Sending WooCommerce Orders to Clover POS – Stock Update

How to send your WooCommerce orders to Clover and update stock

# Create WooComerce orders in your Clover POS – Two Way Invetory Sync.

To send WooCommerce orders to your Clover POS you will need to configure three Actions and then add all three Actions together into a single Task. The Task is used to RUN actions in your task on demand or to schedule your Actions via a 5-minute or greater interval. Once the order is inserted into Clover the Action to Adjust Stock for Matching orders in Clover will then update your Clover inventory for the WooCommerce order and line items.

See Video Overview – Sync WooCommerce Orders to Clover and Update Inventory – Two-Way Inventory Sync

Configure Each Action

Click the Question Marks to learn how to configure your Action.

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Adding a new or ‘Online Payment’ type.

  1. Login to your Clover Web Portal, select Setup in the left menu and click Payments
  2. Select the Add Tender button
  3. In the new field enter Online payment for the tender name, make sure the Accepted check box is selected, and scroll down to click the Save button at the bottom of the screen.
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Once the new tender type has been added to your account you can locate the Tender ID by logging into your Clover Web Portal, and entering the following URL in your browser. Replace {my-account} with the merchant number for your Clover account.

https://www.clover.com/v3/merchants/{my-account}/tenders

Once the page load the Tender ID should appear above the name of your new tender type. See example:

https://www.kosmoscentral.com/imgs/tooltips/Clover-Tender-ID.png

Next Actions must be adding in sequence into your TASK.

  1. WooCommerce Send Customers to CloverIf the customer does not exist, eSync will create the WooCommerce customer in your POS.
  2. WooCommerce Send Orders to CloverThis will generate the WooCommerce order inside your Clover POS.
  3. Clover find matching orders in WooComm and update the order statusThe status change is needed to update the WooCommerce order. This will avoid sending the order back to Clover again and creating duplicate orders in your POS.

See Example with all 3 Actions in the TASK

  1. Now hit SAVE on your TASK and hit RUN to test.
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RUN your Task and view your Activity Log

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Any order set to ‘Processing’ status (based on configuration) will download.

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Now Look in Clover for your WooCommerce Order

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In order to prevent duplicates orders in your POS the status in Woo must change

The Status will change (based on configuration) to On-Hold

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Note two way inventory sync requires orders sync and item stock update based on WooCommerce orders created in Clover.

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Action name: Clover adjust item stock for matching orders from WooCommerce then tag orders esyncExported. Please contact us in Support if this Action isn’t visible and we can activate it for you.

# Need to PRINT the order?

All orders are assigned to the** DEFAULT Printer** at this time.

Not with the Clover POS system, you cannot delete or void out orders. You can only refund the transaction.

Try the Clover SmartPrint plug-in

Order Notification – Online Order: StockUpdate

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# Do you have a flat rate tax for Clover orders and need this to match for online orders and Clover reporting purposes?

Please see the Clover article on Flat Rate taxes and eCommerce

Clover Payments Plug-in for WooCommerce

Note this version of the WooCommerce Clover payment plug-in will also create an order in Clover without line items and will only show total with a payment type. Also, Kosmos eSync will create an order with paid status (Online Payment), line items, and update stock. We suggest Kosmos custom mapping to remove the payment from the Kosmos order for reporting purposes. Since the WooCommerce plug-in is applying a payment, you will want to avoid doubling your payments for reporting purposes. Contact support below if you have further questions.

If you have further questions, please post a ticket in our Help Desk and submit the full Activity Log located right next to your Task RUN button with the ticket.

If you’d like to purchase support hours support package, you can do so here.

Updated on June 10, 2024

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