returned Products into the inventory for that integration. Setting the toggle to 'On' means Shopventory will automatically put refunded Products back into the available inventory.

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Import Stock Counts

This setting is recommended to be left OFF. If Shopventory is being used as recommended, then no inventory updates should be made in the merchant account provider's system. Learn more

This setting should only be activated if you want Shopventory to import quantity updates that have been made in the provider's system. This will only import counts ONCE per day. You can choose the time when that process runs.

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