When you receive a Purchase Order on TradeGecko, a Bill will be created on Xero (Awaiting Approval). All line items on the Purchase Order will push on the same Bill (including the landed costs i.e. freight, duty, shipping etc).
Receiving a Purchase Order on TradeGecko will increase Stock On Hand and decrease Purchases account.
The table below shows how elements of a Purchase Order sync over to Xero.
|
No
|
TradeGecko Purchase Order
|
→
|
Xero Bill
|
|
1
|
Date of PO created
|
→
|
Date
|
|
2
|
Payment due date
|
→
|
Due Date
|
|
3
|
Stock due date |
→
|
None |
|
4
|
Purchase Order Number
|
|
Reference
|
| 5 |
PO Currency
|
→
|
Currency
|
| 6 |
We send line items as Exclusive, Inclusive or No Tax Invoice to Xero.
|
||
This is a sample of how a TradeGecko Purchase Order pushed to Xero Bill looks like:
Example #1 Before Approval in Xero
Example #2 After Approval in Xero, Awaiting Payment
A possible complication here is that inventory items and landed costs will be billed to the same supplier/vendor.
To fix this, you need to split the bill into multiple bills by following these steps:
- Log into your Xero account
- Duplicate the bill on Xero, and remove all line items except for the landed cost, be sure to choose the correct vendor for landed cost
- Go to the original bill, remove the landed cost line items and save.
- You will now have 2 bills, one with the stock items addressed to the supplier, and another with the landed cost addressed to the correct vendor
Note
Purchase Orders created on TradeGecko before the integration will not be synced over to Xero. TradeGecko does not sync historical invoices.