Once the user has completed the Sales Channels and Integrations page in the Settings feature, Margin Driver will automatically populate the General Ledger (GL) Account Numbers table with all of the account names but the user must enter each respective general ledger account number from the user’s general ledger system. The GL account number should be entered in the field to the right of the account name. Each account name and number will also have a corresponding designation as a debit or credit.

As an example, if the user has an Amazon US account and activates this channel on the Sales Channel Setup page, Margin Driver will automatically create a corresponding Amazon US account on the GL Account Numbers page. The user is only responsible for entering the matching/corresponding account number from their general ledger for each appearance of the various Amazon US accounts on this page.

If there is an occasion where the user needs to change an account number after it was initially setup, such a change can be made on this page. One only needs to access this page, go to the account name and insert the new account number and click on the Save button at the bottom of the page. The new account number will be used for this account from this date of entry forward.

Any change in sales channel names or the addition or deletion of a sales channel will automatically flow through to this page after being enter on the Sales Channel Setup page.