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OR24
Level 1

Inventory Setup and Integartion With External 3PL

Background:

1. We have QB Online. We have a 3PL that uses True Commerce.

2. Currently, we  send our Customer PO's to our 3PL for fulfillment.

3. We manually check what the 3PL has fulfilled and manually raise an invoice against what was shipped against a specific PO.

  • QB Online adjusts inventory based on what is invoiced and what is received

4. The problem we have is that the 3PL automatically fulfills any backordered items. Often times we miss these fulfillments and forget to invoice the customer. This lapse also affects the prevalent inventory status in QB Online

Future State:

a. We want our invoices to be automically generated based on actual fulfilments rather than us having to check the 3PL's fulfilment portal

  • Also automatically invoice fulfilled backorders and automatically decrement QB inventory

b. We want our inventory adjusted based on actual units fulfilled and invoiced

Question:

a. Is QB Online capable of the above ? Could it be done with the aid of a canned integration-software ? 

b. Is QB Enterprise capable of doing this ?

c. 

2 Comments 2
IrishNinoJ
QuickBooks Team

Inventory Setup and Integartion With External 3PL

I appreciate your detailed concern, OR24.

 

Currently, the ability to automatically generate invoices in QuickBooks is unavailable. We value your ideas, I recommend sending feedback directly to our product engineers.

 

Here's how:

 

  1. Select the Gear icon and choose Feedback.
  2. Fill in your suggestions in the Feedback field.
  3. Click Next to submit.

 

In addition, you can check out this article to learn how to create and add a discount item to an invoice: Use discount and subtotal items on an Invoice.

 

If you have any further questions about inventory or any QuickBooks-related concerns, feel free to leave a reply below. We're here to assist you 24/7.

4Gal
Level 11

Inventory Setup and Integartion With External 3PL

@OR24 

You need a 3d party inventory management app as the connector.

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