By setting up these configurations, you ensure:
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Accurate financial reporting
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Streamlined operations
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Effective inventory management
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Better alignment with your marketing strategies
You can assign different transaction types, accounts, and posting rules for each store or location to keep your records clean and organized.
Steps to Set Up Posting Configurations by Store:
Go to Sync Settings
- From the bottom-left menu, click on Sync Settings.
- Navigate to the Orders tab.
Configure Order Posting Rules
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Under the Orders tab, locate the option for order posting configurations.
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From the dropdown, select:
“No, use different types for posting orders.”
Select Store-Based Posting
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In the next dropdown menu labeled “Post Orders differently based on their,” select:
“Store.”
Set Up Posting Rules for Each Store
You can now create custom rules for different store types:
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For example:
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POS Store locations
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Retail POS Orders
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Online Web Orders
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➡ Assign specific transaction types (Invoices or Sales Receipts) for each.
➡ Define accounts, sales reps, terms, and templates individually per store type.
Once complete, click Save.
Note1: This feature is only available if your sales channel sends store-type data with the orders.
Note2: Orders downloaded after version 8.16.0 (Nov 6, 2024) will include this information.
Note3: If you want to apply this to older orders, update your Download Orders Start Date under Connections to include those dates.
Benefits:
- Organized order posting by store type
- Accurate reporting and reconciliation
- Automation tailored to your business structure