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Sales Orders

Zynk will export Orders from WooCommerce and import them into Sage 200 as Sales Orders.

Requirements & Assumptions/Assertions

  • Orders can be either imported into a single account or associated with Sage users through their email addresses. If you set WebSalesAccountOnly to 'True', all orders will be imported to the account specified in the WebSalesAccount setting. Conversely, if WebSalesAccountOnly is set to 'False', Zynk will associate orders with users based on their email addresses, and only guest orders will be imported to the WebSalesAccount.

  • Shipping amount on WooCommerce orders will be imported into Sage on a additional charge line. The CarriageSku variable is used as the Sku for this additional line, this variable is set to 'SHIPPING' as default, however, it can be modfied within the workflow variables.

  • Customer settings need to be configured to enable orders to be imported, see the Customers page for details.

  • A suitable payment method must be provided in the PaymentMethod setting in order to process payments.

  • Orders will only be imported into Sage once; modifications and deletions will not be handled.

  • By default orders in Woo are updated to the status of 'completed'. This can be changed by updating the OrderUpdateStatus setting in the workflow variables.

Zynk Process

  • Export Orders from WooCommerce.
  • Convert WooCommerce Orders to Sage 200 Sales Orders.
  • Import Sales Orders into Sage 200.
  • Export despatched orders from Sage.
  • Convert despatched orders into WooCommerce order status updates.
  • Import order status updates into WooCommenrce.

Tax Mappings

To accurately represent the tax on orders in Sage, it is necessary to create a mapping between the WooCommerce tax rates and the Sage tax codes. This requires the creation of a mapping titled 'Woo Tax Levels to Sage Tax Codes'. In this mapping, each WooCommerce 'Tax Name' should be listed in the 'From' column, and its corresponding Sage tax code should be placed in the 'To' column. For further details on setting up mappings in Zynk, please refer to the Mapping Documentation.

Note

Orders cannot be processed without this mapping in place.

Field Mappings

Order Details

WooCommerce Field Sage Field Field Length Notes
N/A Account Reference 60 Account reference is optionally specified at the Import Task level, if not it will be auto-generated or automatically determined by the email address on the customer.
Number Customer Order Number 30
Date Created Sales Order Date -
Customer Note Notes 1 -
N/A Payment Method - Set using the PaymentMethod setting

Sales Order Address

WooCommerce Field Sage Field Field Length Notes
Billing/Company Company 60 If there is no Billing/Company present, then First Name and Second name will be used instead
Date Created Sales Order Date -
Address 1 Address 1 60
Address 2 Address 2 60
City Town 60
Postcode Postcode 10
State County 60
Country Country 2
Phone Telephone 30
Email Email 255

Sales Order Delivery Address

WooCommerce Field Sage Field Field Length Notes
Shipping/Company Company 60 If there is no Shipping/Company present, then First Name and Second name will be used instead
Date Created Sales Order Date -
Address 1 Address 1 60
Address 2 Address 2 60
City Town 60
Postcode Postcode 10
State County 60
Country Country 2
Phone Telephone 30
Email Email 255

Sales Order Items

WooCommerce Field Sage Field Field Length Notes
SKU SKU 30
Name Name 60
Quantity QtyOrdered -
Price UnitPrice -
Total Tax Total Tax -
N/A Nominal Code - Nominal Code is optionally chosen at the task level
N/A TaxCode - TaxCode is optionally chosen at the task level

Carriage

WooCommerce Field Sage Field Field Length Notes
- Sku 30 Uses the Setting CarriageSku
- QtyOrdered -
shipping total UnitPrice -
shipping tax Total Tax -
N/A Nominal Code - Nominal Code is optionally chosen at the task level
N/A TaxCode - TaxCode is optionally chosen at the task level