How to send your Shopify web orders to Revel Systems and update stock
Now that you have tested product updates, you can try orders next.
When orders are downloaded into your Revel POS your inventory counts will also update in Revel with each line item in your WooCommerce order. This will result in a two-way inventory sync
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Creating a new product online is the easier first step.
Note: Once the web order is created in the POS, the POS will then trigger a two way inventory sync for each of the lline items in the web order.
- Please send Revel API support an email to enable settings for each establishment ID (single location, establishment id = 1) in your account to prepare for web orders. This setting allows for price overrides for discounts and sales in your online store for the web orders endpoint. If you need our assistance, please let us know and we can also contact Revel directly for this item.
- If you wish to set web orders to Closed status in Revel, please make sure the following Online Ordering setting is checked in the Revel Web Portal: Auto-close paid orders
- All products that are available for sale online will need to be added to an online menu in Revel. The fastest way to do this is to auto-add all Revel products per category to the online menu. See the example of an online menu.
- To track online shipping charges a new type of shipping product needs to be created in Revel with the following attributes:
- Name: Online Shipping
- SKU: onlineshipping
- Barcode: onlineshipping
- Price: 1.0
- Sold by Weight: Checked
- To track online discounts, a new discount needs to be created in Revel with the following attributes:
Discounts can be found by going to the ‘Products’ tab and locating ‘Discounts’ found on the left hand side.
- Name: Online Discount
- Discount Function: Standard
- Discount Type: Amount
- Variable Discount: Checked
- Barcode: Enter a barcode number (We will need this number for your action settings)
- Active: Checked
- How Often to Apply: Once per order
- Qualification Type: Order
- If online orders include tax charges, please ensure the tax settings in Revel apply the same tax rates as your online store. When the new API is used to create web orders in Revel, the order totals, including taxes, are now calculated in Revel based on the Revel tax settings and the line item prices from the online order.
# Configuring your Actions
Follow the instructions on the Orders Action configuration and the ‘?’ question marks will help guide you in your setup. When a Shopify order is downloaded into your POS your inventory will also update with all the line items in your web order.
- To download an order into your POS, Kosmos eSync will filter the order status fields of Shopify. For example, ‘Open and Paid’ is a successful new order in Shopify.
See the example Shopify order configuration:
- Next, configure how your order will reach your Revel iPad POS. Open orders can be viewed in the POS and must be closed out before the end of the day. You will need to assign a register, location, payment type, system ID for shipping, create a tax product, etc. For closed orders, you can also set up a virtual employee (Online Orders) to assist with locating online orders and reporting.
See the example Revel order configuration:
We suggest creating a custom payment type, like ‘Online Payment’
- Configure your Shopify order Tag update next. The Shopify order tag confirmation will update your Shopify order that has been confirmed and downloaded into your POS with a tag of ‘esyncExported.’ Esync will get the next group of orders. The date time stamp is used to view orders in your POS that have already been downloaded by this specific date and beyond, and only those orders will be considered when updating your Shopify order with the tag esyncExported. It will also prevent duplicate web orders in your point of sale.
- Add both order Actions to a new task, and label it as shown below. Then hit the RUN button, and view your task Activity Log for the results.
- To locate your Shopify order in Revel, just go to Reports and order history.
- Click to view your Revel order on the iPad that you assigned.
Updating (Voiding) Revel Orders.
- Click to learn more about testing updating and voiding out orders in Revel POS
Note – For the Web Ordering API If the action setting to Mark orders as closed is used to apply a payment and a merchant also wants to receive notifications for new web orders than the Revel Online Ordering setting (found in the Revel web portal) to Auto-close paid orders should NOT be enabled. Disabling the online ordering setting to Auto-close paid orders will allow merchants to manually close out web orders with a payment, and still receive notifications for new web orders.
If you have any questions, feel free to post a support request in our help desk below and add your Activity Log to the ticket. The link SUPPORT is also at the top of this page.
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If you have further questions, please post a ticket in our Help Desk