MYOB - do all invoice get synced to OneSaas or is there a way to hold or exclude orders ?
We are interested in OneSaas but have a few questions on how it works. Posting the questions here, as they might be relevant to others also.
1) What orders get synced from MYOB AccountRight Live ?
a) Is it only invoices ?
b) Is it only paid invoices or also unpaid ?
c) If unpaid gets synced also, can you stop it from being sent down to the fulfilment app until the invoice is paid ?
2) Do all invoices get synced to OneSaas or is there way to exclude some invoices from the sync ? Maybe based on a field value such as invoice delivery status or ship via ?
a) We might want to hold some invoices for manual review before sending to OneSaas ? Is this possible ?
b) Some orders we might fulfil locally and want to exclude from sending into OneSaas to the configured downstream fulfilment app ?
Thanks.
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Official comment
Hi Andrew,
To answer your questions directly:
1)
a - Orders are pushed to MYOB as invoices.
b - You're able to filter paid and unpaid when we pull them from the invoices originating system. For example, you may only want us to pull orders when they're paid - this is done during the initial configuration process.
c - Refer to the above answer.
2)
a - Just like with the paid and unpaid orders, you're able to filter by invoice status from the invoices originating system. For example, you may not want us to pull 'pending' orders, however you would like us to pull 'complete' orders.
b - In this scenario, you're able to filter out these orders by leaving them on a specific status in the originating system. For example, you may have a 'Shipped' status in your eCommerce system that you tell us to ignore.
I hope this helps!
Kind regards,
Josh
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