Inventory

Function

Description

Action

Creates/modifies a single Xero Inventory Item per BlueFolder Item

Direction

Bluefolder to Xero (Xero field contents overwritten)

Condition

‘Use Xero Inventory’ is enabled in AccountsInSync settings

Field Mapping

The highlighted row indicates the Matching Fields that are used to initially connect records for both new and existing Inventory items. The connection continues using this pairing even if the contents of the Matching Fields are subsequently changed in either application.

BlueFolder	Xero	Updated on Edit
Item - Name	Inventory - Item Code	Yes
Item - Description	Inventory - Sales Description	Yes
Item - Price	Inventory - Sales Unit Price	Yes
Item - Account Name	Inventory - Sales Account Code	If BlueFolder Item - Account Name is blank then Xero Inventory - Sales Account Code is not updated on edit. If creating AP invoice, if BlueFolder Item - Account Name doesn’t contain “/####” for purchase account, Xero Inventory - Cost of Goods Sold Account Code is not updated on edit.
	Tax Rate - Use Xero default for selected Xero Account	As above

Created

When status of next ticket for corresponding BlueFolder item changed to Closed.

Edited

When status of next ticket for corresponding BlueFolder item to Closed.

Deleted

None - Requires manual action for corresponding records in both applications

Error Handling

If BlueFolder Item - Account Name doesn't match a Xero Account Code then the default Account Code selected in AccountsInSync settings for that item type

Note: See Alternate Inventory Field Mapping