What Are Source Invoices?

Source Invoices represent the expense or cost for fulfillment requests/fulfillment orders (FRs/FO) from a source. The basic flow here is:

• Orders = sales revenue
• FR/FOs = orders placed to sources to fulfill above order
• Source invoices = cost or expense for the FR/FOs placed

If you take the revenue generated from the order and the expense from the source invoices associated to that order, you can derive core profitability.

For more information on how these fit into the larger picture, see Order Life Cycle.

Creating or Importing Source Invoices

Source Invoices can be imported by integrating a source that supports Invoice operations, or they can be attached manually by creating source invoices manually.

By default sources are set to unpaid upon import. 

Why Are Source Invoices Important?

Having the final costs your fulfillment partner ends up charging you for an order will allow you to use tools like the Profitability Report to determine whether you are making the margins you believe you should be making on orders.

It can also help you determine what products have the highest margins or have negative margins; helping you adjust product selection, product pricing, and potentially where to expand marketing and/or SEO efforts.

Source Invoice Setup

Upon establishing the connection, you will need to ensure that the format is also setup. There are several different ways to set this connection up, and then you will need to make certain that necessary information is within your CSV or XLSX file.

Connection Type

The connection type for Get Invoices can be setup through six different types and have their own setting requirements:

1. HTTP: Requires Username and Password for Basic Auth (Advanced settings for Header Name and Value configurable)

2. Manual File: Setup requirements come after saving connection

3. Email (Inbound): Email Folder, From, Host, Password, Port, Protocol, User, and Read Last X Days Email

   1. For this connection, the first part of subject name and file name, along with the sender, have to be consistent.
   2. A wildcard can be setup on the file name or email subject to accept something such as a date
   3. ie. "john-doe-orders*.csv" meaning that anything after * does not need to remain consistent (meaning it would pick up file such as: john-doe-orders-2022-12-12.csv)

4. Google Sheets File: Setup requirements come after saving connection (URL, tab name, file format, etc.)

5. FTP (Token Based): FTP Host, Port, and User

6. FTP (Basic Auth): FTP Host, Port, Protocol, and User

File Format Setup

File header setup for the Invoice .csv file should represent things like (all but not limited to) Invoice #, invoice cost, invoice shipping cost, etc. These are set up to show what information the supplier is pulling in order to fulfill the order.

In some cases, you may also want to set it up through a line item way. If you are looking to do this, you would need to ensure that there is an If/Then rule setup.

• For example: if "invoice_line_item_type"_= "item cost" _THEN set "line item cost"__to invoice_line_item_cost