Xoro-Shopify Integration App
  • 👋Welcome
  • Overview
    • ✨Features
  • Getting Started
    • 🛠️Installation Guide
      • Step 1: Installing the app in Shopify
      • Step 2: Installing the app in XoroERP
    • ⚙️Configuring Settings
      • Orders
        • General
          • General Advanced Settings
            • Sync Third Party Customer And Company Data With Xoro
        • Accounts
          • Accounts Advanced Settings
        • Warehousing
          • Warehousing Advanced Settings
        • Filters
      • Fulfillments
      • Products & Inventory
        • Products
          • Product Advanced Settings
        • Inventory
          • Inventory Advanced Settings
        • Filters
      • Gift Cards
        • Gift Card Advanced Settings
      • Payouts
      • Import Settings
        • Import Advanced Settings
      • Notifications
    • 💻Workflow
      • Orders
      • Payouts
      • Inventory
      • Gift Cards
    • ⛓️Third-Party Integrations
      • Loop Returns
  • Troubleshooting & FAQs
    • 🔬Troubleshooting Guide
    • ❓FAQs
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  1. Getting Started
  2. Configuring Settings
  3. Orders

General

PreviousOrdersNextGeneral Advanced Settings

Last updated 1 year ago

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The general section of order import settings allows you to configure the following:

  1. Customer Name: This field allows you to assign a customer to all your Shopify orders.

  2. Sale Store: This dropdown allows you to choose the store where all the Shopify sales will be recorded.

  3. Project/Class: This dropdown allows you to assign a project/class name to all your Shopify orders. It is an optional field that can assist you with reporting in the ERP system.

  4. Default Sales Representative: This dropdown allows you to assign a sales representative to all your Shopify orders.

  5. Default Payment Terms: This dropdown allows you to choose the payment term to assign to your Shopify sales. If the payment term is not met, the order will not be waved for picking, and packaging in Xoro.

  6. Order Type: This dropdown allows you to assign an order type to the order dropped into Xoro from Shopify.

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General section of order import settings