Dear Systems OMS Settings
1.5 min read
|Cart Levels Settings:
Each of your Shopping Carts can have its own Dear System Order settings:
Setting |
Description |
Default |
Other Options |
Required |
|
Currency Code |
Extensiv Integration Manager will create customers if customer names are not found in Dear. The Currency Code of customers. |
USD |
||
Account Receivable Code |
The Account Receivable Code of customers. Please go to Dear → Settings → Reference Books → Chart Of Accounts to find the corresponding CODE. |
250 |
||
Revenue Account Code |
The Revenue Account Code of customers. Please go to Dear → Settings → Reference Books → Chart Of Accounts to find the corresponding CODE. |
249 |
||
Sales Representative |
The Sales Representative of orders. If left blank, Integration Manager will set SalesRepresentative to Customer Name by default |
|||
Tax Rule |
The Tax Rule of orders. To find Tax Rule, please go to Dear → Settings → Reference Books → Taxation Rules |
|
|
Required |
Payment Terms |
The Payment Terms of orders. To find Payment Terms, please go to Dear → Settings → Reference Books → Payment Terms. If not specified, Customer's Payment Term will be used instead |
|
|
Required |
Price Tier |
The Price Tier of orders. If not specified, Customer's Payment Term will be used instead |
|
|
Required |
Setting |
Description |
Default |
Other Options |
Location Name |
Integration Manager will upload orders to the given location in Dear. Leave empty if you would like Dear to route orders for you. |
Blank |
|
Order Status |
Upload orders with the given status. |
||
Pick Pack Ship Mode |
Should Integration Manager create Picks, Packs, and Ships in Dear? |
NO PICK |
NO PICK, AUTO PICK, AUTO PICK & PACK, AUTO PICK PACK & SHIP |
Dropship Item |
Should Integration Manager mark order items as Drop Ship in Dear? |
YES |
YES, NO |
Tax Inclusive |
Should Integration Manager mark orders as Tax Inclusive in Dear? |
NO |
YES, NO |
Load Shipment After Invoiced |
Should Integration Manager load shipments AFTER orders have been marked as Invoiced? Ideally, Integration Manager will load shipments from Dear as soon as Pick & Pack & Ship is completed. If your Cart is EDI connection (SPS Commerce) which involves in 856 and 810 file, it is suggested to turn this feature on. |
BO |
YES, NO |
|
Custom Order Attribute (1 ~ 10) |
These options allow you to configure Dear Order Additional Attributes. Please refer to Dear Additional Attributes (Orders) page to set up custom fields. |
None |
None, Hard-coded Data, Data Pass Through From Source |
Order Customer Name |
Which order field should Integration Manager use as Order Customer Name? |
Bill To Name |
Bill To Name, Ship To Name, Bill To Company, Ship To Company, Custom(Hard-code a name) |
Order Contact Name |
Which order field should Integration Manager use as Order Contact Name? |
Ship To Name |
Bill To Name, Ship To Name, Bill To Company, Ship To Company, Custom(Hard-code a name) |