Download order: download orders from Woo to CRM . Order will show in Omni sale -> Order list.
Download product: download product from Woo to CRM . Items will show in Inventory module or Sales module-> Items.
Download product
Select the woo store -> Click the Donwload button -> click the product button.
Note: To be able to download products to CRM, products on Woo must have SKUs and the SKUs of the products cannot be duplicated.
Download Order
Before downloading the order to CRM, you must download the products first, using the download product function above
Step 1. Configure synchronized orders status: Go to Setting -> Order setting -> Order statuses are allowed to sync: select the order statuses that are allowed to sync to CRM -> Save
Step 2. Configure automatic generation of invoices
Case 1: Do not automatically generate invoice
If the Enable automatic invoice sync option is not enabled, after downloading the orders, no invoices will be generated from these orders.
Case 2: Automatically generate invoices
If the Enable automatic invoice sync option is enabled. After downloading the orders, the system will automatically generate an invoice for this order. And the status of the invoice will depend on the payment status of the order on Woo
If you select a date at Invoices synced on Woocommerce will be set due date on the "X" day of every month, invoice generated will have due date on pre-selected date.
For example, an invoice automatically generated from order Woo will default to the 28th of the current month as the Due Date
Step 3. Sync orders from Woo to CRM Condition: the product must be available on both Woo store and CRM Go to woo store -> click the Download button -> click Order button
Step 4. Create inventory delivery voucher
If not configured to automatically create a delivery note after the invoice is generated: Create an inventory delivery voucher note when the Invoice is created ( Inventory/Settings General). ⇒ The delivery note is not generated after the order generates the invoice.
If the configuration automatically generates the release note after the invoice is generated: Create an inventory delivery voucher note when the Invoice is created ( Inventory module/Settings General)
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If the item in the order has enough stock, the delivery note is also automatically generated and Approved by default.
If the item in the order is not in stock, the delivery note is not automatically generated.
Step 5. Create Packing list and change shipment status to Product Delivered.
Change the Delivery status of Packing list or delivery note to Delivered or Received → shipment status changes to Product Delivered
