First of all, you must have an E-conomic account, If you haven't, take a look at E-conomic and come back here after. Now you have to decide which type of integration is right for you and your business. You have 3 options
Simple
The vast majority of people use this option, where all sales are put into one sales account and the counter accounts belonging to your various payment options in your cash register.
Simple Multiply Category
The difference between this and Simple is that here you can divide your sales, based on your categories in the product catalog, into several different sales accounts.
Synch Inventory
This is used if you want to have full inventory management and billing in E-conomic, as this does not write anything in your cash register, but creates all transactions etc. as an order in E-conomic.
Simple
Simple integration to E-conomic
1. First, log into your E-conomic account (stay logged in)
2. Then log into My.shopbox.com in a new tab Go to Shopbox settings and then select on the “Integration” tab
3. Select the E-conomic icon and press “Start”. Then you enter "into E-conomic" where you have to give Shopbox access to send data to e-conomic
4. Under "Integration Type", select "Simple".
5. Press "Next". Then you select your sales account at (most often it is account 1010)
6. Then select counter accounts for your forms of payment: Cash, Credit Cards, Mobile Payments, Gift Cards etc.
7. Remember to put your VAT account on which for most people is U25.
8. If you use our invoice module and want them synchronized over to E-conomic
9. If you do not use the storage function in E-conomic, then all other fields must be deselected, they are “deactivated” during auto-sync.
10. This will bring your day's votes directly to the box office, where you can subsequently approve them
Simple Multiply Category
If you want to divide your revenue into different revenue accounts according to your categories, set up your E-conomic integration as follows:
First, log into your E-conomic account (stay logged in)
2. Then log into My.shopbox.com in a new tab
3. Go to Shopbox settings and then select on the “Integration” tab
4. Select the E-conomic icon and press “Start”.
5. Then you enter "into E-conomic" where you have to give Shopbox access to send data to E-conomic
6. Choose from "Integration Type", "Simple Multiply Category"
7. Press "Next".
8. Then you get an overview of all your categories and can link the turnover accounts you want to each category
9. Once you have selected a revenue account for each category, press the green button in the right corner,
10. Then select counter accounts for your forms of payment:
11. Cash, Credit Cards, Mobile Payments, Gift Cards etc.
12. Remember to put your VAT account on which for most people is U25.
13. If you use our invoice module and want them synchronized over to E-conomic
14. If you do not use the storage function in E-conomic, then all other fields must be deselected, they are “deactivated” during auto-sync.
15. Now your daily polls will go directly to the box office where you can subsequently approve and post them
Synch Inventory
Do you want to make use of E-conomics storage module? Then set your Intergration as follows:
First, log into your E-conomic account (stay logged in)
2. Then log into My.shopbox.com in a new tab
3. Go to Shopbox settings and then select on the “Integration” tab
4. Select the E-conomic icon and press “Start”.
5. Then you enter "into E-conomic" where you have to give Shopbox access to send data to E-conomic
6. Choose from "Integration Type", "Simple Multiply Category"
7. Press "Next"
8. Select your Class Journal under "Select Journal"
9. Then choose whether Shopbox should create new products if they exist in Shopbox and not in E-conomic, or come to use only the product catalog in E- conomic
NOTE: If it disables new products that are not in E-conomic, Shopbox cannot send anything to e-conomic
10 Press the green button in the right corner
11. Shopbox will now send all sales as open orders in E-conomic
Import /
If you wish, after setting up your integration, you can choose to import your product from E-conomic to Shopbox.
You can do this as follows:
After setting up your integration, during integration, during integration, press the E-conomic icon again.
2. You now have the opportunity to import or export your products or customers to / from Shopbox. image below
Import products
If you want to import all your products & products groups from E-conomic into your Shopbox product catalog, do the following:
Press the green button "Import your products and product groups".
2. Shopbox will now download your products from E-conomic.
NOTE: If you have not created product groups in E-conomic, all your products will be placed in a category in Shopbox called Item w / VAT
3. After 5 min to 30 min. Depending on how many products you have, you will be able to see the products in Shopbox.
Import Customer
If you have our customer loyalty club and want to get your customers from E-conomic to Shopbox, you can easily do this through our integration with E-conomic.
You need to do the following.
Follow the steps above to get to the integration settings.
2. Press the green "Import Customers" button.
3. Shopbox will now fetch your customers from E-conomic.
NOTE: If you have multiple "customers" with the same email address, these will not be imported into Shopbox
4. After 5 min to 30 min. Depending on how many customers you have, you will be able to see them in Shopbox.
Resend to E-conomic
Missing a day's sales in Shopbox?
Here is a guide on how to resend already sent checkout reports to E-conomic.
After setting up your integration, during integration, during integration, press the E-conomic icon again.
2. You now have the opportunity to import or export your products or customers to / from Shopbox. image below
3. Press the "CHECK LOGS" button
4. Now you get an overview of all the box reports that have been sent from Shopbox to your class draft in E-conomic, as well as status.
5. If "failure" is based on the one you are missing, try pressing "Resend" if it still fails, contact support@shopbox.com
6. If "success" is based on the one you are missing, press "Resend"
7. You can now see it again in your class journal.