| Dear System Customer 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 | ||
| Dear System Order Settings | |||
| 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. | AUTHORISED | AUTHORISED, DRAFT |
| 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) |