How Ecommerce works with your other apps

What is shared with Accounting, Inventory, CRM, POS, Helpdesk, Manufacturing and Subscriptions, and what you need to do.

Ecommerce needs no other app. Starting it sets up what it needs: items, customers and a set of books. Other Ellibo apps on the same business see the same records, with nothing to sync.

Accounting

Your orders are ordinary documents in the same books: sales orders, invoices, payments and credit notes. Open Accounting and they're there, with the same numbers. Paid orders post sales, tax and the payment. Gateway fees and payouts post when you record them.

Inventory

Each variant of a product is one shared item, so the stock figure is the same everywhere. A sale in the store reduces stock, and a purchase in Inventory or Accounting adds to it.

A store can sell from chosen warehouses. If your business moves stock with Inventory's packages and shipments, a store shipment makes them too.

CRM

Shoppers are shared customers. When CRM is in use, a paying customer can also become a CRM contact, and a quote request can become a lead. You can turn this off with the setting for CRM in Settings.

POS

The POS keeps its own products and sales. The two can share your Ellibo address. See Your POS store and your Ecommerce store.

Helpdesk

Helpdesk runs on the same business and customers. Support replies to the same people who buy from you. A ticket isn't made from an order by itself.

Manufacturing

A sales order that's still open counts as demand in Manufacturing's planning, for items you make. Finished goods you make add to the same stock the store sells. If an item has a bill of materials, you can make a manufacturing order from a line of a web order.

Subscriptions

On the Business plan, a product can be sold as a subscription, tied to one of your plans in Ellibo Subscriptions. The web order pays the first period, and the subscription starts billing from the next one. The business needs to have started Subscriptions and chosen a plan on the product.

Other apps

Timesheets, Projects, HR, Expense, Bookings, Sign and Field Service run on the same sign-in and business, but have no direct link with the store today.