Our Epos Now WooCommerce integration can be setup to use either Epos Now or WooCommerce as the master for stock.
These illustrations show the direction that the data syncs in for products, stock, orders, refunds & customers.
Epos Now as master for stock
Where to update data
| Data Type | Stock Master | Where to update | Notes |
|---|---|---|---|
| Products | Any | WooCommerce | We recommend having a look at this KB article on how the product sync works. New products should always be created on WooCommerce first. Our integration then checks to see if the products already exists on EposNow and if it finds a match, it will link to and update that product. If we do not find a match, we will create the product on EposNow and we will set the initial stock level to the stock level set on WooCommerce to save you having to go into EposNow to set the stock level. From this point onwards, stock levels should be managed in EposNow. Please note this initial stock level setting on EposNow does not happen if the product already exists on EposNow. Product updates should be done on WooCommerce for the supported fields. For a list of the supported fields, see this KB article. For unsupported fields, you can update the product data directly in EposNow and we will not overwrite it. |
| Stock | EposNow | EposNow | The stock should be updated on EposNow and our integration will update this onto WooCommerce for you automatically for linked products. |
| Orders | EposNow | WooCommerce | Orders should be created on WooCommerce and we will sync these to EposNow which will then update the stock levels for the items in the order. |
| Refunds | EposNow | WooCommerce | Online refunds should be created on WooCommerce and we will sync these to EposNow. If you ticked the option to put items back into stock, stock levels will also be adjusted accordingly. EposNow refunds can still be done on EposNow as usual and our integration will then update the stock levels for the refunded items on WooCommerce if required. |
| Customers | EposNow | WooCommerce | When we sync an order from WooCommerce to EposNow, we check if there is a customer defined for the order, and if so, we will create the order in EposNow for that customer. If the customer does not exist, we will create the customer on EposNow and then sync the order against that customer. |
WooCommerce as master for stock
Only 5% of our clients use WooCommerce as the master and this is for very specific use cases. More details on how this works are available on this solution page.
Where to update data
| Data Type | Stock Master | Where to update | Notes |
|---|---|---|---|
| Products | Any | WooCommerce | New products should always be created on WooCommerce first. Our integration then checks to see if the products already exists on EposNow and if it finds a match, it will link to and update that product. Product updates should be done on WooCommerce for the supported fields. For a list of the supported fields, see this KB article. For unsupported fields, you can update the product data directly in EposNow and we will not overwrite it. |
| Stock | WooCommerce | WooCommerce | The stock should be updated on WooCommerce and our integration will update this onto the linked EposNow location for you automatically for linked products. |
| Orders | WooCommerce | EposNow | Orders should be created on EposNow and we will sync these to WooCommerce which will then update the stock levels for the items in the order. Please note that orders are synced to WooCommerce as zero value orders. |
| Refunds | WooCommerce | Not Applicable | Refund sync is not supported when WooCommerce is the master for stock. |
| Customers | WooCommerce | Not Applicable | Customer sync is not supported when WooCommerce is the master for stock. |
