In Xero 'Inventory Items' are entered on each row of an invoice or credit note. Use this setting to control what will be used to create the inventory item for each invoice stage line shown on the Xero invoice. The required new Xero inventory items are created by Connect as part of the sync. Xero Inventory Items can be found in Xero > Settings > Inventory Items.
The Inventory Item options are:
- None - No inventory item will be sent to Xero. The 'item code' field will be blank on the invoices or credit notes created by Synergy within Xero.
- Project number - Most Common -This will transfer the project number to be the Xero 'item code', and the project name will appear as the 'description' within Xero inventory items list. Use this option if you want to create the inventory Items in Xero using the project number, to be able to include options for reporting by project number in Xero for invoice sale revenue. The item code is shown on invoices and credit notes created by the Xero Connect interface.
- Discipline - This will transfer the 'discipline code' entered against the discipline in Synergy to be the Xero 'item code', and the 'discipline description' appears as the 'description' for the Xero inventory item. On the invoice the discipline code in Synergy will be shown as the 'item code', and the description will show as the stage name. This applies or both invoices and credit notes created by the Xero interface.
- Cost center - This will transfer the 'cost center code' entered against the cost center in Synergy to be the Xero 'item code'. The cost center description will appear as the 'Description' for the item in Xero inventory items list. On the invoice the stage name is shown as the description, and the cost center code in Synergy will be shown as the 'item code' on the invoice and credit notes created by the Xero Connect interface.
Tip: The inventory item description does not get displayed on the invoice / credit note. The project stage name from the invoice / credit will be shown in that field on the invoice in Xero.