Streamline Order Syncing and Inventory Management with Cosmo

Streamline Order Syncing and Inventory Management with Cosmo

Table of Contents:

1. Introduction
2. Setting up Cosmo Central
3. Creating Actions in Cosmo C-Synch Dashboard
4. Connecting East Inc. to Shopify and Revel iPad
5. Syncing Inventory and Creating Orders
6. Loyalty Syncs and Location Tagging
7. Configuring Actions for Portland Store
8. Setting up Store Pickup and Delivery in Shopify
9. Adding Actions to Update Tags in Shopify
10. Creating Tasks and Running Syncs
11. Viewing Orders in Rebel Admin Area
12. Conclusion

Article

1. Introduction

In this article, we will explore the process of syncing orders between ShopFight and Rebel iPad point-of-sale systems from multiple locations. Cosmo provides an easy solution for connecting shops, restaurants, bars, retail stores, accounting systems, and marketplaces, streamlining your business operations. By following the steps outlined in this article, you will be able to sync orders and manage inventory seamlessly, saving time and labor costs.

2. Setting up Cosmo Central

To begin, sign up for a 14-day free trial on Cosmo's website. Once you have signed up, you will gain access to the Cosmo C-Synch dashboard. This dashboard serves as the central hub for managing your sync operations. From here, you can create actions and tasks to automate various operations.

3. Creating Actions in Cosmo C-Synch Dashboard

Actions are the key to automating your syncing process. In the Cosmo C-Synch dashboard, you will find a list of created actions. These actions can include creating orders, syncing inventory, creating products, and syncing loyalty programs. To connect East Inc. to your Shopify store and Revel iPad point-of-sale system, follow the instructions provided in the notifications section.

4. Connecting East Inc. to Shopify and Revel iPad

In the Cosmo C-Synch dashboard, you can find videos on how to connect East Inc. to both Shopify and Revel iPad. By following these video tutorials, you will establish a seamless connection between your chosen platforms. This connection allows for easier syncing of orders and inventory.

5. Syncing Inventory and Creating Orders

Once the connections are established, you can proceed to sync your inventory and create orders. Cosmo simplifies this process by providing clear instructions on location tagging and configuring actions for specific stores. By following these steps, you can ensure that the right products are synced to the correct locations.

6. Loyalty Syncs and Location Tagging

Cosmo also offers the ability to sync loyalty programs across different platforms. This ensures that your loyal customers receive the appropriate benefits and rewards, regardless of the location they visit. Additionally, location tagging plays a crucial role in guiding the sync process and ensuring orders are delivered to the right store.

7. Configuring Actions for Portland Store

In this step, we will configure actions specifically for the Portland store. By choosing the designated location and configuring the financial status, payment types, shipping charges, and order options, you can customize the sync process to match your business requirements.

8. Setting up Store Pickup and Delivery in Shopify

To offer convenient options for your customers, you can set up Store Pickup and Delivery in Shopify. By installing the Store Pickup and Delivery app and configuring the locations with appropriate tags, customers can choose their desired pickup location and schedule.

9. Adding Actions to Update Tags in Shopify

To prevent duplicate orders from entering your point-of-sale system, you can set up an action to update tags in Shopify. This action ensures that orders are marked as "sync exported" after being downloaded, reducing confusion and duplication.

10. Creating Tasks and Running Syncs

Tasks in the Cosmo C-Synch dashboard allow you to combine multiple actions into a single workflow. By creating a task and adding the necessary actions, such as sending orders and updating tags, you can streamline your sync process. Tasks can be run on demand or scheduled to run at specific intervals, providing flexibility for your business needs.

11. Viewing Orders in Rebel Admin Area

Once the sync process is in motion, you can view your orders in the Rebel admin area. By navigating to the Sales Summary and Orders History sections, you can track the synced orders and ensure they are correctly received at the desired locations.

12. Conclusion

Syncing orders between ShopFight and Rebel iPad point-of-sale systems can greatly improve the efficiency of your business operations. By utilizing Cosmo's comprehensive syncing capabilities and following the steps outlined in this article, you can seamlessly manage orders, inventory, and loyalty programs across multiple locations. Sign up for a free trial today and experience the benefits of Cosmo's sync solutions for yourself.

Highlights:

• Sync orders between ShopFight and Rebel iPad.
• Connect shops, restaurants, bars, retail stores, accounting, and marketplaces.
• Save time and labor costs by automating operations.
• Sync inventory, create orders, and manage loyalty programs.
• Configure actions and tasks for specific store locations.
• Simplify the process of store pickup and delivery.
• Update tags in Shopify to prevent duplicate orders.
• View and track orders in the Rebel admin area.
• Improve efficiency and streamline business operations.

FAQs

1. Can I sync orders from multiple locations using Cosmo?

   • Yes, Cosmo allows you to sync orders from multiple locations, such as shops, restaurants, and retail stores.

2. Is there a free trial available for Cosmo?

   • Yes, you can sign up for a 14-day free trial to explore Cosmo's syncing capabilities.

3. How does Cosmo simplify the syncing process?

   • Cosmo provides a user-friendly dashboard where you can create actions and tasks to automate operations, saving time and labor costs.

4. Can I customize the sync process for specific store requirements?

   • Yes, you can configure actions and tasks based on store locations, financial status, payment types, shipping charges, and order options.

5. Will Cosmo prevent duplicate orders from entering my point-of-sale system?

   • Yes, Cosmo allows you to set up actions to update tags in Shopify, ensuring that orders are marked as "sync exported" to avoid duplication.