Assigning Default Sales Account by Variant

TradeGecko allows you to assign sales orders that are synced to your accounting integration via a default sales account. You can assign these default sales accounts either by variant or by relationship.  To assign a default sales account to a Relationship, follow these instructions.  

Note
For TradeGecko accounts with Quickbooks integration, you can assign your default sales account by variant.
For TradeGecko accounts with Xero integration, you can assign a default sales account by relationships and variant.

To check your current default settings, go to Settings>> General Settings> Set Up Defaults.

Under default sales account you will have the option to choose between Company, Variant or Sales Channel. Select Variant. 

To assign a default sales account ledger by variant go to Inventory>> Variants. Select the Variant you wish to assign a default sales account to. 

In the Details tab, scroll down to Default Sales Account and choose Sales. Save the change. 

Now, your selected variant will be linked to the default sales account and all sales orders will go through to the selected ledger. 

If you are unsure how to set up your sales account or other ledgers, check out the following articles:

1.Xero Accounting Integration , setting up custom ledgers for Xero 

2.Quickbooks Accounting Integration

 

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