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Syncing Costs with Settle and A2X

Streamlining Cost Management with Settle

Geoff Gualano avatar
Written by Geoff Gualano
Updated this week

If you’re updating COGS in A2X manually, our new integration with Settle can do that work for you. Once connected, Settle sends each SKU’s latest landed cost, including freight, duties, and other charges, to A2X. A2X then applies those costs to your sales and posts the resulting COGS entries to QuickBooks or Xero, so your accounts stay accurate and up-to-date without any manual work.

If you're using Settle, you can now save time by syncing costs directly into A2X! Not yet using Settle? Try it today.


Follow these easy steps to connect Settle to A2X -

Step 1: Cost setup within A2X

  1. Click 'Cost' in the main navigation.

  2. Select the 'Settle' tab.

  3. Click the 'Sync with Settle' button.

  4. A modal will appear asking for your Settle details.

Step 2: Sync with Settle

  1. Click the 'Sync with Settle' button to connect A2X with your Settle account.

  2. Authorize the integration.

  3. A2X will now automatically pull SKU and cost data from Settle.

Step 3: Managing Costs

  1. A2X will sync your cost data daily at 1 AM UTC.

  2. Any changes made in Settle will be reflected in A2X’s Settle Costs table and the Cost History table.

Step 4: Manual Sync

To sync your costs immediately, you can:

  1. Click the "Sync" button in A2X.

  2. This will fetch the latest cost data from Settle.

Please note that the average cost is updated once a day in Settle (23:00 UTC). You will not see SKU or cost changes reflected in A2X until the updated information becomes available from Settle.

By following these simple steps, you can keep your costs updated seamlessly, saving time and ensuring accuracy in your accounting system.

Cost Syncing

The cost per SKU will be synced from Settle to A2X on a daily basis. Users need to ensure that the costs in Settle are accurate and up-to-date since A2X relies on this information for COGS calculations.

Entry Posting

A2X will take care of your sales-related entries (e.g., sales, fees and COGS) and post these to your accounting system.

Alias SKUs in A2X

If you sell on multiple channels, then you'll notice that the COGS entries in A2X, display the ‘Alias SKUs’, which are the SKUs directly from your sales channel listings. There are also ‘identifiers’ which is how you match your Alisas SKU to the variations of SKUS listed and sold on different sales channels (like Amazon, Shopify, or eBay).

Ensure that each Alias SKU from your sales channels is properly mapped in Settle to its corresponding Catalog Item (Master SKU). Once this mapping is in place, the cost data for each Catalog Item in Settle will automatically sync with the appropriate Alias SKU in A2X.

SKU Mapping in Settle

Users need to ensure that Sales Channel SKUs (Alias SKUs) are correctly mapped to the corresponding Catalog Item within Settle. This mapping is crucial for maintaining accurate cost data.

Each catalog item should have a SKU and cost associated. For brand new SKUs in Settle without a purchase order or Work Order, a baseline cost can be added manually as a starting point.


Understanding How Costs Are Calculated

When syncing costs from Settle, it’s important to understand how the costs are determined for different products and SKUs in A2X:

  1. Primary SKUs (Catalog Items in Settle):
    Each primary SKU in the Settle has an associated cost, which serves as the base cost for all related calculations.

  2. Alias SKUs (Merge in Settle):
    If an alias SKU is associated with a primary SKU, the cost of the primary SKU is automatically applied to the alias SKU.

    Note: If the alias SKU has a packing quantity, the cost for the alias SKU will be calculated as: Primary SKU Cost × Packing Quantity.

  3. Products with a Bill of Materials (BOM):
    For products with a BOM, the estimated average cost of the BOM is applied to the SKU. This ensures that the cost reflects the components used in the product.


Pro Tip: Temporarily Override Costs in A2X

Use this temporary override feature to override the costs from the Settle by uploading a csv file with the correct SKU and cost per SKU.


Pro Tip: Handling "Not Complete" Status

If you initiate a sync with Settle but notice a "not complete" status in A2X, don’t worry—this can happen if A2X had already attempted to calculate the COGS summaries before the sync was complete.

Steps to Resolve:

  1. Refresh Payout or Settlement: On the Payouts/Settlements page, select the payouts or settlements you would like to refresh, then click 'refresh'.
    This action will re-calculate the summary based on the most recent cost data.

  2. Check Source Data: If the "not complete" status persists after refreshing, it means a cost is likely missing from the source data (Settle).

  3. Verify Settle Data: Ensure that all costs are correctly entered and up to date in Settle. Once all costs are present, please allow time for the data to update in Settle and in A2X (1am UTC time the following day).


Troubleshooting and Support

  • If you encounter any issues during the sync process, ensure you have entered the correct account details.

  • Feel free to reach out to the A2X or Settle support teams at any time.

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