Common Rules

How can I use a single code for shipping and discounts?

You can map all shipping and discounts to universal QuickBooks items to consolidate and track them easier. 

How do I set-up the rules?

You can accomplish this via our Rules Engine.

To Map All Shipping Methods or Discount Codes:

  1. Navigate to the Connex dashboard.
  2. On the left select Rules Engine > My Rules.
  3. Click Add New Rule at the top of the grid.
  4. To map all the shipping or discount methods, select Map field value regardless of condition from the rule type dropdown.
  5. To Map Shipping: Fill in the fields as shown in the screenshot below.
  6. To Map Discounts: Fill in the fields the same as the ones below.

  7. Click Submit when complete.



After I map the Shipping Method, what will it look like in my sales?

 

Before applying the rule:

 

After applying the universal Shipping rule:

After I map the Discount Method, what will it look like in my sales?

 

Before applying rule, the discount was "PASSTHESALT"

After applying rule, will associate with "Discount"