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Export Orders to QuickBooks with Multi-Site
When you have QuickBooks Advanced Inventory Add-on, Teapplix ActionShip can export orders to the specific inventory site in your QuickBooks.
If you have one internal warehouse with a FBA warehouse, you just need to check "Enable Inventory Site" on the QuickBook => Integration Setup page, and enter the default inventory site name and the FBA warehouse name.
If you have multiple internal warehouses, you will need to do the following setup to seperate the orders to be exported to the right inventory site.
Create warehouses in ActionShip
When you have mutiple warehouses (internal and external), you need to first enable multi-warehouse in ActionShip.
On the QuickBooks => Integration Setup page, you also need to check "Enable Inventory Site", and enter the default inventory site name.
Each internal warehouse name created in ActionShp must match QuickBooks "site" name exactly for the orders to be exported correctly. The first warehouse (Id =1) name must also match the default inventory site name entered on the Integration Setup page.
It is not recommended for you to create an internal warehouse that does not match a QuickBooks site name, as quantity logic will be all wrong in this case.
Assign orders to the right warehouse
There are several ways orders can be assigned to warehouses. Here we give the rules.
Manual Warehouse Assignment
For any unshipped order, you can always use bulk update, or use our "options" screen for each order to assign an order queue that is tied to a specific warehouse. When you do that, the order will change warehouses.
Note that this manual warehouse assignment is only available if use subscribe to ActionShip shipping functions.
Automatic Warehouse Assignment
The following rules can automatically assign warehouse to an order, in order of precedence:
- If the order is FBA (fulfillment by Amazon), then the order will always be assigned the warehouse that corresponds to FBA
- If the order is submitted to drop ship target that has an assigned warehouse, (FBA, cross teapplix drop ship, etc), then the order will be assigned the warehouse at the time of the drop ship unless the order is already in that warehouse.
- If the listing that the order belongs to is downloaded into ActionShip and assigned a warehouse, then any order from that listing is automatically assigned to that warehouse.
- If you setup an Order Queue and tie it to a warehouse (use "Manage Order Queues" on Open Orders page), and create automatic order filter, which moved the order to a certain Order Queue, then the order will be assigned that warehouse upon initial download from source (filter feature requires that you subscribe to ActionShip shipping functions).