Prioritizing Shipments with QuickBooks
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The document discusses prioritizing sales orders in QuickBooks. It provides an overview of Oz Development and their OzLINK product for integrating QuickBooks with UPS WorldShip. OzLINK allows users to view and prioritize sales orders, optimize fulfillment through automated shipping rules and notifications, and streamline operations through features like batch shipping and pick/pack verification. The presentation demonstrates these capabilities and asks what needs a company has around sales order management, shipping integration, and customer communication that OzLINK could address.
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
- 10. Streamline Fulfillment/Operations Streamline Service Automate Pick/Pack Customer Shipping Ship Channels Documents • Combine pack-list & label • Branded pack slips • Retail compliant labels • Advanced pack verification • Label customizations • Paperless commercial invoice • Batch shipping • Branded E-mail notifications • ASN • Bar code scanning • Auto-create return labels • UPS Freight/BOL • Automate Mail Innovations, • Drop ship capabilities SurePost 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
- 14. Send e-mail Notifications to Customers 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