Quickbooks Commerce OMS Order Settings

Quickbooks Commerce OMS Order Settings

When Quickbooks Commerce is selected as your Extensiv Integration Manager WMS, there will be Quickbooks Commerce specific settings to set for each cart connection in Integration Manager. These settings are listed and explained below:




Quickbooks Commerce Order Status Settings

Setting
Description
Default
Options
Quickbooks Commerce Order Status
When Integration Manager sends orders (from this shopping cart ONLY) to Quickbooks Commerce, this field signifies the current state of all new orders
Active
  • Active
  • Draft
  • Finalized
Create Invoice
Should Integration Manager invoice orders as soon as we send them to Quickbooks Commerce ? Only Finalized orders can be Invoiced!
No
  • No
  • Yes
Pack Orders
Should Integration Manager pack orders in Quickbooks Commerce? Only Finalized orders can be Packed/Shipped!
No
  • No
  • Yes
Quickbooks Commerce Order Return Status
Integration Manager is able to download Order Return requests from SOME Shopping Carts. 
Please set the Return Status when Integration Manager sends them to Quickbooks Commerce.		Returning
  • Returning
  • Received

Quickbooks Commerce Price Settings

Setting
Description
Default
Options
Order Tax Treatment
Are prices from this cart Tax Inclusive or Exclusive. Quickbooks Commerce will use this setting for these orders.
Quickbooks Commerce  Default
  • Quickbooks Commerce Default
  • Exclusive
  • Inclusive
Dynamic Item Tax Rate
Should Integration Manager calculate Item Tax Rate on the fly? If NO, all items will use the default Quickbooks Commerce Tax Rate.
No
  • No
  • Yes
Currency Name
Which Currency should Integration Manager set to when creating orders in Quickbooks Commerce
Please leave this field blank if you want to use Quickbooks Commerce default Currency. 
To find Currency Name, please go to Quickbooks Commerce --> Settings --> Configuration --> Currencies.		(blank)
  • Leave blank
  • Go to Quickbooks Commerce --> Settings --> Configuration --> Currencies for options
Send Order Discount
Should Integration Manager send Order Discount as Free From Data on order line level?
Yes
  • Yes
  • No
Shipment Cost Line Label
What should we call the Shipment Line on the invoice? Leave blank to skip sending shipment cost.
Shipping Cost
  • Shipping Cost
  • custom name
  • leave blank
Send $0 Ship Code
Should Integration Manager send over the Order Ship Code if Order's Shipping & Handling fee is $0?
No
  • Yes
  • No

Quickbooks Commerce Other General Settings

Setting
Description
Default
Options
Location ID
The location in Quickbooks Commerce that these orders should be loaded into. If left blank, order will load into default Quickbooks Commerce location.
Blank will load orders into the Default location
How to find Quickbooks Commerce  Location ID
Add Order Tags
All orders from this shopping cart will be given the listed order tags in Quickbooks Commerce . 
You can add multiple tags, which can be formatted as a list of comma-separated values. 
For example, if an order has three tags: tag1, tag2, tag3.		blank = no tags
  • Add custom tags, comma separated for multiple entries
Order Note Field
What Should Integration Manager send as Order Note field.
Shipping Instructions
  • Shipping Instructions
  • Ship Name and PO Num. 
Order Number
Should Integration Manager pass the cart's Order Number to Quickbooks Commerce? If you select "Auto-Generated" then Quickbooks Commerce will create a unique Order Number.
The cart's Order Number will still be passed to Quickbooks Commerce in the Reference field.		Use Cart Order Number
  • Use Cart Order Number
  • Auto-Generated Order Number
Order Reference
What should Integration Manager pass as Order Reference field?
Use Cart Order Number
  • Use Cart Order Number
  • Leave It Empty
  • Bill-To Name 
  • Ship-To Name
Company Type
Which Company Type should Integration Manager use when looking up/creating companies from/in Quickbooks Commerce?
Consumer
  • Consumer
  • Business Customer
  • Supplier
Overwrite Customer Info

Should Integration Manager Overwrite Customer Billing and/or Shipping Address/Contact Info when sending to Quickbooks Commerce? (Ex. Cross Dock Orders)
You can leave some data fields blank so that Integration Manager will not overwrite them.

Linking All Orders to a Single Customer Record

If you want to link all orders to a single customer record in Quickbooks Commerce, select the "Overwrite Billing" option, and then make sure to fill in a default Name, Phone, and Email. Those are the three fields used to link customers together in Quickbooks Commerce.

Note: A new address will be added to the customer record for every order, even if that address already exists in Quickbooks Commerce. This is because we cannot detect if the address already exists in Quickbooks Commerce.

No
  • No
  • Overwrite Billing & Shipping
  • Overwrite Billing
  • Overwrite Shipping



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