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What are some common rules with the rules engine?

Here are some common uses cases

How do I map the transaction type, based on a condition?

In this example, we will sync sales receipts if the selling channel name is POS. Otherwise, we will sync invoices.

  1. In Connex, go to settings > orders to accounting > transaction type.

  2. Select invoices, payments if paid. This is the default setting for all orders.
  3. Click rules engine.
  4. Click add new rule.
  5. Choose the template Map transaction type to sales receipts.
  6. Scroll down and click submit.
  7. On the rule, change the field from enter to the name of the ShipStation store.
  8. You can enter Sales Receipts, Sales Orders, or Invoices. 

How do I map SKUs?

Connex has a rules engine. You could say if the product SKU is "123", then the QuickBooks item name is "ABC". This ensures your products map correctly. For an automatic way to check for mismatched products, read this guide.

In this example, we will map a SKU from your website to a product in QuickBooks: 

  1. Login to Connex.
  2. Click Rules Engine 
  3. Click Add new rule.
  4. Click "Rule without condition": 
  5. Optionally, you can use the order previewer to locate a specific sale: 

  1. On the next page, It will show you the fields where you want to map your prodcut.
  • What do you want to call the rules =  Rule Name
  • Initial Value = Name of the product on your Selling Channel or vice versa to Quickbooks
  • Value which need to be updated = Name of the product on your Selling Channel or vice versa to Quickbooks