Dear Systems OMS Settings

Dear Systems OMS Settings

Cart Levels Settings:

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

Dear System Customer Settings

Setting
Description
Default
Other Options
Required
Currency Code

CartRover 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, CartRover 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


Dear System Order Settings
Setting
Description
Default
Other Options
Location Name
CartRover 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 CartRover create Picks, Packs, and Ships in Dear? 
NO PICK

NO PICK, AUTO PICK,

AUTO PICK & PACK, 

AUTO PICK PACK & SHIP

Dropship Item
Should CartRover mark order items as Drop Ship in Dear? 
YES
YES, NO
Tax Inclusive
Should CartRover mark orders as Tax Inclusive in Dear?
NO
YES, NO
Load Shipment After Invoiced
Should CartRover load shipments AFTER orders have been marked as Invoiced?
Ideally, CartRover 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 CartRover 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 CartRover 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)

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