Using Consolidated syncing and Xero Sync settings

When order consolidation syncing is enabled, Unify will use some standard settings as below, and not all the ones configured by you.

  1. Invoice # in Xero should be assigned by: Xero only
  2. Set Invoice Date as: Date of the end of the consolidation period
  3. Set Due Date as: Date of the end of the consolidation period
  4. Save Reference as: None for Invoice-Awaiting Payment and Invoice-Paid. For Invoice-Awaiting Approval, a note will be included in Xero, stating when the sales ended for particular Day/month consolidation period.
  5. Set Branding as: As downloaded from Xero and configured by you.
  6. Amounts are: As configured by you.
  7. Paid To Account: As downloaded from Xero and configured by you.
  8. Set Date Paid as: Date of the end of the consolidation period
  9. Save Payment Reference as: None.
  10. Set Currency as: USD only

How should we record your items in Xero?

  1. Set item description as: Xero Item Description.
  2. If Account name is not found for any of the items, use: As downloaded from Xero and configured by you.
  3. Set the account to record shipping charges in Xero as: As downloaded from Xero and configured by you.
  4. Set the account to record store credit in Xero as: As downloaded from Xero and configured by you.
  5. Set the account to record gift wrap charges in Xero as: As downloaded from Xero and configured by you.
  6. Set the account to record gift certificates charges in Xero as: As downloaded from Xero and configured by you.

Changes in Customers Tab :

All the customer options in the contacts tab of Unify would get hidden, once Consolidated syncing is configured. Unify would create a new contact with the store name as the first name and the consolidation time frame as the last name.

  • e.g. MyeCommerce Store, Daily Sales.

 

There are no changes in Items and Taxes Settings.

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