Integration Management

Updated on January 18th, 2023

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Order Destinations

Dear Systems OMS Settings

Cart Levels Settings:

Each of your Shopping Carts can have its own Dear System Order settings:

Setting	Description	Default	Other Options	Required
Currency Code	Extensiv Integration Manager will create customers if customer names are not found in Dear. The Currency Code of customers.	USD
Account Receivable Code	The Account Receivable Code of customers. Please go to Dear → Settings → Reference Books → Chart Of Accounts to find the corresponding CODE.	250
Revenue Account Code	The Revenue Account Code of customers. Please go to Dear → Settings → Reference Books → Chart Of Accounts to find the corresponding CODE.	249
Sales Representative	The Sales Representative of orders. If left blank, Integration Manager will set SalesRepresentative to Customer Name by default
Tax Rule	The Tax Rule of orders. To find Tax Rule, please go to Dear → Settings → Reference Books → Taxation Rules			Required
Payment Terms	The Payment Terms of orders. To find Payment Terms, please go to Dear → Settings → Reference Books → Payment Terms. If not specified, Customer's Payment Term will be used instead			Required
Price Tier	The Price Tier of orders. If not specified, Customer's Payment Term will be used instead			Required

Setting	Description	Default	Other Options
Location Name	Integration Manager will upload orders to the given location in Dear. Leave empty if you would like Dear to route orders for you.	Blank
Order Status	Upload orders with the given status.	AUTHORISED	AUTHORISED, DRAFT
Pick Pack Ship Mode	Should Integration Manager create Picks, Packs, and Ships in Dear?	NO PICK	NO PICK, AUTO PICK, AUTO PICK & PACK, AUTO PICK PACK & SHIP
Dropship Item	Should Integration Manager mark order items as Drop Ship in Dear?	YES	YES, NO
Tax Inclusive	Should Integration Manager mark orders as Tax Inclusive in Dear?	NO	YES, NO
Load Shipment After Invoiced	Should Integration Manager load shipments AFTER orders have been marked as Invoiced? Ideally, Integration Manager will load shipments from Dear as soon as Pick & Pack & Ship is completed. If your Cart is EDI connection (SPS Commerce) which involves in 856 and 810 file, it is suggested to turn this feature on.	BO	YES, NO
Custom Order Attribute (1 ~ 10)	These options allow you to configure Dear Order Additional Attributes. Please refer to Dear Additional Attributes (Orders) page to set up custom fields.	None	None, Hard-coded Data, Data Pass Through From Source
Order Customer Name	Which order field should Integration Manager use as Order Customer Name?	Bill To Name	Bill To Name, Ship To Name, Bill To Company, Ship To Company, Custom(Hard-code a name)
Order Contact Name	Which order field should Integration Manager use as Order Contact Name?	Ship To Name	Bill To Name, Ship To Name, Bill To Company, Ship To Company, Custom(Hard-code a name)

configuration systems oms

Integration Management

Dear Systems OMS Settings

Cart Levels Settings:

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