Tags: Summary Sync Individual order sync
Difference between Individual order sync and Summary sync
1. Individual order sync
With this option, our app syncs sales, its products, customers, payments, payouts, tax and shipping information. Our app will create an invoice in Xero for each order in Shopify. Please refer to the below screenshots for reference on how the order placed in Shopify is synced to Xero as an invoice.
With individual order sync, by default our app will sync products that are part of an order and the products created in Xero will be untracked type of products.
If you want to create the products as tracked type and consider Xero as master for inventory then our app has an "Inventory Sync" add on feature. This feature will sync all products from Shopify to Xero as tracked products and quantities will be synced from Xero to Shopify. Please note that once the products are created as Inventory type products, the quantity in Xero will be 0. You will have to enter purchase invoices or Inventory adjustments directly in Xero for those products.
Whenever a sale or refund is done in Shopify, the quantities of products associated with sale or refund will be reduced or increased from Xero. This is an internal feature in Xero.
With individual order sync, our app will sync the customers that are part of an order.
There is an option available in our app settings to choose whether you want to sync each customer from Shopify and create the invoice in Xero with actual customer details OR use a default customer for all the invoices in Xero.
If the order is marked as paid in Shopify, our app will sync the order as paid in Xero and payment of the order will also be synced. If order status is pending in Shopify, our app will not sync the payment to Xero and the order will be synced with awaiting payment status.
2. Summary sync
With this option, our app will sync one invoice summary per Shopify payout and one summary invoice per day for each of the other payment methods. (Afterpay, Klarna, PayPal etc.)
- For Shopify payment method, our app will sync a summary invoice based on each Shopify payout received by your store. The frequency of Shopify payout depends on the payout frequency selected with Shopify.
- The summary of payment methods other than Shopify payment method will be synced daily considering midnight as the cut off time.
All the different amounts will be represented on the same invoice for the Summary sync. This will include the totals of the Sales, Refunds, Discounts, Fees etc. Please refer to the below screenshot how the summary will be synced by our app.
With this option, products will not be synced by our app. Inventory will not be updated in Xero when the sale or refund is created in Shopify.
With summary sync option, customers will not be synced by our app. All of the summary invoices will be created under the same customer selected in our app settings.
Payment of the orders will not be synced by our app. One of the invoice status can be selected in our app settings from Authorised, Draft or Submitted. The summary invoice will be created with that status in Xero.