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
RuleSet
Set Name: ReplaceOrderNumber
ObjectType: Order
Action: ReplaceOrderNumber
ActionValue:
Rule
ItemField: OrderNumber
ItemValue: #
ValueMatch: Contains
Enable: True
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