Zettle integration
If you have a POS system from Zettle, you can integrate tracezilla and Zettle. This enables you to synchronize SKU data from tracezilla and sales data to tracezilla. With the Sales Report in tracezilla, you will get an overview and insight into which products sells best in the shop and the general sales figures. At the same time, your inventory in tracezilla is updated, as the automatically created daily sales order will pull goods out of stock.
Step 1: Create the shop as a partner
1) Click Partners in the top menu. 2) Click Add partner at the top right corner. 3) Enter a descriptive name in the Partner name field, e.g. “Store Teststreet”, if the shop is located on Teststreet. 4) In the Default currency field, specify the currency that is used on the shop, e.g. EUR. 5) Select a Preferred language, e.g. English. The language is used for creating documents, but the documents will not be used for anything usually. 6) You can fill in the basic information VAT ID., Email, Phone, Fax and Website address, but it is not necessary in order to create the shop as a partner. 7) Under the Prices, conditions… tab, in the Default payment terms field choose Custom from the list. Below you can enter text, e.g. “Zettle”. 8) Click Save and add location. 9) Give the location a descriptive name, e.g. “Shop warehouse”. Fill in at least Location name and Country, but preferably also enter the address. 10) Click Save to create the warehouse location.
Step 2: Create a tag for SKUs
In order to create Stock Keeping Units (SKUs) from tracezilla to Zettle, all relevant SKUs must have a tag attached. Create the tag as follows:
1) Click the company name at the top right and select Company settings in the menu. 2) Click Tags in the Structures and classifications section. 3) Click Add new in the top right corner. 4) Enter a Name, e.g. “Zettle”. 5) You can select a Color code, a Classification and a Sorting weight. This is optional. 6) Tick Stock Keeping Units and Orders. 7) Click Save.
Step 3: Connect tracezilla and Zettle
1) Click the company name at the top right and select Company settings. 2) Click Integrations in the Extensions and integrations menu. 3) Click Zettle. 4) Enter a name in the field. The name can consist of the shop name and city/area/street name. If you have several shops that each use their own Zettle account, you simply create several connections. It is required that each shop in that case has its own account in Zettle. 5) You will now be redirected to log in to Zettle to connect the two systems.
Set up the integration
1) You will be redirected back to tracezilla and can now see the name you entered in Step 3.4 of this guide, in the menu on the right next to Configure:…. 2) You can enter a memo, which is a descriptive name for this connection. This will typically only be relevant if you have multiple connections/shops. 3) Select your Zettle partner and location (created in Step 1) in the Customer partner/location field. 4) In the Create daily collective orders from POS field, select Yes. This means that every day (that the shop is open), a sales order will be created in tracezilla, collecting all sales and reflect the sold SKUs, quantity of that SKU and Unit price. Synchronization occurs every hour. 5) You can choose either Yes or No in the field Always create order lines without traceability.
- This will typically depend on your SKU setup. If you sell the products in pieces in the shop, but usually sell products B2B in tracezilla in colli, then you should choose Yes, and you will then need to create warehouse orders to move your stock to a shop warehouse without traceability, as described in this guide Step 7. 6) By default, the field Synchronize days back in time will be prefilled with 3 days. If your shop is open every day and you sell something daily, you will thus always have 4 draft orders open which are created from Zettle. 7) Choose either Yes or No in the field Create invoices when daily collective orders are closed.
- If you sell excise-duty liable products, you can choose Yes. If not, you should choose No.
If you have chosen Yes and you do not want the invoices to be synchronized to your accounting system, e.g. e-conomic, please contact tracezilla support to ask for help to set up an accounting rule at the email support@tracezilla.com 8) Choose either your Zettle partner and location (created in Step 1) in the field Pick from warehouse partner/location. Alternatively, select your company’s partner and warehouse location if you have not separated the shop’s stock and your B2B stock. 9) If you want your inventory to be synchronized to Zettle, you can select Yes in the Update inventory in POS field. 10) Choose the tag that you created in Step 4 of this guide in the field Upload SKUs with the following tag to catalog. 11) Click the next step: Enable the integration and choose Yes. 12) Click Save and finish.
After connecting the first shop-location, you can add a new connection to another shop-location by going back to Step 1: Create new connection to POS and give the other shop a new name. Follow the other steps as well. This means that each shop must have a configuration point in tracezilla.
Step 4: Add tag to SKUs
To upload your catalog to your Zettle shop, your previously created tag must be added to the relevant SKUs. This can be done by doing the following:
1) Click Warehouse in the top menu and select Stock Keeping Units. 2) Use the filters on the left to search for the relevant SKUs. 3) Tick the SKUs you want added to Zettle. 4) Click Bulk actions and select Add tags. 5) Choose the “Zettle” tag in the Select tag field. 6) Click Yes, confirm!.
Step 5: Create a price list and set the prices
1) Click Partners in the top menu. 2) Search for your Zettle partner that you created in Step 1 of this guide. Click the partner. 3) Click the Edit button in the Basic information section. 4) Click the Prices, conditions… tab 5) Tick Create price list under the Price list, Sales field. 6) Click Save. 7) Then click the name of the price list in the overview. 8) Use the Tags on SKU filters to search for the Zettle SKUs. 9) Click the pencil to set a price. Press ENTER or click the disc to save the price.
Step 6: Send catalog to Zettle
1) Click Warehouse in the top menu and select Stock Keeping Units. 2) Click Send catalog to Zettle in the top right corner.
You do not need to select the SKUs by ticking the box. The system will automatically upload all SKUs that have been assigned a “Zettle” tag. Please note that this may take a few minutes if a large number of SKUs need to be uploaded.
Step 7: Put stock into your webshop warehouse
When the integration is enabled, a daily ccollective order will be generated automatically, and lots are automatically deducted (if you have chosen to create lots lines without ) from your Shop warehouse. You must yourself ensure that you put items into your Shop warehouse location. Do this via a warehouse order by following the steps below:
More about the Zettle integration
- The integration synchronizes once per hour.
- When products are purchased in your shop with the POS system, they will be included in an automatically created order in tracezilla, which has draft status. A new collective order is created every day. If you confirm a collective order on the same day it is created, tracezilla will simply create a new order for the remaining sales during the day. The collective order will correspond to the sales in your shop and reflect SKU, quantity and price.
- You can find the collective orders under your sales orders by clicking Sales in the top menu and select Orders. You can optionally use the fields on the left to search your sales orders. For example, search for the “Zettle” tag.
- It is important that you ensure that the SKU codes in tracezilla are identical to the SKU codes in Zettle for the synchronization to work. In addition, it is also a requirement that the SKU must have a price in the price list linked to the customer partner selected in the integration, for the inventory to synchronize correctly.