TradeGecko OMS Order Settings
TradeGecko Order Status Settings
|TradeGecko Order Status||When CartRover sends orders (from this shopping cart ONLY) to TradeGecko, this field signifies the current state of all new orders||Active|
|Create Invoice||Should CartRover invoice orders as soon as we send them to TradeGecko? Only Finalized orders can be Invoiced!||No|
|Pack Orders||Should CartRover pack orders in TradeGecko? Only Finalized orders can be Packed/Shipped!||No|
|TradeGecko Order Return Status||CartRover is able to download Order Return requests from SOME Shopping Carts. |
Please set the Return Status when CartRover sends them to TradeGecko.
TradeGecko Price Settings
|Order Tax Treatment||Are prices from this cart Tax Inclusive or Exclusive. TradeGecko will use this setting for these orders.||TradeGecko Default|
|Dynamic Item Tax Rate||Should CartRover calculate Item Tax Rate on the fly? If NO, all items will use the default TradeGecko Tax Rate.||No|
|Currency Name||Which Currency should CartRover set to when creating orders in TradeGecko?|
Please leave this field blank if you want to use TradeGecko default Currency.
To find Currency Name, please go to TradeGecko --> Settings --> Configuration --> Currencies.
|Send Order Discount||Should CartRover send Order Discount as Free From Data on order line level?||Yes|
|Shipment Cost Line Label||What should we call the Shipment Line on the invoice? Leave blank to skip sending shipment cost.||Shipping Cost|
TradeGecko Other General Settings
|Location ID||The location in TradeGecko that these orders should be loaded into. If left blank, order will load into default TradeGecko location.||Blank will load orders into Default TG location||How to find TradeGecko Location ID|
|Add Order Tags||All orders from this shopping cart will be given the listed order tags in TradeGecko. |
You can add multiple tags, which can be formatted as a list of comma-separated values.
For example, if an order has three tags: tag1, tag2, tag3.
|blank = no tags|
|Order Note Field||What Should CartRover send as Order Note field.||Shipping Instructions|
|Order Number||Should CartRover pass the cart's Order Number to TradeGecko? If you select "Auto-Generated" then TradeGecko will create a unique Order Number.|
The cart's Order Number will still be passed to TradeGecko in the Reference field.
|Use Cart Order Number|
|Order Reference||What should CartRover pass as Order Reference field?||Use Cart Order Number|
|Company Type||Which Company Type should CartRover use when looking up/creating companies from/in TradeGecko?||Consumer|
|Overwrite Customer Info|
Should CartRover Overwrite Customer Billing and/or Shipping Address/Contact Info when sending to TradeGecko? (Ex. Cross Dock Orders)
Linking All Orders to a Single Customer Record
If you want to link all orders to a single customer record in TradeGecko, select the "Overwrite Billing" option, and then make sure to fill in a default Name, Phone, and Email. Those are the three fields used to link customers together in TradeGecko.
Note: A new address will be added to the customer record for every order, even if that address already exists in TradeGecko. This is because we cannot detect if the address already exists in TradeGecko.