Check sales orders for reconciliation
Overview
Find and fix sales orders causing discrepancies between Cin7 Omni and Xero or QuickBooks Online.
Sales orders only need Invoice Dates to sync to Xero or QuickBooks Online, but for Cin7 Omni and Xero or QuickBooks Online to reconcile, they need a Fully Dispatched date too.
If a sales order has one but not the other, Cin7 Omni and Xero or QuickBooks Online won’t reconcile. You must find these sales orders and add the missing information for reconciliation.
Find sales orders to fix
First, find sales orders with a Fully Dispatched date and no Invoice Date:
From the Sales menu in the navigation, open Sales Orders.
Set Sales Orders Status to Dispatched But Not Invoiced. The sales orders in the results have a Fully Dispatched date but no Invoice Date.
Then find sales orders with an Invoice Date and no Fully Dispatched date:
From the Sales menu in the navigation, open Sales Orders.
Set Sales Orders Status to Invoiced But Not Dispatched. The sales orders in the results have an Invoice Date but no Fully Dispatched date.
Fix sales orders
For each of these sales orders missing either a Fully Dispatched date or Invoice Date, open the transaction and add the missing data and save.
Optionally, for those sales orders missing an Invoice Date, you can bulk update their Invoice Dates:
Find the sales orders without an Invoice Date (see above).
Select all (select the checkbox in the first column header).
From the Actions menu, select Bulk Update. The bulk update page will open.
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Either:
To give all sales orders the same Invoice Date, add that date into the Invoice Date column of the first row. The others will inherit that date.
To give each sales order a unique Invoice Date, and those dates into the Invoice Date column for each row.
Select Save.
Then sync your sales orders to Xero or sync your sales order to QuickBooks Online.