Once the Brewery Routing support staff has created your account, you need to give the application some information about your business.
There are several steps needed to configure the interface with QuickBooks, to specify the workers and vehicles that will be used for delivering your product, and to copy QuickBooks data into Brewery Routing.
The following topic cover the work to be done:
- QuickBooks Setup
- Login and Change Password
- Set Shipping Location
- Set Trip, Vehicle and Worker Defaults
- Load Workers
- Load Vehicles
- Configure and Login to QuickBooks
- Get Invoice Line Items from QuickBooks
- Get Locations from QuickBooks
- Email Reports to Brewery Routing Support
- Trip Planning
- Advanced Setup