Guide: Sales Channel _ Woocommerce (Part 2)

Sales Channel _ Woocommerce (Part 2)

Download order: download orders from Woo to CRM . Order will show in Omni sale -> Order list.Download product: download product  from Woo to CRM . Items will show in Inventory module  or Sales module-> Items.Download product Select the woo store -> Click the Donwloadbutton -> click theproductbutton: stock, category and its VAT rate will be downloaded.

- Forcategories, because Woo allows you to choose many categories but in CRM you can only choose 1 category, so we will only download the first category of the product.

- Fortax, In the Add product form on Woo Commerce, we can only select the tax class, while each tax class includes many taxes rate, so we will default to taking the first tax rate to download

Note: To be able to download products to CRM, products on Woo must have SKUsand the SKUs of the products cannot be duplicated.Download Order

Before downloading the order to CRM, you must download the products first,using the download product function above

• Step 1.Configure synchronized orders status: Go to Setting -> Order setting -> Order statuses are allowed to sync: select the order statuses that are allowed to sync to CRM -> Save
• Step 2. Configure automatic generation of invoices Case 1: Do not automatically generate invoice If the Enable automatic invoice syncoption is not enabled, after downloading the orders, no invoices will be generated from these orders.Case 2: Automatically generate invoices If the Enable automatic invoice syncoption is enabled. After downloading the orders, the system will automatically generate an invoice for this order. And the status of the invoice will depend on the payment status of the order on Woo If you select a date at Invoices synced on Woocommerce will be set due date on the "X" day of every month, invoice generated will have due date on pre-selected date.For example, an invoice automatically generated from order Woo will default to the 28th of the current month as the Due Date
• Step 3. Sync orders from Woo to CRM Condition: the product must be available on both Woo store and CRMGo to woo store -> click the Downloadbutton -> click Orderbutton
• Step 4. Create inventory delivery voucher
• Step 5.Create Packing list and change shipment status to Product Delivered.Change the Delivery status of Packing list or delivery note to Deliveredor Received→ shipment status changes to Product Delivered

Step 1.Configure synchronized orders status: Go to Setting -> Order setting -> Order statuses are allowed to sync: select the order statuses that are allowed to sync to CRM -> Save

Step 2. Configure automatic generation of invoices Case 1: Do not automatically generate invoice If the Enable automatic invoice syncoption is not enabled, after downloading the orders, no invoices will be generated from these orders.Case 2: Automatically generate invoices If the Enable automatic invoice syncoption is enabled. After downloading the orders, the system will automatically generate an invoice for this order. And the status of the invoice will depend on the payment status of the order on Woo

If you select a date at Invoices synced on Woocommerce will be set due date on the "X" day of every month, invoice generated will have due date on pre-selected date.For example, an invoice automatically generated from order Woo will default to the 28th of the current month as the Due Date

Step 3. Sync orders from Woo to CRM Condition: the product must be available on both Woo store and CRMGo to woo store -> click the Downloadbutton -> click Orderbutton

Step 4. Create inventory delivery voucher

• If not configured to automatically create a delivery note after the invoice is generated: Create an inventory delivery voucher note when the Invoice is created ( Inventory/Settings General). ⇒ The delivery note is not generated after the order generates the invoice.
• If the configuration automatically generates the release note after the invoice is generated: Create an inventory delivery voucher note when the Invoice iscreated ( Inventory module/Settings General).

If not configured to automatically create a delivery note after the invoice is generated: Create an inventory delivery voucher note when the Invoice is created ( Inventory/Settings General). ⇒ The delivery note is not generated after the order generates the invoice.

If the configuration automatically generates the release note after the invoice is generated: Create an inventory delivery voucher note when the Invoice iscreated ( Inventory module/Settings General).

• If the item in the order has enough stock, the delivery note is also automatically generated and Approved by default.
• If the item in the order is not in stock, the delivery note is not automatically generated.

If the item in the order has enough stock, the delivery note is also automatically generated and Approved by default.

If the item in the order is not in stock, the delivery note is not automatically generated.

Step 5.Create Packing list and change shipment status to Product Delivered.Change the Delivery status of Packing list or delivery note to Deliveredor Received→ shipment status changes to Product Delivered