When processing Inventory Transactions, Wise-Sync can be configured to check the settings of the parts which can affect Inventory in ConnectWise.

Product Type : Inventory Part

Product Class : Inventory

Drop Ship: True / False



Setting Wise-Sync to either of the following compliance options will determine when Wise-Sync will check the various settings in ConnectWise used to define an Inventory Transaction. To ensure strict or less strict compliance against the products settings in ConnectWise.

Options Settings in Wise-Sync

[Set Compliance Screenshot]

Inventory Transaction Posting ConnectWise Item Compliance:
  1. Product Class (Inventory) + Product Type (Inventory Part) *
  2. Product Class (Inventory)
  3. Product Type (Inventory Part)

1. Product Class (Inventory) + Product Type (Inventory Part)

When set, Wise-Sync will only process transactions where the conditions match. I.e. That the Product Class = 'Inventory', and the Product Part Type is an 'Inventory Part'. Where both of these conditions are not met; a Transaction will NOT be posted through to your accounting package.

2Product Class (Inventory) 

When set, Wise-Sync will only process transactions where the condition matches. I.e. That the Product Class = 'Inventory'. Where a product type is not set to a "Inventory Part" type, then a warning will display advising that the item should be reviewed in ConnectWise; a Transaction WILL be posted through to your accounting package.

3Product Type (Inventory) 

When set, Wise-Sync will only process transactions where the condition matches. I.e. That the Product Type = 'Inventory Part'. Where a product Class is not set to a "Inventory" class, then a warning will display advising that the item should be reviewed in ConnectWise; a Transaction WILL be posted through to your accounting package.

As you can see from the above options, the settings range from "Strict" compliance in option 1: through to less strict compliance on whether the item is classified as Inventory in ConnectWise.


Drop Ship Inventory Override:

Items that are drop shipped may still need to be treated as inventory to ensure that revenue correctly aligns to Cost of Goods Sold (COGS) based on the timing of the purchase and sale of Drop Ship. Partners that wish to defer the "COGS" to the time of sale can set the option to post Drop Shipped Items to an Inventory (Asset) account and treat them in the same manner as all Inventory Items. 

Note: It is recommended that you set the Account to different (or exclusive) account for the purpose of Drop Shipped items. This will assist in the tracing / tracking of items which have been drop shipped separately to those items held in your Warehouse Inventory Accounts.