General

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

1. Single or Individual: This setting determines how customer information from Shopify orders is handled when orders are imported into XoroERP.

   • Single: All imported Shopify orders will be assigned to one predefined customer in XoroERP. When this option is selected, you must specify a "Customer Name," and that name will be applied to every order, regardless of the original customer in Shopify.

   • Individual: Each order retains the original customer information from Shopify. The customer name from each Shopify order will be preserved and reflected accordingly in XoroERP.

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

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

4. 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.

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

6. 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.

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