Web Store
Once a web store has been configured sales orders can be imported in and inventory availability and, optionally, shipment information can be exported back to the web store.
Synchronize
The synchronization between Acctivate and your web store(s) can be run as needed or on a defined interval. To start a web store sync, do the following:
- In Acctivate, go to Web Stores → Web Store Sync.
- In the Web Store Sync window all your active web stores will be checked/selected for inclusion in the sync. If you do not want to include a web store, uncheck it. If you have only one web store you will not see a list of web stores, instead you will just see text that reads "Press Sync Now to synchronize with web store {web store name}".
- Set the Sync frequency in the bottom left of the Web Store Sync window. If set to Once, the sync will only run one time. You would repeat the above steps when ready to sync again. If you choose one of the timed intervals Acctivate will sync at that interval as long as this Web Store Sync window remains open, however you can minimize it.
- Click Sync Now
Once you click Sync Now, Acctivate will begin requesting orders from the web store since the last web store sync. If the template option "Automatically retry importing skipped orders" is enabled, Acctivate will also request web orders that have previously been skipped due to warnings.
The orders will first be validated. If the Provide confirmation before importing sales orders option is enabled, the web store sync will pause after the orders have been validated and you must confirm that you want to continue with the import. To continue with the import, you would click Complete Sync.
If the Provide confirmation before importing sales orders is not enabled, orders will be automatically imported in after the validation step as long as there are no warnings encountered. If warnings are encountered, you will be required to click Complete Sync unless you have the web store sync configured to run on a timed interval. In that case, the web sync will complete automatically.
Orders with warnings are handled differently depending on the Warnings configuration options.
After orders are imported, inventory availability and shipment information is exported depending on your web store template options.
More Options
There may be a time in which you need to import or re-import specific Sales Orders rather than run a standard sync. To do this, follow these steps:
- In Acctivate, go to Web Stores → Web Store Sync.
- In the Web Store Sync window click More Options.
- Choose the Web Store you want to sync the orders from.
- Enter the Web Order IDs or the Time range of the orders to be imported:
- Order IDs: You can enter one or you can separate them using a comma. E.g.,
123156, 124001, 126357
. If the web order ID contains a comma, then you should use quotes at the begging and end of the web order ID. E.g.,"123,456", "123,789"
. - Time range: To sync orders based on a date, you must provide a starting date and time and ending date and time.
- Order IDs: You can enter one or you can separate them using a comma. E.g.,
- Click Sync Now.