Store Level > Settings > Syncore Settings

Use this screen when you are setting up Syncore Integration, only after you have completed the previous steps.

For more information, see Set up the Syncore Integration

1. At the Store level, enter the Store Identifier provided by the support team. You DO NOT need to Enable the store at this time. You can return to this screen to Enable and enter a Starting Order Number when you are ready to start syncing orders.
2. Select whether or not you want credit card payments to sync.
   
   Syncing credit card payments means the payments placed on the store by your clients will be posted as payment on the Sales Order in Syncore upon creation.
   
   STARTING ORDER NUMBER
   
   You DO NOT need to enter a Starting Order Number at this time. You can return to this screen to Enable and enter a Starting Order Number when you are ready to start syncing orders.

3. Click Test Connection and Save.

4. When you are ready to start syncing orders, return to Syncore Settings in Commercio at the Organization level to enter your Starting Order Number and Enable the integration.

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Tips for managing items in Syncore

• To find the jobs that need to be actioned, your CSR should use the V1 job tracking queue and ensure they change the Job Classification to “Programs Only”
• Do not repeat the Job in Syncore. If you are needing to split the order for stock and non-stock items it’s recommended to duplicate the Sales Order on the same job and update them accordingly. This will ensure the status in Commercio does not change to Fulfilled until this order has been Delivered in Syncore. If you repeat the job and make changes to it, Commercio will not know about this new Job.
• If you are paying commissions on these orders and products have inventory on them you should add in under Misc Charges the amount of the inventory cost so that the margin on the job is accurate (as there not be any Purchase Orders on this Job since the items are in stock).
• If your CSRs are unfamiliar with V1 they can review the videos available in Syncore Resources >> Onboarding >> CSR >> Order Processing (V1 legacy) section.

Updated November 30, 2023 23:56