Rules Engine Advanced Mapping

Introduction

The Rules Engine can allow you to change the value of certain fields, based on another field. You can change an SKU, based on an item's name or change a deposit account because the payment method is PayPal.

Turn on Advanced Rules

On the Rules Engine page, click "Turn on Advanced Rules Engine." Here are some more examples of using the Rules Engine:

• Map SKU
• Shipping Method
• Change Class Field
• Change Payment
• Change Order Status
• Exclude Orders
• Multi-Currency
• Customer Tagging
• Change Discount Code
• Change Order Id
• Change Order Deposit Account
• Change Order Payment Method
• Change Order Currency
• Change Product Description
• Add Shipping Tax
• Change Department Field
• Change Shipping Address Region / Add Sales Tax for Register
• Change Custom Field Name
• Change Payment Deposit Method
• Misc

SKU

Cloud Cart Connector can manually map SKUs to QuickBooks.

WildCard Mapping - Map All SKUs to One Item

This rule assigns all products to a single QuickBooks item name. If you have multiple stores and you want each store to have its own single SKU, please contact us.

RuleSet

Set Name: My WildCard SKU Amazon Rule
ObjectType: OrderDetail
Action: ChangeSKU
ActionValue: amazonmisc

Rule

ItemField: SKU
ItemValue: *
ValueMatch: WildCard
Enable: True

Change all SKUs from Amazon to AmazonProduct

In many cases, Amazon's SKUs will fail to match the ones in QuickBooks. You can easily change all skus to a single product to easier tracking them in Amazon.

RuleSet

Set Name: My Change Amazon Rule
ObjectType: Order
Action: ChangeSku
ActionValue: AmazonProduct

Rule

ItemField: OrderStoreName
ItemValue: Amazon
ValueMatch: Contains
Enable: True

Change Item with Name/Description of Moda Flame Vigo Ventless Table Top Ethanol Fireplace to GF301801BK 

RuleSet

Set Name: My GF301801BK Rule
ObjectType: OrderDetail
Action: ChangeSku
ActionValue: GF301801BK

Rule

ItemField: Sku
ItemValue: Moda Flame Vigo Ventless Table Top Ethanol Fireplace
ValueMatch: Equals
Enable: True

Replace Part of SKU 

This rule makes abc123 into 123.

RuleSet

Set Name: My ABC Rule
ObjectType: Orderetail
Action: ReplaceSku
ActionValue: 

Rule

ItemField: Sku
ItemValue: abc
ValueMatch: Contains
Enable: True

Split Part of SKU 

This rule makes abc-123 into abc. It removes everything after the item value field

RuleSet

Set Name: My Split Rule
ObjectType: Orderetail
Action: SplitSku
ActionValue: 

Rule

ItemField: Sku
ItemValue: -
ValueMatch: Contains
Enable: True

Map unknown_do_not_delete to Misc

Our system adds a default item called unknown_do_not_delete, which is selected for items with no SKU. These rule maps items with no SKU:

RuleSet

Set Name: Map No SKU
ObjectType: Order
Action: ReplaceSku
ActionValue: Misc

Rule

ItemField: Sku
ItemValue: *
ValueMatch: IsNull
Enable: True

Shipping Method

Cloud Cart Connector can manually map SKUs to QuickBooks.

Map Order Shipping Method containing FedEx to QuickBooks Item Name of customshipping

RuleSet

Set Name: My Shipping Rule
ObjectType: Order
Action: ChangeShippingMethod
ActionValue: customshipping

Rule

ItemField: OrderShippingMethod
ItemValue: FedEx
ValueMatch: Contains
Enable: True

WildCard Mapping - Map All Shipping Methods to QuickBooks Item Name of customshipping

WildCard mapping will replace all shipping methods or SKUs with a default value. If you wanted any shipping method to map to shipping, this is the correct rule.

RuleSet

Set Name: My WildCard Shipping Rule
ObjectType: Order
Action: Change Shipping Method
ActionValue: customshipping

Rule

ItemField: OrderShippingMethod
ItemValue: *
ValueMatch: WildCard
Enable: True

Class Field

Cloud Cart Connector can change the class field on the order and order details of QuickBooks.

Change Order Detail Class to X, if order comes from store is Amazon

RuleSet

Set Name: Change Order Detail Class
ObjectType: Order
Action: ChangeOrderDetailClass
ActionValue: X

Rule

ItemField: OrderStore
ItemValue: Amazon
ValueMatch: Contains
Enable: True

Change Order Detail Class to X, if Shipped from CA

RuleSet

Set Name: Change Order Detail Class
ObjectType: Order
Action: ChangeOrderDetailClass
ActionValue: X

Rule

ItemField: OrderShippingAddressRegion
ItemValue: CA
ValueMatch: Contains
Enable: True

Change Order Detail Class to X, If Not Shipped from CA

RuleSet

Set Name: Change Order Detail Class
ObjectType: Order
Action: ChangeOrderDetailClass
ActionValue: X

Rule

ItemField: OrderShippingAddressRegion
ItemValue: CA
ValueMatch: DoesNotContain
Enable: True

Change Order Class to Custom Field Called Class Code

RuleSet

Set Name: My Class Rule
ObjectTYype: Order
Action: ChangeOrderClass
ActionValue: ClassCode

Rule

ItemField: OrderClass
ItemValue: ClassCode
ValueMatch: ContainsCustomField
Enable: True

Change Order Class to birthday When Customer Orders ABC123

RuleSet

Set Name: My Class Rule
ObjectTYype: Order
Action: ChangeOrderClass
ActionValue: ABC123

Rule

ItemField: OrderClass
ItemValue: birthday
ValueMatch: Contains
Enable: True

Change Order Detail Class to ABC123 if Tag is Warehouse 1

Note all order details will have the same class.

RuleSet

Set Name: My Warehouse 1 Rule
ObjectType: OrderDetail
Action: ChangeOrderDetailClass
ActionValue: ABC123

Rule

ItemField: OrderTag
ItemValue: Warehouse 1
ValueMatch: Contains
Enable: True

Change Order Class to ABC123 if Tag is Warehouse 1

This adjusts the class field, located on the top right of the order.

RuleSet

Set Name: My Warehouse 1 Rule
ObjectTYype: Order
Action: ChangeOrderClass
ActionValue: ABC123

Rule

ItemField: OrderTag
ItemValue: Warehouse 1
ValueMatch: Contains
Enable: True

Payments

Cloud Cart Connector can change if and how payments appear in QuickBooks.

Change Order Payment Method to Credit Card for All Orders

If you see Order X has failed to export into QuickBooks. Invalid field value PaymentMethodRef: Invalid PaymentMethod ID: [NG:54106], add this rule. 

RuleSet

Set Name: My Credit Card Rule
ObjectType: Payment
Action: ChangeCreditCardName
ActionValue: Credit Card

Rule

ItemField: OrderCreditCardName
ItemValue: *
ValueMatch: WildCard
Enable: True

Change Order Payment Method to Cash for in cash


RuleSet

Set Name: My Cash Rule
ObjectType: Payment
Action: ChangeCreditCardName
ActionValue: Cash

Rule

ItemField: OrderCreditCardName
ItemValue: in cash
ValueMatch: Contains
Enable: True

Change Orders from Store X for No Payment

RuleSet

Set Name: My Payment Rule
ObjectType: Payment
Action: RemovePayment
ActionValue: Amazon

Rule

ItemField: OrderStoreName
ItemValue: Amazon
ValueMatch: Contains
Enable: True

Change Orders from All Stores for No Payment

This turns invoices only with no payments on. Even if the order is actually paid, it will still have no payment in QuickBooks.

RuleSet

Set Name: My Payment Rule
ObjectType: Payment
Action: RemovePayment
ActionValue: *

Rule

ItemField: OrderStoreName
ItemValue: *
ValueMatch: WildCard
Enable: True

Mark Orders as Unpaid, if payment method is On Account

This turns invoices only with no payments on. Even if the order is actually paid, it will still have no payment in QuickBooks.

RuleSet

Set Name: My Payment Rule
ObjectType: Payment
Action: RemovePayment
ActionValue: True

Rule

ItemField: OrderCreditCardName
ItemValue: Account
ValueMatch: Contains
Enable: True

Order Status

Cloud Cart Connector can how order statuses appear in your order management solution.

Change Order Status by Modified Date

This example changes orders more than 24 hours old to the order status awaiting shipment:

RuleSet

Set Name: Awaiting Shipment
ObjectType: Order
Action: ChangeOrderStatus
ActionValue: Awaiting Shipment

Rule

ItemField: OrderModifiedDate
ItemValue: -24
ValueMatch: MoreThan
Enable: True

Change Order Status to Awaiting Payment for All Orders

RuleSet

Set Name: My Order Status Rule
ObjectType: Order
Action: ChangeOrderStatus
ActionValue: Awaiting Shipment

Rule

ItemField: OrderStatus
ItemValue: *
ValueMatch: WildCard
Enable: True

Exclude Orders

Cloud Cart Connector can exclude orders from your order management solution.

Exclude Orders Where a Custom Field Named _Office is San Diego or Boston

RuleSet

Set Name: Do Not Export San Diego or Boston orders
ObjectType: Order
Action: DoNotExportOrder
ActionValue: San Diego,Boston

Rule

ItemField: OrderCustomField
ItemValue: _Office
ValueMatch: ContainsCustomField
Enable: True

Exclude Orders where the Shipping Address is Empty

RuleSet

Set Name: Do Not Export Blank Shipping
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: OrderShippingAddressRegion
ItemValue: *
ValueMatch: IsNull
Enable: True

Exclude Orders where Order Number Starts with 4

RuleSet

Set Name: Do Not Export 4
ObjectType: Order
Action: DoNotExportOrder
ActionValue: 4

Rule

ItemField: OrderNumber
ItemValue: 4
ValueMatch: StartsWith
Enable: True

Exclude Orders where Sales Terms are not NET 30

RuleSet

Set Name: Do Not Export Non NET 30
ObjectType: Order
Action: DoNotExportOrder
ActionValue: Net 30

Rule

ItemField: OrderSalesTerms
ItemValue: Net 30
ValueMatch: DoesNotContain
Enable: True

Exclude Orders with Balance (Unpaid) from Exporting

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: 0

Rule

ItemField: OrderBalance
ItemValue: 0
ValueMatch: MoreThan
Enable: True

Exlude Orders without Class Kitting Solutions from Exporting

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: Kitting Solutions

Rule

ItemField: OrderClass
ItemValue: Kitting Solutions
ValueMatch: DoesNotContain
Enable: True

Exclude Orders with Class Kitting Solutions from Exporting

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: Kitting Solutions

Rule

ItemField: OrderClass
ItemValue: Kitting Solutions
ValueMatch: Contains
Enable: True

Exlude Orders with No Class from Exporting

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: *

Rule

ItemField: OrderClass
ItemValue: *
ValueMatch: IsNull
Enable: True

Exclude Orders where Modified Date is More than 60 after Creation Date

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: OrderModifiedDate
ItemValue: 60
ValueMatch: MoreThan
Enable: True

Exclude Orders where Creation Date is Less Than February 1, 2015

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: OrderCreationDate
ItemValue: 2/1/2015
ValueMatch: Less Than
Enable: True

Exclude Orders where Balance is 0

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: OrderBalance
ItemValue: 0
ValueMatch: Equals
Enable: True

Exclude Orders where Total is 0

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: OrderTotal
ItemValue: 0
ValueMatch: Equals
Enable: True

Exclude Orders where SKU is XX

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: Sku
ItemValue: XX
ValueMatch: Contains
Enable: True

Exclude Orders Failing to Contain XX

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: Sku
ItemValue: XX
ValueMatch: DoesNotContain
Enable: True

Exclude Orders with Billing Company ABC

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: OrderBillingAddressCompany
ItemValue: ABC
ValueMatch: Contains
Enable: True

Exclude Orders with Payment Method Credit Card

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: OrderCreditCardName
ItemValue: Credit Card
ValueMatch: Contains
Enable: True

Exclude Orders with the phrase credit in the private notes field

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: OrderPrivateNotes
ItemValue: Credit
ValueMatch: Contains
Enable: True

Exclude Orders where Store Name is Amazon

RuleSet

Set Name: Do Not Export
ObjectType: Order
Action: DoNotExportOrder
ActionValue: False

Rule

ItemField: OrderStoreName
ItemValue: Amazon
ValueMatch: Contains
Enable: True

Multi-Currency

Cloud Cart Connector will map the customer's billing address country to a currency code. Unless you are using Undeposited Funds, you need to choose a deposit account for each currency that QuickBooks supports. You cannot use a USD bank account for Canadian or other currencies.

Change Order Deposit Account

RuleSet

Set Name: Change Order Deposit CA
ObjectType: Order
Action: ChangeOrderDepositAccount
ActionValue: PayPal CA

Rule

ItemField: OrderBillingAddressCountry
ItemValue: CA
ValueMatch: WildCard
Enable: True

 

Customer Tagging

Cloud Cart Connector can tag customers.

Add an Infusionsoft Tag of Order Placed to All New Infusionsoft Customers 

RuleSet

Set Name: My Order Placed Rule
ObjectType: Customer
Action: AssignToCategory
ActionValue: Order Placed

Rule

ItemField: CustomerEmail
ItemValue: @
ValueMatch: Contains
Enable: True

Add an Infusionsoft Tag of Birthday to All Infusionsoft Customers Ordering SKU ABC123 or XYZ456

RuleSet

Set Name: My Birthday Rule
ObjectType: Order
Action: Assign to Category
ActionValue: Birthday

Rule

ItemField: Sku
ItemValue: ABC123
ValueMatch: Contains
Enable: True

Add an Infusionsoft Tag of Birthday to All Infusionsoft Customers where Order Total is More Than or Equal to $1,000

RuleSet

Set Name: My Birthday Rule
ObjectType: Order
Action: AssignToCategory
ActionValue: Birthday

Rule

ItemField: OrderTotal
ItemValue: 1000
ValueMatch: MoreThanEqualTo
Enable: True

Add an Infusionsoft Tag of VIP to All Infusionsoft Customers where Customer Total Revenue is Greater Than $5,000

RuleSet

Set Name: My VIP Rule
ObjectType: Order
Action: AssignToCategory
ActionValue: Birthday

Rule

ItemField: CustomerTotalRevenue
ItemValue: 5000
ValueMatch: MoreThan
Enable: True

Tag Existing QuickBooks Customers 1 Day Old with Existing

This rule tags customers that are likely existing in your order management system.

RuleSet

Set Name: My New Rule
ObjectType: Customer (use orders if syncing orders)
Action: AssignToCategory
ActionValue: Existing

Rule

ItemField: CustomerModified
ItemValue: 1
ValueMatch: MoreThan
Enable: True

Rule

ItemField: Sku
ItemValue: XYZ456
ValueMatch: Contains
Enable: True

Tag New QuickBooks Customers with New

This rule tags customers that are likely existing in your order management system.

RuleSet

Set Name: My New Rule
ObjectType: Customer (use orders if syncing orders)
Action: AssignToCategory
ActionValue: New

Rule

ItemField: CustomerCreated
ItemValue: 100
ValueMatch: MoreThan
Enable: True

Rule

ItemField: Sku
ItemValue: XYZ456
ValueMatch: Contains
Enable: True

Change Discount Code

Our system uses a default coupon code called orderdiscount to tracking the order's entire discount. Add this rule to change it to another item: 

Change All Discount Codes

RuleSet

Set Name: My Discount Rule
ObjectType: Order
Action: ChangeDiscountCode
ActionValue: MyQuickBooksDiscount

Rule

ItemField: OrderDiscount
ItemValue: *
ValueMatch: WildCard

Change Discount Codes if Code Starts With

RuleSet

Set Name: My Discount Rule
ObjectType: Order
Action: ChangeDiscountCode
ActionValue: MyQuickBooksDiscount

Rule

ItemField: OrderDiscount
ItemValue: ID
ValueMatch: StartsWith

Change Disocunt Code if Code Contains

RuleSet

Set Name: My Discount Rule
ObjectType: Order
Action: ChangeDiscountCode
ActionValue: MyQuickBooksDiscount

Rule

ItemField: OrderDiscount
ItemValue: ID
ValueMatch: Contains

Change Disocunt Code if Code Does Not Contain Reward

RuleSet

Set Name: My Discount Rule
ObjectType: Order
Action: ChangeDiscountCode
ActionValue: MyQuickBooksDiscount

Rule

ItemField: OrderDiscount
ItemValue: Reward
ValueMatch: DoesNotContain

Change Order Deposit Account

Deposit Visa Payments into Credit Card Deposits

This rule transfers all orders paid by visa into the credit card deposits account:

RuleSet

Set Name: Visa Credit Card Deposits
ObjectType: Order
Action: OrderCreditCardName
ActionValue: Credit Card Deposits

Rule

ItemField: OrderCreditCardName
ItemValue: Visa
ValueMatch: Contains
Enable: True

Deposit Orders from eBay to PayPal

This rule transfers all orders from the eBay store to an asset account called PayPal

RuleSet

Set Name: Change eBay Deposit
ObjectType: Order
Action: ChangeOrderDepositAccount
ActionValue: PayPal

Rule

ItemField: OrderStoreName
ItemValue: eBay
ValueMatch: Contains
Enable: True

 

Change Order Id

Swap with Invoice Number

This rule is used with Magento when you want the invoice number to be the QuickBooks order number:

RuleSet

Set Name: Switch Order Id
ObjectType: Order
Action: SwitchOrderId
ActionValue: *

Rule

ItemField: InvoiceNumber
ItemValue: *
ValueMatch: Contains
Enable: True

Swap with Order Id

This rule is used with Magento when you want the invoice number to be the QuickBooks order number:

RuleSet

Set Name: Switch Order Id
ObjectType: Order
Action: SwitchOrderId
ActionValue: *

Rule

ItemField: OrderId
ItemValue: *
ValueMatch: Contains
Enable: True

Change Order Payment Method

Change Order Currency Code, if Amazon

This rule makes all new customers use CAD as their default currency, if the store name is Amazon CA:

RuleSet

Set Name: Change Order Currency
ObjectType: Order
Action: ChangeOrderCurrencyCode
ActionValue: CAD

Rule

ItemField: OrderStoreName
ItemValue: Amazon CA
ValueMatch: Contains
Enable: True

Change Order Currency Code to CAD for All Orders

If you're using ShipStation, they send no currency code. The system will default to the default currency code of your company file. If using QuickBooks Online CA, then it defaults to CAD. This rule will override CAD and apply USD to all orders:

RuleSet

Set Name: Change Order Currency
ObjectType: Order
Action: ChangeOrderCurrencyCode
ActionValue: USD

Rule

ItemField: OrderStoreName
ItemValue: USD
ValueMatch: WildCard
Enable: True

Change Order Currency to USD, if paid by Amazon US

This rule checks the payment methods and changes the currency code.

RuleSet

Set Name: Change Order Currency
ObjectType: Order
Action: ChangeOrderCurrencyCode
ActionValue: CAD

Rule

ItemField: OrderCreditCardName
ItemValue: Amazon US
ValueMatch: Contains
Enable: True

Equals and DoesNotContain are also available for this rule.

Change Order Payment Method

Change All Payment Methods to Credit / Debit Card

This rule maps all payments to Credit / Debit Card.

RuleSet

Set Name: Change Order Payment Method
ObjectType: Order
Action: ChangeCreditCardName
ActionValue: Credit / Debit Card

Rule

ItemField: OrderCreditCardName
ItemValue: *
ValueMatch: WildCard
Enable: True

Change Other Payment Method to Amazon

RuleSet

Set Name: Change Order Payment Method
ObjectType: Order
Action: ChangeCreditCardName
ActionValue: Amazon

Rule

ItemField: OrderCreditCardName
ItemValue: Other
ValueMatch: Contains
Enable: True

Change Product Description

Product Description equals Name

This changes the product description to match the product name. Usually, the description matches the order item description.

RuleSet

Set Name: Change Product Description
ObjectType: Product
Action: ChangeProductDescription
ActionValue: *

Rule

ItemField: Name
ItemValue: *
ValueMatch: WildCard
Enable: True

Add Shipping Tax

Many connections fail to supply whether shipping is taxable. This rule will apply taxes, if the shipping address state is Rhode Island:

RuleSet

Set Name: Add Shipping Tax RI
ObjectType: Order
Action: AddShippingTax
ActionValue: *

Rule

ItemField: OrderShippingAddressRegionName
ItemValue: RI
ValueMatch: Contains
Enable: True

Change Order Department

You can change the order's department field, so orders meeting a certain criteria can have the location field populated:

RuleSet

Set Name: Change Department to Warehouse 1
ObjectType: Order
Action: ChangeOrderDepartment
ActionValue: Warehouse 1

Rule

ItemField: OrderTag
ItemValue: Warehouse 1
ValueMatch: Contains
Enable: True

Change Shipping Address Region

For LightSpeed POS and Square users, shipping information is empty for orders. This means Cloud Cart Connector cannot match a QuickBooks sales tax code to the order.

Change Shipping Address Region to MD, If Order Charged by Register 1

You can create a setting saying if the order was charged at register X, then the shipping state is MD:

RuleSet

Set Name: MD Tax
ObjectType: Order
Action: ReplaceShippingAddressRegion
ActionValue: MD

Rule

ItemField: OrderRegisterName
ItemValue: 1
ValueMatch: Contains
Enable: True

Change Custom Field Name

Our system can place the order notes or private notes field into a QuickBooks custom field.

Map Customer Notes Field to QuickBooks PurchaseOrder Field

RuleSet

Set Name: Order Note Custom Field
ObjectType: Order
Action: ChangeCustomFieldName
ActionValue: PurchaseOrder

Rule

ItemField: OrderNote
ItemValue: *
ValueMatch: WildCard
Enable: True

Map Private Notes Field to QuickBooks PurchaseOrder Field

RuleSet

Set Name: Order Note Custom Field
ObjectType: Order
Action: ChangeOrderDefaultExpenseAccount
ActionValue: PurchaseOrder

Rule

ItemField: OrderPrivateNotes
ItemValue: *
ValueMatch: WildCard
Enable: True

Change Payment Deposit Account

Change Deposit Account to PayPal for PayPal Payments

RuleSet

Set Name: PayPal
ObjectType: Payment
Action: ChangePaymentDepositAccount
ActionValue: PayPal

Rule

ItemField: OrderCreditCardName
ItemValue: PayPal
ValueMatch: Contains

Change Deposit Account to PayPal, if Custom Field Contains PP

RuleSet

Set Name: PayPal
ObjectType: Payment
Action: ChangePaymentDepositAccount
ActionValue: PP

Rule

ItemField: OrderCustomField
ItemValue: PP
ValueMatch: Contains

Misc

Add Default Bill Expense Account Per Order Warehouse

Bills in QuickBooks are summarized into one line. Based upon the warehouse, you can assign an expense account to bills. The account will be Inventory 01.

RuleSet

Set Name: Change Order Default ExpenseAccount
ObjectType: Order
Action: ChangeOrderDefaultExpenseAccount
ActionValue: Inventory 01

Rule

ItemField: OrderStoreName
ItemValue: Coconuts 01
ValueMatch: Contains
Enable: True

Add Default Bill Expense Account Per Order

Bills in QuickBooks are summarized into one line. You can assign an expense account for all bills:

RuleSet

Set Name: Change Order Default ExpenseAccount
ObjectType: Order
Action: ChangeOrderDefaultExpenseAccount
ActionValue: Inventory 01

Rule

ItemField: OrderStoreName
ItemValue: *
ValueMatch: WildCard
Enable: True

Exclude Products by Warehouse

This example excludes inventory syncing from a warehouse:

RuleSet

Set Name: Exclude Warehouse
ObjectType: Product
Action: DoNotImport
ActionValue: False

Rule

ItemField: ProductWarehouse
ItemValue: 01
ValueMatch: Contains
Enable: True

Map PO Number to Order Number

This rules add the order number to the PO number field. This is ideal for Amazon and eBay orders because the order number can appear on a printed invoice:

RuleSet

Set Name: Map PO
ObjectType: Order
Action: ChangeOrderPONumber
ActionValue: *

Rule

ItemField: OrderPONumber
ItemValue: *
ValueMatch: WildCard
Enable: True

 

Replace Order Number # Sign

RuleSet

Set Name: ReplaceOrderNumber
ObjectType: Order
Action: ReplaceOrderNumber
ActionValue: 

Rule

ItemField: OrderNumber
ItemValue: #
ValueMatch: Contains
Enable: True