Invoices

If the ImportOrdersAs setting is set to Invoices, Zynk will export Orders from WooCommerce and import them into Sage 50 as invoices. Beacuse invoices do not affect stock levels in Sage, choosing this option will also disbale stock level updates to back to WooCommerce.

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.

• Orders will only be imported into Sage once. Any modifications or deletions will not be handled.

• Sage 50 does not have a standard procedure for handling refunds. Consequently, our solution does not process them. If you need refunds to be processed, please contact our Sales Team to discuss the various options available.

Zynk Process

• Export orders from WooCommerce
• Convert WooCommerce orders to Sage 50 UK invoices.
• Import invoices into Sage 50 UK.

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	Notes
N/A	Account Reference	Set to the WebSalesAccount value if WebSalesAccountOnly is set to 'True', if not Zynk will match on email
Number	Customer Order Number
Date Created	Sales Order Date
Customer Note	Notes 1

Sales Order Address

WooCommerce Field	Sage Field	Notes
Billing/Company	Company	If there is no Billing/Company present, then First Name and Second name will be used instead
First Name	Forename
Last Name	Surname
Address 1	Address 1
Address 2	Address 2
City	Town
Postcode	Postcode
State	County
Country	Country
Phone	Telephone
Email	Email

Sales Order Delivery Address

WooCommerce Field	Sage Field	Notes
Shipping/Company	Company	If there is no Shipping/Company present, then First Name and Second name will be used instead
First Name	Forename
Last Name	Surname
Address 1	Address 1
Address 2	Address 2
City	Town
Postcode	Postcode
State	County
Country	Country
Phone	Telephone
Email	Email

Invoice Items

WooCommerce Field	Sage Field	Notes
SKU	SKU
Name	Name
Quantity	Quantity Ordered
Price	UnitPrice
Total Tax	Total Tax
N/A	Nominal Code	Nominal Code is optionally chosen at the task level

Carriage

WooCommerce Field	Sage Field	Notes
Shipping Total	Unit Price
Shipping Tax	Total Tax
N/A	Nominal Code	Nominal Code is optionally chosen at the task level

Payment

Note

Zynk will only import payment alongside orders if the order has a Date Paid field and a bank account has been specified at the task level.

WooCommerce Field	Sage Field	Notes
Transaction ID	Payment Reference
Total	Payment Amount