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.

Pre-Requisites

Before enabling the Acquire Product Sync, follow ensure these pre-requisite tasks have been completed:

Zonal Connect

1. On the “Customer” page in Zonal Connect, the Acquire integration ID should be added to the Description field in the Customer page in Zonal Connect.

2. Supplier: Supplier created in Zonal Connect and Acquire, with Acquire Integration ID added to the supplier page in the “Acquire integration ID” field.

Acquire

1. The Zonal Connect Tenant ID must be added to the Zonal Connect tab of the Edit Company modal for the company.

Configuring The Acquire Product Sync

Enabling The Acquire Product Sync

To enable the Acquire Product Sync:

1. Log in to Acquire as an admin user.

2. Navigate to the Company-Supplier Settings page.

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

4. Switch on 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. Log in to Acquire as an admin user.

2. Navigate to the Company-Supplier Settings page.

3. Filter for the individual company and supplier.

4. Switch on the toggle "Disable Catalogue Uploads".

5. 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, products are ready to be added in Zonal Connect.

Add Catalogue Product from Sales Item (Purchasable)

1. Log in to Zonal Connect.

2. Navigate to Products > Items > Sales Items.

3. Click Add.

4. Complete all mandatory fields.

5. Switch on the Purchasable toggle.

6. Under the Tax Rules section, click the drop-down for Rule 1 and choose the tax rate to apply to the product.

7. In the Suppliers tab, ensure the Internal Item Name field is filled out with the name as you wish it to appear in the Acquire supplier catalogue.

8. If the product is to be created as Variable Weighted Item, switch on this toggle.

9. Under the Suppliers List section, click Edit to view the Purchase Units page.

10. Click “Add Supplier” to select the supplier from the drop-down.

11. With the correct supplier tab selected, Click “Add new purchase units” and add the Pack Size the product will be purchased in, the supplier SKU code, the price.

12. If the product is one of several variants, add an additional descriptor into the Variant field, which will be appended to the product description in the Acquire catalogue.

13. Enable the “Can Order” check-box for the purchase unit.

14. Click Apply.

Add Catalogue Product From Purchase Item

1. Log in to Zonal Connect.

2. Navigate to Products > Items > Purchase Items.

3. Click Add.

4. Complete all mandatory fields.

5. Under the Tax Rules section, click the drop-down for Rule 1 and choose the VAT rate to apply to the product.

6. In the Suppliers tab, ensure the Internal Item Name field is filled out with the name as you wish it to appear in the Acquire supplier catalogue.

7. If the product is to be created as Variable Weighted Item, switch on this toggle.

8. Under the Suppliers List section, click Edit to view the Purchase Units page.

9. Click “Add Supplier” to select the supplier from the drop-down.

10. With the correct supplier tab selected, Click “Add new purchase units” and add the Pack Size the product will be purchased in, the supplier SKU code, the price.

11. If the product is one of several variants, add an additional descriptor into the Variant field, which will be appended to the product description in the Acquire catalogue.

12. Enable the “Can Order” check-box for the purchase unit.

13. Click Apply.

Updating Products

As well adding new catalogue items, the Acquire Product Sync also ensures any changes to products made in Zonal Connect are synchronised down to Acquire. Acquire will make changes to products in catalogues when any of the following fields are amended in Zonal Connect:

• Internal Item Name

• Pack size

• Variant

• Price

• Tax Rate

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.

Deleting Products

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.

Delete a supplier product from a catalogue:

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.

1. Log in to Zonal Connect.

2. Navigate to Products.

3. Select either the Sales Item/Purchase Item product.

4. Navigate to the Supplier tab.

5. Under the Suppliers List section, click the “Edit” button.

6. Click the “delete” icon on the Purchase unit to be deleted.

7. Log in to Acquire as a head office or outlet user and use the methods described above to search for the product and confirm it has been removed.

Discontinuing Products

Products may be discontinued in Zonal Connect and removed from catalogues in Acquire to prevent sites from ordering those products.

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.

Disabling the "Can Order" setting:

To set the Can Order setting to stop sites from being able to order a purchase unit product:

1. Log in to Zonal Connect;

2. Navigate to Products;

3. Select Sales Items or Purchase Items as applicable;

4. Navigate to the product’s page;

5. Click the “Supplier” tab;

6. Under the Supplier Lists section, click the “Edit” button

7. On the Purchase Units screen, locate the product you want to stop sites from ordering and switch off the “Can Order” check-box;

8. Click “Apply”;

9. Log in to Acquire 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 a Sales Item or Purchase Item:

1. Log in to Zonal Connect;

2. Navigate to Products;

3. Select Sales Items or Purchase Items as applicable;

4. Navigate to the product’s page;

5. Click the “Discontinued” toggle;

6. Navigate to the Purchase Units page and confirm all “Can Order” settings are now switched off;

7. Log in to Acquire as a head office or outlet user and using the methods described above, search for each product by name or code to confirm all have been removed from associated catalogues.

Manual Synchronisation

To support migrating and onboarding of customers and to ensure product data remains up to date, Zonal users can manually trigger 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.

Q. Why is my new product not showing in Acquire?

A. 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.

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

A. 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.