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Stuck 
Groupie
Joined: 09-March-2007
Location: United States
Status: Offline
Points: 0
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 Posted: 22-May-2008 at 5:04pm |
 Matt wrote:
Is anyone using QuickBooks Classes? |
One example of how the QB Classes could be quite beneficial would be for companies running multiple sites. For example, you might assign a specific class to items listed on Site A and another Class to items listed on Site B, then from within QB you can create reports to view and compare the monthly sales, expenses, etc. broken down seperately by each site.
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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 5:04pm |
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.
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Stuck
Groupie
Joined: 09-March-2007
Location: United States
Status: Offline
Points: 0
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Posted: 22-May-2008 at 4:53pm |
Matt wrote:
Is anyone using templates for invoice, purchase order, sales order, or sales receipt. |
Yes, we use QB customized templates for all of the above.
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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 4:45pm |
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It will likely be too restrictive for us, but can you explain what you mean by order type?
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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 4:40pm |
As I noted, my use of QBP classes is for some personal accounting activities unrelated to ProductCart.
Think about a single entity with multiple locations where tracking income/expense is desired, but that sometimes you want to be able to roll it all together.
Based on how I use them, and I'd have to look at other examples of how others have applied classes, my initial thought is that I think that assigning a single class to ALL invoices might be a bit restrictive. But again, my view is based on the very narrow use of how I applied classes to a "physical world" business application as opposed to an online store.
Check your PM.
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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 4:38pm |
bgdoxtek wrote:
We use PC for order processing for all of our business units, each with a separate class. It would be really nice in PC to specify a class per order or per customer account. |
We can allow you to select a class for each order type. You will not be able to do this on an order by order basis. All orders that export will be mapped to one class and/or template.
Does this work for everyone, or is this too rigid?
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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 4:31pm |
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We use PC for order processing for all of our business units, each with a separate class. It would be really nice in PC to specify a class per order or per customer account.
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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 4:25pm |
Hi Greg,
Actually, that is helpful to know you really like Classes.
Would you want to select a class for all your exported invoices, sales
receipts, etc...?
Do you think that would be useful, or do you add invoices to several different
classes?
If we add Class integration you will only be able to
select one class for all invoices.
I am interested to hear your feedback.
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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 4:24pm |
Matt wrote:
Is anyone using templates for invoice, purchase order, sales order, or sales receipt.
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Yep. We use invoice templates, but none of the others.
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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 4:23pm |
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Yep. We use classes to segment income and expenses by business unit.
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