What data do you sync and where do I update it?
Stock and Orders
95% of our customers use EposNow as the master for stock and we recommend this setup as it is the full featured setup.
Epos Now as master for stock
The illustration below show the direction that the data syncs in for stock, orders, refunds & customers.
| Data Type | Where to update | Notes |
Stock | EposNow | The stock should be updated on EposNow and our integration will update this onto WooCommerce for you automatically for linked products. |
Orders | 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 | 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 | 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.
| Data Type | Where to update | Notes |
| Stock | 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 | 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 but with correct quantities for stock control. |
| Refunds | - | Refund sync is not supported when WooCommerce is the master for stock. |
| Customers | - | Customer sync is not supported when WooCommerce is the master for stock. |
Products
When choosing the product sync direction, we recommend using WooCommerce as the master for products if you use variable products on WooCommerce.
WooCommerce as master for products
| Data Type | Where to update | Notes |
| Products | 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 (provided EN is the master for stock). 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 and the mapped fields will sync to Epos Now. For a list of the available fields, see this KB article. For fields that are not in this list, you can update the product data directly in EposNow and we will not overwrite it. |
Epos Now as master for products (beta)
If you choose to use Epos Now as the master for products, the integration will only be able to create simple products on Woo Commerce.
If a Woo variation is already linked, then the integration will be able to update that variation when the linked product on EN is updated, but it is not able to create variations. This is under review but requires updates from Epos Now on how attributes are handled within Epos Now.
| Data Type | Where to update | Notes |
| Products | Epos Now | We recommend having a look at this KB article on how the product sync works. New products should always be created on Epos Now first. Our integration then checks to see if the products already exists on WooCommerce 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 Woo and we will set the initial stock level to the stock level set on Epos Now. 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 Epos Now and the mapped fields will sync to Woo. For a list of the available fields, see this KB article. For fields that are not in this list, you can update the product data directly in WooCommerce and we will not overwrite it. |
Related Articles
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