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Add Tags to trade show orders

SOLVEDby QuickBooksUpdated 3 weeks ago
Important
This article is part of a series helping users get started with the Commerce Automation Template Workflows we have included in Automation. To use a Template, visit here and select a Workflow to edit and apply to your orders!
QuickBooks Commerce is no longer available for purchase as a stand-alone product.
The features referred to in this article are only relevant for customers who still have QuickBooks Commerce bundled with their QuickBooks Online subscription.
If you want to learn more about e-commerce accounting features that are part of QuickBooks Online, check out Accounting for e-commerce FAQ.

The Workflow helps you to add tags or notes to orders based on the channel of origin.

Add-Tags-to-Trade-Show-Orders.png

First, we check for the Order Source by ID. This is selectable as a dropdown menu when you edit the template and all the integrated sales channels in your account will be displayed.

On the workflow show page (shown above), it will display the channel by ID. For instance, the Mobile Sales App ID is 2753, the B2B Commerce Platform ID is 7, and Shopify's ID is 2, etc. However, you can also select the channel by name.

Secondly, we add a tag as such 'Trade Show Order' to all orders being made on the Mobile Sales App. This could also be an Order Note that is added or a Tag added to the Customer Relationship.Screenshot_2020-10-07_at_2.06.02_PM.png

This action will appear on the 'Order History' column of the Sales Order page, as an action performed by the user on your account who created the Workflow and via Automation.

Enjoy exploring our handy Commerce Automation tool!

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