SiteGiant ERP SQL Account Sync Tutorial- Episode 2 (Setting up Your SQL Account Sync Setting)

SQL Sync Line Settings Configuration
📌 Users must navigate to the three dots button, select Settings, and access the company profile settings to select any newly added sales channels for order syncing.
📌 The SQL Accounting Settings section is crucial for updates if the server or database changes, referencing the "SQL SyncLite Create New Profile" video for detailed steps.

General Settings for Data Mapping
📌 The Customer Code setting establishes a default customer code in SQL Accounting to capture orders where customer matching fails or is left empty.
📌 To set the Product Code, users must create a default stock item code in SQL Accounting (e.g., "default") and input both the code and the corresponding UOM (Unit of Measure) back into SyncLite.
📌 Optional fields include setting an Agent code (or using four hyphens if unused) and defining the Term (defaulting to COD).

Invoice Number Generation
📌 Invoice numbering offers three choices: follow the SQL Accounting invoice number, use the number directly from the Sync App, or follow the number generated by SiteGiantLite.
📌 When using the Sync App option, users can define an invoice prefix (e.g., "inv-2021-") and specify the number of digits for sequential numbering.

Coupon Preset Setup
📌 Setting up the coupon preset requires creating a new item code (e.g., "coupon") in SQL Accounting and ensuring the correct UOM (Unit) is configured and saved in SiteGiantLite.

Key Points & Insights
➡️ Successful order synchronization relies heavily on correctly setting the default customer and product codes as fallbacks for unmatched items.
➡️ Users can control invoice numbering by choosing between the source system (SQL Accounting/SiteGiantLite) or the Sync App's sequential generation.
➡️ For further troubleshooting on linking data, users should consult supplementary videos covering customer matching and product matching processes.

📸 Video summarized with SummaryTube.com on Mar 02, 2026, 15:00 UTC