Once your Xero is connected to Ordermentum you will have the following options below:
Change these Details
This link will take you back to your configuration settings if you need to make any changes.
Invoice sync
Once Continuous Invoice Sync is switched on:
All invoices from this point forward will be synced into Xero
Any edits made to orders in Ordermentum will be reflected in Xero
If an order is cancelled in Ordermentum it will be voided in Xero
The retailer name in Ordermentum must match the name in Xero otherwise a new retailer will be created in Xero
What Invoice information syncs from Ordermentum to Xero
As a default the following fields sync across to Xero
Retailer name
Invoice number & Order number
Invoice date & Due date
Invoice details
Item codes
Description
Quantity
Unit Price
Account
Tax rate
Tracking Code - See article on setting up Xero tracking codes to in Ordermentum
The following fields are also sent across if included on the order in Ordermentum:
Purchase Order Number
Comments added by the retailer