Same Day Refunds

KB Home The refund process is tied to posting journals and accounting so, in 99% of the cases, a sale will be made, the transaction/order will be added to the posting journal batch, the batch will be closed and posted to Quickbooks. As such, in the above cases, a reversal must be made inside Quickbooks and the posting journals in order to balance the journals.…

Rug Shop Synchronization Issues

Various issues and statuses with products and inventory can prevent proper synchronization of products or partial data from your App to your shop. Because of the volume of data around products, orders, approvals, inventory, App settings and more, keeping data synchronized can be a complex process. Sometimes these issues are by design to maintain customer experience. e.g. removing a rug from your store when a…

Rug Deactivations

Deactivating Sold Items

KB Home By default, RugSimple Showroom / eCommerce products don’t automatically “deactivate” themselves to allow our customers to make decisions or perform actions on products after a sale. Otherwise all products / inventory would “disappear” making it difficult to manage and understand as deactivated rugs are not shown anymore throughout the app. This means, however, that sold products are still visible in the App and…

App Modes

KB Home App Modes allow the administrator to set up a series of profiles that correspond to sets of default variables that can be assigned to an employee based on how and where they are taking orders. The default variables are: Location Discounts (if any) Scheduler Type Payment Terminal See video on our Youtube channel for a full run-through.

Website Settings Controlled From App

KB Home If you’re using a RugSimple generated Website, it’s using WordPress CMS along with the WooCommerce e-commerce engine. Most of your website settings, layout and content is editable through your WordPress dashboard. Simply go to: yourwebsite/wp-admin. You will then be prompted for a RugSimple username and password to access your WordPress Dashboard. This will be a special admirative username and password to access your…

Note Pad Feature

KB Home Instead of one field for notes, we’ve built a dynamic note pad feature which allows you to control multiple notes against a customer that pertain to different aspects of their interaction with you. These notes are customer specific and would be applied to future orders. These are NOT order specific notes that would only pertain to a single order. Create notes based on:…

Journal Entries for New Owned Inventory with QBO

This post is to help with understanding the posting journals involved when your RugSimple app is used in conjunction with QuickBooks Online (QBO). This is assuming you are using QBO to manage purchase orders for rug purchases. For this process you will also need an “Inventory Suspense” account. Scenario: You are purchasing a number of rugs from a supplier who requires payment in full prior…

Connecting to QuickBooks Online

In order to pass data from RugSimple to your QuickBooks Online accounting system, you first need to activate your developer account with QuickBooks. This will provide you with the necessary pass keys that will allow the two systems to talk. QUICKBOOKS SETUP Go to: https://developer.intuit.com/app/developer/homepage Sign up for a developer account. Choose an sign up address of an employee with a long term commitment to…