Enable Electronic Ordering

Note: These steps must be done by both the vendor and customer.

1. Navigate to Admin > Inventory - Preferences.
2. Check the “Enable Syncro to Syncro Electronic Ordering” box.
3. Click Save.

Sell to a Customer

1. Go to the Customers tab/module.
2. Create a new customer (or navigate to an existing customer) that you'd like to sell to.
3. Edit the Customer.
4. In the Syncro Subdomain field, enter the subdomain of the customer's Syncro site. For example, if their URL is megadeals.syncromsp.com, enter megadeals in the field:
   
5. Click Save Changes.
6. Send the customer a list of products with the names, descriptions, UPC codes and prices so they can add the products to their inventory. The customer will use your UPC as their Vendor SKU:
   
7. When the customer creates a Purchase Order on their end you will get an invoice with the products they added to their Purchase Order. The Tech Notes field under Invoice Details shows the customer's Purchase Order number:
   
8. Confirm the invoice details are correct (just like any other invoice) and send an email for payment.
9. Once payment is received you can ship the items.

Purchase from a Vendor

1. Navigate to Products & Services tab/page.
2. In the upper right, click Inventory Modules > Vendors.
3. Create a new vendor (or Edit an existing vendor) that you'd like to buy from.
4. Add their Syncro subdomain in the Syncro Subdomain field. For example, if their URL is greatparts.syncromsp.com, enter greatparts in the field:
   
5. Click Create/Update Vendor.
6. Add or modify the products you want to buy from the Vendor with the information—names, descriptions, UPC codes and prices—they provide. You will use their UPC as a Vendor SKU. To do this:
   1. Navigate to the Products & Services page.
   2. Add or edit the Product you want to order.
   3. Make sure the Maintain Stock is checked.
      
7. Make sure the price you enter for Cost matches the Vendor's Retail Price.
8. Click Create/Update Product.
9. Scroll down to Vendor SKUs and click Add SKU:
   
10. In the “Add SKU to the Product” pop-up window:
    
    1. Enter the Vendor's UPC code into the SKU field.
    2. Select the Vendor.
    3. Click Add.
11. Repeat step 10 for any additional items you will buy from the vendor.
12. Navigate to the Purchase Orders page (Products & Services > Inventory Modules > Purchase Orders).
13. In the upper right, click New Purchase Order.
14. Select the Vendor, enter the details, and click Create Purchase Order.
15. Add items that you will order from them, ensuring the Vendor SKUs are present. Once you do this, the Electronically Process with Vendor button will appear above the Add sections. Click it to place the order:
    
    This will create an invoice on their system and add that Invoice # to the General Notes:
    
16. Change the Status dropdown to Ordered. The Vendor will confirm the invoice details are correct and send you an email to request payment.
17. Once you pay for the items and receive them, change Status to Check-In. Make sure the Invoice is accurate and matches the Purchase Order. 
    Note: The Vendor's Invoice will charge you their retail price on all items, regardless of what you entered as the Cost for them.
18. To the right of the items, click Receive.
19. The Status will change to Finished and the items will move into your inventory.