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WooCommerce Settings

Last updated 28/06/2019

This article explains how to configure your WooCommerce integration with Cin7's extensive settings.

Finding the Settings


The integration with WooCommerce can be configured to suit your business from the Settings page.

To locate the settings:

  1. Whilst logged in as an administrator, from the left navigation select Integrations and then click on your WooCommerce module.
  2. From the top right of the page, click Settings.

Product Settings


Ticking the Products checkbox will enable Products to be synced with WooCommerce.

Product Downloads from WooCommerce

Product Downloads

Simply explains that product downloads are switched on. To find out more about downloading products, please see Downloading Products from WooCommerce.

Last Updated

Only products created after this date will be downloaded.

Upload Products to WooCommerce

Enable Upload products

For more information on how upload products, please see Uploading Products into WooCommerce from Cin7.

Update Pricing to WooCommerce

Enable Update Pricing

For more information on how update pricing works, please see Updating Product Pricing in WooCommerce.

Stock Settings


Ticking the Stock checkbox will enable stock to be updated from Cin7 to WooCommerce.

Last Updated

When updating stock, only stock that has changed after this date will be updated. Simply leave this field alone at all times unless under special circumstances.

Get Stock Levels From

When updating stock levels, you can choose to only update stock levels from a particular branch.

Stock Levels To Update To WooCommerce

When updating stock levels, you can choose how to calculate the stock number to update.

Stock available Stock on hand minus open orders - i.e. stock you can dispatch without disappointing other customers.
Stock on Hand The stock you have physically available, regardless of outstanding orders.
SOH Less Open Orders within 7 days of ETD You may choose this if you can replenish stock within a week. The ETD must be entered for all outstanding orders for this to be accurate.
SOH Less Open Orders within 30 days of ETD You may choose this if you can replenish stock within a month. The ETD must be entered for all outstanding orders for this to be accurate.

Orders Settings


Ticking the Orders checkbox will enable stock to be updated from Cin7 to WooCommerce.

What Orders to Download

Last Updated

When downloading orders, only orders that have been updated after this date and time will be downloaded. After orders are downloaded successfully, these fields will be changed automatically to the current date and time.

Download Order when WooCommerce Order Status is

You may only want to download orders at a certain stage in WooCommerce e.g. if you use WooCommerce to pick and pack yours orders, you opt to download only orders that have been closed.

Auto Download Orders

Turn on the automatic download schedule:

We will check for orders at first every 5 minutes. If no orders are pulled down, we will wait a little longer - 10 minutes - before checking again. If nothing is found, we’ll wait 20 minutes before checking again and so on. At most, we'll check every 2 hours. If an order is downloaded, we’ll wait 5 minutes all over again.

Choose from the drop down when the schedule should start each day.

Set Default Stage to

Choose the Cin7 stage orders should be created under. If set to blank no stage will be applied. This is useful if you want to filter your WooCommerce orders by stage.

Credit Notes

Enable Download Credit Notes

Upon downloading orders, if Refunds or Returns exist, these can be downloaded to Cin7 as credit notes.

Credit Note Default 3PL Status

Upon downloading orders, set the default 3PL Status for Credit Notes created.

Credit Note Default Accounting Status

Upon downloading orders, set the default Accounting Status for Credit Notes created - selecting 'Do Not Import' will mean orders are not marked for import into you accounting software.

Inventory

Auto Dispatch Orders

Cin7 can attempt to dispatch orders automatically upon download - this option is useful if you prefer to dispatch from the WooCommerce module, and simply download orders for stock purposes only. This is not possible for those orders that have batch or serial numbers, or in cases when there is not enough stock.

Automatically Load BOMs for Kits

If you have a bill of materials (or BOM) assigned to your finished products, you can choose for the BOM to be expanded automatically when you download orders. This requires the finished product to have its Order Type set to 'Kit' in the product details.

Branches

Set Default Branch to

Set the branch for all new WooCommerce orders to be downloaded into. The branch can be changed manually in a Sales Order before it is dispatched.

Route Branch by Country and Stock

Branches can be routed based on country, state, shipping options, and stock. See more information in the Branch Based Routing help file.

Customers

How To Create Or Assign A Customer From An Order

This option controls how customer records should be handled when orders are downloaded. The options allow you to match to existing contacts based on email address or ID.

You can also download all orders to one predefined contact, regardless of the customer's details in the original order. This may be useful if you do not wish your CRM to be filled by online customers.

If Customer ID or email exists update customer or else insert new customer
If Customer ID or email exists do not update or else insert new customer
If Customer ID exists do not update else assign to selected customer
If email exists update customer else insert new customer
If email exists update customer else assign to selected customer
Assign to selected customer

Assign To CRM Customer Group (Optional)

This option will assign new customer contacts in the CRM to a particular reporting group. Options are populated by the Customer Groups, which can be added in the Settings page.

Customer GL Account (Optional)

Choose an Alternative General Ledger account to apply to customers that are imported into Cin7 through WooCommerce orders. This will apply the Alternative GL Account at the customer level.

Customer Payment Terms

When new customers are created, you can automatically assign the customer a specific Payment Term by selecting one from the dropdown list here.

Customer Price Tier

When new customers are created, you can automatically assign the customer a specific price tier by selecting one from the dropdown list here.

Accounts

Invoice Options

Each order is downloaded to Cin7 individually. However when importing orders to your accounting software, you may not wish to import each order. This option allows you to batch invoices for accounting purposes.

Allow batch invoices This will leave the invoice date blank and an invoice number will not be generated until you fill it in manually or process a batch of payments.
Import Invoices Individually This will add an invoice date and generate an invoice number for all new WooCommerce orders.

Order Payment Terms

When downloading orders you can choose from the following the payment terms assigned to the order:

  • Use the contact's assigned payment terms (this assumes the contact already exists).
  • Use the contacts assigned payment terms, but if the contact doesn't exist, use a specified value.
  • Always use a specified value.

Order Price Tier

When downloading orders you can choose from the following the Price Tier assigned to the order:

  • Use the contact's assigned Price Tier (this assumes the contact already exists).
  • Use the contacts assigned Price Tier, but if the contact doesn't exist, use a specified value.
  • Always use a specified value.

Order GL Account (Optional)

Choose an Alternative General Ledger account to apply to WooCommerce orders. This will apply the Alternative GL Account at the order level.

 

Additional Settings


Settings which are unique to the WooCommerce module.

Stock Status Override

This option sets the 'Stock Status' in WooCommerce to always be 'In Stock' even if the stock quantity is 0. You can exclude a product by setting the Order Type to 'Limited Stock' in Cin7. This can be useful for scenarios where you need a product to always be available to sell eg. when using an add-on for pre-orders.

Enable Shipment Tracking Extension:

Enables tracking updates using the Shipment Tracking WooCommerce extension. Note you must have the extension installed before enabling this option in Cin7.