5. Reporting Account

November 7, 2022

In a typical setup, we synchronize the following documents and records from store accounts to the reporting account:

  • Sales Documents
  • Purchase Documents
  • Inventory Registrations
  • Inventory Write-Offs
  • Inventory Transfers
  • Payments
  • Locations
  • Registers

If the HQ needs a more detailed look into store inventory, we can additionally synchronize:

  • Quantities on hand
  • Product Reorder Points and Restock Levels

If the chain uses “Synchronize from HQ" model, meaning that the accounts do not share the same product catalog and customer list, it is additionally necessary to synchronize:

  • Tax rates
  • Customers
  • Suppliers
  • Products (the default set of products from HQ, and the products that each franchisee themselves has added)
  • Product groups, categories and brands (the default sets from HQ, and the items that each franchisee themselves has added)