Order (WooCommerce) – Sales Order (Megaventory)
Orders are subject to continuous synchronization, which means that every time an order is placed in WooCommerce it is mirrored in Megaventory (as a Sales Order). Every order is placed with the primary currency and added to Megaventory when it is finalized, regardless of payment type.
All WooCommerce orders which are placed by anonymous users (those who do not make an account) are attributed to Guest Client in Megaventory.
Every order stores the following information:
- reference to client account
- order number
- billing address
- SKUs and quantities
* WooCommerce stores 2 kinds of prices – usual and a sale one. Megaventory is capable of storing only one at a time (default), thus every order put in Megaventory contains final, relevant price for every single product determined on WooCommerce side.
** Both taxes and discounts are simplified in Megaventory system. See the relevant chapters for more information.
Products (WooCommerce, Megaventory)
Products are subject to continuous synchronization. Products sync from WooCommerce to Megaventory only. Every product stores:
- Image (or image url),
- short and long description,
- size and dimensions,
When a product is created in WooCommerce, the plugin looks for a duplicate with the same SKU in Megaventory and links them together. If the product is not found, then it is firstly created using details provided in WooCommerce interface. If a product with the same SKUs but different details is found in Megaventory, those details are overridden!
Continuous synchronization from Megaventory to WooCommerce occurs only for linked products and affects stock levels and product details. Any new products created in Megaventory are not synced to WooCommerce.
Every product added to WooCommerce must also meet Megaventory requirements to be successfully synchronized. Their requirements include:
- SKU is present, max 100 characters.
- Short description is present, max 400 characters.
- Long description is not longer than 400 characters.
Categories are created if needed, when creating or updating products. WooCommerce's products may have many categories, but no category is more important than other categories. Megaventory only assigns one category per product. During synchronization Megaventory chooses a category (the first category in alphabetic order) to associate the product with.
During initial synchronization, the plugin tries to find the Megaventory and WooCommerce taxes with the same name and rate and will treat them as the same entity. Having many WooCommerce taxes with same names and rates may cause problems.
Afterwards, during the continuous synchronization, creating or updating taxes in Megaventory will be ignored by the plugin. The continuous synchronization only happens from WooCommerce to Megaventory. New taxes created in WooCommerce are also created in Megaventory.
When the plugin is active, it prevents users from editing Taxes in WooCommerce . If you need to change a tax, the best practice is to delete it and create a new one.
Megaventory only applies one tax per product. In case more than one tax applies to a product in a WooCommerce order, Megaventory will create a new compound tax with a rate corresponding to the rate of the taxes applied to the given product.
Please note that sometimes when making changes to Taxes in WooCommerce, the system may look like it is stuck. In such case, just refresh the page. All changes will be applied correctly.
A Coupon in WooCommerce is a very developed and customizable entity. Due to differences between systems, some special cases are not be mapped directly into Megaventory. To allow for the full of WooCommerce’s functionality alternative methods are available for achieving the same effect.
- Coupons in WooCommerce deduct either a fixed amount or a percentage of the total of the order. This is recreated in Megaventory as follows:
- Percentage coupons are placed in Megaventory as Discounts.
- Fixed coupons are applied directly in product price in a sales order, and they are mentioned in tags.
2. Coupons in WooCommerce can be combined (i.e. more than one coupon can be applied to the same order and their rates will be summed). This is recreated in Megaventory with the use of compound discounts – the plugin creates a new discount in Megaventory, which has a rate equal to all applied coupons.
Note: All compound taxes/discounts have a name of the concatenation, separated by "-", of individual tax/discount's name.
Example of a compound discount consisting of Free987, an30 and newdiscount coupons is Free987-an30-newdiscount.
3. Coupons can be deleted from WooCommerce, but not from Megaventory. Once a coupon is created and deleted in WooCommerce, it will only be available as a draft due to clashes with Megaventory.
4. The rate of the fixed price coupons can be updated in WooCommerce.
5. The rate of percentage coupons rate cannot be updated.
6. All coupons are continuously be synchronized from WooCommerce to Megaventory. User can also manually replicate (in WooCommerce) all percentage discounts present in Megaventory using a button in the Megaventory plugin.
Coupons not following any of the guidelines specified above can exist only as drafts in WooCommerce (to allow edits).