If you are on the Small Business plan and below, you can enable up to three workflows.
If you are on the Business plan and above, or added on QuickBooks Commerce to your QuickBooks Online account, workflows are unlimited.
Customers on the lower plans can add unlimited workflows as an add-on for USD 75.
Commerce Automation is a powerful tool to help you build customized workflows to perform frequent tasks on Sales Orders and Fulfillments.
Here are some actions you can perform automatically with Automation:
1You can route Orders to different Warehouses based on Stock Levels or different Locations.
2Add Line Items to Orders such as Products, Discounts, and Shipping.
3Send Email and Slack Notifications to Customers or your Team Members.
4Add Tags and Notes to Orders and Relationships.
5Send Invoices, Pack Orders and create Fulfillments.
Plus many more actions, all automatically! 🦾
Visit the Sales Orders section inside QuickBooks Commerce to get started with Automation. If you have not used the tool before you will be asked to 'Authorize Automation' so that the app can connect with your account.
Once authorized, you can view all your Workflows from the Automation page.
Enable and disable them from this page, and check on how many times the workflow has run. From here, you can clone a workflow which duplicates the rules ready to change and save as a new Workflow.
If you select 'View', you will be taken to the Automation app where you can see more details on the actions being performed.
The Automation show page for a Workflow shows you the Orders for which this rule has interacted with as either having skipped the order or successfully written to it based on the criteria you have assigned in the Workflow. This screen will also show if there have been any unexpected errors when trying to run the rules.
From here you can click on the edit 'Pen' icon to make changes.
Inside the Automation section, we also included a tab with many useful Templates to help you start using the tool easily!
If you click on 'Get Started with this Template', you will be taken to the Automation app to make any edits you might require to customize the Workflow to your exact needs.
In addition, we included instruction links for every Template that bring you to this site with a breakdown of how each workflow has been constructed and what you might need to do to customize it further.
Enjoy exploring Commerce Automation 🤖