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Our mission is to eliminate (or reduce to an absolute minimum) the number of post-import adjustments that you must make to orders in the accounting system. We seek to accomplish this mission via the following feature-set:
ORDER DOWNLOAD
- Option to preserve your legacy Customer ID's in Peachtree and QuickBooks. Assigned cross-references are 'remembered' during the next import.
- Optional configurable rule-based creation of Customer ID.
- Option to import order as either an INVOICE or ORDER.
- Configurable cross-references of Shipping & Payment methods to match the accounting system.
- Option to automatically register cash receipt for invoice import (invoice remains open for unpaid transactions).
- Option to automatically register a customer payment if importing as an order (can then be applied to subsequent invoice).
- New customers are automatically added. If billing information has changed, it will be updated in accounting.
- Special handling of 'Contact Name' in Ship-To for Peachtree users.
- Intelligent abbreviaion of lengthy configurable options to 'fit' on the order-line description.
- Option to automatically create items in accounting as a 'Stock Item' using default GL Accounts.
- CartSpan recognizes the GL Sales accounts of pre-existing inventory items.
- Line-item creation of payment 'Surcharges'.
- Line-item creation of promotional discounts and coupons.
- Option to assign sales representative for pre-existing customers (common for business-to-business field sales).
- Option to import items as 'Description Only' for complex make-to-order environments.
- Selective exclusion of items from the order/invoice import.
- Manage both Retail and Sales Pricing from within Peachtree or QuickBooks.
- Override cart-level pricing with QuickBooks' pricing by Customer/Item. (QuickBooks Enterprise only!)
- GAAP compliant accounting for Gift Certificate sales and redemption.
- Order pick-lists can be auto-generated and emailed to designated addresses.
- Email alerts to Administrator(s) for exceptions in order processing.
- User sets desired order download frequency or executes 'on-demand'.
- Configurable field-mapping to direct import data in a non-standard fashion.
- Many additional configurable options to control the content and format of how your order is imported.
- Real-time update of stock in response to receiving, adjustment, and invoicing activities in the accounting system.
- Global and Material-specific uplift/discount capability.
- Manage both Retail and Sales pricing from within Peachtree or QuickBooks.
- Retail rounding rules for items subject to markup/discounting.
- Option to sell individual items as a multi-pack unit (as configured in accounting) and have the appropriate conversion to 'Each' applied during the import.
Order Download/Import: CartSpan has been stress-tested for high-volume import operations. In one contiguous session, CartSpan has been observed to import 1,046 orders in approximately 1 hour and 15 minutes. This includes the automatic creation of new customer master records, followed by Invoices and their subsequent receipts for paid transactions.
Item Price/Quantity Upload: CartSpan has been stress-tested specifically against an implementation of Peachtree integrating with a UNIX/mySQL architecture. Over 10,000 itemshave been successfully exported from Peachtree and uploaded to the target cart using a single call to the supporting script.
SECURITY
All credentials used to access the Shopping Cart are securely encrypted.
To support PCI compliance, CartSpan does not transmit or receive any credit card or sensitive financial information to/from the Shopping Cart.
