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Prioritizing Shipments with QuickBooks
1. Prioritizing Sales Orders within QuickBooks
Brian Hodgson
VP Sales & Marketing
www.BetterBottomLine.com Oz Development
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
2. Agenda
• Introductions and welcome
• Oz Development Overview
• Scott Gregory - Background
• Managing sales orders
– View and prioritize your sales orders
– Demo of sales order fulfillment worksheet
• Optimize fulfillment
– Select the right shipping options, business rules
– Pick, pack
– Mail notification
– Demo - Integrate QuickBooks® with UPS WorldShip®
• Conclusions, recommendations
• Q&A
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
3. Oz Overview
Background QuickBooks alone would not have allowed us to
• Over 10,000 joint customers expand our business and business process to
where it is today. It took a valuable partnership
• 20 years experience in shipping with Oz Development and their OzLINK product to
• Part of UPS Ready for 10+ years allow us to function at the level we are at today."
- Dan Curtis, IT Manager, Turner Motorsport
• Rapid company growth
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
4. OzLINK Solutions for QuickBooks
Out of the Box
eCommerce Advanced Pick
UPS WorldShip
Integration Pack Ship
Shipping
UPS WorldShip
Integration
On Demand
Solutions
All version of
QuickBooks
$29.95 per month
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
5. Agenda
• Introductions and welcome
• Oz Development Overview
• Scott Gregory - Background
• Managing sales orders
– View and prioritize your sales orders
– Demo of sales order fulfillment worksheet
• Optimize fulfillment
– Select the right shipping options, business rules
– Pick, pack
– Mail notification
– Demo - Integrate QuickBooks® with UPS WorldShip®
• Conclusions, recommendations
• Q&A
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
6. Sales Orders in QuickBooks
• What are sales orders?
• How to turn on sales orders?
• Edit > Preferences > Sales and
Customers
• Why do they look like estimates and
invoices?
www.BetterBottomLine.com
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
7. Sales Orders in QuickBooks
• What sales order reports are there?
• Open sales orders by customer
• Open sales orders by item
• Shows up on inventory reports too
• Navigating the sales order fulfillment
worksheet
www.BetterBottomLine.com
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
8. QuickBooks Demo
Solution
Demo
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
9. Agenda
• Introductions and welcome
• Oz Development Overview
• Scott Gregory - Background
• Managing sales orders
– View and prioritize your sales orders
– Demo of sales order fulfillment worksheet
• Optimize fulfillment
– Select the right shipping options, business rules
– Pick, pack
– Mail notification
– Demo - Integrate QuickBooks® with UPS WorldShip®
• Conclusions, recommendations
• Q&A
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
11. Business Rules:
Automate Service & Option Selection
Shipment Origin/Dest
Consignee
Details Address
• Weight, dimensions • Loyalty programs • Residential
• Value • Drop ship • Urban area
• Commodity • Preferred service • PO Box
• Delivery date • International
OzLINK
Automate Business Rules
UPS Service and Option Selection
Service Shipping Options Package Options
• Ground • Return Service • Delivery confirmation
• Next Day Air • Saturday Delivery • Flexible parcel ins.
• Mail Innovations • Int’l Commodity • Declared value
• Freight • etc • etc.
• etc
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
12. Batch Shipping with
Combined Packing Slip and UPS Label
Orders
Pick/Pack
& Label
Ship
Confirm
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
13. Service Customer Channels
Branded e-mails Branded packing slips
to improve customer service For drop ship customers
and repeat business or different brands
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
15. Summary of Needs
• Do you have the information you need in
QuickBooks?
• Is UPS WorldShip integrated to your QuickBooks?
• Do you need to automate shipping rules?
• Do you want to send a branded email notification to
your customers?
• Do you drop ship on behalf of your customers?
• Do you sell through Amazon, eBay, etc?
• Do you sell to large retailers?
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
16. OzLINK
Q&A
"I don't think I have had one customer call asking for a tracking number
since we've implemented the Email Notification with Oz. People are
getting their tracking numbers and if they have a question they just go
and track their own order. It's very, very good"
Clearwater Enviro Technologies, Inc
QuickBooks User
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
17. OzLINK: Additional Information
508-366-1969 440-527-5696
sales@ozdevelopment.com Scott@BetterBottomLine.com
www.ozdevelopment.com www.BetterBottomLine.com
Oz Development, Inc. www.ozdevelopment.com 508.366.1969
