Shipping and Invoice Integration

iQuote is an estimating tool that allows you to plan your jobs from start to finish, using the several available integrations with other ePS software to accomplish a full track of the production process. One of them is the shipping and invoice integration.

That integration allows you to send to other software all the shipment and invoice data that iQuote generates from your Estimate and Job records, such as the address that the product should be delivered, where it is being shipped from, the billing address, and all of the prices related to that process. It makes it easier for you to access that information and keep track of it from anywhere.

 

Enabling The Integration

The shipping and invoice integration is based on two tools: the Sales Order that you create from Estimates and Jobs, and on the integration with other MIS systems. Thus, before going forward with the configuration of the integration, you must first enable the iQuote Sales Order and the integration. For that, follow the steps below.

Note: For more details about the Sales Order feature, see Sales Order. 

 

Navigate to Administration > General Configuration > System > General Settings > iQuote Sales Order tab.

Select the Enable iQuote Sales Order check box if it is not selected yet.

Note: If you have not configured the Sales Order before: 
For the workflow between the Estimate - Job - Sales Order to work, you must make sure that you have a few statuses defined for the iQuote Sales Order object. See how on Sales Order - Workflow.

Select the Build Invoice Lines and Enable Shipping Integration check boxes. The first enables the invoice integration and the second, the shipping integration.

Click Save.

It is not mandatory to enable both the Shipping and the Invoice integrations for each of them to work; they are independent. You just need to select the corresponding check box (i.e., Build Invoice Lines or Enable Shipping Integration) for the integration that you want to enable and leave the other blank. However, note that only by enabling the invoice lines, will the system send the price details from the Estimate to the Sales Order as Invoice Lines.

Other than enabling those features, your user is required to have some access options enabled to be able to use the Shipping and Invoice. 

Navigate to Administration > Users > User profile and select a profile. Enable the following access options:

Sales Order: EPS > Sales > Commercial > iQuote Sales Order

View Sales Order: EPS > Sales > Commercial > iQuote Sales Order > View iQuote Sales Order

Invoice records: EPS > Sales > Commercial > iQuote Sales Order > Invoice Lines

View Invoice: EPS > Sales > Commercial > iQuote Sales Order > Invoice Lines > Allow to view Invoice Type