Connex Functionality FAQ

Can Connex help manage drop shipments?

For customers that engage in drop shipping, this article will review both best practices for accounting for drop shipping management and how to set it up in Connex.

Is there a demo?

Here are the slides and here is a demo:

How do I create a sales order before an order ships, then an invoice after the order ships?

Close sales order with an invoice. You can create sales orders, invoices, and payments with Connex.

Closing sales orders is out of the box functionality. The solution is to sync orders twice; once before they ship and once after they ship. Here are the steps:

  1. Login to Connex.
  2. Click manage.
  3. Expand orders.
  4. Expand sync orders to QuickBooks.
  5. Expand the transaction area.
  6. Select sales orders, invoices, and payments.
  7. Expand sync manually to QuickBooks.
  8. In the order status field, enter pending and fulfilled. In this case, we assume your orders are pending first, then fulfilled later. If your order are paid and then shipped, enter paid and fulfilled. 
  9. Click submit.
    salesorders_invoices_paymentsIfPaid
    order_status_fulfilled_and_pending

Next, you must add a rule to stop creating invoices

Can I stop creating invoices, if the order has a certain status?

In this example, we will sync sales orders, invoices, and payments for fulfilled orders. The user has Shopify, but other solutions can be used. If the order is pending, then Connex will create a sales order only:

  1. Login to Connex.
  2. Click manage.
  3. Expand the sync manually to QuickBooks.
  4. In the order status field, enter pending and fulfilled.
  5. Expand the transaction area.
  6. Select sales orders, invoices, and payments.
  7. Click save settings.
  8. Go to the Connex rules engine.
  9. Click add.
  10. Click start from scratch.
  11. Choose this action: 
  12. Add this rule to only sync invoices for fulfilled orders. This works for Shopify. If you have another solution, enter another status:

If your orders are paid first, then enter paid instead of pending.

If the invoice is created at a later date, will Connex close the sales order?

Yes, Connex will close sales orders regardless of when the invoice is created. Connex copies the sales order to make an invoice. Connex will associate the payment made with the sales order to the invoice, so it has a $0 balance.

If my payment is missing and the sales order exist, you can delete the sales order and resync. You can also change your mode:

  1. Login to Connex.
  2. Click manage.
  3. Expand orders > sync orders to QuickBooks > transaction.
  4. Choose sales orders, no invoices, payments if paid.
  5. Click save.
  6. Click dashboard.
  7. Click manual sync.
  8. Resync your sales by date or order number.

Can I just create sales orders and invoices without payments?

If the order is unpaid, our tool should create no payment. If you want to mark certain orders as unpaid, follow these steps:

  1. Go to the Connex rules engine.
  2. Click action and add new rule.
  3. In the title, enter mark as unpaid.
  4. As the action, choose mark invoice as unpaid.
  5. Enter a field to compare, such as payment method.
  6. Enter a map from value, such as PayPal.
  7. In the map to, just enter true.