If you're setting up QuickBooks Commerce and are going to be integrating it to the CRM, here are some handy hints and tips for ensuring you have everything set up in QuickBooks Commerce to make the very most of the CRM + QBC integration!
Setting up Customers
Below are a few recommendations when it comes to setting up your customer's accounts within QuickBooks Commerce.
#1: Setting Up Contacts
QuickBooks Commerce's API allows us to import the contacts from each of your customer's accounts. Once we've completed the initial import from QuickBooks Commerce, going forward you would create all new contacts within the CRM interface.
#2: Setting up Tax Rates
The CRM uses the Tax Rates drop-down from QuickBooks Commerce to determine what rate should be applied for the Customer and for Products when creating Quotes and Orders via the CRM. Make sure that you assign the correct Tax Rates to both Customers and Products in QuickBooks Commerce.
Setting up Products
The CRM imports both Products and Prices from QuickBooks Commerce, so you can quote customers and prospects straight from the CRM. Below are a few recommendations when it comes to setting up your products within QuickBooks Commerce.
#1: Upload Product Images
Product images can help bring your products to life. You may already have an integrated eCommerce site to QuickBooks Commerce, so it'll be important to upload product images for the website. However, you can also use these product images on any Quotes you create the CRM. We automatically import product images straight into the CRM, so there's no need to upload the images again!
Learn more about how to upload product images to QuickBooks Commerce here.
#2: Create Delivery Charge Product
In order to set up the CRM Delivery Charges, you'll need to create a non-stocked item for delivery. You may want to create multiple delivery products if you have different delivery options. Click here to learn more about the CRM Delivery Charges.
Learn more about how to create products within QuickBooks Commerce here.
#3: Setting up Sell Price Tiers
Sell Price Tiers allows you to set up different sell prices for different kinds of customers. For example, you may have a retail price list and a wholesale price list. Each customer account within QuickBooks Commerce can be set up with a Sell Price Tier. The CRM imports the Price Tiers against each of your customers, meaning that the correct pricing is applied when creating Quotes and Orders.
To read more about how to setup QuickBooks Commerce's Sell Price Tiers click here.