{"id":29398,"date":"2026-07-01T19:47:01","date_gmt":"2026-07-01T19:47:01","guid":{"rendered":"https:\/\/synder.com\/help\/?p=29398"},"modified":"2026-07-02T12:30:06","modified_gmt":"2026-07-02T12:30:06","slug":"managing-products-inventory-and-cogs-in-synder-per-transaction-sync","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/managing-products-inventory-and-cogs-in-synder-per-transaction-sync\/","title":{"rendered":"Managing Products, Inventory, and COGS in Synder \u2014 Per Transaction Sync"},"content":{"rendered":"\n
This guide covers how Synder handles products and services in Per Transaction Sync<\/strong> \u2014 from matching and creating items to setting up inventory tracking and Cost of Goods Sold (COGS).<\/p>\n\n\n\n \u26a1 Using Summary Sync?<\/strong> Product and COGS setup works differently in Summary Sync mode \u2014 Synder tracks costs internally rather than relying on inventory item types in your accounting platform. See COGS Tracking with Synder Summary Sync \u2192<\/strong><\/a><\/p>\n<\/div><\/div>\n\n\n\n Use this guide if you:<\/strong><\/p>\n\n\n\n This guide does not cover:<\/strong> Synder Summary sync and inventory management inside your accounting platform itself, or product setup inside your sales platform (Shopify, Amazon, etc.).<\/p>\n\n\n\n Every time Synder syncs a transaction, it needs to assign each line item to a product or service in your accounting platform. The process works in three steps:<\/p>\n\n\n\n Synder searches your accounting platform for an existing product using the name or SKU<\/strong> from the transaction. The match must be exact \u2014 spacing, capitalisation, and special characters all count. <\/p>\n\n\n\n You can configure whether Synder searches by name or SKU first \u2014 see the Product Search Priority<\/a> setting.<\/em><\/p>\n\n\n\n Synder assigns the transaction to that existing product. Revenue is posted to the income account linked to that product in your accounting platform. If the product is an Inventory item<\/strong>, your accounting platform automatically calculates and posts COGS \u2014 no extra configuration needed in Synder.<\/p>\n\n\n\n Synder’s behavior depends on your settings:<\/p>\n\n\n\n In Settings \u2192 Products\/Services<\/strong>, you choose how Synder records the product name for each transaction. This choice determines whether COGS tracking is possible.<\/p>\n\n\n\n All transactions from this integration are posted to a single generic item in your accounting platform \u2014 for example, “Shopify Sales” or “Stripe Product”. Use this when you do not need item-level reporting.<\/p>\n\n\n\n Important:<\/strong> The common product name option does not support COGS tracking. If you need COGS, use Option 2.<\/p>\n\n\n\n What this looks like in your accounting platform:<\/strong> Every sales receipt or invoice will show the same generic product name on every line, regardless of what was actually sold.<\/p>\n\n\n\n Synder reads the actual product name and SKU from each transaction and tries to match it to an existing product in your accounting platform. This is required for COGS tracking and item-level P&L reporting.<\/p>\n\n\n\n What this looks like in your accounting platform:<\/strong> Each sales receipt or invoice will show the actual product name or SKU from your sales platform \u2014 matching what your customer ordered.<\/p>\n\n\n\n If a transaction has no product name (which can happen with certain payment processors), Synder falls back to a default product you specify in the “use \u2026 instead”<\/strong> field.<\/p>\n\n\n\n When Synder cannot find an existing product in your accounting platform and is configured to create one, the item type depends on your Assign product type<\/strong> setting in Products\/Services.<\/p>\n\n\n\n Non-inventory and Service items do not track stock levels or trigger COGS. This is Synder’s default. Use this when you do not need to track physical inventory.<\/p>\n\n\n\n Set Assign product type<\/strong> to Inventory<\/strong> and Synder will automatically create new products as inventory items in your accounting platform \u2014 enabling COGS tracking from the first sync. You do not need to manually pre-create every product in your accounting platform; Synder handles that for you.<\/p>\n\n\n\n For full details on accounts, setup steps, and what COGS looks like in your accounting platform, see the Inventory Items and COGS section<\/a> below.<\/p>\n\n\n\n If you want strict control over what appears in your accounting platform’s product list, enable “If the matching product is NOT found \u2014 Cancel synchronization”<\/strong> in your settings.<\/p>\n\n\n\n When this is on, any transaction that references a product not found in your accounting platform will be canceled<\/strong> rather than synced. See the full guide: Cancel Synchronization if Item Not Found \u2192<\/a><\/p>\n\n\n\n When a transaction is canceled due to a missing product, go to the Platform Transactions<\/strong> tab in Synder. Find the transaction with Failed<\/strong> status, then click Explain<\/strong> to view the error log. The message will show exactly which product name was missing from your accounting platform.<\/p>\n\n\n\n\n
How Synder Handles Products<\/h2>\n\n\n\n
Step 1 \u2014 Synder looks for an existing match<\/h3>\n\n\n\n
Step 2 \u2014 If a match is found<\/h3>\n\n\n\n
Step 3 \u2014 If no match is found<\/h3>\n\n\n\n
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Product Name Settings<\/h2>\n\n\n\n
Option 1: Use a Common Product Name<\/h3>\n\n\n\n
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<\/figure>\n\n\n\nOption 2: Use Original Product Name and SKU<\/h3>\n\n\n\n
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<\/figure>\n\n\n\nDefault product when name is missing<\/h3>\n\n\n\n
<\/figure>\n\n\n\nWhat Synder Creates When No Match Is Found<\/h2>\n\n\n\n
Non-inventory or Service items (default)<\/h3>\n\n\n\n
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<\/figure>\n\n\n\nInventory items<\/h3>\n\n\n\n
Preventing Synder from Creating New Products<\/h2>\n\n\n\n
<\/figure>\n\n\n\nWhere you see the error<\/h3>\n\n\n\n