Acquire Product Sync

The Acquire Product Sync feature allows supplier products created in Zonal Connect to be automatically synchronized with catalogues in Acquire. This ensures consistency across systems and reduces manual data entry.

Requirements

Before enabling the Acquire Product Sync the following requirements should be completed / setup:

Requirement	Details
Customer assigned the Acquire Integration ID in Zonal Connect (Zonal Admin Area)	Acquire Integration ID assigned to the Description field in the customer setup in Zonal Admin
Acquire Integration ID assigned to supports in Zonal Connect	All suppliers which are integrated with Acquire must be assigned their integration ID in Zonal Connect Products → Product Admin → Suppliers
Zonal Connect Tenant ID assigned in Acquire	The Zonal Connect Tenant ID is assigned to the company within Acquire Company → Edit Company → Zonal Connect

Once these steps have been completed, the Acquire Product Sync may be switched on for a company and each of their suppliers.

Configuring The Acquire Product Sync

Enabling The Acquire Product Sync

Follow these steps to enable the Acquire Product Sync:

1. Filter for the individual company and supplier the sync should be enabled for

2. Click the toggle Enable Product Sync

Disabling Catalogue Uploads

Catalogue CSV files can continue to be uploaded whilst the Acquire Product Sync is running to assist with troubleshooting issues.

To disable catalogues being uploaded into Acquire:

1. Filter for the individual company and supplier

2. Switch on the toggle Disable Catalogue Uploads

3. Catalogue files will not be rejected on upload and the supplier will not be selectable on the Catalogues page if Supplier Catalogues is enabled

Synchronising Products from Zonal Connect

Once the Acquire Product Sync has been enabled, both Sales Items (Purchasable) and Purchase Items will sync from Zonal Connect to Acquire.

For a product to sync to Acquire they must:

• Be of a type 'Purchasable' (for sales items)

• Have a 'Tax Rule 1' assigned

• Have a name added to 'Internal Item Name'

  This will be the product name displayed in Acquire

• Have a 'Product Code' added in the supplier purchase unit

  It is possible to have multiple purchase units configured for a selected supplier but only those with product codes will be included

• The Can Order check box is enabled in the supplier purchase units

Once all of the required product information has been added and saved this will be displayed within the Acquire catalogue, basket or product search pages or by using the Quick Search field on the nagivation bar.

If no catalogue exists in Acquire for this supplier, one will be created at the time the first product is synchronised to Acquire for the supplier.

Updating Products

In addition to adding new catalogue items, the Acquire Product Sync also ensures that any updates made to products in Zonal Connect are automatically synchronised with Acquire. Whenever any of the following fields are amended in Zonal Connect, Acquire will update the corresponding products in its catalogues:

• Internal Item Name

• Pack Size

• Variant

• Price

• Tax Rate

• Product Code

  When the product code is amended, the existing product in the catalogue will be deleted and replaced with a new product matching the new code

Additional Information

• Any orders in a “New” state that still reference the old product code, will have the product removed. Orders that have already been placed with a supplier will not be updated with the new product

• If change is made in Zonal Connect to unit amount values defining a unit used for a product, these changes are not currently tracked by Acquire. To change the values defining a unit, please either create a new unit to use with the correct values, or contact the Zonal help centre to request that the manual sync process is run for all products

• Changes to tax rate values are not currently tracked by Acquire. To manually update this information, please either create a new tax rule in Zonal Connect for the new value, or contact the Zonal help centre to request that the manual sync process is run for all products

Removing Products from Acquire

When purchase units are deleted in Zonal Connect, the associated products in Acquire catalogues will also be removed. This can occur when either individual purchase units are deleted in Zonal Connect, or the entire Sales Item / Purchase Item itself is deleted.

When purchase units are deleted in Zonal Connect, the associated products in Acquire catalogues will also be removed. This can occur when either individual purchase units are deleted in Zonal Connect, or the entire Sales Item / Purchase Item itself is deleted.

Follow these steps delete a supplier product from a catalogue:

1. Select either the Sales Item (Purchasable) or Purchase Item

2. Select the Suppliers tab

3. Click Edit

4. Click the Delete icon on the Purchase unit to be deleted

5. As a head office or outlet user and using the methods described above, search for the product by name or code to confirm it has been removed from the catalogue

Removing Products from Catalogues

There are two settings in Zonal Connect that control whether a product can be ordered 'Discontinued' and 'Can Order'. These settings will control if a product is added to a catalogue.

Can Order

The can order setting will keep all of the existing product information against the sales or purchase item but will remove it from the Acquire catalogue.

Follow these steps to remove the can order flag (stopping sites from being able to order the selected purchase unit):

1. Select either the Sales Item (Purchasable) or Purchase Item

2. Select the Suppliers tab

3. Click Edit

4. For the selected Supplier and Purchase Unit remove the check from the Can Order check box

5. Click Apply

6. As a head office or outlet user and using the methods described above, search for the product by name or code to confirm it has been removed from the catalogue

Discontinuing Items

Sales or purchase items can be discontinued which will remove all purchase units for all suppliers from Acquire catalogues.

Follow these steps to discontinue items:

1. Select either the Sales Item (Purchasable) or Purchase Item

2. Select the Suppliers tab

3. Click the Discontinued toggle

4. Confirm that the item should be discontinued by clicking Discontinue

   When using discontinue it will set all purchase units Can Order setting to be off

5. Click Save

6. As a head office or outlet user and using the methods described above, search for the product by name or code to confirm it has been removed from the catalogue

Manual Synchronisation

To assist with customer migration and onboarding, and to keep product data current, Zonal users can manually initiate a full product sync from Zonal Connect for all suppliers.

FAQs / Troubleshooting

The following is a list of answers to frequently asked questions and steps to take to troubleshoot different issues with the Acquire Product Sync.

Why is my new product not showing in Acquire?

Ensure that the Acquire Product Sync is enabled in Company-Supplier settings. Check that supplier has been created in both systems that integration IDs have been set in both in the correct fields. Also check that product purchase units have a correct product code and the Internal Item Name field has a product name.

Why are the changes I've made to my product in Zonal Connect not showing in Acquire?

Updates to existing products in Acquire catalogues should appear within a few minutes. If the changes doesn’t appear, repeat the update in Zonal Connect and if the changes still haven’t appeared, contact the Zonal help centre to request a Manual Sync of your catalogue. Please note that Base units and tax rate value changes not currently tracked automatically. Please create a separate unit or tax rule if changes are needed to these units.