If your MobileSentrix account includes multiple locations, you’ll need to reconnect OrderSync while logged into the correct MobileSentrix location.
This ensures that OrderSync syncs inventory with the intended location and maintains accurate stock data.
Dual tax support in OrderSync is currently available only for Canada when creating purchase orders with MobileSentrix (Canada).
In these cases, the applicable taxes—QST and GST, or HST and GST—are automatically synced.
When creating a purchase order through OrderSync, product attributes must be correctly mapped. By default, OrderSync uses AI to automatically map attributes or applies existing mappings if the SKU already exists in your inventory.
In some cases, attributes may not be mapped correctly, which can lead to inventory inconsistencies. To prevent this, you can require all attribute fields to be mapped before a purchase order is created. This requirement can be enforced based on specific employee roles.
Click the nine-dot menu in the top-right corner to open Settings.
Navigate to Employee Settings and select Manage Roles.
For the role you want to apply this rule to, click the action button and select Permissions.
Scroll down to the OrderSync section and click the plus (+) icon to expand the settings.
Enable Make the attributes field mapping compulsory.
Once enabled, purchase orders cannot be created unless all required attributes are properly mapped. This helps ensure data accuracy and prevents inventory issues caused by incomplete mappings.
In this article, we will learn how to manage drafts and view order history in OrderSync.
Step 1: Open OrderSync from the right drawer.
Step 2: Click on the Import History tab. With this new Import History tab, you can now save orders as draft and can view past orders. You can also search and filter orders by supplier or order status for quick access.
Step 3: Within each draft order that is saved, the mappings for the line items are also autosaved. To view the line items falling under each item, click on any of the draft order.