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