Add a rule saying close if shipped
Is there a demo?
Here is the demo:
How do I enable this feature?
You must export sales before and after shipment. Then, add a rule saying only close shipped sales.
Add Status
Here are the steps:
- Login to Connex.
- Click settings.
- Click Orders to QuickBooks.
- In the Order Statuses field, enter one of these values:
- For ShipStation, enter awaiting_shipment,shipped.
- For Shopify, enter paid,fulfilled
Add Tax Rule
In Connex, click settings and click sales tax. If you add tax as a line item, you must map the sales tax to an inventory part. Otherwise, the sales order fails to close:
- In Quickbooks, go to lists > item list.
- Click new.
- Choose inventory.
- Enter SalesTaxInventoryItem
- In Connex, go to rules > my rules.
- Choose map field, based on condition.
- In the action field, enter map sales tax item name.
- Under rules, enter order total tax, more than, 0.
- In the last field, enter SalesTaxInventoryItem.
Add Rule
In this example, we will add a rule saying only close sales orders where the order has shipped:
- Go to the Connex rules engine.
- Click Add New Rule
- Choose map field, based on condition.
- As the action, choose import no invoice to close sales orders.
- As the rule, choose order status and does not contain. As the initial value, enter fulfilled for Shopify or shipped for ShipStation. Here is the end result:
Sample Order
Here are the steps to test:
- Create a new sale in ShipStation and do not ship it.
- Sync the sale to QuickBooks. Connex will create a sales order.
- Ship the sale in ShipStation.
- The sale must have a tracking number on the top right of ShipStation.
- Connex will create an invoice to close the sale.