Disposable Restaurant Supplies with QuickBooks Integration
Pak Man Packaging & Supply Co. is a family business. They have been known in Texas since 1993. Their brick-and-mortar store is famous for supply of disposable food and janitorial products that are very popular with restaurants, bakeries, schools, and event organizers. Starting from 2014, the managers decided to go online.
They chose CS-Cart as the eCommerce platform for their well-established business. The entrepreneurial mindset helped them to orient in the online environment as naturally as in the physical-store business. While making decisions, the store owners trust only the reliable solutions and are always attentive to each and every detail. The storefront of this online shop was customized to make the customer journey and experience as high as the quality of their products themselves.
For bookkeeping, QuickBooks Online, an Intuit software, was selected. The business owners addressed us for integrating and finetuning this accountant solution. The results exceeded all expectations.
They chose CS-Cart as the eCommerce platform for their well-established business. The entrepreneurial mindset helped them to orient in the online environment as naturally as in the physical-store business. While making decisions, the store owners trust only the reliable solutions and are always attentive to each and every detail. The storefront of this online shop was customized to make the customer journey and experience as high as the quality of their products themselves.
For bookkeeping, QuickBooks Online, an Intuit software, was selected. The business owners addressed us for integrating and finetuning this accountant solution. The results exceeded all expectations.
Challenges
- Integrate with Quickbooks Online and more custom fields
- Customize the admin panel
- Help with category page design
Implementing the Project
QuickBooks Online integration
Connecting the CS-Cart platform to QuickBooks Online makes it easy to track the bookkeeping operations in a single dashboard.
We extended the standard QuickBooks Online integration to synchronize additional data beyond products, customers, and orders. Custom field mapping ensured more accurate data exchange between CS-Cart and QuickBooks, while inventory levels and low stock thresholds were updated automatically.
Mapping product fields
We extended the standard QuickBooks Online integration to synchronize additional data beyond products, customers, and orders. Custom field mapping ensured more accurate data exchange between CS-Cart and QuickBooks, while inventory levels and low stock thresholds were updated automatically.
Mapping product fields
Mapping user fields
Admin Panel Customization
We enhanced the administration panel to simplify order management. The improvements included faster order creation, custom order fields, payment details, warehouse location tracking, order prefixes for different sales channels, and printable order reports.
We added the payment block with input and radio buttons to the order creation page. If a client is going to pay by cash, the administrator selects “Cash” and enters the amount. If a client is going to pay by check, the administrator selects “Check” and enters the check number.
To differentiate payments made from different sources, we introduced a prefix P to the orders created from the administration panel and prefix W to the orders from the customer area. This prefix is used in the export process to QuickBooks Online. The order creation page was expanded with a new “Delivery” label introduced to improve management from the dashboard.
We added special buttons to enable printing Order Reports on the “Orders” page. Now, the user can search for orders using the filter on the left side of the page, and a list of orders is returned that can be printed out or sent to the email by clicking of the “Print” button.
We introduced a functionality for an ease finding of the place where an item is located in the warehouse. You can see it in the “Location” field in the Figure below. Now, every item in the store is accompanied with the IDs showing the warehouse’s, the shelf’s, and the level’s numbers. It is a very handy feature helping to organize and easily find products of a large inventory.
The same ID obtained using the “Location” functionality is included in the order invoice next to the product name which helps the storekeeper to easily find this product.
Unfinished order
We developed an add-on that automatically saves orders while they are being created in the administration panel. Administrators can resume interrupted orders at any time, print unfinished orders, and continue processing without losing data.
Help in Design Integration
We created a custom add-on that allows administrators to control category icon sizes directly from the admin panel. We also provided design guidance and developed custom category icons to create a clean, consistent storefront.
Results
The project delivered a streamlined storefront with a high-performance backend and an extended QuickBooks Online integration that synchronized business operations and simplified inventory and order management.
System Integration
Custom Development
Design
Our Services
CS-Cart helps ambitious eCommerce brands build marketplaces with the flexibility to adapt and the scalability to thrive. From your first launch to international expansion, you stay in control — with open-code access, powerful vendor management, and infrastructure that grows with your business.
Amplify your online presence with feature-rich applications for eCommerce. We build high-performance, user-friendly and conversion-based web and mobile online stores and hypermarkets that attract and retain customers.
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