Sending Sales Orders to Xero manually

Sending Sales Orders to Xero manually

Sending Sales Orders to Xero manually

Overview

In this guide, we will show you how to push your sales orders to Xero manually. 

Before you start

Before batching your sales orders together for Xero, you will need to connect your Xero account with Expandly. Click here for instructions. 

Sending sales orders to Xero individually

1. Click on Sales Orders (left menu) and then Manage Sales Orders

2. On your Manage Sales Orders page, using the filters, find the sale order you want to send to Xero and select using the tick box to the left

mceclip0.png

3. Click  mceclip1.png(on the right) and then from the drop-down, select mceclip2.png

4.You order will then be in a queue to be sent to Xero - please check in 10-15 minutes.

Sending sales orders to Xero in bulk

1.Click on Sales Orders (left menu) and then Manage Sales Orders

2. On your Manage Sales Orders page, select the sales orders you want to send to Xero and select using the tick box to the left

3. Click mceclip3.png and then mceclip4.png

4.You orders will then be in a queue to be sent to Xero - please check in 10-15 minutes.

Checking the progress of orders sent to Xero

1. Click Sales Orders (left menu) and then Manage Sales Orders

2. On the Manage Sales Orders page, within the Xero column you will be able to view the status icon of the order

mceclip6.png

mceclip7.pngOrder not yet attempted to be push to Xero

mceclip8.png Order sent successfully to Xero and invoice created. You can hover over this icon to view the Invoice Number and can click on the icon to be redirect to the invoice within your Xero account

mceclip10.pngOrder attempted to be sent to Xero but has failed. You can hover over this icon to view the error reason(s). For more information on common Xero errors, click here

Using Sales Order filters with Xero

On the Manage Sales Orders page, there are additional filters available, to assist with completeness 

1. Click Sales Orders (left menu) and then Manage Sales Orders

2. From the Filters drop-down (top left), select the filters you wish to apply to your sales orders. Filters available include: 

Invoice Number - to show sale order details associated with a particular Xero invoice number 

mceclip13.png

Sent to Xero - to filter by either orders that have, you have not been sent to Xero

mceclip12.png

Xero Batch Id - this will show all orders that belong to a particular Xero Batch ID, if sending orders as grouped,

mceclip15.png

Need more help? 

If you need a little extra help, no problem. Contact us and we will be happy to help

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