Webinar: Automate your ecommerce management with Webgility | QuickBooks Enterprise

Here’s how Webgility and Enterprise can work harder for your ecommerce business.

You’ll learn more about:
Setting how frequently ecommerce order data will sync to QuickBooks
Handling updates to your inventory and pricing
Seeing when inventory or orders are out of sync, and making corrections

In this video:
0:00 Intro to today’s webinar and speakers: Marjorie Adams, CEO of Fourlane, and Zach Smith, Senior Account Executive at Webgility
4:00 Using the Webgility Scheduler to set how often your system will download orders from your ecommerce channels, and how often it will post the orders to QuickBooks Enterprise.
4:50 Why and how to set pre-conditions for status of orders to be downloaded and posted
5:54 Discussion on how the most suitable syncing frequency for a business depends on multiple factors, like its data needs and its sales outside of QuickBooks
9:03 Two-way inventory syncing: QuickBooks quantities reflect ecommerce sales, and Webgility quantities reflect all other sales and added inventory
11:00 Using the Out of Sync Products manual view, you can see which inventory items are out of sync and choose how to synchronize the data
12:04 Up-to-date quantities on ecommerce channels can help drive your customers’ purchase decisions
13:44 Using automation rules to sync quantities by channel and item
17:39 Choosing quantity on hand versus quantity available per channel, in product sync settings
19:46 What to do when you have a new product: product transfers, A/B testing, new offerings, bundles
24:37 The importance of managing costs in ecommerce by eliminating extra steps
25:26 Whether to sync pricing, and how to manage automation of pricing updates
32:47 Order errors – their function, how they happen, and how to review and alleviate them
35:45 The “Undo Sync”button and how it’s useful
36:44 Discussion about how businesses can use an ecommerce workflow even if they don’t have inventory
38:12 Ask questions of your technology partners – it can help drive your growth

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