Can I add an order prefix to the order number?

Connex is programmed to check for duplicate order numbers in QuickBooks when it syncs a customer sale.

This particular feature can be useful when your order numbers are smaller digits or similar to that of another integration.

Here is an example:

You sync invoices from Shopify to QuickBooks.  Shopify generates order number 1200.  You already have an invoice in QuickBooks numbered 1200.  Connex will skip syncing this Shopify order to QuickBooks because it already exists.  

Solution or Workaround: Add an order prefix to the auto-generated order number from your integration when Connex creates the sales receipt/invoices/sales orders in QuickBooks.

How to set-up Connex to use an order prefix:

You can accomplish this by using our rules engine:

  1. Login to Connex.
  2. Click Rules on the left.
  3. Click "My Rules"
  4. Click "Add New Rule".
  5. In the template selector, choose "Start from Scratch".
  6. As the action, choose "Add Order Prefix".
  7. Then, choose your criteria. In this example, the customer wants the order prefix to be "AZ" only if the selling channel is equal to "Amazon"
  8. As the map to, enter the desired prefix "AZ"
  9. Click finish.