Introduction:
Syncing puppies from your sources like PetXchange or Dog on Web into Unified KM is a crucial step in managing your pet inventory. This guide will walk you through the detailed process to ensure that your puppies are seamlessly imported into your Unified KM instance.
Step 1: Purchase Puppies as Usual:
1. Begin by purchasing puppies from your trusted sources, PetXchange or Dog on Web, following your regular procurement process.
Step 2: Export Puppy Data from Source:
2. Log in to your PetXchange or Dog on Web account. Your workflow for purchasing puppies remains the same. After the purchase, purchase orders will be created in PetXchange or Dog on Web.
3. On your main dashboard or within the “Office” or “Export to POS” tab, you’ll find an option to “Export Puppy Data.” Click on it to proceed.
Step 3: Select Purchase Orders:
4. Select the purchase orders that contain the puppies you want to sync into Unified KM by checking the corresponding boxes.
Step 4: Choose Export System:
5. Above the table listing, you’ll find the option to “Select Export System.” Depending on your source, choose either “ISEA Media” for PetXchange or “Website” for Dog on Web.
6. Click the “Export” button to initiate the export process.
Step 5: Return to Unified KM Admin Interface:
7. Once the export is complete, return to your admin interface on the Unified KM website.
Step 6: Initiating Sync:
8. On the Unified KM dashboard, you can find the “Unified KM Sync” option at the top of the screen. Alternatively, you can navigate to “Unified KM” > “Settings” > “Syncing” in the left-hand side menu.
9. In the “Syncing” section, you will see the Purchase Orders, each containing the number of corresponding puppies purchased and synced from PetXchange or Dog on Web.
Step 7: Set Arrival Date:
10. If the puppies are currently in the store, set the “Date Acquired,” which is the arrival date of the puppy to your store.
Step 8: Initiate Sync for Each Purchase Order:
11. Next to each purchase order from PetXchange or Dog on Web, you will find a corresponding sync button. Click the sync button for each purchase order.
12. The sync process will begin, and Unified KM will import the puppies into the system.
Step 9: Check Sync Completion:
13. Once the sync is complete, you will see how many puppies were successfully imported into the Unified KM system.
Step 10: Set Pricing and Status:
14. Please note that upon syncing, all puppies are created as products in the left-hand side menu, but they will be set with a “Pending” status.
15. Proceed to the “Products” section in Unified KM to set the prices and change the status of each puppy to “Published.” This step ensures that your puppies are ready for display and sale on your website.
By following these detailed steps, you can seamlessly sync puppies from PetXchange or Dog on Web into your Unified KM instance, making them available for sale on your website. For additional assistance or time-saving tips on managing pricing and statuses in bulk, you can reference other articles available within Unified KM’s knowledge base.
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