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