In order to utilise WooCommerce to sell products, the integration first needs to be setup between the online store and Infusion Online.
To access these settings, you need to have the Organistation Admin role
To get the setup started go to the Settings menu
Under the Integrations section choose E-Commerce Settings
Create a WooCommerce site by following the link displayed on screen. Once set up, choose Link WooCommerce site.
Enter the WooCommerce site URL and choose Link WooCommerce Site to establish the link.
From this point Infusion will automatically complete the WooCommerce set up and integration for you.
Once Infusion has completed this, go back to the Settings > E-Commerce Settings.
Enter the requested information in each of the fields. These will be used when sales made on the E-Shop are posted through into Infusion.
E-Commerce Provider: Choose your E-Commerce provider, WooCommerce.
WooCommerce/Wordpress Site URL: This is the URL of the WooCommerce storefront.
WooCommerce User Login: Your WooCommerce user login.
WooCommerce Application Password: Your WooCommerce user password. This is used in conjunction with the login to establish the link between WooCommerce and Infusion.
Redirect E-Commerce Invoices to Cash Sale Account: WooCommerce compares the email address the customer signs in with to the recorded email address in the Customers module to match the customer to the sale. This option controls whether all WooCommerce sales, or only those with an unmatched email address are assigned to the nominated cash sales account.
Cash Sale account: This is the account that the previous option will assign either unmatched email sales or all sales to.
Default Price level: Which price level will be assigned to each transaction in WooCommerce.
Product Location: If multiple locations are used to store products, which location are products being sold from.
Allow Out of Stock Ordering: This determines whether products that are currently out of stock can be sold in WooCommerce.
Batch fetch limit: Set by default
Batch update limit: Set by default
Response and connection timeout: Set by default
Once set up new buttons become available in the E-commerce Settings
Pause - this is designed to pause a sync before it starts. This allows users to make all the changes required, before initialing a Re-sync to begin the sync again
How the integration works
Once the initial setup is completed, the process is automatic. When a sale is made in the WooCommerce store, it’s automatically synchronised through into Infusion , and the stock sold is taken out of the quantities held in Infusion.
Use the filter “Created App Source”” on the Customer Invoice list to view invoices created by WooCommerce
Additionally changes made to products inside Infusion, that are marked as being Included in the website, are synchronised back into the webstore to update the corresponding entry in WooCommerce.
Re-syncing should only be undertaken where there is a need to fully re-synchronise your product file. It may take some time and should not be implemented without the advice of the Infusion Support team.
