Settlements


Overview

Settlement reports are typically sent by sales channels and contain payment information such as order-related fees, commissions, or taxes. They provide a detailed summary of the payment transaction, including the transaction date, amount, and settlement status. The use of this workflow will help you build accurate Profit & Loss reports for each order. Settlements can be imported into Sellercloud either automatically or manually.

Import Settlements Automatically

Settlements from different sales channels are automatically imported to Sellercloud on a regular basis. To automate the import of Settlement Reports from a channel, follow the steps below:

  1. Go to Settings > Companies > Manage Companies > open a company > Toolbox > channel > General Settings.
  2. In the upper right-hand corner, click Edit.
  3. Select the checkbox next to Enable Settlement DownloadEnable Settlement Download
  4. Save.

Import Settlements Manually

To manually import Settlements:

  1. Go to Settings > Companies > Manage Companies > open a company.
  2. Click Toolbox > Settlement > Import Settlement > choose the channel from the Channel dropdown.
  3. The next action depends on the chosen channel:
    • Amazon, Best Buy, Overstock, and Sears – Choose a file to upload.
    • eBay – Enter a time period.
    • Newegg – Enter settlement to/from dates.
    • Walmart Marketplace – Enter the settlement ID.
  4. Click Continue.import settlement

You can also import Settlements from a channel’s dropdown:

  1. Go to Settings > Companies > Manage Companies > Open a company.
  2. Click Toolbox > Navigate to the channel > Upload Settlement Report.Upload Settlement Report Manually
  3. Select the file or a date range of the requested report, and click Import Settlement Report.Import Settlement Report

Report by Settlement ID

You can run some Sellercloud reports based on a Settlement ID. To do that, simply enter the ID to obtain all related transactions for that Settlement.

Settlement IDThis feature is available in the Sellercloud Reports listed below:

Currently, the Settlement ID filter works for Amazon/FBA, eBay, Newegg, and Walmart Marketplace Orders.

Overview

Settlement reports are typically sent by sales channels and contain payment information such as order-related fees, commissions, or taxes. They provide a detailed summary of the payment transaction, including the transaction date, amount, and settlement status. The use of this workflow will help you build accurate Profit & Loss reports for each order. Settlements can be imported into Sellercloud either automatically or manually.

Settlements imported automatically

The following channels include settlements in their feeds:

These are automatically imported into Sellercloud at regular intervals. To see these settlements, click Company > Toolbox > Settlements > enter a date range and channel > click Search. Show me where.

Settlements imported manually

Other channels do not include settlements in their feeds, but you can manually import them into Sellercloud.

You always have the option to manually import settlements from the same channels that automatically import them (Amazon, eBay, Newegg, and Walmart Marketplace).
  1. Click Company > Toolbox > Settlement > Import Settlement > choose the channel from the Channel dropdown. Show me where.
  2. The next action to take depends on the chosen channel:
  • Amazon, Best Buy, Overstock, and Sears – Choose a file to upload.
  • eBay – Enter a time period.
  • Newegg – Enter settlement to/from dates.
  • Walmart Marketplace – Enter settlement ID.

Reporting by settlement ID

You can run Sellercloud reports for a date range based on a Settlement ID. Currently, this filter works for Amazon/FBA, eBay, Newegg, and Walmart Marketplace settlements, and is available in the following reports:

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