General Advanced Settings
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The advanced settings in the general section of order import settings allow you to configure the following:
Third-Party Return Source: Xoro supports third-party return processing Shopify apps, namely Loop Returns and ReturnLogic. Based on which app you use, you can choose between the two. If you are not using a third-party app for handling returns for your store, or if you use an app that is not available in the dropdown, you may leave this field blank.
Access Token: f you are using Loop as your third-party returns provider, enter the Access Token supplied by Loop. This token enables seamless integration and return processing between Loop and your system.
Sync returns from third party return app: Enable this option to automatically sync return data from Loop into your system. This ensures up-to-date and accurate return records.
Return SKU Name: This field allows you to specify the SKU in Xoro that can be used when the returned item in Shopify does not have an SKU number.
Default SKU Name: This field allows you to specify the SKU in Xoro that can be used when the ordered item in Shopify does not have an SKU number.
Use Default SKU when incoming SKU is not found in Xoro: When enabled, Xoro will use the default SKU name as the ordered item if the item on order in Shopify does not exist in Xoro.
Duty SKU Name: If you handle duty charges on your Shopify orders, this field allows you to track them under a duty SKU in Xoro.
Enable Tips/Donation Handling: If you accept tips or donations on your Shopify orders, enable this and specify a tip/donation SKU from Xoro to handle the same.
Turn off payments: This setting allows you to accept payments for Shopify orders. If it is turned off, payments will not be recorded.
Note: Turn this off only if you're managing payments outside Shopify.
Enable support for third-party multi-currency apps: Enable this setting if you are using third-party Shopify apps to manage multi-currency transactions in Shopify. This will allow the orders to be dropped in customer currency, instead of system home currency.
Enable live order syncing: When enabled, orders from Shopify are synced to XoroERP in real time, immediately after they are created.
Note: Enabling this setting is not recommended for high-volume order drops (more than 2,000 orders per day).
Customer Identifier Code: This field allows you to specify the customer identifier. This will be used to identify the customer in XoroERP using the specified identifier code.
Force Sync: Syncs orders even if they have already been synced previously.
Enabling this setting may slow down automatic import jobs.
Sync Order Edits: Enable this setting to automatically update orders in XoroERP when changes are made to those orders in Shopify.
Disable Returns Syncing: Enabling this setting will prevent returns and refunds from being synced from Shopify to XoroERP.
Enable this setting only if you prefer to manage returns and refunds manually or through a separate system.
Drop Orders in Presentment Currency: When enabled, the orders in Xoro will be dropped in the currency displayed to the customer at checkout in Shopify.
Cancel Order in Xoro if Cancelled by Third-Party in Shopify: When enabled, the corresponding order in XoroERP will be automatically cancelled if it is cancelled by a third-party app in Shopify.
Sync Third Party Customer And Company Data With Xoro: When enabled, Xoro automatically synchronize the customer and company data associated with the order.
Split Returns: If this setting is enabled, it allows the system to split returns when they cannot be processed on the sales order or invoice.
Enable RMA Flow: Enabling this setting will create RMAs for order returns.
Send Shopify Data JSON to Xoro: When this setting is enabled, Shopify data is sent in JSON format via API requests.
Fetch Extra Data from Third Party: Enabling this setting will fetch additional data from third parties, such as channel name and shipment information.
Auto Fix Penny Rounding: Enabling this feature will automatically adjust penny discrepancies in order totals. When the difference between Xoro’s order total and Shopify’s order total is greater than 0 but less than 0.05, a penny adjustment line equal to the discrepancy amount will be added to the order.
Process Returns with No Refunds: Enable this setting to allow inventory restocking in XoroERP for returns that do not involve a refund.
Sync Third-Party Company Data: When enabled, this setting allows company-level data to be synced from third-party platforms into XoroERP.
Use Company as Customer: Enabling this will use the company name as the customer and set the customer type as 'Company' in XoroERP.
Use Order Lock: Enabling this will update the order's lock status by sending custom attribute notes to Shopify, indicating that the order is locked with a XoroERP reference number.
Use Penny Rounding Adjustment SKU: This field allows you to specify a dedicated SKU that will be used for penny rounding adjustment lines.
Enable Custom Script: Enabling this will allow a custom script to modify the order data before it is sent to XoroERP. This is useful for applying client-specific customizations to order and return flows based on data received from Shopify.
