T-HUB Users Manual
T-HUB Users Manual
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Table of Contents
INSTALLING T-HUB CLIENT SOFTWARE ..................................................................................................... 5
T-HUB HOME SCREEN .............................................................................................................................. 6
UPDATING T-HUB CLIENT SOFTWARE ...................................................................................................... 7
SETTING UP USERS IN T-HUB .................................................................................................................... 9
CONNECTING YOUR ONLINE STORE TO T-HUB ....................................................................................... 10
CONNECTING T-HUB TO YOUR QUICKBOOKS ......................................................................................... 12
QUICKBOOKS FINANCIAL (PRO/PREMIER/ENTERPRISE) ........................................................................................ 12
QUICKBOOKS ONLINE .................................................................................................................................... 18
QUICKBOOKS POINT OF SALE ........................................................................................................................... 21
IMPORTING ORDERS FROM YOUR ONLINE STORE ................................................................................. 24
SHIPPING ORDERS.................................................................................................................................. 25
PRINT PACKING LIST ....................................................................................................................................... 25
INTEGRATED PEEL-OUT AND OTHER SHIPPING LABEL TEMPLATES............................................................................. 28
SHIPPING WITH UPS ONLINE (DIRECT SHIPPING) ................................................................................................. 30
Configure UPS Online in T-HUB............................................................................................................. 30
Enable UPS Online shipping ............................................................................................................................... 30
Set UPS Online Account and Defaults ................................................................................................................ 30
Shipping orders with UPS Online .......................................................................................................... 38
SHIPPING WITH FEDEX (DIRECT SHIPPING).......................................................................................................... 41
Configure FedEx in T-HUB ..................................................................................................................... 41
Enable FedEx shipping ....................................................................................................................................... 41
Set FedEx Online Account and Defaults ............................................................................................................. 41
SHIPPING WITH ENDICIA LABEL SERVICE (DIRECT SHIPPING).......................................................................... 49
CONFIGURE Endicia IN T-HUB .............................................................................................................. 49
ENABLE Endicia (ELS) SHIPPING ......................................................................................................................... 49
SET Endicia Label Service Defaults ..................................................................................................................... 49
SHIPPING ORDERS WITH Endicia Label Server ...................................................................................... 50
COMMON SETUP FOR UPS WORLDSHIP AND FEDEX SHIP MANAGER ................................................................. 52
SHIPPING WITH UPS WORLDSHIP..................................................................................................................... 57
Configure for shipping with UPS WorldShip ......................................................................................... 57
Instructions for Shipping orders with T-HUB and UPS WorldShip......................................................... 60
Importing orders in UPS WorldShip in a batch (multiple orders) ...................................................................... 61
Importing single order in UPS WorldShip (keyed import) .................................................................................. 62
SHIPPING WITH FEDEX SHIP MANAGER ............................................................................................................ 63
Configure for shipping with FedEx Ship Manager ................................................................................. 63
Instructions for Shipping orders with T-HUB and FedEx Ship Manager ................................................ 64
Importing Single order in FedEx ShipManager (One order at a time)................................................................ 65
Importing orders in FedEx ShipManager in a batch (multiple orders) ............................................................... 66
SHIPPING WITH ENDICIA DAZZLE FOR US POSTAL SERVICE (USPS) ......................................................................... 69
Configure shipping with endicia dazzle ................................................................................................ 69
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Instructions for Shipping orders with T-HUB and Endicia dazzle .......................................................... 70
SHIPPING WITH STAMPS.COM FOR US POSTAL SERVICE (USPS) ............................................................................. 73
Configure shipping with Stamps.com ................................................................................................... 73
Instructions for Shipping orders with T-HUB and Stamps.com ............................................................. 74
Re-Print Shipping label for Stamps.com ............................................................................................... 76
SENDING SHIP STATUS UPDATE AND TRACKING TO ONLINE STORES .......................................................................... 78
Configure sending tracking to online stores ......................................................................................... 78
Sending tracking to online stores from T-HUB...................................................................................... 78
POSTING ORDERS TO QUICKBOOKS ....................................................................................................... 81
QUICKBOOKS FINANCIAL (PRO/PREMIER/ENTERPRISE) ........................................................................................ 81
Configure posting to quickbooks Financial ........................................................................................... 81
1.
2.
3.
4.
5.
6.
Transaction Type and numbering settings............................................................................................ 81
Customer in QuickBooks settings ......................................................................................................... 83
Items in QuickBooks settings ................................................................................................................ 87
Settings for posting Shipping Income ................................................................................................... 89
Settings for posting Tax ........................................................................................................................ 90
Other Transaction Settings ................................................................................................................... 91
Posting orders to quickbooks financial ................................................................................................. 93
QUICKBOOKS POINT OF SALE ........................................................................................................................... 94
Configure posting to quickbooks POS ................................................................................................... 94
1.
2.
3.
4.
8.
Transaction Type Settings ..................................................................................................................... 95
Inventory Options ................................................................................................................................. 96
Payment/Shipping Options ................................................................................................................... 97
Tax Setup .............................................................................................................................................. 98
Order Settings ..................................................................................................................................... 101
Posting orders to quickbooks Point of sale ......................................................................................... 102
INVENTORY MANAGEMENT ................................................................................................................. 103
REFRESH INVENTORY FROM QUICKBOOKS (NOT SUPPORTED FOR QB ONLINE) ........................................................ 103
INVENTORY UPLOAD SCREEN.......................................................................................................................... 104
QuickBooks Financial (Pro/Premier/Enterprise) ................................................................................. 106
QuickBooks Point of sale..................................................................................................................... 107
ADD PRODUCTS FROM QUICKBOOKS TO WEBSITE .............................................................................................. 107
QuickBooks Financial (Pro/Premier/Enterprise) ................................................................................. 107
Options for adding new products on website .................................................................................................. 107
Adding a single/simple item to website ........................................................................................................... 108
Adding a product with variant to website ....................................................................................................... 109
QuickBooks Point of sale..................................................................................................................... 109
Options for adding new products on website .................................................................................................. 109
Adding a single/simple item to website ........................................................................................................... 109
Adding a product with variant to website ....................................................................................................... 111
UPDATE PRODUCTS (PRICE/QUANTITY) FROM QUICKBOOKS TO WEBSITE ............................................................... 111
QuickBooks Financial (Pro/Premier/Enterprise) ................................................................................. 111
Options for Updating products on website from quickbooks .......................................................................... 112
QuickBooks Point of sale..................................................................................................................... 113
Options for Updating products on website from quickbooks POS .................................................................. 113
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AUTOMATING T-HUB USING THE T-HUB AUTOMATOR ........................................................................ 115
ACTIVATE T-HUB AUTOMATOR ..................................................................................................................... 116
RUNNING T-HUB AUTOMATOR (START / STOP )............................................................................................... 117
PHONE ORDER ENTRY IN T-HUB ........................................................................................................... 118
ACTIVATE PHONE ORDER ENTRY ...................................................................................................................... 118
ENABLE CREDIT CARD PAYMENT PROCESSING ..................................................................................................... 118
Authorize.net setup for credit card processing ................................................................................... 118
Quickbooks ecommerce merchant account setup for credit card processing .................................... 120
ENTER PHONE ORDERS IN T-HUB ................................................................................................................... 122
OTHER FUNCTIONS IN T-HUB ............................................................................................................... 124
CUSTOMIZE ORDER PROCESSING SCREEN DISPLAY ............................................................................................. 124
CUSTOM VIEWS IN ORDER PROCESSING SCREEN ................................................................................................ 125
SELECTING MULTIPLE ORDERS......................................................................................................................... 127
MAP ITEMS ................................................................................................................................................ 127
Map Items for QuickBooks Financial .................................................................................................. 127
Map Items for QuickBooks Point of sale ............................................................................................. 128
MAP SHIPPING METHODS ............................................................................................................................. 128
MAP PAYMENT METHODS ............................................................................................................................ 129
T-HUB DATABASE MANAGEMENT .................................................................................................................. 130
Connect to a different T-HUB database .............................................................................................. 130
Backup T-HUB database ..................................................................................................................... 131
Restore T-HUB database..................................................................................................................... 131
CUSTOM FIELD MAPPING BETWEEN QUICKBOOKS AND T-HUB............................................................................. 133
Product level Custom fields ................................................................................................................. 133
Custom fields for transactions in QuickBooks ..................................................................................... 134
CONNECTING T-HUB TO MULTIPLE QUICKBOOKS COMPANY FILES ........................................................................ 135
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INSTALLING T-HUB CLIENT SOFTWARE
1. T-HUB needs a registration key for installation. If you have a license key,
proceed to next step. If you have purchased a license you should receive a
registration key from orders@atandra.com If you do not have a license key
and would like a 15 day trial, please register to receive a trial key from
http://www.atandra.com/jsp/download.jsp
2. Download T-HUB application installer from link
https://s3.amazonaws.com/THUB/ThubInstaller.exe
3. Double click the downloaded file ThubInstaller.exe to install T-HUB
application.
4. After installation is complete, click on Start > Programs > T-HUB > T-HUB
5. You will be prompted to select the T-HUB Database. If this is your first time
installation then select the option to create new database
6. Enter T-HUB database login information. Click on the server name drop down
to select default login information.
7. Enter your license key when prompted and click OK
8. This completes the application installation. Follow the sections below to
configure the application and start using the application.
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T-HUB HOME SCREEN
The T-HUB home screen is arranged in several panels as shown below
Online Stores : This panel has functions to connect to your online stores and configure preferences related
to each online store.
Inventory : Functions in this panel deals with inventory information. Inventory is read from either
QuickBooks financial or QuickBooks Point of Sale.
Customer and Orders : This panel manages your daily orders from different online stores.
QuickBooks Settings : This panel manages connection to QuickBooks financial or QuickBooks POS
T-HUB Configuration : This panel manages general settings in the application like users, database, item
mapping etc.
Resources : Provides help and update links
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UPDATING T-HUB CLIENT SOFTWARE
Follow these steps to update your T-HUB installation.
1.
2.
Open T-HUB application
Click on Application Updates icon. If there are any new updates available, it will be downloaded.
Please note where the file is being downloaded.
3.
4.
Close T-HUB application if open.
Double-click on downloaded file to start update installation process. Note the version number
will be displayed before starting the update.
5.
Press the ENTER key to start update installation process (NOTE T-HUB application must be closed
while doing this step).
If you see any errors in the update process like below (highlighted in red). Just follow the steps 4
and 5 again.
6.
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7.
You should see the results of update as below without any exceptions as below.
8.
This completes the update and you can open T-HUB and verify the new version number in the
title bar.
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SETTING UP USERS IN T-HUB
There is a default login setup in the application.
Login: admin@admin.com
Password: password
Follow steps below to create new users.
1. Click on the User icon under T-HUB Configuration tab
2. Click on the + icon to enter details for new user of T-HUB.
3. Enter user login email, password, password hint question and password hint
answer.
4. If you want the user to have admin access rights to the system, then check
the Is Admin check box.
5. Click on the Save button to save the new user details.
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CONNECTING YOUR ONLINE STORE TO T-HUB
1. Click on the “Add Online Store” icon under Online Stores tab.
2. Select your shopping cart from the Store type (shopping cart) list.
3. Please refer to this document to complete the cart specific settings
(highlighted in blue above).
Click
here
for
detailed
instructions
for
connecting T-HUB to your shopping cart
4. Complete the other details in the Add online store form above as below
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a. Company Information
i. Company name (Optional) is the name of your company as you
want displayed on the packing list for your orders
ii. Contact Name and address (Optional) of your company. The
address will be printed in packing list.
iii. Company logo (Optional) is the name of your company logo file
in .jpg or .bmp or .gif format.
b. Order Download Settings
i. Use order number from webstore option would show the order
in T-HUB exactly as it appears on your website
ii. Use Prefix option if you want to prefix your website order
number with some characters. For example you may have a
retail webstore and a wholesale webstore. You may want to
have all retail orders prefixed with R- and all wholesale Orders
prefixed with W- (R-1001, R-1002, W-20045, W-20046… and
so on)
iii. Accept phone orders for this store : Check this box if you want
to enter phone orders in T-HUB for this store. This feature is
supported in T-HUB Pro and advanced editions. If you do accept
phone orders, you can chose to prefix phone orders with a
character e.g. Piv. Append item options to product code: On some shopping carts
like osCommerce and ZenCart, there is no unique code for a
product with size/Color Options. You can check this box to let
T-HUB create unique codes for products with options. E.g. If a
product code is 1001 and it comes in Red color and size 10,
then T-HUB will create a new unique code as 1001-Red-10. If
this option is not checked then T-HUB will post orders with red
shirt and a blue shirt with the same product code of 1001. Note
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that this is only applicable for a few shopping carts like
osCommerce and ZenCart. If this is not enabled for your
selected cart then you can safely ignore this option.
c. Store Sync Settings : T-HUB has a scheduler that can run every few
minutes to automate integration between website and QuickBooks.
This feature is in T-HUB Pro and Advanced editions. This screen is just
to show if the Automation settings have been enabled. To configure THUB Automator, please refer this section.
CONNECTING T-HUB TO YOUR QUICKBOOKS
QUICKBOOKS FINANCIAL (PRO/PREMIER/ENTERPRISE)
1.
Open QuickBooks and open your company file. Login to QuickBooks as an
Admin user.
2.
Do this step to verify, you have opened QuickBooks as an Admin user. Click
on Edit > Preferences > Integrated Applications > Company Preferences. If
you are able to open this screen then you are logged into QuickBooks as an
Admin user. Close the Preferences window. You can also check current user
logged on in QuickBooks. Click on the Company menu > Setup Users and
Passwords > Setup Users
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3. Make sure the currently (logged on) user is displayed as Admin user. Close
the User List screen.
4.
In QuickBooks, press the keys {Control}1
the screen below.
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5.
Right-Click on the file location and click on Copy. This copies the exact name
of your QuickBooks Company file. Click OK to close this Product
Information screen, if this screen is not closed then connection test
from T-HUB will not work.
6.
Now in T-HUB, click on the “QuickBooks Company file” button under
QuickBooks Settings tab.
7.
Right-Click on the QuickBooks Company file field and click on the paste item
to set the exact name of the QuickBooks company file you have open.
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8.
Select the QuickBooks country edition.
9.
Select the QuickBooks version from the drop down.
10. Select the Product code matching field from drop down. Most common setting
is the ItemName. The options are to match products from QuickBooks to
website based on one these three fields
a. ItemName. This means that the Item name in QuickBooks matches the
Product SKU of item on website. Consider the example below. In this
example the ItemName of product in QuickBooks is “EF300” Select this
option if the SKU on website is matching ItemName in QuickBooks like
“EF300”
b. Full Item Name. This is the unique name of items in QuickBooks. If an
item is a sub item of another item in QuickBooks then the Full Item
name becomes ParentItem:SubItem. In the below example full name
of the item in QB is “Door:EF300”. If you select this as the matching
field with website then the SKU on website should be saved as
“Door:EF300”
c. ManufacturerPartNumber. You can select this option if you want to use
the ManufacturerPartNumber from QuickBooks to match SKU of
products on website.
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11. Click on Test Connection button.
12. You will see the permissions window below displayed by QuickBooks.
13. Select the yes option to allow access to T-HUB even if QuickBooks is not
running.
14. If you see a list of users in the Login as drop down then select the Admin user
from the drop down list. If you do not see the Login as drop down then you
can ignore this and proceed.
15. Click on Continue button
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16. Click on Yes button on the Confirm to Proceed screen. The click on the Done
button shown.
17. You will now get this prompt in T-HUB.
18. Click on the Yes button to start the sync process between QuickBooks and THUB.
19. The sync process will take a few minutes to complete depending on the
amount of list data you have in QuickBooks.
20. You should now see the successful sync message appear as below. Click on
OK to close and complete this process of connecting your T-HUB to
QuickBooks.
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QUICKBOOKS ONLINE
1.
In T-HUB, click on the “QuickBooks Company file” button under QuickBooks
Settings tab.
2.
Select the Option for QuickBooks online. Click on the button next to
Connection ticket.
3.
You will see browser open asking you to login to your QuickBooks online
account. Once you login to your account, you will see screen below, click on
Continue button.
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4.
You will see this next screen. Click on Create New Connection.
5.
Give a connection name “T-HUB connection” add click Continue.
6.
Select “All Accounting” under Access Rights. Click Continue.
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7.
Select option No for Login Security. You will be prompted to confirm this
selection of No option for Login security, you should confirm and select the No
option. If you select Yes then every time you use T-HUB, you will have to
create a new session connection token.
8.
You will be shown this screen below with your Connection Key. Please copy
the value of this connection key by clicking on the button “Copy to Clipboard”
9.
Paste the connection key in T-HUB as shown below.
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10. Select the option “FullItemName” for product matching option
11. Click on Test Connection and verify connection between T-HUB and your
QuickBooks online account
QUICKBOOKS POINT OF SALE
1. In T-HUB, click on QuickBooks company file button as shown below
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2. In the QuickBooks Company File form below, enter details as per below.
a. QBPOS Server : This is the name of the computer that hosts the
QBPOS Server installation. If your QBPOS is installed on the same
computer as the T-HUB application, then this field will be automatically
filled by T-HUB. If you have QBPOS installed on another computer then
enter that computer name here (To find the name of the computer,
right-click on My Computer icon on your desktop and click on
Properties > Computer name tab > read the full computer name)
b. QBPOS database : This is the name of the QBPOS database file. To
find the value to input here, note the title bar after you open QBPOS.
The name of the QBPOS database appears at the beginning as
highlighted below. NOTE this value is Case-Sensitive, enter this value
with proper upper and lower case.
c. QBPOS version : Enter the QBPOS version number here. In QBPOS,
click on Help > About QuickBooks POS and note the version of your
QBPOS.
3. Select the field from QBPOS to use to match products on website. In most
cases you would use ItemNumber from POS to match products SKU on
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website. You can also select ALU, UPC or ItemName to match products from
POS to Product SKU on website.
4. Click on Test Connection. You will be prompted to grant access to T-HUB
application. Click on the Yes Always button. You will then be prompted to
synchronize with QuickBooks, click yes.
5. This completes the connection between T-HUB and QuickBooks POS.
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IMPORTING ORDERS FROM YOUR ONLINE STORE
This section describes how to download orders from your online store into T-HUB.
Before you continue further, make sure that you have completed instruction for
Connecting your online store to T-HUB.
1.
From the T-HUB home screen, click on the button “Download Online Orders”
2.
You can ALSO download orders from the Process Orders screen. Click on the
Process Orders button above.
3.
Click on the Download menu and then click on “Download Web Orders”
4.
Click on Start Download button to start the order download.
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SHIPPING ORDERS
PRINT PACKING LIST
Follow these instructions to print packing list from T-HUB.
1. Click on Process Orders on T-HUB home screen.
2. On the Order processing screen, Select one or more orders.
3. Click on “Print packing list” icon highlighted below.
4. Packing list report will be printed on screen, one page per order. One page is
printed per order. Company name and logo will appear on the packing list if
you have setup company information here. Sample packing list is shown
below
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5. Click the next icon to print packing list summary report. This prints list of
items ordered across all selected orders, this helps in picking items from your
warehouse for all orders.
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INTEGRATED PEEL-OUT AND OTHER SHIPPING LABEL TEMPLATES
T-HUB can print Packing list and shipping label on the same sheet of paper. This allows you to print one
sheet per order and peel out the label and stick on top of the package and put the packing list inside the
package.
Sample integrated label is shown below. Note the label in red frame can be peeled out. This requires
special label printer paper [LS-6X4BR] you can purchase from here
Integrated labels are currently supported for UPS Online and Endicia Label Server.
To select the label template to use, click on Store Preferences > Shipping > Shipping Provider (UPS Online
or Endicia) and then select the template to use
Other templates supported are
 6" x 4" One label per page
 8" x 5" two label per page (compatible with UPS free label paper)
 Avery 32402
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Example 2 label per sheet printed on Avery 32402.
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SHIPPING WITH UPS ONLINE (DIRECT SHIPPING)
Starting with T-HUB version 10.401, you can ship packages with UPS Online (direct shipping through your
UPS account). With this method it is no longer necessary to install and ship via UPS WorldShip desktop
application.
CONFIGURE UPS ONLINE IN T-HUB
E NABLE UPS O NLINE SHIPPING
1.
Click on Setup Store Preferences
2.
Select Shipping and then check the check box to Enable shipping with UPS Online
3.
Click on Save
S ET UPS O NLINE A CCOUNT AND D EFAULTS
1.
Click on Shipping > UPS – Online as shown below
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2.
Click on UPS Account button and Click on Add to add the UPS account to the system.
3.
You will be prompted to register your UPS Account, Accept the license agreement and follow
default steps
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4.
5.
6.
Click Finish when registration completed.
Select the Account setup from the drop down.
Enter other shipping defaults and Domestic shipment specific defaults as shown below
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7.
Enter defaults for International shipping labels as shown below
8.
Click on Save to save all the settings
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SHIPPING ORDERS WITH UPS ONLINE
1.
Open the process Orders screen in T-HUB
2.
Select one or more orders order and click on the UPS icon to initiate the shipping process.
3.
The selected orders will appear in the shipments screen as below
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4.
5.
6.
Shipping and printing label with UPS Online is a simple three step process
a. Verify shipping address, weight, dimension details. Click on link to validate address.
b. Click on GetRates and select a rate you want to Use
c. Click on the Generate Label button to get label from UPS and click Yes to Print the
shipping label
If there is any error in processing, the status icon will turn red and if you mouser over the red
icon status, it will show you the error message.
To Void / Track a shipment, open the order details screen by double clicking on the order and
click on the track or void links as shown below
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SHIPPING WITH FEDEX (DIRECT SHIPPING)
Starting with T-HUB version 10.429, you can ship packages with FedEx (direct shipping through your FedEx
account). With this method it is no longer necessary to install and ship via FedEx Ship Manager desktop
application.
CONFIGURE FEDEX IN T-HUB
E NABLE F ED E X SHIPPING
4.
Click on Setup Store Preferences
5.
Select Shipping and then check the check box to Enable shipping with FedEx Online
6.
Click on Save
S ET F ED E X O NLINE A CCOUNT AND D EFAULTS
9.
Click on Shipping > FedEx-Online – Online as shown below
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10. Click on FedEx-Online Account button and Click on Add to add your FedEx account to the system.
11. You will be prompted to register your FedEx Account, Accept the license agreement and follow
default steps
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12. Click Finish when registration completed.
13. Select the Account setup from the drop down.
14. Enter other shipping defaults and Domestic shipment specific defaults as shown below
15. Enter defaults for International shipping labels as shown below
16. Click on Save to save all the settings
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SHIPPING ORDERS WITH FEDEX (DIRECT)
1.
Open the process Orders screen in T-HUB
2.
Select one or more orders order and click on the Ship with FedEx icon to initiate the shipping
process.
3.
The selected orders will appear in the shipments screen as below
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4.
5.
6.
Shipping and printing label with FedEx is a simple two step process
a. Click on GetRates and select the available service and rate you want to Use
b. Click on the Generate Label button to get label from FedEx and click Yes to Print the
shipping label
If there is any error in processing, the status icon will turn red and if you mouser over the red
icon status, it will show you the error message.
To Void / Track a shipment, open the order details screen by double clicking on the order and
click on the track or void links as shown below
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SHIPPING WITH ENDICIA LABEL SERVICE (DIRECT SHIPPING)
Starting with T-HUB version 10.401, you can ship packages with Endicia Label
Service (ELS - direct shipping through your Endicia account). With this method it is
no longer necessary to install and ship via Endicia Dazzle desktop application.
CONFIGURE ENDICIA IN T-HUB
ENABLE E NDICIA (ELS) SHIPPING
1. Click on Setup Store Preferences
2. Select Shipping and then check the check box to Enable shipping with USPS
via Endicia Label Server
3. Click on Save
SET E NDICIA L ABEL S ERVICE D EFAULTS
1. Click on Shipping > USPS - Endicia Label Server as shown below
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2. Enter your Endicia Account ID and Passphrase.
3. Enter other shipping defaults and Domestic shipment specific defaults as
shown above
4. Click on Save to save all the settings
SHIPPING ORDERS WITH ENDICIA LABEL SERVER
1. Open the process Orders screen in T-HUB
2. Select one or more orders order and click on the ELS icon to initiate the
shipping process.
3. The selected orders will appear in the shipments screen as below
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4. Shipping and printing label with Endicia Label Server is a simple two step
process. Verify shipping address, weight, dimension details.
a. Click on GetRates and select a rate you want to Use
b. Click on Generate Label button and click Yes to print label
5. If there is any error in processing, the status icon will turn red and if you
mouser over the red icon status, it will show you the error message.
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COMMON SETUP FOR UPS WORLDSHIP AND FEDEX SHIP MANAGER
First complete this section if you are going to ship with UPS WorldShip and FedEx
Ship Manager
1. Click on Click Start > Control Panel > Administrative Tools > Data Sources
(ODBC) > Click on User DSN Tab
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2. Click on Add…, Select SQL Server and click Finish
3. Enter data source name exactly as THUBSHIP > enter description as THUDB,
Server name as localhost\THUBDBSERVER Click Next. If your THUB DB server
is hosted on another computer on the same local network then change
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localhost to the name of the other host computer. If you are not able to
connect to server on another computer then try closing your firewalls on both
computers to see if your firewall is blocking access to database (just identify
this as possible cause and if confirmed, change firewall settings to allow
connections. For more information on sharing T-HUB databases click here
4. Select windows NT authentication using the network login id option and click
Next. Note if connection is not successful then try the SQL Server
authentication login : shipping
and password as blank (no password).
Connect as per one of the screens below
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5. Select the check box to change database and select THUBDB from drop down.
And click on Next
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6. Select all default options on this screen and click on Finish
7. . On the Next screen, click on Test Database connection to verify all settings.
You should see a SUCCESS message as below
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SHIPPING WITH UPS WORLDSHIP
CONFIGURE FOR SHIPPING WITH UPS WORLDSHIP
Please complete the section on common setup for
UPS/FedEx before proceeding with steps in this
section.
1. Open T-HUB application, click on Setup Store Preferences
2. Click on the Shipping node in the preferences tree to the left.
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3. Check the check box to Enable shipping with UPS WorldShip.
4. Now click on UPS WorldShip node on the preferences tree on the left and
enter default settings for shipping with UPS.
5. Enter default shipping method and QVN Notification settings. QVN stands for
Quantum View Notification (Free service from UPS) to notifiy about shipments
to customers.
6. Click Save and Close to complete settings on this computer.
7. Copy following three files from the C:\Atandra\T-HUB10\Profile folder the
UPS folder C:\UPS\WSTD\ImpExp\Shipment.
a. THUB_BATCH.dat
b. THUB_KEYED.dat
c. THUBUPSEXPORT.dat
8. If the UPS C:\UPS\WSTD\ImpExp\Shipment folder is not visible then you
may have a network UPS installation and you can get the exact path of the
UPS ImpExp setup by looking at the Network path under registry. If you have
trouble with this step, please contact your system administrator or submit a
support ticket to Atandra Support team.
Locate the registry key
[HKEY_LOCAL_MACHINE\SOFTWARE\UPS\Installation]
Read the value for NetworkShareDir.
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The ImpExp\Shipment folder should be located under this path on your
system.
9. Open UPS WorldShip, click on Import/Export Data > Automatic export after
processing shipment > Click on More
10. Select THUBUPSEXPORT map and click on the Export button.
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11. This completes the one time configuration of UPS WorldShip with T-HUB
INSTRUCTIONS FOR SHIPPING ORDERS WITH T-HUB AND UPS WORLDSHIP
1. Open the Process Orders screen in T-HUB
2. Select the orders you want to ship by clicking on one or more orders. You can
use the SHIFT and CONTROL keys to select multiple orders. The selected
orders will be highlighted.
3. Click on UPS icon on the toolbar. You can also do a right-click and then click
on UPS Export menu.
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4. This will change the shipping status of selected orders to PROCESSING in
Orange.
I MPORTING ORDERS IN UPS W ORLD S HIP IN A BATCH ( MULTIPLE ORDERS )
1. Open UPS WorldShip if closed.
2. Click on Import/Export data, then select Batch Import.
3.
4.
5.
6.
7.
Select Profile THUB_BATCH
Click the options to import orders in UPS WS.
Click option to save the import log in UPS
Click on the History icon in UPS WS toolbar
Click on the Imported folder and see the orders imported there. You can click
on each order and click on Edit to print labels.
8. After printing the shipping labels, come back to T-HUB Order processing
screen and click on the Refresh View button (Or simply close and reopen the
order processing screen). This is needed to process the tracking number
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received from UPS and mark the order as Shipped. If you have the website
setup to be updated with tracking information, it will be done at this time. If
tracking number did not come into T-HUB and the shipping status in T-HUB
did not change to Yellow or green then most likely your UPS WorldShip is not
setup to send tracking to T-HUB after label printing as per this step.
I MPORTING SINGLE ORDER IN UPS W ORLD S HIP ( KEYED IMPORT )
1. Open UPS WorldShip if closed.
2. Click on Import/Export data, then select Keyed Import > Select the profile >
THUB_KEYED
3. Enter the order number you want to ship and hit the enter key.
4. The order details will be imported inside UPS WorldShip. Enter the order
weight and verify shipping method and click Print to print the shipping label.
5. After printing the shipping label, come back to T-HUB Order processing screen
and click on the Refresh View button (Or simply close and reopen the order
processing screen). This is needed to process the tracking number received
from UPS and mark the order as Shipped. If you have the website setup to be
updated with tracking information, it will be done at this time. If tracking
number did not come into T-HUB and the shipping status in T-HUB did not
change to Yellow or green then most likely your UPS WorldShip is not setup to
send tracking to T-HUB after label printing as per this step.
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SHIPPING WITH FEDEX SHIP MANAGER
T-HUB requires FedEx Ship Manager version v.2355-a or above to be configured
correctly. FedEx Ship Manager application should be installed on the same computer
as T-HUB application. If you do not have Fedex Ship Manager installed, please
contact FedEx to get a copy of the software http://fedex.com/us/solutions/software/
CONFIGURE FOR SHIPPING WITH FEDEX SHIP MANAGER
Please complete the common setup for UPS/FedEx before proceeding with steps in
this section.
1. Open T-HUB application, click on Setup Store Preferences
2. Click on the Shipping node in the preferences tree to the left.
3. Check the check box to Enable shipping with FedEx Ship Manager.
4. Now click on FedEx Ship Manager node on the preferences tree on the left
and enter default settings for shipping with FedEx.
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5. Enter default shipping methods and package options for domestic and
international.
6. If you want the notification emails to be cc’d to your company then check the
check box “Send cc of tracking emails to me” and also enter the email to cc to
in the field CC email address.
7. Click Save and Close to complete settings on this computer.
8. Copy following two files from the C:\Atandra\T-HUB10\Profile folder the
FedEx folder C:\ProgramData\FedEx\Integration\Profiles
If you don’t find the above path on your FedEx computer then copy the files
to this folder C:\Documents and Settings\All Users\Application
Data\FedEx\Integration\Profiles
a. THUBShipFedExBatch.xml
b. THUBShipFedExSingle.xml
9. This completes the one time configuration of FedEx Ship Manager with T-HUB
10. Restart FedEx Ship Manager
INSTRUCTIONS FOR SHIPPING ORDERS WITH T-HUB AND FEDEX SHIP MANAGER
1. Open the Process Orders screen in T-HUB
2. Select the orders you want to ship by clicking on one or more orders. You can
use the SHIFT and CONTROL keys to select multiple orders. The selected
orders will be highlighted.
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3. Click on Shipping menu and click on FedEx icon.
4. This will change the shipping status of selected orders to PROCESSING in
Orange.
I MPORTING S INGLE ORDER IN F ED E X S HIP M ANAGER (O NE ORDER AT A TIME )
1. Open FedEx Ship Manager
2. Click on menu “Integration” then click “THUBShipFedExSingle”. This will
enable the T-HUB single order import profile inside of FedEx Ship Manager. If
you do not see THUBShipFedExSingle under Integration then follow common
setup for UPS/FedEx and step 8 at FedEx Configuration
3. To import an order from T-HUB into FedEx, click on “Clear Fields” button at
the bottom of Fedex Ship Manager application – under the Ship Tab.
4. Enter the order number when prompted and click OK. The Order Number is
shown in T-HUB Process Orders screen or the Order Details screen.
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5. The order details will be imported into FedEx Ship Manager application, you
can now review the information and click “Ship” button to process shipment
and print shipping label.
6. Repeat steps 3 to 5 above for other orders to be shipped.
7. When you close your batch in FedEx Ship Manager, the tracking numbers are
sent to T-HUB.
8. Open T-HUB if closed and open the Process Orders screen. The Shipping
status will be automatically updated to Shipped (or Published). If you are
already on the Process orders screen in T-HUB then just click on the Refresh
View button.
I MPORTING ORDERS IN F ED E X S HIP M ANAGER IN A BATCH ( MULTIPLE ORDERS )
1. Open FedEx Ship Manager
2. Click on menu “Integration” then click “THUBShipFedExBatch”. This will
enable the T-HUB batch multiple order import profile inside of FedEx Ship
Manager. If you do not see THUBShipFedExBatch under Integration then
follow common setup for UPS/FedEx and step 8 at FedEx Configuration
3. You will be prompted to import selected orders from T-HUB as shown below.
Uncheck the two check boxes and click on Start.
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4. Click on Close button when the process completes and you see number of
records imported displayed as below.
5. In FedEx Ship Manager (FSM), Click on Shipping list > Hold File
6. The imported shipments will be displayed. You can now select each shipment,
click on the edit button to review shipment details and print FedEx shipping
labels.
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7. When you close your batch in FedEx Ship Manager, the tracking numbers are
sent to T-HUB.
9. Open T-HUB if closed and open the Process Orders screen. The Shipping
status will be automatically updated to Shipped (or Published). If you are
already on the Process orders screen in T-HUB then just click on the Refresh
View button.
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SHIPPING WITH ENDICIA DAZZLE FOR US POSTAL SERVICE (USPS)
T-HUB requires Endicia DAZzle software with premium service or above to be
configured correctly. DAZzle application should be installed on the same computer as
T-HUB application. If you do not have Endicia DAZzle software installed, please
contact Endicia to get a copy of the software http://www.endicia.com/endiciausa/software/latestdazzle.cfm
CONFIGURE SHIPPING WITH ENDICIA DAZZLE
i.
Open T-HUB application, click on Setup Store Preferences
ii.
Click on the Shipping node in the preferences tree to the left.
iii.
iv.
Check the check box to Enable shipping with USPS via Endicia DAZzle.
Now click on USPS – Endicia DAZzle node on the preferences tree on the left
and enter default settings for shipping with Endicia.
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v.
vi.
vii.
Enter default shipping layout, service and insurance options for Domestic and
International Shipping.
Check the Auto print customs forms if you want the customs forms for
international shipping be printed by Endicia DAZzle.
Click Save and Close to complete settings on this computer.
INSTRUCTIONS FOR SHIPPING ORDERS WITH T-HUB AND ENDICIA DAZZLE
i.
ii.
Open the Process Orders screen in T-HUB
Select the orders you want to ship by clicking on one or more orders. You can
use the SHIFT and CONTROL keys to select multiple orders. The selected
orders will be highlighted.
iii.
Click on Endicia Dazle icon.
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iv.
You will see the selected orders on a screen labeled Print to Dazzle form as
shown below.
v.
Select each order in list and verify the shipping address, service method and
weight information. Note: The shipping method, weight etc. has to be
changed on this screen and cannot be changed inside Dazzle in next step.
If you have more than one order in the list, then select all orders in the list.
Click on the Print button. This will open DAZzle software with the shipping
sent by T-HUB.
Click on the Print button on the list of addresses screen shown from DAZzle.
This will print USPS shipping labels. If you want to print test labels without
debiting your Endicia account, you can click on the “Test Print” button.
vi.
vii.
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viii.
Once you close DAzle, the shipping status in T-HUB will change to Shipped (or
Published).
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SHIPPING WITH STAMPS.COM FOR US POSTAL SERVICE (USPS)
T-HUB requires an account with Stamps.com to ship with USPS. If you do not have a
stamps.com account, please click below to signup for an account and $100 savings
special http://www.stamps.com/partner/atandra
CONFIGURE SHIPPING WITH STAMPS.COM
i.
Open T-HUB application, Click on My Online store
ii.
iii.
Select your store and click on Edit Store button.
Enter your company information. This will be used as From address for
shipping with Stamps.com. Click on Update and Close
iv.
Open T-HUB application, click on Setup Store Preferences
v.
Click on the Shipping node in the preferences tree to the left.
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vi.
vii.
Check the check box to Enable shipping with USPS via Stamps.com
Now click on USPS – Stamps.com node on the preferences tree on the left
and enter default settings for shipping with Stamps.com.
viii.
ix.
Enter default service type, content type, package type, print layout.
Basic address validation validates city and zip code. Advanced address
validation validates street address, city, state and zip code.
Click Save and Close to complete settings on this computer.
x.
INSTRUCTIONS FOR SHIPPING ORDERS WITH T-HUB AND STAMPS.COM
ix.
x.
xi.
Open the Process Orders screen in T-HUB
Select the orders you want to ship by clicking on the order.
Click on Stamps.com icon on the toolbar
xii.
You will see this screen with status as address Verified. Verify or enter the
weight for the shipment. Click on Get Rates button to get all applicable
service methods and rates.
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xiii.
Select the service type and any add-on options you want to use and click on
the Generate label button.
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xiv.
You will get this confirmation and click Yes to Print the label
RE-PRINT SHIPPING LABEL FOR STAMPS.COM
On Process Order screen, Select the Order and click on Stamps.com icon
You will be prompted to reprint the label
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Click Yes if you want to reprint the label.
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SENDING SHIP STATUS UPDATE AND TRACKING TO ONLINE STORES
Once you print shipping labels via T-HUB, it can update the online store/channel with
shipping status and tracking update.
CONFIGURE SENDING TRACKING TO ONLINE STORES
If you want T-HUB to update tracking to online store, you have to enable this option
in T-HUB. Click on the Edit Store Preference menu under Web Stores as shown
below.
Step 1: Select the store for which you want to turn on this option.
Step 2: Click on the Shipping option
Step 3: Check the option "Update shipping status and tracking to online store"
Save and close the Preference screen.
SENDING TRACKING TO ONLINE STORES FROM T-HUB
There are three ways T-HUB can send tracking to online store
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1.
Process order screen - Refresh view. On the process orders screen, click on the Refresh View
2.
Manual menu option to update for one selected order. Select one order and click the menu
option shown below
3.
Automator process. With this process, T-HUB can automatically send tracking to online stores
every few minutes. This is two step configuration.
a. Open the Automator if not already running [Start > Programs > T-HUB > T-HUB
Automator].
b. You will see the automator in your windows system tray. Right click on the T-HUB
automator and click on Automation settings. Check the check box "Auto update shipping
status and tracking number online"
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c.
4.
If you ship from within QuickBooks using the QuickBooks shipping manager then check
the other option "Auto import tracking number from QuickBooks"
d. Click on Save. The click on CLose.
Start the Automator. The automator will pickup all orders that are marked shipped in T-HUB but
not yet sent to online store and send tracking to website.
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POSTING ORDERS TO QUICKBOOKS
QUICKBOOKS FINANCIAL (PRO/PREMIER/ENTERPRISE)
CONFIGURE POSTING TO QUICKBOOKS FINANCIAL
Follow steps below to configure how you want to post orders to QuickBooks
1. Click on Setup store preferences on T-HUB home screen.
2. If you have multiple stores defined in T-HUB, then select your store from then
store drop down (e.g. My X-Cart store below).
3. Click on QuickBooks Posting link and select the options under each tab.
1. T RANSACTION T YPE AND NUMBERING SETTINGS : Follow instructions below and click
Next to move to next section of settings.
a. Select Sales Receipt if you charge customers credit cards on the
website.
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b. Select Invoice if some of your online orders are not paid online at the
time of checkout. You can also select Invoice if you want to use Drop
Ship options.
i. If you want to mark the invoices as Paid in QuickBooks, then
check the checkbox “Mark invoice as Paid”. Note only orders
with Payment status as Cleared will be marked as Paid in
QuickBooks. To set the default payment status of Orders, set
the Payment method mapping.
ii. You can choose to enable Drop Ship posting in QuickBooks. If
this is checked, then T-HUB will create one or more Purchase
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Orders in QB per online order. This feature is only supported in
QB Premier and QB Enterprise.
iii. If you chose Drop Ship enabled then you can also chose which
items from order to be created as PO in QuickBooks. You can
select all items to be drop shipped or only items marked to be
drop ship in T-HUB. Item are marked to be drop ship in the
Inventory screen.
iv. To create Purchase Orders in T-HUB, you need to specify which
vendor in QB to use. You can choose the option to use
preferred vendor setup in QB for items (see example below).
Alternatively, you can select a default vendor for all Purchase
Orders to be created in QB.
v. Check the option to be email flag to set the Purchase Orders in
QuickBooks to be emailed to vendors in QuickBooks.
c. Select Sales Order if you want to post online orders into QuickBooks as
Sales Orders (Available only in QB Premier and Enterprise). Other
options for drop ship are same as with the option for Invoice above.
d. Select Estimate if you want to post online sales as Estimates in
QuickBooks.
e. Transaction numbering in QuickBooks. You can select to have the
website order number as the transaction number in QuickBooks. The
other option is the let QuickBooks generate its own order number and
the website order number to be placed in the QB transaction memo
field.
2. C USTOMER IN Q UICK B OOKS SETTINGS : Follow instructions below and click Next to
move to next section of settings.
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a. Create customer in QuickBooks : Select this option if you want to
create individual customers in QuickBooks for your online orders.
i. Use company from webstore. Check this option if you want to
set the customer name in QuickBooks as the company name
entered by website customer on the checkout form. If checked,
company name will be used as customer name in QuickBooks
only if the website captures company name on checkout and
the customer enters the company name on the checkout form.
ii. Specify a naming scheme for new customers in QuickBooks.
QuickBooks expects a unique name for customers. You can
create a unique naming scheme by joining upto three fields e.g.
LastName, FirstName, Email. If you want a space separator
between the fields then use the > character.
iii. If you have repeat sales from existing customers on your
website then you can chose the option to update customer
information in QuickBooks for existing customers. This will only
update the customer information in QuickBooks (Name, Bill
to/Ship to address, phone, email)
iv. Customer type. Select a customer type from list if you want to
set the customer type in QuickBooks for newly created
customers in QuickBooks. For example, you can create a
customer type in QuickBooks called Online. All customers
created in QuickBooks by T-HUB will be set as type Online.
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v. Prompt to map to existing customers in QuickBooks. Check this
if you want to be prompted before every NEW customer in
QuickBooks. This is to give you the opportunity to override and
map to an existing customer from QB instead of creating a new
customer.
vi. Add web order number as Job – check this if you want T-HUB to
create a JOB under the customer in QuickBooks for each online
order. The Order number from website will be set as Job
number in QuickBooks.
vii. Assign customer currency code – check this box if your website
sends the currency code for customers and your QuickBooks is
enabled for Currency. THUB will set the currency for the
customer created in QuickBooks.
b. Use one standard customer for all Orders : Use this option if you do
NOT want to create customers in QuickBooks for all your online sales.
You may chose this option if you do not want to have your customer
list in QuickBooks grow beyond the limits imposed by QuickBooks and
you rather track customer data on your website or some other system.
If you set this option then enter the name of the customer from
QuickBooks you want to post all online orders to. This customer must
exist in QuickBooks.
Since QuickBooks saves phone and email at a customer level, you
would lose the phone and Email information if you record all sales under
ONE customer in QuickBooks. If you want to record Phone and Email for
customers at a transaction level in QuickBooks. You need to do the
following


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Check the check boxes here to save Phone and/Or Email to
Transactions in QuickBooks.
Define custom fields in QuickBooks for customer with exact
names Phone and Email. Open any customer in QuickBooks.
Click on Additional Info tab. Click on Define Fields in the
Custom fields group. Create two custom fields with names
exactly as shown below (case sensitive)
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
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Customize the template you use in QuickBooks to show these
custom fields on the transaction (see help in QuickBooks on
how to customize templates to change the display of
transactions in QuickBooks)
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3. I TEMS IN Q UICK B OOKS SETTINGS : Follow instructions below and click Next to move
to next section of settings.
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a. Use description in QuickBooks: Select this option if you want to post
orders into QuickBooks with item descriptions taken from QuickBooks
item setup. For example, Let’s say an item code 1001 is named “Baby
shoes for tender feet” on the website and the same code 1001 has a
item sales description of “Little shoes” in QuickBooks. In this case the
item description in QuickBooks for the transaction posted will be “Little
shoes”. It is recommended to not select this option as it is better to
post into QuickBooks what was displayed to customer on website and
also this option makes the order posting slower in performance.
b. Use description from Webstore: Select this option if you want item
description from website posted as the item description in the
transaction posted to QuickBooks. This is the recommended option.
c. Handling item mismatch: Often times the item code or SKU used on
website may not match with the Item names setup in QuickBooks. If
this is the case and an order comes for posting to QuickBooks and
does have item codes not setup in QuickBooks then you can control
this scenario in the following ways
i. Reject the order: Set this option, if you want such orders not to
be posted to QuickBooks. T-HUB will set posting status as failed
for these orders and appropriate posting error will mention
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which item was not found in QuickBooks. You will have to then
create the item name in QuickBooks and post the order again.
ii. Prompt me to select appropriate item from QB: Select this
option if you do have items in QuickBooks but they may ne
named differently. In this case T-HUB will prompt you with an
item mapping screen is an order (being posted to QB) has one
or more items that does not exist in QB. You will be able to
then map these web items to QB items even though they are
coded differently. Once items are mapped, T-HUB will
remember these mappings and will not prompt for mapping the
same items again for another order.
iii. Use a default item from QuickBooks : If you select this option,
T-HUB will replace the item code from website with an alternate
item name from QuickBooks – ONLY if the website item code
does not exist in QuickBooks or it is not mapped to another
item.
iv. Create the item in QuickBooks: If this option is selected then THUB will automatically create new items in QuickBooks while
posting orders to QuickBooks. You also have to select one of
the item types to create (Inventory, Non-Inventory, Service)
and the associated accounts.
4. S ETTINGS FOR POSTING S HIPPING I NCOME : Follow instructions below and click Next
to move to next section of settings.
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a. Select an item name from QuickBooks to record shipping income in
QuickBooks. If you do not have an item created in QuickBooks to
record shipping charges then do the following
i. Click this button
to add an item in QuickBooks (of type
OtherCharge). This will take you into QuickBooks to create the
item.
ii. Return to T-HUB and click on this button
item name from the drop down..
. Then select the
b. Select items to record Handling and Insurance charges. This is
applicable if and only if your website captures handling and/or
insurance charges separately.
5. S ETTINGS FOR POSTING T AX : Follow instructions below and click Next to move to
next section of settings. If you charge sales tax on your website, then please
make sure your sales tax feature in QuickBooks is enabled. To enable this in
QuickBooks, Click on Edit > Preferences > Sales Tax > Set the option to
enable sales tax.
The first scenario is that you do NOT change any sales tax on website and
you do not have any tax setup in QuickBooks. In this case select the first
option above “Sales Tax not applicable”
If you do charge tax on website and want to record tax in QuickBooks
then you have to specify two things
a. Where to record the tax: Tax in QuickBooks can be recorded as a line
item in QuickBooks transaction (See Figure QBFS.Tax.1) or at the
bottom of the QuickBooks Transaction (see figure QBFS.Tax.2).
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b. Tax names to use: You need to specify two tax names
i. Name of Tax to record Taxable sales or orders that do have a
tax amount
ii. Name of Tax to record NON taxable sales or Orders that do NOT
have sales tax amount.
Figure : QBFS.Tax.1
Figure : QBFS.Tax.2
c. One option is to record tax as a line item in QuickBooks. In this case
T-HUB will record the exact tax amount as charged on your website.
Tax is recorded as line item because this is the only way an exact tax
amount can be posted to QuickBooks. Select the name of the tax item
to use to record the tax in QuickBooks.
d. The second option is to record tax name in QuickBooks transaction
based on shipping state. Click on the highlighted button to enter tax
names to use in QuickBooks based on order shipping state.
6. O THER T RANSACTION S ETTINGS : Follow instructions below and click Next to move
to next
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a. Terms : Select a default terms to set when orders are being posted to
QuickBooks. The term name should be defined in QuickBooks.
b. Sales Rep: Select a default sales rep name to assign to orders being
posted to QuickBooks. The sales rep must exist in QuickBooks
c. Class: If you use class tracking in QuickBooks, you can select the
name of the class to use to post transactions to QuickBooks.
d. Deposit to Account: If you post orders as Sales Receipt or Invoice
marked as Paid then you can select the deposit to account in
QuickBooks. The default used by QuickBooks is “Undeposited Funds”
e. Template: Select the name of the template you want to set as default
for transactions posted by T-HUB.
f.
A/R Account name: Select the name of the Accounts Receivable
account name you want to set as default for transactions posted by THUB. This is only applicable if you post orders to QuickBooks as
Invoices.
g. Default discount: This is the name of discount item from QB to record
discounts in transactions posted to QuickBooks.
h. To be printed flag: Select Yes if you want the transactions posted by THUB to be marked as ToBePrinted in QuickBooks.
i.
Pending status flag: Select yes if you want to mark the sales receipts
posted by T-HUB as pending. This applies only for Sales Receipts.
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j.
To be Emailed: Select yes if you want the transactions posted to
QuickBooks to be emailed to customers or Purchase orders emailed to
vendors. Note that this simply marks the transactions in QB as to be
emailed. The actual emails are sent from the interface in QuickBooks
application.
k. Payment Method: Select the default payment method you want to set
for transactions posted to QuickBooks. This default will apply only the
order from website has no payment method specified.
l.
Ship Method: Select the default ship method you want to set for
transactions posted to QuickBooks. This default will apply only the
order from website has no ship method specified.
POSTING ORDERS TO QUICKBOOKS FINANCIAL
To post online orders to QuickBooks, follow these steps
1. Click on Process Orders on T-HUB home screen.
2. On the Order processing screen, select one or more orders you do want to
post to QuickBooks.
3. Click on the highlighted icon to Post order(s) to QuickBooks. Note that
QuickBooks must be open (can be in multi-user mode) for orders to be posted
to QuickBooks.
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4. The Posting status will turn to green if the orders are successfully posted to
QuickBooks. If orders could not be posted to QuickBooks, the posting status
will turn to failed in red. If you take your mouse over the red failed status
message, you will see the error message reported from QuickBooks.
5. Double-click on one of the orders posted to QuickBooks and click on QB
Posting tab on the order details form. This will open the posted transaction
from within QuickBooks (QuickBooks must be open for this).
6. If you double-click on the record on the QB Posting tab, the transaction will
be opened from QuickBooks for review.
QUICKBOOKS POINT OF SALE
CONFIGURE POSTING TO QUICKBOOKS POS
Follow steps below to configure how you want to post orders to QuickBooks POS
1. Click on Setup store preferences on T-HUB home screen.
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2. If you have multiple stores defined in T-HUB, then select your store from then
store drop down.
3. Click on QuickBooks Posting and follow the options under each tab.
1. T RANSACTION T YPE S ETTINGS : Follow instructions below and click Next to move to
next section of settings.
a. Select Sales Receipt (most common setting) if you want to post online
orders to QuickBooks POS and final sale. Once orders are posted as
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Sales Receipt in QBPOS, the on-hand inventory stock for items on
order will be reduced in QBPOS.
b. Select Sales Order if you want to post online orders to QBPOS as Sales
Order. Once orders are posted as Sales Order in QBPOS, the available
inventory stock for items on order will be reduced in QBPOS.
i. If you charge your customers online and select Sales Order
above then you can check the check box to record deposit
payment in QBPOS. Note that this setting is only applicable for
Sales Order.
2. I NVENTORY O PTIONS :
a. The field to match Product SKU on website with items in POS is shown
only for display here. Click here to set the field to match items
between website and QuickBooks POS.
b. Check the check box to use item descriptions from POS instead of
website. Most common option is to keep it unchecked. If this is
checked then the Item description posted to QBPOS will not contain
the item description from website.
c. Handling Item mismatch: If the orders coming from website has
product SKU that does not match any item in QBPOS, then you have
the following options
i. Reject order: In this option, T-HUB will mark the orders as
Rejected from QBPOS. The QB Posting status in Order
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processing screen will be set to Rejected and shown in red color
icon.
ii. Map to existing item in QuickBooks: Select this option if you
want T-HUB to prompt you to map item codes between website
and QBPOS. When posting orders to QBPOS, a mapping screen
will be shown and you can enter mapping between products on
website and QBPOS. The mappings will be remembered by THUB.
d. Handling out of stock items: If one or more items in online order are
not in stock in QBPOS then you can select the following options. This is
to help you process orders with out of stock items better.
i. Reject Orders: Select this option if you want to flag Posting
status as Rejected on Process Orders screen.
ii. Create a Sales Order: If this option is checked then the order
will be posted to QBPOS as a Sales Order.
iii. Do not check for out of stock: If this option is selected then THUB will not check for item stock from POS before posting to
QBPOS.
e. Multi-store inventory: This is only applicable for multi-store QBPOS
installations. This setting tells the system how to read inventory stock
from POS (for checking out of stock items while posting to QBPOS OR
sending inventory stock updates to online website).
i. Check inventory across all POS stores. Use this option if you
want T-HUB to read total inventory across all POS stores.
ii. Check inventory in store. Use this option if you want T-HUB to
only consider inventory stock for one specific store number. If
you select this option then you must select the store number
from the store drop down. For example if you select this option
and select Store# 2, then T-HUB will read inventory stock for
store#2 from QBPOS.
3. P AYMENT /S HIPPING O PTIONS :On this screen you map Payment methods and
Shipping methods between website, QuickBooks POS and Shipping carrier.
a. Ship Method Mapping: On this screen, enter the name of the ship
method coming from website on the first column “Web Store”, then
select the mapping to Shipping carrier and QBPOS. In the example
below, “Expedited” is the name of ship method from website, this
maps to Fedex 2day into Fedex AND the ship name “2 Day” in QBPOS.
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b. Payment Method Mapping: On this screen, enter the name of the
payment method coming from website on first column labeled “Web
Store”. Enter the corresponding card type in POS if applicable and the
associated payment status. In example below, if the payment method
on website is Amex then the card type in POS will be set to “American
Express”. Also when this order is downloaded from website, the
payment status in T-HUB will be set to Cleared. If the payment
method from website is PO then the payment status will be set to
Pending when this order is downloaded from website.
4. T AX S ETUP : There are two ways to record tax in QBPOS with T-HUB. The first
option below is recommended because this way the tax is properly reported
as a tax liability in QuickBooks for accounting purposes.
a. Let QuickBooks POS calculate tax (Recommended option): If the order
has a tax amount charged, then QuickBooks will recalculate tax using
the Tax location specified. In this approach, make sure the tax rates
on website matches the tax rates setup in QBPOS otherwise, tax
amount calculated by QB POS may not match the tax amount
calculated on website.
In this approach, you need two tax locations in QBPOS, one to record
taxable sales (“Local Sales Tax” in this example) and the other to
record non taxable sales (“Out of State” in this example). Both Tax
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locations MUST HAVE two tax codes “Tax” and “Non” (exact spelling of
Tax and Non). The Local Sales Tax in POS should specify a tax
percentage for “Tax” code in POS. In this example that is set as 5%.
The “Tax” and “Non” tax codes for “Out of State” MUST be set as 0%
tax rate or no tax due.
The tax location should match EXACTLY the tax location name defined
in QuickBooks POS [Under Edit  Preferences  Company Preferences
 Sales Tax]
b. Record tax as a line item in order: In this approach, the exact tax
amount charged on website is recorded as a line item in order posted
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to POS. Override Tax Category is the name of the Tax Category [Called
Tax Location in POS] in POS that you need to create with zero percent
tax. Use this approach only if the tax rates setup on website does not
match rates setup in QBPOS and you want to record the exact tax
amount charged in QBPOS.
Create a tax location in POS called “No Sales Tax” with zero percent
tax and enter in the override tax location field – marked 1
Tax Item number is the Item number of the item in POS (preferably
Non-Inventory type) against which the tax is recorded.
Create an Item in POS of Type Non-Inventory and named “Online
Sales Tax”.
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8. O RDER S ETTINGS : Here you specify order level settings while posting orders to
QBPOS.
a. Select the POS store number to post online orders to. Default value
should be store#1. In a multi-store POS installation, you can select to
post online orders to a specific POS store number.
b. PromoCode: You can assign a Promo code for all orders sent to POS
from one particular online store. For example if you are sending
Amazon orders to POS, you can set the Promo code as “Amazon”
c. Cashier and Associate: Create a special employee in QBPOS with login
name “Web”. Enter Web as Cashier and Associate in this screen. THUB will set the Cashier and Associate field in POS to “Web”. This way
you can differentiate online sales versus in-store sales in QBPOS.
d. Customer Options: These options control customers are handled in
POS.
i. Create new customers in POS: Select this option if you want THUB to create new customers in POS for all online sales. In this
case T-HUB will read the billing email address on the order
coming from website, it will look for a customer in POS with this
email address. If it does not find a customer in POS with this
email address then a new customer will be created in POS. If
customer is found in POS with the same email address then
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that customer will be updated in POS if you check the check
box to update customers in POS. You can also select a
customer type to assign to new customers created in POS. The
customer type name assigned here MUST exist in POS.
ii. Use a standard customer in POS: Select this option if you do
not T-HUB to create individual customers in POS but record all
online sales against one standard customer in POS. For
example Amazon does not return email addresses of customers
so it would not make sense to hold customer information in
POS. In this case you can create a customer in POS with email
address as sales@amazon.com and enter this email address
here. T-HUB will now record all online sales to this one
customer in POS. Note that the shipping address of the actual
physical customer will be saved in POS.
POSTING ORDERS TO QUICKBOOKS POINT OF SALE
To post online orders to QuickBooks, follow these steps
7. Click on Process Orders on T-HUB home screen.
8. On the Order processing screen, select one or more orders you do want to
post to QuickBooks.
9. Click on the highlighted icon to Post order(s) to QuickBooks/QuickBooks POS
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10. The Posting status will turn to green if the orders are successfully posted to
QuickBooks. If orders could not be posted to QuickBooks, the posting status
will turn to failed in red. If you take your mouse over the red failed status
message, you will see the error message reported from QuickBooks.
INVENTORY MANAGEMENT
T-HUB connects your inventory from QuickBooks to your online stores. Before you continue with this
section, make sure your T-HUB is connected with QuickBooks Financial or QuickBooks POS as per
instructions here.
PLEASE NOTE THAT THIS FEATURE AND SECTION IS NOT APPLICABLE FOR QUICKBOOKS ONLINE EDITION
Also consult this shopping cart compatibility chart to make sure the cart you are using on your online
website is enabled for inventory update from T-HUB. Please note that some carts do not allow adding
new items on website.
http://atandra.com/quickbooks-shopping-cart-integration-compatibility.html
There are two main functions provided by T-HUB’s Inventory management module.

Create Products on website from items defined in QuickBooks. This is a user initiated action
where the T-HUB user can select the item(s) to be created on the website.

Update product (ONLY Quantity and/or Price) on website from QuickBooks. This can be a user
initiated action or performed automatically by the T-HUB scheduler every few minutes.
REFRESH INVENTORY FROM QUICKBOOKS (NOT SUPPORTED FOR QB ONLINE)
T-HUB reads inventory data from QuickBooks or QuickBooks POS (Not supported for QuickBooks Online
edition). Follow these steps to view and refresh inventory data from QuickBooks to T-HUB.
1.
On T-HUB Home screen, click on “Product upload and sync to website” icon as shown below
2.
You will see the Product setup and upload screen with all your items from QuickBooks.
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3.
If you don’t see some items from your QuickBooks in this screen, simply click on the Sync with
QuickBooks button
.
INVENTORY UPLOAD SCREEN
This screen in application helps in uploading inventory to websites. This screen shows all items from
QuickBooks/QuickBooks POS.
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If product has variants (color/size options) from QuickBooks POS then the first column will show the icon
in color (see item 62 above). Double click on it to display product variants on another screen. Applicable
only for inventory coming from QBPOS and multiple items in POS has the same ItemName.
Sold On Web Store : This is a flag for each item that tells T-HUB whether to ATTEMPT updating this item
to website or not. T-HUB automator module is designed to send inventory stock/price changes FROM
QuickBooks/QuickBooks POS to the website. While sending updates to website, T-HUB automator will
ONLY send those items for which the Sold on webstore is checked. If there are 10,000 items in QuickBooks
and only 200 on website, it makes sense to have the sold on webstore checked only for the 200 that
needs to be updated.
Sold On Webstore is ONLY APPLICABLE for inventory updates via the T-HUB automator, it does not need
to be checked if you are updating items from this screen to website.
Publish Status : Publish status shows the RESULT of updating items to website. Publish status can one of
these values


Grey – Status New. Item has not been updated to website
Green – Status Success. Item has been successfully updated on website signifying there was a
matching item on website.
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

Orange – Status Partial Success. Item has variants (size/color) and some of the variants were
successfully updated to website and some others failed to update. Double click on the icon in
first column to see the variants in a different screen to view which variants successfully updated
and which ones failed.
Red – Item failed to update on website, most likely there was not a matching item on website. If
you see the SKU on this screen to be matching the website and still getting a Red status then
another possibility is that you have defined a item mapping to assign a different web code for
item from QuickBooks. Click on Configuration menu > Map Items > Select the Store name from
drop down. Check the item in question and see if the code from QuickBooks is mapped to
another item code for website. If you have mapped the item code from QuickBooks to another
code for website then the mapped code is sent to website, so in example below, the code XX23455 will be sent to website for update.
Search for products : Click on the Search and filter product list to search for items on this screen. The
search function is a little different when connected with QuickBooks Financial versus QuickBooks POS.
QUICKBOOKS FINANCIAL (P RO/PREMIER/ENTERPRISE )
You can search by statuses, SKU, Name, Category , Product type (Inventory, Non-Inventory, Assembly),
Manufacturer.
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QUICKBOOKS POINT OF SALE
For QuickBooks POS, you can search by Statuses, ItemNumber, ALU, UPC, Category (Department in POS),
Manufacturer (Vendor in POS).
If you check the Refresh check box at the bottom, it will connect with QBPOS and reload the item from
POS instead of directly loading from T-HUB. You check this check box if the product data you see in T-HUB
is not current from POS or the item is not coming up in search.
ADD PRODUCTS FROM QUICKBOOKS TO WEBSITE
Follow instructions below to add a product from QuickBooks to your online store. Please check if your
online store shopping cart is enabled for creating new products from T-HUB.
Select the online store you want to work with before proceeding further. In the Select online store drop
down, select the online store to which you want to add products or update product price/quantity.
QUICKBOOKS FINANCIAL (P RO/PREMIER/ENTERPRISE )
On T-HUB Home screen, click on “Product upload and sync to website”.
O PTIONS FOR ADDING NEW PRODUCTS ON WEBSITE
Click on the button “Options for adding new products to web”
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Check “Create manufacturer online if it does not exist” if you want to create manufacturer name in
website and link the product created on website to the manufacturer. Select a default manufacturer to
use for new products created by T-HUB on website.
Check “Create category online if it does not exist” if you want to create category name in website and link
the product created on website to the category. Select a default category to use for new products created
by T-HUB on website.
A DDING A SINGLE / SIMPLE ITEM TO WEBSITE
A simple item is one that exists only once on the website and does not have product options such as
color, size, style etc.
Follow these steps to add single item to website.
I.
Select the product from the list
II.
You can change the SKU before uploading to website. This is optional, it is recommended to have
the same SKU as the item name in QuickBooks (default).
III.
You may change the product name, weight, description, category, manufacturer. Note that all
this information will be changeable on website once the product is created on website.
IV.
Click on “Add this product to webstore” button to add the selected product to website. The
publish status will change to Green icon if successfully added to webstore.
V.
To Add multiple products to website at the same time, select the products (Using Control Click Or
Shift Click) and then click on the button “Add selected products to webstore” as shown below
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A DDING A PRODUCT WITH VARIANT TO WEBSITE
Adding product with variants (Size/color) combinations to website is NOT supported with QuickBooks
Financial. This is because QuickBooks financial does not have information on product variations of
size/color etc that can be used.
QUICKBOOKS POINT OF SALE
O PTIONS FOR ADDING NEW PRODUCTS ON WEBSITE
Click on the button “Options for adding new products to web”
Check “Create manufacturer online if it does not exist” if you want to create manufacturer name in
website and link the product created on website to the manufacturer. Select a default manufacturer to
use for new products created by T-HUB on website.
Check “Create category online if it does not exist” if you want to create category name in website and link
the product created on website to the category. Select a default category to use for new products created
by T-HUB on website.
A DDING A SINGLE / SIMPLE ITEM TO WEBSITE
A simple item is one that exists only once on the website and does not have product options such as
color, size, style etc.
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Follow these steps to add single item to website.
I.
Select the product from the list
II.
Do NOT change the SKU before uploading to website.
III.
You may change the product name, weight, description, category, manufacturer. Note that all
this information will be changeable on website once the product is created on website.
IV.
Click on “Add this product to webstore” button to add the selected product to website. The
publish status will change to Green icon if successfully added to webstore.
VI.
To Add multiple products, select the products (Using Control Click Or Shift Click) and then click on
the button “Add selected products to webstore” as shown below. You will be shown a prompt if
you want to refresh from QuickBooks, you can chose No if all data in T-HUB is already current.
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A DDING A PRODUCT WITH VARIANT TO WEBSITE
An item with variant is one that have product one or more options such as color, size, style etc.
First you must prepare items in QuickBooks to define related products. Products in POS with options like
size/color share the SAME value for Item Name. In other words, if you want to upload products with
size/color variants from QBPOS to website then your items in QBPOS should be setup as below. The
ItemName of all the related products must be the exact same value. Also the Size and Attribute fields
need to be filled in.
Follow the same steps above to upload the item to the website
UPDATE PRODUCTS (PRICE/QUANTITY) FROM QUICKBOOKS TO WEBSITE
Follow instructions below to update product price/stock quantity from QuickBooks to your online store.
Please check if your online store shopping cart is enabled for updating products from QuickBooks to
webstore.
Please note that only Price and or Quantity is updated on website and no other product information (e.g.
description, category etc.) is updated on website.
QUICKBOOKS FINANCIAL (P RO/PREMIER/ENTERPRISE )
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On T-HUB Home screen, click on “Product upload and sync to website”. Select the online store you want
to work with.
O PTIONS FOR U PDATING PRODUCTS ON WEBSITE FROM QUICKBOOKS
Click on the button “Options for updating price/qty products to web”
“Update inventory stock online from” – check this if you want T-HUB to update stock quantity from
QuickBooks to website.
o
o
Select On Hand quantity if you want T-HUB to update On-hand quantity from
QuickBooks to website.
Select Available quantity if you want T-HUB to update the available quantity (On hand
quantity – quantity on sales orders) from QuickBooks to website.
“Update item price” – check this if you want T-HUB to update product price from QuickBooks to website.
“Uncheck Sold on Webstore flag for products not updated on website – If this box is checked and the
product fails to update on website implying that a matching product is not found on website, T-HUB will
automatically UNCHECK the sold on webstore flag and therefore this product will NOT be picked up for
further update. In other words, suppose there are 1000 products in QuickBooks and only 100 products are
on website. On this screen you can check sold on website for all 1000 products. T-HUB will attempt to
send all 1000 products for update to website. Only 100 products will successfully update, the remaining
900 will fail update AND at this point T-HUB will uncheck the sold on webstore for these 900 products.
Going forward these 900 products will NOT be sent for update to website.
Follow these steps to update item price/quantity to website.
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I.
To update a single item to website, select the item (by clicking on it) and click the button “Update
this product to web store” at the bottom of the screen.
II.
To update multiple items to website, select the products you want to update from the list above.
Press Control key and Click on mouse Or press Shift Key and mouse click.
III.
Make sure the sold on web store check box is checked for all items that need to be updated on
website
IV.
Click on “Update price/qty of selected products to web store” on top of the above screen.
V.
The product SKU on this screen must match the product SKU on website for the update to be
successful.
VI.
Publish status will turn green or red depending on whether the update was successful or not.
See information on publish status here
QUICKBOOKS POINT OF SALE
On T-HUB Home screen, click on “Product upload and sync to website”. Select the online store you want
to work with.
O PTIONS FOR U PDATING PRODUCTS ON WEBSITE FROM QUICKBOOKS POS
Click on the button “Options for updating price/qty products to web”
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“Update inventory stock online from” – check this if you want T-HUB to update stock quantity from
QuickBooks POS to website.
o
o
Select On Hand quantity if you want T-HUB to update On-hand quantity from
QuickBooks to website.
Select Available quantity if you want T-HUB to update the available quantity (On hand
quantity – quantity on sales orders) from QuickBooks to website.
“Update online price” – check this if you want T-HUB to update item price from QuickBooks POS to
website. For some shopping carts, you can select which price from QBPOS you want to use as the regular
price and the on-sale price on the website.
“Uncheck Sold on Webstore flag for products not updated on website – If this box is checked and the
product fails to update on website implying that a matching product is not found on website, T-HUB will
automatically UNCHECK the sold on webstore flag and therefore this product will NOT be picked up for
further update. In other words, suppose there are 1000 products in QuickBooks and only 100 products are
on website. On this screen you can check sold on website for all 1000 products. T-HUB will attempt to
send all 1000 products for update to website. Only 100 products will successfully update, the remaining
900 will fail update AND at this point T-HUB will uncheck the sold on webstore for these 900 products.
Going forward these 900 products will NOT be sent for update to website.
Follow these steps to update item price/quantity to website.
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I.
Select the products you want to update from the list above
II.
To update a single item to website, select the item (by clicking on it) and click the button “Update
this product to web store”.
VII.
To update multiple items to website, select the products (Using Control Click Or Shift Click) and
then click on the button “Add selected products to webstore” as shown below. You will be shown
a prompt if you want to refresh from QuickBooks, you can chose No if all data in T-HUB is already
current.
VIII.
The product SKU on this screen must match the product SKU on website for the update to be
successful.
IX.
Publish status will turn green or red depending on whether the update was successful or not.
See information on publish status here
AUTOMATING T-HUB USING THE T-HUB AUTOMATOR
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Some of the functions of T-HUB can be scheduled to run automated every few minutes. You can change
the frequency of these automated tasks. T-HUB Automator is available only in T-HUB Pro and advanced
editions.
The following tasks can be automated by the T-HUB Automator






Downloading new orders from the website.
Posting online orders to QuickBooks.
Inventory changes (Price and/or stock quantity) FROM QuickBooks to website
Order Shipping status updates and tracking numbers to website.
Import tracking numbers from QuickBooks into T-HUB (used when you use the Shipping manager
inside QuickBooks).
Export tracking numbers to QuickBooks (used when you ship from T-HUB and want Tracking to
be posted to QuickBooks)
ACTIVATE T-HUB AUTOMATOR
To enable T-HUB Automator follow these steps
1.
Click on Start > All Programs > T-HUB > T-HUB Automator
2.
Now look in the bottom right of your screen System Tray. You will see the T-HUB Automator icon.
3.
If you do NOT see this icon then it is hidden. Follow these steps to make it visible
http://www.youtube.com/watch?v=NkilkLcnC9I
Right-click on this icon and click on Automation Settings.
4.
5.
6.
You will see the automation settings screen below.
Set the interval in minutes you want the automator to run. If you set 15, the automator tasks will
run every 15 minutes.
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7.
Select the store name from the store type drop down. Check the check box for all the functions
that you need to automate. Click on Save. Click on Close.
8.
If you have the Show notifications check box checked then you will be notified when each task is
being performed.
RUNNING T-HUB AUTOMATOR (START / STOP )
1.
Right click on the T-HUB Automator icon in system tray and then click on
Start to start the
automator process.
2.
To stop the Automator, right click on the Automator icon in system tray and click on Stop.
Important Note on running T-HUB Automator: Start the T-HUB Automator on the main T-HUB computer.
If you have T-HUB installed on multiple computers, make sure you enable T-HUB Automator only on
one of the T-HUB computers. This is only to avoid unnecessary load on your websites, QuickBooks and
your T-HUB installation.
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PHONE ORDER ENTRY IN T-HUB
You can enter phone orders and charge credit cards from your T-HUB application. This is supported in THUB Pro and Advanced editions.
ACTIVATE PHONE ORDER ENTRY
To enable phone order entry follow these steps
1.
2.
3.
On T-HUB home screen, click on My Online Store
Select the online store you want to enable for phone orders.
Click on the Order Download Settings tab.
4.
5.
Check the “Accept phone orders for this store” check box.
Click on Update and Close button.
ENABLE CREDIT CARD PAYMENT PROCESSING
T-HUB can process credit cards for phone orders using Authorize.Net OR QuickBooks Ecommerce
merchant accounts. You only need to setup one of these accounts in T-HUB to process credit cards.
AUTHORIZE.NET SETUP FOR CREDIT CARD PROCESSING
Step A: Get the API Login and Transaction Key for your Authorize.Net account
A1.Login to your Authorize.Net Account
A2.Click on Account > Settings > Security Settings > API Login and Transaction
Key
A3.Note your API Login as displayed as below
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A4.Answer your secret question above and click submit to generate your Transaction
Key and note down your Transaction Key.
IMPORTANT NOTE: If you use your Authorize.Net account from another system [such
as your ecommerce website] then you should do one of the following


Get the values for API Login and Transaction Key used on the website from your
web developer and use the same values in T-HUB
If you generate a new Transaction Key as per above then remember to update the
new values on your website. If you generate a new Transaction key and do not
update this to your website, then your website will NOT be able to process credit
cards.
Step B: Setup your Authorize.Net account in T-HUB Client application
B1.
Open T-HUB client application, click on Setup Store Preferences.
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B2.
Select your online store from the drop down > Click CC Processing
B3.
B4.
B5.
B6.
B7.
Check the check box to Enable credit card processing
Select Authorize.Net as the payment gateway.
Enter API Login and Transaction Key as noted in Steps A3 and A4 above.
Check the check box "Connect to Production (live) system"
Click Save and close.
QUICKBOOKS ECOMMERCE MERCHANT ACCOUNT SETUP FOR CREDIT CARD PROCESSING
1.
Open T-HUB client application, click on Setup Store Preferences.
2.
Select your online store from the drop down > Click CC Processing
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3.
4.
5.
6.
7.
Check the check box to enable credit card processing.
Select QuickBooks Merchant Service as the payment gateway.
Set Application login is set to : thub
Set the Application id to : 86014217
Click on the “Create a new ticket” button. You can also go to this url
https://merchantaccount.quickbooks.com/j/sdkconnection?appid=86014217&sessionEnabled=fa
lse
8.
You will be taken to Intuit site to login and create your secure connection ticket.
9.
10.
Login to your merchant account above
If you have multiple QuickBooks setup with QBMS then you will be asked to
chose which QuickBooks company you want to work with.
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11.
12.
Click on the appropriate company link
Your connection ticket is now shown on the screen as below
Copy your connection ticket and paste (CTRL V) into the box in the connection
ticket box in T-HUB screen above in step 2.
14. Click on Save and close. This completes your QBMS account setup in T-HUB
13.
ENTER PHONE ORDERS IN T-HUB
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Follow these steps to enter phone orders into T-HUB
1.
On T-HUB home screen, click on Phone Order Entry button
2.
Enter order details on the phone order screen
3.
4.
Enter primary email address, Billing address, Shipping address.
Select the items purchased under details section. Double-click on the item name box to launch
the item selection screen. The price will be shown as retrieved from QuickBooks. You can
override the price.
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5.
6.
7.
Enter Shipping charge, tax charge and any discounts. Click on T to launch the tax name list from
QB. Click on D to launch the discount selection.
Enter Credit card details and click the charge button.
You will be prompted to save the order and then the charge will be processed using the payment
gateway setup.
OTHER FUNCTIONS IN T-HUB
CUSTOMIZE ORDER PROCESSING SCREEN DISPLAY
You can customize the list of columns shown and order in Order Processing screen. Click on Process Order
Icon on T-HUB home screen to open T-HUB Order processing view.
Right-click on the Order header names in blue. Click on the Customize Columns menu.
You will see the Customize columns screen. Click on Reset button to set default settings. You can uncheck
the fields you do not want to see in the Order list view. Change the column width and / or sequence of
fields.
The first column “Record Selector” can be enabled if you prefer to select multiple orders by clicking on a
check box instead of using Control and Shift keys to select multiple orders.
Note that the Customize columns settings are specific to a particular view. In other words, you can have a
different set of fields for “All Orders” view and another set of fields displayed for “Orders by Store” view.
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CUSTOM VIEWS IN ORDER PROCESSING SCREEN
T-HUB comes with most commonly used views of your orders like “Todays Orders”, “Orders by Store” etc.
In addition you may want to define more custom views to work with your orders. T-HUB allows you to
define custom views.
Click on All Orders. Right click on All Orders when it is highlighted. Click on Custom Filter
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You will see custom Order filter screen. Here you can add a View name and the exact filter condition.
Example filter conditions
Filter Name
Filter Query
Shipped Not Posted to QB
Orders.ShippingStatusId IN (3,5) AND
Orders.PostingStatusCd IN ('NEW','FAILED') AND
(Orders.IsCompleteOrderFlag Is NULL OR
Orders.IsCompleteOrderFlag = 0)
Posted to QB Not Shipped
Orders.PostingStatusCd IN ('SUCCESS') AND
Orders.ShippingStatusId NOT IN (3,5) AND
(Orders.IsCompleteOrderFlag Is NULL OR
Orders.IsCompleteOrderFlag = 0)
Close and Reopen Order Processing screen to see your views at the end of the list
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Allowed values for ShippingStatusId
1 NEW
2 PROCESSING
3 SHIPPED
4 BACKORDER
5 PUBLISHED
6 SKIP
7 PUBLISHPENDING
8 PUBLISHFAILED
Allowed values for PaymentStatusId
1 PENDING
2 CLEARED
3 DECLINED
4 PUBLISHED
Allowed values for PostingStatusCd
NEW
SUCCESS
FAILED
SKIP
SELECTING MULTIPLE ORDERS
There are two ways to select multiple orders in T-HUB and you can choose the method most suitable to
your preference.
1.
2.
Control and Shift Key: This is the default option. Press the Control Key on your keyboard and click
on the Orders. Click on one Order and press the Shift Key and with the Shift Key Pressed, click on
another order, this will select all orders in between.
Selection with check boxes: First enable the Record Selector field as per previous section. Reopen
the Order Processing screen after enabling the Record Selector option.
MAP ITEMS
Using the powerful item mapping feature in T-HUB, you can map items between your online website to
QuickBooks.
MAP ITEMS FOR QUICK BOOKS FINANCIAL
On T-HUB home screen, click on Map Items button
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Select the online store from the drop down. This is the online store for which you are entering the
mappings
On the above screen, you can map item codes between your website and QuickBooks.
Enter the product SKU from website on the first column and the corresponding QuickBooks item in the
second column. Note item mapping is only applicable if the website product code does NOT match the
item name in QuickBooks. It is always recommended to use the same product codes on website as in
QuickBooks.
Click on the
icon to delete any item mappings.
MAP ITEMS FOR QUICK BOOKS POINT OF SALE
MAP SHIPPING METHODS
On this screen, enter the name of the ship method coming from website on the first
column “Web Store”, then select the mapping to Shipping carrier and QuickBooks. In
the example below, “Best Way” is the name of ship method from website, this maps
to USPS Express Mail AND the ship name “USPS” in QuickBooks.
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Click on the
icon to delete any ship method mappings.
You can set shipping method defaults based on Order total Or Order total weight.
Check the check box “Amount Weight Based Shipping” and then click on “Show
Amount Weight Based Shipping”. This will open a screen to set the default shipping
methods based on weight or amount
MAP PAYMENT METHODS
On this screen, enter the name of the payment method coming from website on first
column labeled “Web Store”. Enter the corresponding payment method from
QuickBooks. In example below, if the payment method on website is Amex then the
payment method will be set to “American Express” in QuickBooks. Also when this
order is downloaded from website, the payment status in T-HUB will be set to
Cleared. The deposit account for this order in QuickBooks will be Undeposited Funds.
For QuickBooks POS, the Deposit account is not applicable so it will not be displayed.
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T-HUB DATABASE MANAGEMENT
Use the following functions to manage your T-HUB database
CONNECT TO A DIFFERENT T-HUB DATABASE
To connect T-HUB to another instance of T-HUB database, follow these steps
1.
Click on the File > Database > Database Settings menu
2.
On the database settings screen, enter the T-HUB Database server name, Database name, login
and password.
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3.
Click on Test and if the connection is successful then click on Save.
BACKUP T-HUB DATABASE
We highly recommend backing up T-HUB database on a regular basis. Follow these steps to take a backup
of your T-HUB database
1.
Click on the File > Database > Database Settings menu > Backup current database
2.
Select the folder to save the backup to. The current datetime is added to the backup file
automatically.
Click on Backup button to save your database backup.
3.
RESTORE T-HUB DATABASE
In the rare event that your T-HUB database is corrupted or you want to rollback to a previous backup
state in T-HUB, please follow these steps to restore your T-HUB database file.
1.
2.
Click on the File > Database > Database Settings menu > Restore database
Enter the name of the T-HUB database to restore, the default database name for T-HUB is
THUBDB
3.
4.
Click on the Restore button
You will be prompted to select the backup file to restore from as below
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5.
6.
Select the file and click Open.
You will receive a warning saying that your current data will be REPLACED with data from the
selected backup file
7.
8.
If you agree to this then click OK and your T-HUB database will be restored from the backup.
Restart T-HUB and login.
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CUSTOM FIELD MAPPING BETWEEN QUICKBOOKS AND T-HUB
Custom fields can be defined in QuickBooks and mapped to certain special fields in T-HUB.
PRODUCT LEVEL CUSTOM FIELDS
Follow these steps to map custom fields for items in QuickBooks to T-HUB
1.
Click on the QuickBooks company file icon in T-HUB
2.
Click on the custom field button on the screen shown.
3.
On the Custom field mapping screen below, check the enable check box at the top. The mapping
is activated if this check box is checked.
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4.
The Map To column displays the list of special fields in T-HUB that can be mapped with custom
fields in QuickBooks. For each special field, you can select a corresponding custom field name
from QuickBooks from the drop down and check the Enable Mapping check box. You can specify
a default value for each mapping field. Please note that Warehouse and BinNumber fields are for
future use.
CUSTOM FIELDS FOR TRANSACTIONS IN QUICK BOOKS
T-HUB can set custom fields for Transactions posted to QuickBooks. In Store Preferences > QuickBooks
Settings > Other Settings
Click on Order custom fields or Item custom fields to map custom fields in QuickBooks. Please see help in
QuickBooks on how to define and show custom fields in transactions (Invoice/Sales Receipt etc.).
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CONNECTING T-HUB TO MULTIPLE QUICKBOOKS COMPANY FILES
One installation of T-HUB can connect to multiple QuickBooks company files (Only supported for
QuickBooks financial US edition and not for QuickBooks online or QuickBooks POS). At the outset it is
recommended to have one QuickBooks company file if possible as it makes management and processing
much easier. If you must have multiple QuickBooks company files then in T-HUB you can define specific
QB company files per each online store / channel. Using this you can send orders from one online store to
one QuickBooks company and orders from another online store to another QuickBooks file.
Follow these steps to set this up.
1.
Click on QuickBooks company file
2.
Click on the check box to enable multiple QuickBooks company file setting in your T-HUB
installation.
Enter the path name for the default QuickBooks company file name to be used. This file will be
used if you do not provide a company file for a particular online store.
Click on Save and Close.
Now click on Store Preferences and select the Store you are configuring
Enter the QuickBooks company file name you want to use for this selected store as shown below.
Click on Test Connection.
3.
4.
5.
6.
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7.
You will be prompted to confirm switching of QuickBooks company file when changing stores and
you should select the option to do a full sync before setting options for another store. You need
to do full sync to avoid setting options from the previous company file.
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