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Handling stock in the accounting system
Handling stock in the accounting system

How are stock amounts synchronized between the webshop and the accounting system?

Updated over a week ago

Handling stock is a functionality, that is offered in specific accounting systems. As of now, IEX supports stock synchronization with Visma e-conomic and Uniconta.

Stock synchronization goes both ways, which means the following:

  1. Products that are sold in the webshop draw from the stock amount in the accounting system

  2. Changes in the stock amount in the accounting systems are automatically updated in the webshop

How does stock synchronization work?

Adjusts the stock through orders

The stock amount is automatically regulated in the accounting system, when an order is sent from the webshop to the accounting system, on which a given amount of one or more products is listed.

If an invoice is created in the accounting system, the stock is regulated, when the invoice gets booked.

If an order is created in the accounting system, the product can be reserved from the stock amount.

The accounting system is master for the stock

The accounting system is master for the stock, meaning that it is the accounting system, that decides how many items of a products that are for sale in the webshop.

If you're restocking, you should therefore update the stock amounts in the accounting system, which will then update the webshop.

The webshop can draw from the stock amounts through a sales order or invoice, but the amount on the product in the webshop cannot overwrite the stock amounts in the accounting system.

Manual changes to the stock amounts in the webshop will therefore not affect the stock amounts in the accounting system, but in return the change in the webshop will be overwritten, that first time that an update of stock amounts occur in the accounting system.

What does stock synchronization require?

The integration matches the products between the accounting system and the webshop on the product number. Therefore there must be identical product numbers between the webshop and the accounting system, or else the integration will not be able to match the product with the corresponding product in the other system.

In the accounting system it is the product group, that defines whether a product is stocked. It is only products that are marked as stocked, that gets the stock synchronized through the integration.

How often is the stock synchronized?

The stock amount is automatically sent from the accounting system as soon as a change is made in the amount (through webhooks).

In the accounting system a delay can occur on sending stock changes in peak periods.

As a supplement for webhooks, that are triggered by changes, there can also be set up frequent jobs, that automatically fetches the full stock from the account system at a given rate. Contact IEX for this.

Full synchronization of stock

If you should need a full stock synchronization of stock amounts from the accounting system to the webshop, you can contact IEX support for this.

Subscription add-ons in the accounting system

The IEX subscription does not include necessary subscription add-ons in the accounting system to get stock synchronisation functionalities.

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