Using the Shipping, Discount and Gift Card products for Xero

When configuring your integration, you’re required to choose or create a Shipping product and also have the option to create a Discount Product and Gift Card product. These products are very useful in your integration as they provide a default product that can be automatically created for line items in your invoices not represented by standard products.  There is, however, a bit of confusion on how to use them and how they work. Below explains how this concept to help you understand how easy, simple and great these products are.

 

The Shipping product:

The Shipping Product is called a product because that is what it will be treated as in a connected service, however it’s much more than just a product. We create and use the Shipping Product to gather shipping costs from Bigcommerce, then pass this data on in the correct format to your accounting system. After the Shipping Product is configured, no further action will be required by you – We use it to process your shipping costs differently than other line items in your orders and invoices, for example to apply different taxes and to allocate it to a different income account.

 

Why do I need to create the Shipping product?

Well, we don’t want to automatically start creating data in your accounting system without you knowing how, or why it ended up there – so we let you create it yourself. This allows you to stay in control of your data and how you want it to be treated.

 

What does it look like in an invoice?

 

The Discount and Gift Card products:

The Discount Product and Gift Card products are very similar to the Shipping Product in that they enable us to create products to represent line items in your invoices that are not standard products. What makes these different to the Shipping product is that they’re not mandatory.

  

Awesome, how do I configure these special products?

These items are already automatically configured, however if you would like to configure different items to be used, follow the steps below:

  1. Select Edit on the workflow for orders, if you're going through the configuration for the first time, just tick the check box

  2. Please select Default Products and Advanced Options

  3. Now, using the drop down menus provided you can choose another one of your products for any of the three default product options
  4. Once configured, scroll down and select Save to save your changes

9 Comments

  • Avatar
    Jake Lawson

    Can I apply this whole process on my posts of this site: https://getfontfree.com/avenir-font/? Need guidance.

    Edited by Jake Lawson
  • Avatar
    Comparison Doctor

    Can i add discount and gift card products for my site Can i used it for my site

  • Avatar
    Shagufta shamid

    Xero itself is not a product management or inventory management system. If you need to manage products, inventory levels, and variations, you might consider using a dedicated e-commerce platform No key executor or inventory management system. Popular options include Shopify, WooCommerce, or others, depending on your business needs.

  • Avatar
    Verify Btc

    As of my last knowledge update in January 2022, Xero is a cloud-based accounting software that allows businesses to manage their financial transactions, including sales, expenses, and inventory. Xero provides a flexible platform for tracking various types of products and services things to do in ao nang. However, the specific features and options may have evolved since that time.

    Edited by Verify Btc
  • Avatar
    tofenec

    Xero itself is not a product management or inventory management system. If you need to manage products, inventory levels, variations, and integrate them seamlessly with your karaoke mixer offerings, you might consider using a dedicated e-commerce platform or inventory management system. Popular options include Shopify, WooCommerce, or others, depending on your business needs.

    Edited by tofenec
  • Avatar
    oilu miun

    Fnaf

    Xero itself is not a product management or inventory management system. If you need to manage products, inventory levels, variations, and integrate them seamlessly with your 

    Edited by oilu miun
  • Avatar
    Jakee Rechear

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  • Avatar
    Infoist Hub

    while discussing the integration, I noticed the mention of Discount and Gift Card products. Could you explain how these products function within the integration process, and what role they play in managing invoices and orders?

    On a related note, I'm also curious about the compatibility of the integration with portable printers for printing invoices and order summaries on the go. Does the integration support such devices, and if so, are there any specific recommendations or configurations required for seamless printing functionality?

  • Avatar
    mia sins

    Using the Shipping, Discount, and Gift Card products for Xero involves setting up these items in Xero to ensure accurate financial tracking and reporting. For shipping, create a product or service item to record shipping fees, ensuring they are correctly attributed to sales and expenses. For discounts, set up a discount item to apply price reductions on sales invoices, reflecting the reduced revenue. For gift cards, create a liability account to track the sale and redemption of gift cards, ensuring that they are accounted for correctly until they are used. Properly setting up these products ensures that all transactions are accurately recorded in Xero, facilitating precise financial management and reporting.

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