WooCommerce Feature For Jadid Khata

What is WooCommerce?

  1. WooCommerce is an eCommerce or Web Shop plugins for WordPress

  2. It is the most customizable eCommerce platform for building your online business.

  3. The advantage of using WooCommerce is – You can get LOTS of plugins are available which can help you setup different functionality as per your need. Also, lots of payment gateways, shipping gateways are present to help you easily setup payments

  4. WooCommerce is now the most popular eCommerce platform on the web (stats from BuiltWith), so you can rest assured you’re in good company.

What is WooCommerce Module for UltimatePOS?

WooCommerce features for Jadid Khata POS & ERP is a Separate Optional Premium Module for the POS application.

WooCommerce module for Jadid Khata POS & ERP is a simple feature which when installed in your Jadid Khata POS & ERP software will help you with synchronizing products, stocks & orders. With this feature, you open an online shop from your POS software in minutes and stop worrying about adding Products in multiple software, updating stocks, Orders & much more.

Features in WooCommerce module:

  1. Synchronize products categories from POS to your online WooCommerce based webshop. (POS to WooCommerce)

  2. Synchronize products from POS to your online WooCommerce based webshop. (POS to WooCommerce)

  3. Update stock details from POS to WooCommerce (POS to WooCommerce)

  4. Synchronize Orders from WooCommece to POS (WooCommerce to POS)

  5. Assign different price for the webshop. (Using Selling Price Group feature)

  6. Map taxes

  7. Shows the details synchronization logs.

  8. Auto Synchronization based on Cron jobs.

  9. Customizable products field for synchronization during product creation & update.

  10. Synchronize product price Including Tax or Excluding tax.

API Settings

For connecting Jadid Khata POS & ERP to WooCommerce, we need to provide the API details of the WooCommerce shop.

  1. Generating API key: Generate API keys by following this instruction as given in WooCommerce documentation.

  2. Copy Consumer Key & Consumer Secret and paste them in Woocommerce Consumer Key & Woocommerce Consumer Secret.

  3. Woocommerce App URL: Enter the URL where WooCommerce shop is set up.
    For example http://www.yourstore.com
    or  https://www.yourstore.com
    IMPORTANT: Make sure to add HTTP or HTTPS before the woocommerce app url.

Enable Auto Sync: 

Set Custom Time for Auto Sync: 

Product Sync Settings

  1. Default Tax Class: WooCommerce assigns a tax class to each item. Here you have to provide the default tax class which is used inWooCommerce.

  2. Sync Product Price: This specifies if the product price which will be sent to WooCommerce will include tax or exclude tax.

  3. Default Selling Price Group: Sometime you may want to have a different price in WooCommerce then that is POS. For that, you can create a Selling price Group in POS & assign that price group for WooCommerce. Price Group Document.

  4. Product fields to be synced with woocommerce while creating products: Here you can select the fields which will get synced to WooCommerce from POS while creating a new product.

  5. Product fields to be synced with woocommerce while updating products: Here you can select the fields which will get synced to WooCommerce from POS while updating an already created product. This option can be very useful if you want the POS to overwrite some of the fields while updating products.

Using the Module:

The WooCommerce menu at the bottom of the left navigation bar. Click on it & go to the Sync menu.

Here you will find the options to sync Categories, Products, Orders & Tax.

Sync Product Categories:

Click on this Sync button to synchronize the categories & Sub-Categories present in Jadid Khata POS & ERP to WooCommerce.

Map Tax Rates:

This option is used to map the taxes present in Jadid Khata POS & ERP to that of the taxes present in WooCommerce.

This is useful for adding related tax for a product during creation & updating.

NOTE: You must map the taxes before Synchronizing Products & Orders.

Sync Products:

  1. Make sure in the add/edit product(s) you have not checked the Disable Woocommerce Sync 

  2. If you have multiple locations in Jadid Khata POS & ERP, then the location which is assigned to work with WooCommerce from (API settings -> Business location) should have the products assigned to it.

  3. Sync will work with Single & variable products only.

  4. Woocommerce can be enabled with only one location which you select in your API settings.

Synchronizing products is a time-consuming task and take up to 30 minutes or above depending on the number of products. Do not refresh or leave the page while synchronization is under progress.

Simple & Variable products synchronization is supported.

It has 2 options:

Sync only new products:

Using this option only newly created products in POS are created in WooCommerce. This option can be less time consuming, again it depends on the number of products.

Sync All:

Using this option all newly created products are created in POS & existing products are updated. Since it does both the operation of creation & updating it will be more time consuming than the previous option.

The number of products that are not synced will be shown as a popup message near the “sync product” button.

NOTE: The combo products will not be synced from Jadid Khata POS & ERP to woocommerce.

Sync Orders:

This option is used to get all orders in WooCommerce website to Jadid Khata POS & ERP.

All newly created or updated orders after the last sync get added to Jadid Khata POS & ERP. A special tag is also added to the order to mark it as an order from WooCommerce.

NOTE: The Order Sync feature will only sync orders created after the last successful sync

For eg)

NOTE: Auto-sync not working:

Reason 1:

The auto-sync feature may not be enabled inside the Woo-commerce module.

Reason 2:

The cron job is not added.

NOTE: Orders going to draft:

Reason 1:
When order or sales from WooCommerce is synced with Jadid Khata POS & ERP, some orders may go to draft when the sufficient quantity is not available in Jadid Khata POS & ERP.
For example, an order from WooCommerce contains 10 Pieces of Pen, if only 7 pieces are available in Jadid Khata POS & ERP then instead of skipping the order, it goes to draft. With this, you can add a sufficient quantity of the products and make the order as final.

Reason 2:
Jadid Khata POS & ERP uses the below order mapping.

‘pending’ => ‘draft’,
‘processing’ => ‘final’,
‘on-hold’ => ‘draft’,
‘completed’ => ‘final’,
‘cancelled’ => ‘draft’,
‘refunded’ => ‘draft’,
‘failed’ => ‘draft’,
‘shipped’ => ‘final’

So, for example, if the order is pending in WooCommerce then it will be marked as a draft in Jadid Khata POS & ERP, similarly for other statuses.

NOTE: Automating Orders sync:

You can automate the order syncing by using the Order webhook described below.

Reset Synced Categories / Reset Synced Products:

When you click on sync Products it creates the product present in POS to WooCommerce. And with this, a link is established between the WooCommerce Products & POS Products.
Technically woocommerce products ID is stored in POS database to create a mapping between them.

After you have Synced the products if you click on “Reset Synced Products” then the link will be broken (technically the woocommerce product id stored in POS is deleted and set to null)
This reset is useful when you’re changing the WooCommerce Website.

After Reset if you click on Sync Products again then it will check for same products SKU present in WooCommerce, if not present then it will create the product and store the product id in POS.

Note: deleting of products in WooCommerce is not required if the SKU for products in WooCommerce & POS is the same.

Same applies to Categories also.

Using Order Webhook:

What is webhook:

Webhook helps you to get live orders from WooCommerce to Jadid Khata POS & ERP. Meaning whenever there is a new order in WooCommerce website it gets send instantly to Jadid Khata POS & ERP. This is a nice feature present in this module.

Setting up Webhook:

  1. Go to WooCommerce -> API settings -> WebHook settings, there you will find Order Created, Order Updated, Order Deleted, Order restored webhook settings containing Webhook Secret & Webhook Delivery URL

Adding price for different price groups:

  1. In Add/Edit product screen in the bottom, you will find the button “Save & Add Selling-price-group price”. Click on that button. Note: this button will not be visible if there are no selling price groups.

  2. In the next screen, you will see the list of the product name (if variable product then all variations), the default price & selling price groups price. Enter the prices for it.

  3. Click on Save.

Exporting & Importing selling price group:

  1. Go to Products -> Update Price.

  2. First, download the Excel file by clicking on the “Export Product Prices” button. There will be a separate column for group price.

  3. In the downloaded file change the price for the selling price group of the products.

    1. Only selling price group prices of the product will be updated, not the SKU or name.

    2. Any blank price will be skipped.

  4. Then import the file.

Selling at a particular price group:

  1. Go to POS.

  2. In the top, you will see the list of selling price groups. Select the one as per your requirement.
    Note: This will not be visible if there are no selling price groups or if a user is assigned only one particular price group only.

  3. Select the prie group & the selling prices for the product will be as per the price group.

Assigning a user to a particular price group:

Assigning a customer to a particular price group:

Assigning a price group to a Business Location

FAQ?

1. How to hide the Selling Price Group in POS window to all cashiers

In add/edit roles you can set which all selling price groups will be visible to that role. So in the cashier role, you can uncheck/remove permission for all other selling price groups except the one you want to show or use for the cashier