Download orders from WooCommerce

Overview

Find out how to download sales orders from WooCommerce to Cin7 Omni.

One of the most basic documents in inventory management is the sales order. A sales order is an internal record of the details of a sale, such as what sold, for how much, and who to.

In Cin7 Omni, sales orders are the basis for real-time visibility of stock levels, accounting synchronization, accurate reporting, as well as reliable, customizable, and automatable fulfillment strategies.

To ensure your record of sales is complete, you must download your WooCommerce sales orders to Omni. And before downloading WooCommerce sales orders, you must configure how they’ll be downloaded by your WooCommerce integration.

Configure download sales orders

To download sales orders from WooCommerce, you must have turned on Download Orders in your WooCommerce integration settings and configured your sales order settings, such as:

Which sales orders to download and their properties in Omni (see Download Orders settings)
Which branch or branches should fulfill those sales orders (see Branches settings)
What should be their default customer and accounting properties (see Customer Tracking and Accounting settings)

For help configuring your integration, read descriptions of your WooCommerce integration settings and talk to support.

Download sales orders

Before downloading sales orders from WooCommerce, make sure your WooCommerce and Omni product catalogs are in sync. You may need to download products, upload products, or create product mappings.

Once you’ve configured your integration and your product catalogs are in sync, you can download WooCommerce sales orders:

Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your WooCommerce integration.
On the Order Activity tile, select Download Orders.

Alternatively, configure your WooCommerce integration to download sales orders automatically (see the Download Orders > Auto Order Downloads setting).

Note that, when you download WooCommerce sales orders, you'll also be downloading (a) updates to the statuses of sales orders, if you’ve enabled your WooCommerce integration to download status updates (see below), and (b) refunds (find out more about downloading refunds).

Downloading status updates

In order to download status updates, you must have set Auto Dispatch Orders (in your WooCommerce integration settings) to either:

Yes - Completed Orders Only: If a WooCommerce sales order’s Status has been changed to Completed, the matching Omni sales order’s Stage will be changed to Dispatchedif and only if each line item can be dispatched from Omni.
Yes - Complete Orders Only (Ignore Stock): If a WooCommerce sales order’s Status has been changed to Completed, the matching Omni sales order’s Stage will be changed to dispatched.

Additionally, when a WooCommerce sales order’s Status has been changed to Canceled, the matching Omni sales order will be voided (both settings).

FAQs

How are taxes on WooCommerce sales orders handled?

You must recreate each WooCommerce tax rate in Cin7 Omni. When you recreate the tax rate, you must ensure the names of the tax rates match exactly.

Then, when you download sales orders from WooCommerce, Omni finds and applies the matching tax rate to the Omni sales order. If it can’t find a matching tax rate, it applies your default tax rate.