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Matt 
Moderator Group
Joined: 20-July-2006
Location: United States
Status: Offline
Points: 73
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 Posted: 07-June-2008 at 7:48pm |
sdalan,
There will not be a way to preview during export. You can of course view
and edit the orders before they are exported. The synchronizer will
export by order status. That is one option. So you can choose to ignore
partially shipped orders or to export them.
If there is something specific you are looking for please post it.
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Matt
Moderator Group
Joined: 20-July-2006
Location: United States
Status: Offline
Points: 73
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Posted: 07-June-2008 at 7:43pm |
Chef,
The Add-On does not support AU, UK, or CA as of today. It will though as
soon as possible. Unfortunately, I cannot provide a specific date.
I encourage any International QB customers to private message me so we can get
an idea of about who is interested. That will also allow me to contact
you when it’s ready.
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sdalan
Groupie
Joined: 10-August-2006
Status: Offline
Points: 0
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Posted: 07-June-2008 at 7:08pm |
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Matt - will there be a way to preview the transactions? When exporting by "date shipped" how will partial shipments be handled?
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Chef Link
Newbie
Joined: 02-June-2008
Location: Australia
Status: Offline
Points: 0
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Posted: 06-June-2008 at 5:50am |
Sorry if I have added this to the wrong spot - just wondered if the addon works with the Australian version of quickbooks
Cameron
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knifepro
Newbie
Joined: 18-February-2008
Location: United States
Status: Offline
Points: 9
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Posted: 23-May-2008 at 8:34pm |
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I used customized templates for the invoices and sales receipts.
Edited by knifepro - 23-May-2008 at 8:34pm
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Brian
brian@theknifeprofessional.com
brian@heartlandbraidedrugs.com
www.theknifeprofessional.com
www.heartlandbraidedrugs.com
ProductCart v4.7
QuickBooks Sync
Mobile
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bgdoxtek
Newbie
Joined: 10-April-2008
Location: United States
Status: Offline
Points: 0
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Posted: 22-May-2008 at 5:53pm |
 Matt wrote:
order type = sales order, invoice, sales receipt
You can export an order from ProductCart as any of these "order types". Now, this is just my wording... :)
For example, you export orders as invoices. All invoice order types are of "class A" and have "template A".
I hope that makes sense this time. |
Yeah, "order type" is probably not the best phrase. :) Nonetheless, I think I've got it. So, when you export a batch of PC orders you can specify that they import into QB as either sales orders, invoices or sales receipts? Let's say we choose invoices. Is a PC config setting dictating the class or are you relying on QB functionality to set a default class in the event none is specified? Also, is the Class A <> Template A relationship defined in PC or in QB? Thanks!
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Matt
Moderator Group
Joined: 20-July-2006
Location: United States
Status: Offline
Points: 73
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Posted: 22-May-2008 at 5:40pm |
order type = sales order, invoice, sales receipt
You can export an order from ProductCart as any of these "order types". Now, this is just my wording... :)
For example, you export orders as invoices. All invoice order types are of "class A" and have "template A".
I hope that makes sense this time.
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bgdoxtek
Newbie
Joined: 10-April-2008
Location: United States
Status: Offline
Points: 0
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Posted: 22-May-2008 at 5:32pm |
Matt wrote:
bgdoxtek wrote:
It will likely be too restrictive for us, but can you explain what you mean by order type? |
You are going to be exporting orders:
a.) automatically (e.g. every 2 hours)
b.) on demand (e.g. Like the current QB Add-On)
Not one by one though. Since you will not be able to select a specific template or class per order here is what I am thinking.
... You can set default classes and templates per order type (E.g. sales orders).
Then you can export on demand… say all orders that are backordered. You can select "Sales Order" as your export type. The software will use the template and class assigned to "Sales Orders" during the export.
This is all very preliminary and we have not discussed this at all internally. I am just information gathering, trying to learn how you are using these features and how we can make it work in the software. |
I understand and I'm happy to provide as much info as you like with respect to how we use PC and QB. I'm still not sure what you mean by "order type". Would that be a PC order type?
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Matt
Moderator Group
Joined: 20-July-2006
Location: United States
Status: Offline
Points: 73
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Posted: 22-May-2008 at 5:19pm |
Great! Thank you everyone for your feedback.
That is also how classes are used in QuickBooks's sample files.
I think for those of you using classes in this manner one to one mappings will work just fine. For example, store #1 invoices are assigned to class "store1" and store #2 invoices are assigned to class "store2".
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Greg Dinger
Certified ProductCart Developers
Joined: 23-September-2006
Location: United States
Status: Offline
Points: 238
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Posted: 22-May-2008 at 5:16pm |
Stuck's example is precisely how I am using classes, just not in a store environment, but to achieve the same exact results for my specific needs.
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