New QuickBooks Add-on In Development |
Post Reply | Page <1 23456 9> |
Author | |
CardinalArmory
Newbie Joined: 18-March-2008 Location: United States Status: Offline Points: 0 |
Posted: 26-June-2008 at 12:33pm |
Have a look at: http://cardinalarmory.com/ Under "6.8mm AR-15 upper assemblies" you will see a category of "Custom 6.8 AR-15 uppers" Each one in that category is a BTO product. It is a product made up of sub-assemblies. I make very extensive use of conflict management, and this has given me a competitive edge.
The top level product is a holding place for an assembly charge, that's all. Every component in the customizable list is an item or assembly in my QB item list.
When I download an order, I need to see each line item in the customized list of parts so that the individual item parts and assemblies can be removed from inventory and increment COGS correctly.
I would like it to work so that the transfer simply provide the price of each item. In other words, the +/- change in price from the standard BTO assembly (the way the customer sees it) is NOT the right way to enter the item into the QB sales receipt. It should simply list the price of each item in the customizable tiem list. The total will be the same. That way if my items or subassemblies are linked to different sales and COGS accounts, they will be incremented and decremented correctly (the price/cost of the part.)
If the price of the BTO product comes across as a lump sum total for the top-level item (the BTO product), we will need to edit each individual line item and check that the total matches. If the items come across with the regular online or list price, then the order will need little or no editing.
Also, I manage my inventory with QB, not ProductCart. In PC I set all products to ignore inventory levels. I do this because many products are assemblies, and having a specific quantity on-hand does not reflect the fact that we may be able to assemble a sub-assembly in minutes. We also have one-to-two weeks to build our products, and in that time more items can arrive from vendors. Having inventory levels synchronized between QB and PC would make the system too jittery. Better (IMO) to leave it alone and let the value of the inventory be managed in one place, QB. Let a customer order an item regardless, if we are out-of-stock for a period of time we will inform the customer and ask him what he would like us to do. I don't want to turn a customer's order away for a very temporary out-of-stock situation.
I am also concerned that synchronization be controlled. Limit synchronization to only a carefully selected list of items, and provide a means to insure that in case of conflict I can decide which will override which.
Also, I have three or four times as many inventory items in QB as I do in ProductCart, and it will stay that way as long as I have subassembly parts which are not sold to customers (i.e. forever.) Don't assume that every item needs to be synchronized in each direction. When I set up last nights QB download experiment I was surprised to see no mechanism for identifying what parts needed to be synchronized before I got to the manual synchronization process.
I was in the computer business for 25 years before starting Cardinal Armory. I am sure this can be done well. Just please make sure you don't deliver it before a LOT of testing.
I would be glad to be a beta tester as long as I can get phone support as-needed.
- Tim
|
|
bgdoxtek
Newbie Joined: 10-April-2008 Location: United States Status: Offline Points: 0 |
Posted: 26-June-2008 at 12:18pm |
Any way we can get a feature list to see what's coming? Alternatively, I know a lot of development teams write the documentation/help file first. If it was available and you were willing to post it, that would be great.
|
|
Matt
Moderator Group Joined: 20-July-2006 Location: United States Status: Offline Points: 73 |
Posted: 26-June-2008 at 11:58am |
Hi Alan,
Sorry I didn't answer your question yet. The first feature we built was a very detailed logging and debugging console. We feel its really important to be able to track down errors. The tool can actually run on a schedule automatically. So it will definitely not export that same order twice. |
|
bgdoxtek
Newbie Joined: 10-April-2008 Location: United States Status: Offline Points: 0 |
Posted: 26-June-2008 at 11:56am |
Thanks for the update, Matt. I know it can be difficult to pin down a release date. Can you give us a rough estimate? (e.g. "We plan on being beta ready by June 30, beta testing for 4 weeks and releasing on August 1.) Maybe even a little rougher.
|
|
Matt
Moderator Group Joined: 20-July-2006 Location: United States Status: Offline Points: 73 |
Posted: 26-June-2008 at 11:53am |
CardinalArmory,
The new Add-On will handle BTO extensively. Please describe to me exactly how you have your items setup in QuickBooks (e.g. Assemblies, Individual Inventory Items, etc.). The more feedback we get from you the better the release will be! |
|
Matt
Moderator Group Joined: 20-July-2006 Location: United States Status: Offline Points: 73 |
Posted: 26-June-2008 at 11:48am |
The new Add-On is close to "Beta Ready". Many of the features you asked for are already included in the new build. As you may know the Beta was scheduled to be released this month. However, our team is currently devoting 100% of our efforts to the next release of ProductCart. As a result there will be a delay. I'll post back once I have a new release date.
|
|
knifepro
Newbie Joined: 18-February-2008 Location: United States Status: Offline Points: 9 |
Posted: 26-June-2008 at 10:23am |
Any news on a release date for the NEW Quickbooks Add-on?
|
|
Brian
brian@theknifeprofessional.com brian@heartlandbraidedrugs.com www.theknifeprofessional.com www.heartlandbraidedrugs.com ProductCart v4.7 QuickBooks Sync Mobile |
|
CardinalArmory
Newbie Joined: 18-March-2008 Location: United States Status: Offline Points: 0 |
Posted: 25-June-2008 at 11:59pm |
I posted a response to the current QB Add-On, and how dissappointed I am with it. I have PC-BTO v3.11.
My needs are simple. I just want the line items for each BTO to be included in the qbinvoice.iif file, so that when the order is entered into QuickBooks the inventory of assembly items is handled correctly.
I don't need inventory synchronization, since I don't keep inventory in ProductCart. I don't need integration to run in the back ground all day. We would be happy with a once-per-day export run to generate an qbinvoice.iif file. Just make the items in a BTO product/assembly come across!
I'd also like some help getting "handling" to work. See the "BTO" topic.
- Tim
|
|
bgdoxtek
Newbie Joined: 10-April-2008 Location: United States Status: Offline Points: 0 |
Posted: 17-June-2008 at 11:00pm |
Just curious, but is there a target ship date for this add-on yet? Thanks!
|
|
sdalan
Groupie Joined: 10-August-2006 Status: Offline Points: 0 |
Posted: 09-June-2008 at 1:55pm |
Thanks, Matt. (This is Alan by the way!).
Question: If exported with a status of partial shipment, can we exclude those in a subsequent sync? While I never used the function, the current has the option to exclude orders previously exported, so my guess is YES.
Also, will there by a detailed log for tracing any issues that arise, eg. "PC Order 1234 created in QB as Sales Receipt 6789"?
|
|
Post Reply | Page <1 23456 9> |
Tweet
|
Forum Jump | Forum Permissions You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum |