The Products Module view is the center of control for your inventory. It is accessed by clicking on the ‘Products’ in the Webgility header. This article is going to outline the views in your Product Catalog.
Consolidated Product Module
You can access all the Product module features from one consolidated view This is the main hub for viewing a snapshot of your inventory. It will display both QuickBooks and Online Store Products and allow you to easily identify which ones have been mapped and which are currently matching.
Product Catalog
Get Products
On the top right of every view in the All Products section you will see a
icon. Clicking this will instruct Webgility Desktop to scan your QuickBooks and the current online store for any changes to the inventory. This is a snapshot of the inventory at the moment that it was last updated.
QuickBooks Products
This view allows you to review all the products from your item list in QuickBooks. This includes inventory, non-inventory, tax, service and other charge items. The column with the light blue header shows the matching criteria.
On the bottom right of this screen, there are three actionable icons:
Mark as Drop Ship: This button will flag the items selected via the tick box in the left column as a product that is fulfilled via drop-shipment. This can affect the product in a couple of ways:
It can produce a Purchase order (PO) when an order with the flagged item is posted to QuickBooks
Item flagged as drop ship will be removed from any shipments generated within Webgility Desktop
Ignore: This button will flag the items selected via the tick box in the left column as an Ignored item.
Ignored items are removed from the syncing functions.
Ignored items may still appear within orders and posted to QuickBooks.
Export to CSV: This button will export the items selected via the tick box in the left column to a CSV file. When selected, a prompt will appear asking where to save the file.
Online Store Products
This view shows the list of current products in your online store. In some cases, depending on the shopping cart or marketplace, this may show every product you have ever sold on the channel. As in the QuickBooks products area, the light blue header denotes the matching criteria. This screen also has an ignore option in the lower right, which functions the same as the option from the QuickBooks Products screen.
Matching Products
From the ‘All Products’ section you can filter out the ‘Matched’ products this screen displays products that are matching exactly. This means you will see items that are matched or mapped from your online store to QuickBooks, in which the item price and quantity are exactly the same on both sides.
Clicking the Filter button on the right opens up the ability to omit one or more of the criteria to display so that you can see items that are synced in part but not fully.
For example, if you want a list of your products that are matching or mapped but not in sync in quantity or price, select Matching Criteria and click Apply.
Mapped Products
This screen displays products that you have manually mapped between QuickBooks and your store. From this view, you are able to delete mappings made in error or export existing mappings to a CSV file from icon buttons in the lower right.
Note: For any of the above screens, double clicking a product will give you a pop up with more details: