Inventory Sync

How do I map the inventory site field?

You can map a default inventory site for each line item in QuickBooks.

Default Inventory Site for All Items

Here are the steps:

  1. Login to Connex for QuickBooks
  2. On our dashboard, click manage.
  3. Expand inventory.
  4. Expand inventory site and bin.
  5. Choose a site from the drop down:
  6. Click sync now to save the settings 

Here is the final result:

 

Troubleshooting

Invalid Reference to Site

The site you mapped is missing from QuickBooks. You have added a rule or your sale is sending a field mapped to the QuickBooks inventory site field. Here is an example error:

While trying to Add a(n) Invoice with order number of 4560, QuickBooks responded There is an invalid reference to QuickBooks InvoiceLineItem Site "B30" in the Invoice line. QuickBooks error message: Invalid argument. The specified record does not exist in the list.

To map this site to another site in QuickBooks, follow these steps:

  1. Go to the Connex rules engine.
  2. Click add.
  3. Click start from scratch.
  4. As the action, choose map inventory site.
  5. Use this comparison:
  6. Click next.
  7. In the map to, enter the site in QuickBooks.
  8. Click finish.

Unspecified site

Did you add rules? If so, click orders > order previewer in Connex. Complete the form. Once you submit the order, enter site in the order detail fields. Does the site populate? If not, correct your rules.

In QuickBooks, go to inventory > site list. Ensure that the sites that you mapped exist. If your sites were Boston and New York and you map Chicago, then no site would map.

If you added no rules, log into Connex. Click manage. Expand inventory. Expand site and bin. Choose a site.

Delete the sale and resync it. Your rules or settings changed, after the sale synced. Connex updates no orders.

 

If you are still having issues with syncing over the site, and sales continue to sync with "Unspecified Site" on the line items, then it is likely a permissions issue. QuickBooks Desktop requires users to have certain permissions to use site-mapping functionality in any way, shape or form.

This can be achieved by syncing as a user with the highest possible set of permissions, such as an Admin. If your business requires a more partitioned set of user permissions to remain intact, you can modify individual user permissions through the following instructions.

 

Login to QuickBooks, select Company->Users from the buttons at the top. Select Role List, click Edit Role, and enable Lists->Inventory Site List on the user that needs to be able to map sites during the sync, as shown below. Then, click OK and resync:

SiteRolePermissions