Rules Engine Mapping Order Data
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Can Connex map classes, using rules?

Connex can map classes to the order or its line items

Is there a demo?

Here is a demo about class mapping, the rules engine, and how to generate a profit and loss:

How do I map a class on the entire order?

Let's say you want to track sales on Amazon versus eBay. In this example, we will map the ShipStation selling channel name Amazon to QuickBooks. 

To map the class, follow these steps:

  1. Login to Connex.
  2. On the left, click rules > my rules.
  3. Click add.
  4. Click start from scratch.
  5. In the action field, enter map order class.
  6. In the comparison field, enter these values: selling channel, contains, amazon
  7. Click next.
  8. In map to, enter Amazon.
  9. Finish the rule.

On the top of the sale, you will see Amazon:

How do I map classes on individual line items?

Let's say you sell different products. You want your clothing to have one class and your electronics to have another class. In this example, we will map technology to the computer product:

  1. Login to Connex.
  2. On the left, click rules > my rules.
  3. Click add.
  4. Click start from scratch.
  5. In the action field, enter map class on line items.
  6. In the comparison field, enter these values: SKU, equals, computer.
  7. Click next.
  8. In map to, enter technology.
  9. Finish the rule.

Here is the end result: