Once you have created your prospect in your reseller account, and the contact is successfully generated in your Xero the next step is to configure the item codes.
WildJar will create the item codes automatically for you in your Xero.
To find these, please navigate to Business in the top navigation bar and then to Products and Services:
Here you will find a list of the Item Codes created for you.
The list of the Item Codes we create are:
MONTHLY-FEE - Monthly Technology Fee
NUMBER-RENTAL - Number Rental
RECHARGE-SMS - SMS Recharge
SMS-BULK - SMS Campaign
SMS-OUTBOUND - Outbound SMS
SUPPORT-FEE - Support Assistance Fee
TRANSCRIPT - Call Intelligence - Transcription
VOICE-OUTBOUND - Outbound Minutes
VOICE-USAGE - Inbound Minutes
LIVE-ANSWER - Live Answering Service
CHATBOT - Chat Bot
You will need to map the Item Codes to a Sales Account. This can follow your existing structure if you use 200 Sales, or you can create different Sales Accounts for line items or bundle it into an item code for Call Tracking.
You can include a Purchase price (which will be your cost from WildJar) if you want to report this way as well.
Once done, we can generate a dummy invoice to test on one of your new Prospects.