WooCommerce settings

Overview

Get help configuring your WooCommerce integration with descriptions of each setting.

Configure your WooCommerce integration to keep Cin7 Omni and WooCommerce in sync:

Log in to Cin7 Omni.
From the Integrations menu in the navigation, select your WooCommerce integration.
Open Settings.
Open the Settings tab.

Then configure your settings. Always remember to Save Settings.

Product settings

To synchronize WooCommerce and Omni products (for example, to upload and download products), enable Products (select Turn on). Enabling Products will:

Show the Product Status and Product Activity tiles on the dashboard.
Show the Download Products button the the Products Status tile.
Show the product settings, which you can use to configure how products are synchronized.

Then configure the product settings (below) and find out about downloading products from WooCommerce.

Download Products

Download Products shows the time and date that products were last downloaded from WooCommerce. Products created in WooCommerce before this time and date won’t be downloaded again.

Upload Products

If you want to upload products to WooCommerce, select Upload Products. The Upload Products button will be shown on the Product Status tile on the dashboard.

Then find out more about uploading products to WooCommerce.

Update Pricing

If you want to upload new prices and special prices to WooCommerce, select Update Pricing. Selecting Update Pricing will:

Show the Update Recent Modified Pricing button the the Product Activity tile.
Show the Update Pricing After setting, which shows the time and date that new prices were last uploaded WooCommerce. Price changes applied to Omni products before this time and date won’t upload.

Then find out more about uploading prices to WooCommerce.

Price Fields

Prices are uploaded to WooCommerce (a) when you upload new products and (b) when you upload new prices and special prices. Use the Price Field settings (Price Tier and Special Price) to choose which prices are uploaded.

Find out more about how prices are uploaded to WooCommerce.

Stock settings

To upload stock levels to WooCommerce, enable Stock (select Turn on). Enabling Stock will:

Show the Stock Activity and Stock Update Status tiles on the dashboard.
Show the Update Recent Modified Stock and Update All Stock buttons on the Stock Update Status tile.
Show the stock settings, which you can use to configure how stock levels are uploaded.

Then configure the stock settings (below) and find out about uploading stock levels to WooCommerce.

Update Stock Levels

Update Stock Levels shows the time and date that the stock levels were last uploaded to WooCommerce.

Only stock levels modified since this time and date are considered recently modified and will be uploaded to WooCommerce when you run Update Recent Modified Stock Levels. This setting doesn’t affect the Update All Stock function. Find out more about uploading stock levels.

Auto-Sync Stock

Select Auto-Sync Stock to have Omni stock levels automatically uploaded to WooCommerce whenever WooCommerce sales orders are downloaded.

Get Stock Levels From

Use Get Stock Levels From to choose which Omni branch (or branches) stock levels are uploaded from.

When you upload stock levels to WooCommerce, the total level of stock – as calculated by the setting Type of Stock Levels To Use on WooCommerce (see below) – of each Omni product at the Get Stock Levels From branch (or branches) will become the level of stock of the matching product in WooCommerce.

Type of Stock Level To Use on WooCommerce

Use Type of Stock Level To Use on WooCommerce to choose how WooCommerce stock levels are calculated:

Stock Available: Use the product’s Stock Avail.
Stock on Hand: Use the product’s SOH.
SOH Less Open Orders Within 7 Days of ETD: Use the product’s SOH less the total Qty Ordered of open sales orders with ETDs in seven days.
SOH Less Open Orders Within 30 Days of ETD: Use the product’s SOH less the total Qty Ordered of open sales orders with ETDs in thirty days.
Stock Available + Incoming Stock: Use the product’s Stock Avail plus the total Qty Ordered of open purchase orders.
Stock Available + Incoming Stock Within 7 Days of ETD: Use the product’s Stock Avail plus the total Qty Ordered of open purchase orders with ETDs in seven days.
Stock Available + Incoming Stock Within 30 Days of ETD: Use the product’s Stock Avail plus the total Qty Ordered of open purchase orders with ETDs in thirty days.

The stock levels calculated by this setting are modified by the settings Set Buffer Stock and Set Maximum Stock Levels (see below).

Set Buffer Stock

Use Set Buffer Stock to have a fixed quantity subtracted from the level of stock uploaded to WooCommerce for each product. You can’t use Set Buffer Stock with Set Maximum Stock Levels (below).

Set Maximum Stock Levels

Use Set Maximum Stock Levels to set an upper limit on the level of stock uploaded to WooCommerce for each product. You can’t use Set Maximum Stock Levels with Set Buffer Stock (above).

Enable UOM Mapping

Select Enable UOM Mapping to map Omni units of measure (UOMs) to WooCommerce products or product variations. Then find out more about setting up UOMs and mapping UOMs to WooCommerce.

Order settings (download orders)

To synchronize sales orders with WooCommerce (for example, downloading or updating sales orders and refunds), enable Download Orders (select Turn on). Enabling Download Orders will:

Show the Order Activity and Order Status tiles on the dashboard.
Show the Download Orders buttons on the Order Activity tile.
Show the sales order settings.

Then configure your order settings (below) and find out about downloading sales orders from WooCommerce.

Note that, whenever sales orders are downloaded from WooCommerce, refunds and changes to mapped sales orders will be downloaded too (if these features are enabled).

Download Orders Updated in WooCommerce After

Download Orders Updated in WooCommerce After shows the time and date that sales orders were last downloaded from WooCommerce. Sales orders created before this time and date won’t download. Changes the sales orders applied before this time and date won’t download either (if the relevant sales order has already been downloaded).

Download Orders Created in WooCommerce After

Sales orders created in WooCommerce before the Download Orders Created in WooCommerce After time and date will never download. This setting stops historical sales orders from ever being downloaded.

Automatic Order Downloads

Select Automatic Order Downloads and:

WooCommerce sales orders will be downloaded automatically at least once every two hours.
The Force Daily Auto Order Downloads setting will be shown. Use this setting to set a time at which WooCommerce sales orders will be downloaded every day.

Status-based downloads

If you want to download WooCommerce sales orders with certain statuses only, select those statuses from the Download orders when status in WooCommerce is list.

Only sales orders with the statuses you’ve selected will be downloaded; if you don’t select any statuses, sales orders with any status will be downloaded.

If you’ve created custom statuses in WooCommerce, use Add Custom Status to add your custom statuses to this list.

Set Default Stage for WooCommerce Orders

Use Set Default Stage for WooCommerce Orders to choose a default Omni Stage for sales orders downloaded from WooCommerce.

Order Update Mode

Set Order Update Mode to Insert Only and new WooCommerce sales orders will be downloaded only. Set Order Update Mode to Insert and Update and changes to WooCommerce sales orders will be downloaded too.

This setting does not control whether changes to the statuses of WooCommerce sales orders are downloaded (to download changes to the statuses of sales orders, see Auto-Dispatch Orders below).

Credit Notes

If you want to download refunds from WooCommerce as Omni credit notes, select Enable Credit Notes. The Credit Note Activity tile will be shown on the dashboard and refunds will download (as credit notes) whenever you download sales orders.

Use Credit Note Default 3PL Status to choose a default 3PL Status for credit notes downloaded from WooCommerce. And use Credit Note Default Accounting Status to choose a default Accounting Status for credit notes downloaded from WooCommerce.

Then find out about downloading credit notes (refunds) from WooCommerce.

Auto Dispatch Orders

Use Auto Dispatch Orders to control whether sales orders get automatically dispatched when they’re downloaded from WooCommerce:

Yes: The sales order’s Cin7 Status and Stage will be set to Dispatched and its Fully Dispatched date will be set to the time and date it was downloaded. Only FIFO line items with stock available will be dispatched.
Yes - Completed Orders Only: The sales order’s Cin7 Status and Stage will be set to Dispatched and its Fully Dispatched date will be set to the time and date it was downloaded if and only if the sales order has already been dispatched in WooCommerce and all line items can be dispatched in Omni. Only FIFO line items with stock available will be dispatched.
- If you select this option and then, after downloading a sales order to Omni, dispatch that order in WooCommerce, the Omni sales order will get automatically dispatched the next time you download sales orders (so long as each line item can be dispatched).
Yes - Complete Orders Only (Ignore Stock): The sales order’s Cin7 Status and Stage will be set to Dispatched and its Fully Dispatched date will be set to the time and date it was downloaded if and only if the sales order has already been dispatched in WooCommerce. Only FIFO line items with stock available will be dispatched.
- If you select this option and then, after downloading a sales order to Omni, dispatch that order in WooCommerce, the Omni sales order will get automatically dispatched the next time you download sales orders.
No: The sales order’s Cin7 Status will be set to Open and its Stage will be set to your WooCommerce integration’s default stage (that is, according to the setting Set Default Stage for WooCommerce Orders). The sales order and all line items must be manually dispatched.

Some sales orders and line items won’t automatically dispatch if you split orders (see Split Orders below).

Automatically Load BOMs for Kits

Use Automatically Load BOMs for Kits to choose how line items with bills of materials (BOMs) get dispatched in sales orders downloaded from WooCommerce:

No: The line item’s BOM won’t expand. Existing units of the finished product can be dispatched.
Yes: The line item’s BOM will expand (so long as the product’s Order Types is Kit). Each material in the bill will be shown as a separate line item. To dispatch the finished product, you must dispatch each material separately, reducing their individual stock levels.

Find out more about bills of materials (BOMs).

Estimated Time of Delivery

Use Estimated Time of Delivery to control the ETDs of sales orders downloaded from WooCommerce:

[blank]: Don’t give ETDs to sales orders.
Created Date: Use the time and date the sales order was created in WooCommerce.
Current Date: Use the time and date the sales order was downloaded from WooCommerce.

Update Order Status

If you want to update the statuses of WooCommerce sales orders (that is, set their Statuses to Completed) once the matching Omni sales orders have been dispatched, select Enable Update Order Status. This will:

Show the Update Dispatched Orders button on the Order Status tile.
Show update order status settings.

Update Order Status Changes Made in Cin7 After shows the time and date that the statuses of WooCommerce sales orders were last updated from Omni.

Select Order Status Auto Update to have the statuses of WooCommerce sales orders updated automatically once the matching Omni sales orders have been dispatched.

Set Restrict Order Status Updates to Tracking Code and the statuses of WooCommerce sales orders will only be updated if their matching Omni sales orders also have Tracking Codes (additionally).

Then find out more about updating the statuses of WooCommerce sales orders.

Branches settings

Download Orders To

Use Download Orders To to choose what Omni branch WooCommerce sales orders are downloaded to (that is, what their Branch will be). Sales orders are dispatched from their branch, which you can change before they’re dispatched.

Set Default 3PL Transfer Status

Use Set Default 3PL Transfer Status to choose a default 3PL Status for sales orders downloaded from WooCommerce.

Branch Routing

If you want WooCommerce sales orders downloaded to different Omni branches depending on their shipping addresses, their shipping methods, and the line items’ stock levels in Omni, set Enable Branch Routing to Configure Branches.

Then use the Branch Routing Grid (below) to configure how to route sales orders, configure other branch routing settings (Split Orders and Keep Default Branch, below), and find out more about branch routing.

Split Orders

Select Split Orders to have WooCommerce sales orders split across backup branches when the preferred branch has insufficient stock. Use the Branch Routing Grid (below) to configure how sales orders are split.

When a sales order is split, a separate sales order is created for each branch dispatching part of the sales order. The original sales order’s payments are split across sales orders based on which products each is dispatching. Billing and shipping details are copied to each sales order. Freight costs aren’t split.

Note that, if you enable Split Orders, then Auto Dispatch Orders may not work.

Find out more about split orders.

Keep Default Branch

If you select Keep Default Branch, the Branch Routing Grid will determine what distribution branch your WooCommerce sales orders are assigned and split to, rather than what branch they’re assigned to (in other words, their Branch will always be the default Download Orders To branch and the Branch Routing Grid determines what Distribution Branch they’re assigned and split to).

Find out more about distribution branches and distribution branch routing.

Branch Routing Grid

Use the Branch Routing Grid to determine what branch WooCommerce sales orders are downloaded to (that is, what their Branch will be) depending on their shipping addresses and their shipping methods.

Note that, if you’ve enabled Keep Default Branch (above), the Branch Routing Grid will determine what distribution branch your WooCommerce sales orders are assigned to, rather than what branch they’re downloaded to.

If you’ve enabled Split Orders, you can also use the Branch Routing Grid to select up to two backup branches (If Branch Does Not Have Stock) to split sales orders across when the preferred branch has insufficient stock (see above).

If a sales order doesn’t meet any of the conditions of the Branch Routing Grid, its Branch will be set to the default branch (that is, the Download Orders To branch).

Find out more about branch routing.

Customer tracking settings

Use Assign Downloaded Orders To to choose what customers sales orders downloaded from WooCommerce are assigned to (to configure new customers and the default customer, see below):

If customer ID or email exists update customer else insert new customer: Assign the sales order to an existing customer with the same email or ID and save new details. If none exists, create a new customer.
If a customer ID or email exists do not update else insert a new customer: Assign the sales order to an existing customer with the same email or ID and don’t save new details. If none exists, create a new customer.
If a customer ID exists do not update else assign to select customer: Assign the sales order to an existing customer with the same ID and don’t save new details. If none exists, assign to the default customer.
If email exists update customer else insert new customer: Assign the sales order to an existing customer with the same email. If none exists, create a new customer. Else, if the customer of the sales order has no email, assign the sales order to the cash customer.
If email exists update customer else assign to selected customer: Assign the sales order to an existing customer with the same email. If none exists, assign to the default customer. Else, if no default customer is selected or the customer of the sales order has no email, assign the sales order to the cash customer.
Assign to selected customer: Assign the sales order to the default customer or else, if no default customer is selected, the cash customer.

Default customer settings

If you’ve chosen to have some sales orders assigned to the default customer, you can either:

Assign all sales orders to the same default customer.
Assign sales orders to different default customers depending on their Branch.
Assign sales orders to different default customers depending on their Distribution Branch.

To assign any sales orders to the same default customer, set Customer branch assignment to Use default customer for all branches, and then enter the default customer into the field Default customer for orders if no customer branches are defined.

To assign sales orders to different customers depending on their Branch or Distribution Branch, set Customer branch assignment to either Order branch or Distribution branch, respectively, and then use the table to set the default customers.

New customer settings

If you’ve chosen to have some sales orders assigned to new customers, use these settings to configure how new customers are created:

Use Assign to CRM Customer Group to set a Group for new customers. Select Customer Report Group Settings to open the CRM Customer Group settings page, where you can add a new customer group.

Use Customer Payment Terms to set a Payment Term for new customers. Select Payment Terms Settings to open the Payment Terms settings page, where you can add a new payment term.

Use Customer Price Tier to set a Pricing Tier for new customers.

Use Customer GL Account to set an Alternative GL Account for new customers. Select Alternative GL Account Settings to open the Alternative GL Accounts settings page, where you can create a new alternative GL account – if you use QuickBooks Online, don’t create a new alternative GL account in Cin7 Omni, but rather create the alternative GL account in QuickBooks Online and download it to Cin7 Omni.

Accounting settings

Invoice Options

If you want to batch sales orders and credit notes downloaded from WooCommerce, set Invoice Options to Allow Batch Invoices. Then:

Sales orders and credit notes downloaded from WooCommerce won’t be given Invoice Dates or Credit Note Dates (and so won’t be shown on your accounting integration dashboard).
The Batch Payments button will be shown on the Order Status tile on the dashboard.

Then you can batch your WooCommerce transactions.

If you don’t want to batch WooCommerce transactions, set Invoice Options to Import Invoices Individually. Sales orders and credit notes downloaded from WooCommerce will be given Invoice Dates and Credit Note Dates (if they’re paid), and they can be synced individually with your accounting software.

Default Accounting Status

Use Default Accounting Status to set the Accounting Invoice Status for sales orders and Accounting Status for credit notes downloaded from WooCommerce.

Order Payment Terms

Use Order Payment Terms to set the Payment Terms of sales orders downloaded from WooCommerce (to choose a default payment terms, see below):

Always Use Contact: Use the customer’s Payment Terms.
Use Contact If Not Blank Otherwise Use Specified Value: Use the customer’s Payment Terms, and if their Payment Terms is blank, use the default payment terms.
Always Use Specified Value: Use the default payment terms.

Use the empty field to choose a default payment terms for sales orders downloaded from WooCommerce. Select Payment Terms Settings to open the Payment Terms settings page, where you can add new payment terms.

Order Price Tier

Use Order Price Tier to set the Price Tier of sales orders downloaded from WooCommerce:

Always Use Contact: Use the customer’s Pricing Tier.
Use Contact If Not Blank Otherwise Use Specified Value: Use the customer’s Pricing Tier, and if their Pricing Tier is blank, use the default price tier.
Always Use Specified Value: Use the default price tier.

Use the empty field to choose a default price tier for sales orders downloaded from WooCommerce.

Order GL Account

Use Order GL Account to set the Alternative GL Account of sales orders downloaded from WooCommerce:

Always Use Contact: Use the customer’s Alternative GL Account.
Use Contact If Not Blank Otherwise Use Specified Value: Use the customer’s Alternative GL Account, and if their Alternative GL Account is blank, use the default alternative GL account.
Always Use Specified Value: Use the default alternative GL account.

Use the empty field to choose a default alternative GL account for sales orders downloaded from WooCommerce.

Select Alternative GL Account Settings to open the Alternative GL Accounts settings page, where you can create a new alternative GL account – if you use QuickBooks Online, don’t create a new alternative GL account in Cin7 Omni, but rather create the alternative GL account in QuickBooks Online and download it to Cin7 Omni.

Gift voucher settings

If you want to sync Omni gift vouchers and WooCommerce coupons:

Enable Gift Vouchers (select Turn on).
Set Voucher Sync to Yes.

Enabling gift vouchers and coupons to sync will show the Gift Voucher Activity and Gift Voucher Status tiles on the dashboard, and the Auto Upload Gift Vouchers setting, which you can select to have new Omni gift vouchers uploaded to WooCommerce automatically.

Find out more about syncing and redeeming Omni gift vouchers and WooCommerce coupons.

Additional settings

Stock Status Override

Use Stock Status Override to control whether WooCommerce products stay in stock when their matching Omni products are out of stock.

If Stock Status Override is set to Yes when you upload stock levels from Omni, then (a) Stock Management will be disabled and (b) Stock Status will be set to In Stock for any WooCommerce product whose matching Omni product has zero stock.

If Stock Status Override to No when you upload stock levels from Omni, then any WooCommerce product whose matching Omni product has zero stock will appear out of stock in WooCommerce.

This setting doesn’t affect WooCommerce products mapped to Omni products whose Order Type is Limited Stock.

Enable Shipment Tracking Extension

If you installed the WooCommerce Shipment Tracking extension and want to upload shipment tracking details from Omni to WooCommerce, set Enable Shipment Tracking Extension to Yes.