If you're shipping through Amazon and you'd like to leverage Finale's ability to forecast inventory and sales tracking, you'll first need to configure Finale properly.
Step 1: Create a new location/sublocation within Finale for your FBA stock. We do this because, in Finale, the inventory will be tracked separately from any other inventory and the FBA orders will be directed to only decrement inventory from the FBA location. In your Application Settings >> Facility tab, create a location named "Amazon" and then a sublocation also named "FBA"
Step 2: Import FBA stock levels into the FBA sublocation using a bulk import from your Amazon account.
Step 3: Configure the Amazon integration to pull down your FBA orders. In your integration screen, click edit configuration next to the "Pull Sales to Finale" line in the Amazon connection (See below).
- Choose "Automatic" to run the task continuously
- Choose "FBA" sublocation so that the FBA orders only affect the FBA stock levels
- (optional) Assign the customer to "Amazon FBA". *Note, customer must be created first
If you currently pull in your merchant fulfilled orders through ShipStation or another shipping software, the setting for Amazon pull sales for Merchant Fulfilled should always be set to "DO NOT IMPORT". If you turn on the ability to pull down sales, you'll get duplicate orders and decrement your inventory twice for each sale.