Product: Transaction Manager, ERP Integrations, QuickBooks Enterprise Desktop
If you are receiving orders from your Trading Partner, there is a good chance that the item codes being used by your partner do not match the item codes within your Item List. Read on to understand how the Item Catalog in Transaction Manager works and how to sync your items with QuickBooks Enterprise Desktop easily.
Primary Item
If this is the first time you are receiving live orders from your Trading Partner or the initial setup, you may need to ensure you set the Primary Item Field in Transaction Manager first prior to proceeding to confirm that you are referencing the proper item.
Item Sync
The easiest way to manage your Item Catalog is to utilize the Item Sync, which will allow you to directly link any item within your Item Catalog inside Transaction Manager to your Item List within QuickBooks Enterprise Desktop.
To do this, select Trading Partners > [Partner] > Translations > Item Catalog in Transaction Manager, then click Sync on the action bar.
Item Search
Once the Item Sync displays, you can enter criteria for your search results in the Item Search dialog box to return all items, then click the magnifying glass to begin the search in the filter window.
Syncing Items
In order to sync your items, you must click and drag them from your Transaction Manager Item Catalog on the left to the list representing the search results from your QuickBooks Enterprise Desktop on the right.
A synced item will show your Trading Partner's number attached next to your QuickBooks Enterprise Desktop item number in the list on the right.
Saving
Once you have dragged all of your items over, you will need to save the changes before exiting the screen by clicking Sync & Save on the action bar.
Adding Items Manually
If you would like to add your items manually you can do this from within the Transaction Manager Item Catalog page.
QuickBooks Enterprise Desktop Item Number
Your QuickBooks Enterprise Desktop Item Number must be copied directly from your Item Card in order to provide the proper formatting required for Transaction Manager to pass the item correctly.
To do this, navigation to Lists > Item List in QuickBooks Enterprise Desktop, then open your Item and copy the Item Name/Number.
Add Your QuickBooks Enterprise Desktop Item Number into the Item Translation field under your Item Catalog in Transaction Manager.
Subitems
If you are adding a Subitem to your Item Catalog, you will need to provide the parent Item's name within the Item Catalog entry as well in the format of Parentitem:Subitem (Note the colon separating the two codes).
Format: Parentitem:Subitem
Group Items
Group Items are handled differently than your regular Inventory Items. For this reason, you will need to add them to the Group Item lookup table within Transaction Manager rather than the Item Catalog directly.
Group Item Table
In order for your Group Items to process correctly you will need to add them to the Group Item lookup table within Transaction Manager.
To do this, select Trading Partners > [Partner] > Translations > Lookups, then select Group Item from the Translation Lookups drop-down list.
Adding a Group Item
To add a Group Item, select the Add button within the lookup table in Transaction Manager, then copy your Group Name/Number from QuickBooks Enterprise Desktop into it.
Group Item Full Name: QuickBooks Enterprise Desktop Group Name/Number
UPC Number: UPC (or Primary Item) sent from your Trading Partner
rev 3/20/2023