Re: Sending transactions from one Method Account to the other

mahlonf — Wed, 19 Mar 2014 21:59:58 GMT

Does anyone have any input for me?

Sending transactions from one Method Account to the other

mahlonf — Tue, 11 Mar 2014 14:50:42 GMT

Is it possible through API or... to send a sales order transaction from one Method Aaccount to another? Here is the scenario..

Business A works as an independant sales rep for Business B selling custom built widgets. However, Business A also sells products for other companies and wants to work in ONLY 1 Method account.

Currently all leads are tracked and managed by Business A. Business A generates a quote and handles all correspondence until it develops into a sale.

After the sale, Business A faxes or emails a copy of the sales order to Business B who then MANUALLY records a Sales Order into their QuickBooks file, builds the custom widget, delivers the final product to the customer, receives all the payments from the customer and pays Business A commission.

Provided that the Item Structure matches exactly, is it possible to setup a Method account for Business B and push a sales order from Business A's method account into Business B's method account to reduce data entry?

Let me know if you need more information to provide an answer. Thanks in Advance

Method:API Q&A

Re: Sending transactions from one Method Account to the other

Sending transactions from one Method Account to the other