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Sales Orders

If the ImportOrdersAs setting is set to SalesOrders, Zynk will export Orders from WooCommerce and import them into Sage 50 as Sales Orders. Once orders have been despatched in Sage, Zynk will update the status of the order in 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.

  • 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 50 UK sales orders.
  • Import sales orders into Sage 50 UK.
  • 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 Notes
N/A Account Reference Set to the WebSalesAccount value if WebSalesAccountOnly is set to 'True', if not Zynk will match on email
Number Sales Order Number
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

Sales Order 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
N/A TaxCode TaxCode 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
N/A TaxCode TaxCode 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