Sync gift vouchers with WooCommerce (coupons)
Overview
Find out how to synchronize Omni gift vouchers and WooCommerce coupons, so both are redeemable at your Omni point-of-sale (POS) and WooCommerce checkout.
Gift vouchers are a special method of payment.
You create gift vouchers as non-stock products in your Cin7 Omni inventory. When you sell a gift voucher, you give it a cash value and unique code. Your customers typically give them away as gifts which the recipients use as payment in future sales at your Omni point-of-sale (POS).
WooCommerce coupons are similar. You create coupons with a cash value, issue them to customers, and accept them as payment at your WooCommerce checkout.
But Omni gift vouchers aren’t compatible with WooCommerce, and WooCommerce coupons aren’t compatible with Omni – in other words, your customers can’t redeem gift vouchers at your WooCommerce checkout, nor can they redeem coupons at your Omni POS.
In order to accept gift vouchers in WooCommerce and coupons in Omni, you must configure your WooCommerce integration to synchronize gift vouchers and coupons, and configure your Omni POS to synchronize with your WooCommerce integration.
Then you can download new coupons to Omni as gift vouchers and upload new gift vouchers to WooCommerce as coupons, so you have effectively one catalog of gift vouchers / coupons, and your customers can redeem them at either sales channel.
Warning! You can only synchronize Omni gift vouchers with WooCommerce coupons with (a) Discount Type set to Fixed Cart Discount and (b) Allow Free Shipping disabled.
Configure gift voucher and coupon sync
1. Configure WooCommerce integration
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your WooCommerce integration.
Open Settings.
Open the Settings tab.
Turn on Gift Vouchers.
Under Gift Vouchers, set Voucher Sync to Yes.
Optionally, if you want new Omni gift vouchers uploaded to WooCommerce automatically, enable Auto Upload Gift Vouchers (under Gift Vouchers).
Select Save Settings.
2. Configure Omni POS
From the user menu, select Settings.
Select POS then POS Settings.
-
Under Ecommerce Voucher Sync:
Set Enable Voucher Sync to Yes.
Next to Sync Vouchers with Ecommerce Channels, select your WooCommerce integration.
Select Save.
Sync gift vouchers and coupons
Now you can sync your gift vouchers and coupons:
Log in to Cin7 Omni.
From the Integrations menu in the navigation, open your WooCommerce integration.
-
Either:
To upload new Omni gift vouchers to WooCommerce, select Upload New Vouchers on the Gift Voucher Status tile.
To download new WooCommerce coupons to Omni, select Download Vouchers from the Gift Voucher Activity tile.
Optionally, to have new gift vouchers uploaded automatically, select Auto Upload Voucher on the WooCommerce integration settings.
When you upload a gift voucher, the matching coupon’s Discount Type will be set to Fixed Cart Discount. And when you download a coupon, the matching gift voucher’s Type will be set to Gift Voucher. Here’s how other gift voucher and coupon details map (unlisted details don’t map):
Gift voucher (Omni) |
Coupon (WooCommerce) |
Code |
Coupon Code |
Amount $ |
Coupon Amount |
Redeemed Count Limit |
Usage Limit Per Coupon |
Expiry Date |
Coupon Expiry Date |
Redeem gift vouchers and coupons
Once your gift vouchers and coupons are in sync, your customers can redeem either at your WooCommerce checkout or Omni point-of-sale (POS).
When a gift voucher is redeemed at your Omni POS, the matching coupon in WooCommerce is automatically deleted. And when a coupon is redeemed at your WooCommerce checkout, the matching gift voucher in Omni is deleted when you download that sales order form WooCommerce.
If a gift voucher is only partially redeemed, the matching coupon’s value is reduced. And if a coupon is only partially redeemed, the matching gift voucher is deleted and a new gift voucher with the same code is created for the remaining balance.