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:
- Go to Settings > Companies > Manage Companies > open a company > Toolbox > channel > General Settings.
- In the upper right-hand corner, click Edit.
- Select the checkbox next to Enable Settlement Download
- Save.
Import Settlements Manually
To manually import Settlements:
- Go to Settings > Companies > Manage Companies > open a company.
- Click Toolbox > Settlement > Import Settlement > choose the channel from the Channel dropdown.
- 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.
- Click Continue.
You can also import Settlements from a channel’s dropdown:
- Go to Settings > Companies > Manage Companies > Open a company.
- Click Toolbox > Navigate to the channel > Upload Settlement Report.
- Select the file or a date range of the requested report, and click 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.
This feature is available in the Sellercloud Reports listed below:
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:
- Amazon
- eBay
- Newegg
- Walmart Marketplace
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.
- Click Company > Toolbox > Settlement > Import Settlement > choose the channel from the Channel dropdown. Show me where.
- 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:
