Odoo WooCommerce Connector
Integrate & Manage your WooCommerce operations from Odoo
WooCommerce is an eCommerce plugin that allows you to sell anything, beautifully. Built to integrate seamlessly with WordPress, WooCommerce is the world's favourite eCommerce solution that gives both store owners and developers complete control. With endless flexibility and access to hundreds of free and premium WordPress extensions, WooCommerce now powers 30% of all online stores -- more than any other platform. So if you are having your online store at the WooCommerce and you are using Odoo as your backend engine for all other business operations, it will be very essential to integrate your WooCommerce Store with Odoo. Emipro offers an easy connector module for WooCommerce to manage all necessary operations from Odoo for WooCommerce store. Our Odoo-WooCommerce connector module automates your vital business processes and eliminates the need for manual data entry in Odoo by enabling bi-directional data exchange between WooCommerce store and Odoo. Also, this module saves your time by instantly entering items and inventory data from your Odoo instance into WooCommerce and automatically importing WooCommerce orders and customer data into Odoo. After installation of our module, there will be a rare need of to log in to your WooCommerce backend account for making any update to your data.
Setup & Configure your WooCommerce Instance
Once you click on install button from Apps >> WooCommerce, The following screens will be appeared for insert WooCommerce Licence details.
After insert licence details successfully, The following screens will be appeared one by one for WooCommerce instance configuration with required details of the WooCommerce. You can also see the help as shown for Password.
Configure necessary parameters per each WooCommerce Instance
After you create WooCommerce Instance successfully from above screen, you will see the list of necessary parameters to be set for that Instance. Some of the options are mandatory and some of them are optional. We recommend you to properly set options like Warehouse, Pricelist, Order Prefix & Stock prior to seamlessly synchronize WooCommerce with Odoo.Must keep Shipping Fee and Discount Product of Type Service.
You can also configure the order status in WooCommerce instance configuration, That configured status order will be imported from WooCommerce to Odoo
Once this is configured, it will be available under list of preconfigured WooCommerce Instances at WooCommerce >> Configuration >> Settings menu (Be sure that user is under WooCommerce Manager group.) and you can change it as per requirement. By selecting any Instance, you will see the list of necessary parameters to be set for that Instance. or if no any Instances configured,then you can click on link Create more Instance in order to create new one.
Configure auto Invoice & Payment Workflow settings
We recommend you to configure Auto Invoice & Payment workflow properly before sync with WooCommerce. Improper configuration of Auto Invoice & Payment workflow setting, may lead to runtime problems while integration of sale orders from WooCommerce to Odoo. With Auto workflow setting, user can decide whether to create automatic Invoice and register payment when WooCommerce Orders are synchronised with Odoo. We suggest to configure Journal, Shipping & Invoice policy in Auto Workflow setting.
Once this is configured, it will be available under WooCommerce >> Configuration >> Sale Auto Workflow.
Configure Financial Status
After the configuration of Auto workflow you must configure Financial status in order to configure Auto workflow settings as per the type of Orders from WooCommerce. As per the Financial Status in WooCommerce Orders like paid or not paid, our module will allow you to configure different Auto workflow settings. In order to set Auto workflow settings as per financial status.
Once this is configured, it will be available under WooCommerce >> Configuration >> Financial Status.
A clean & beautiful dashboard with everything in one screen
By clicking on main menu WooCommerce, you will able to see beautiful dashboard containing all WooCommerce navigation menus in one screen. You will able to see no. of records at each box with status. Clicking on each link will navigate you to respective screens.
Execute all WooCommerce operations from one pop up screen
By clicking on Perform Operation box in dashboard, a pop up will open with all WooCommerce Import / Export operations. You can select one or more WooCommerce Instances and execute one or more operations in single click. As per number options selected in pop up, time to execute operation will be increased at Odoo. So if you select multi instances or more operations, system may take more time for bi-directional data exchange between WooCommerce store and Odoo.
Modify WooCommerce credential
Once you configure your WooCommerce Instance under 'Settings >> Configuration >> WooCommerce' menu, those instances will be available over at 'WooCommerce >> Configuration >> Instances' menu. When any WooCommerce Instance being created from WooCommerce settings screen, at that time system will automatically set that instance into Confirmed state. Here in this screen you can also check your WooCommerce credentials. If given credentials are wrong, system will show you error message. If you want to stop the bi-directional data exchange between WooCommerce store and Odoo Click on the Reset Confirmation. It will set the instance in Not Confirmed state, You can start the bi-directional data exchange between WooCommerce store and Odoo by clicking on Confirm Button. Also, to store images in Physical location at WooCommerce side, you need to give details of any of one WooCommerce user over here in this screen.Also, you can use image URL's if you do not want to manage images from Odoo, there is one checkmark Is Image URL ?,You can check this checkmark if you want to use images from URL, Once you check this, you will be asked for image URL in Products, Product Category and Gallery Images
Prepare products for Export, Update Products at WooCommerce
You can see Prepared products for WooCommerce under 'WooCommerce >> Products >> Products' menu. You can't create WooCommerce products directly from here. In order to create products for WooCommerce, You need to go to menu 'Sales >> Products >> Products' and in list view of Product, select one or more products which you want to export to WooCommerce. At the top side, under the More section, you will find an option Prepare Product for Export in Woo. Clicking on that option, you will be asked to select WooCommerce Instance. After those products successfully prepared for WooCommerce, you can see all of them over here in this menu. However here you can open those products and add more WooCommerce specific attribute values to products. Once all products are well configured with proper values, you can export them to WooCommerce. In list of products, you can select them and export them with Details to WooCommerce.
In case of using images from URL, you can set image URL in menu 'Sales >> Products >> Product Variants', Here you can see Image URL box,you can set image URL and when you click on Prepare Product for Export in Woo,It will set Image URL in WooCommerce Product which are prepared for export in WooCommerce.You can directly set image URL in Product which are prepared for export in WooCommerce or you can change the existing URL
Import,Export & Update Product Category
Export & Update Product Tags
Sync Sale Orders from WooCommerce to Odoo
You can see WooCommerce Sale orders at the menu 'WooCommerce >> Sales >> Sales Orders'. You can't create Sale Order manually and push it to WooCommerce. Through only import Sale Order from any of your WooCommerce Instance, you can see your Orders here. Import Sale Order can be performed by 2 ways.
1. Via automatic jobs to import Sale Orders at frequent amount of time
Go to WooCommerce cron jobs from Dashboard and click on Settings box. At there, activate automatic Job for Import Order from WooCommerce. However from WooCommerce settings you can set your preferred timings for auto import Sale Order from WooCommerce.
2. Manually Import Orders at any time
Go to menu 'WooCommerce >> Processes >> WooCommerce Operations' and select your instances and option Import Orders. Clicking on Execute button will straight away import sale orders from WooCommerce to Odoo.
If you can not see orders/quotations (Imported), Check (1) Sale Auto Workflow (2) Finalncial Status (3) Import Order Status From the menu 'WooCommerce >> Configuration' or see the Mismatch Details.
At list of WooCommerce Sale Orders, you will see an icon if Order is not updated at WooCommerce. Once you ship full order from your warehouse and complete delivery order at Odoo, icon will be changed in order to indicate you that order is marked as completed to WooCommerce.
Cancel Order at WooCommerce
You can cancel any order at WooCommerce from Odoo. Once you cancel the shipment, there will be an option to cancel order will activated in Odoo. After you cancel the shipment, a button Cancel in Woo will be visible. By clicking on it, one pop up will be open for cancellation. Selecting any option and clicking on Cancel Order button will make direct update at WooCommerce and your order will be canceled at WooCommerce too. If you want to create refund then you can enter refund details in this wizard, you will be asked to select a specific reason (Optional) for refund.
Refund the Order at WooCommerce from Odoo
You can refund at WooCommerce from Odoo,At the time of cancel delivery order system will ask for the refund, based on refund details system will create an refund.Go to menu 'WooCommerce >> Invoice Details >> Refunds', validate & paid this refund. After that you can see new button Refund In WooCommerce. when you click on this button, WooCommerce will attempt to void/refund the payment depending on the status.
Update Product price to WooCommerce
Based on Pricelist selected on each Instance, your product's price can be updated directly at WooCommerce. You can select specific products from list and click on Update Price in WooCommerce option or go to Woo Operations pop up in the WooCommerce Dashboard and select one or more instances and select Update product price option to set price for all your WooCommerce products in single click.
Track Mismatch log history
Our module sends the request to WooCommerce during all operations from Odoo. Sometimes due to improper details at Odoo, you may not able get desired results at your WooCommerce account. In those cases, you can check those mismatches from Mismatch Log box on WooCommerce dashboard. You will find entries in the Mismatch Log in the following cases,
- While Exporting the Products From Odoo to WooCommerce, the Product Already exist with Same SKU in WooCommerce
- While Synchronize the Products between WooCommerce and Odoo, Products (SKU) Not found in Odoo
- While Update Price,Inventory or Product to Wocommerce, The product is deleted in WooCommerce
- While Publish or Unpublish the Product, The product is deleted at WooCommerce
- While Importing Order from WooCommerce, If Tax not found in Odoo
- While Importing Order from WooCommerce, Sales Auto Workflow Configuration not found
- While Importing Order from WooCommerce, The Customer Not Available In Order
- While Exporting Product Category, A Category with same name already exist in WooCommerce
- While Exporting Product Tags, A Tag with same name already exist in WooCommerce
- While Update the any Category or Tags from Odoo to WooCommerce, It is found to be deleted in WooCommerce
Set automatic jobs per Instance & User wise
Per each WooCommerce instance, you can set automatic jobs for export stock, update order status and import WooCommerce orders to Odoo. In order to do this setting, you need to go to menu 'WooCommerce >> Configuration >> Settings' and at each instance you can see this options under Order Information and Stock Information sections.
WooCommerce Sales Analysis Reports
With our beautiful analysis reports, you can wow your executive team with visual representations of your WooCommerce Sales results, create a culture of daily accountability, visualize your entire WooCommerce Store sale's health in one screen as well as save your valuable time by eliminating the need to aggregate and communicate raw data.
Effectively tracking WooCommerce sales analytics allows companies to source data in the search for meaningful patterns that can drive their decisions for the future. This information should then be used to produce a clear sales analysis report that will help drive improvements in your online eCommerce sales optimisation. Producing a clear and in-depth WooCommerce Sales analysis report will help managers make better data-driven decisions moving forward. Using Odoo, the best BI interface available for producing a sales analysis report, managers will be able to determine what metrics are most important to them and effectively leverage this information for their company's growth.