For QuickBooks Enterprise with Advanced Inventory enabled, you can define multiple inventory sites and bin locations in your QuickBooks. Note that this feature do not apply to QuickBooks online or other version of QuickBooks.
This feature is only turned on if you subscribe to Teapplix "InventoryAdvisor". If not, Teapplix will export orders without filling out "Inventory Site".
To make Teapplix export orders and populate the "Site Name" and "Bin Location", and also to make Teapplix download "Inventory Quantity" that is from multiple inventory site, you need to check "Inventory Site" support checkbox on the QuickBooks Integration Setup page.
Setting "Site" and "Bin Location" on Export Orders
You need to turn on multiple warehouse on the Inventory->Options page. And add each of the inventory sites from QuickBooks to Teapplix on the Inventory->Warehouses page, using the Site name from QuickBooks as the Warehouse name in Teapplix.
- If the warehouse name in Teapplix contains no ":", then the name is used a s "Site Name" on order export
- If the warehouse name has ":" in it, then the part before ":" is used as site name, and the part after is used as bin location
Each warehouse you add to Teapplix will have an internal Warehouse ID value. When we export orders to QuickBooks, , we look at the "assigned" Warehouse ID in the order and obtain the inventory site name that should be used in QuickBooks.
Importing Inventory Quantity
The "default" inventory site from QuickBooks will be set as warehouse 1 in Teapplix.
For any other site, Teapplix will use the warehouse name you added in Teapplix to match the site name in QuickBooks, if such an warehouse is found, then quantity is imported from this site, if no such warehouse is found, then the quantity information is skipped.
Warehouse ID for Imported Orders from QuickBooks
These orders are all imported into warehouse 1. To set a different warehouse for these orders, you must setup an automatic filter rule in Teapplix to specifically assign the warehouse.