How to create invoices in Quickbooks as a byproduct of other activities inside of BlueTrace.
There are two ways to have invoices automatically generated inside of Quickbooks Desktop:
- Create a sales order, then allocate inventory to that customer
- Allocate inventory to a customer and auto-create a sales order & invoice
Sales Orders
First, capture a sales order for a customer in the BlueTrace web application.
You may have many customer orders to fulfill on a given day. When your team uses the BlueTrace mobile app on an iPad or iPhone to allocate inventory to the customer order, an invoice is auto-created.
Watch this video overview below:
Invoices are updated when:
- Prices change on the sales order
- Packed/Shipped quantities are updated in the mobile app
- New items are packed/shipped in the mobile app
Invoices are no longer updated when: The sales order is closed.
Shipping/Packing Orders in the Mobile App
- Starting in the BlueTrace mobile app, select a customer, pick lots, and then toggle "On" that you want to create a sales order.
- Enter a price for each lot.
- When you hit save, a sales order will be created as will an invoice.
- If you add to the order in the mobile app, the invoice will be updated, but the sales order will not.
Here's a quick demo of this capability: