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Stuck View Drop Down
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Direct Link To This Post Posted: 22-May-2008 at 4:53pm
Originally posted by Matt 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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Direct Link To This Post Posted: 22-May-2008 at 5:04pm
Originally posted by bgdoxtek 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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Direct Link To This Post Posted: 22-May-2008 at 5:04pm
Originally posted by Matt 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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Direct Link To This Post 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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Direct Link To This Post 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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Direct Link To This Post Posted: 22-May-2008 at 5:32pm
Originally posted by Matt Matt wrote:

Originally posted by bgdoxtek 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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Direct Link To This Post 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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Direct Link To This Post Posted: 22-May-2008 at 5:53pm
Originally posted by Matt 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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Direct Link To This Post Posted: 23-May-2008 at 8:34pm
I used customized templates for the invoices and sales receipts.

Edited by knifepro - 23-May-2008 at 8:34pm
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Direct Link To This Post 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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