Now that you have tested a product update, you can try orders next.
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Creating a new product online is the easier first step.
Follow the instructions on the Orders Action configuration and the ‘?’ question marks will help guide you in your setup. When a WooCommerce order is downloaded into your POS your inventory will also update with all the line items in your WooCommerce order.
- In order to download an order into your POS, Kosmos eSync needs to key in on the order status field in WooCommerce. For example, ‘Processing’ is the most common status for a successful order transaction within WooCommerce. You can also configure your order Action 'Woocommerce send orders to LightSpeed to download an order in any status you choose. Kosmos eSync will download up to 10 of your WooCommerce orders at a time.
See Example WooCommerce Order Congiguration:
- Configure how your order will reach your Lightspeed POS. You will need to assign a register, location, payment type, system-id for shipping, create a tax product, etc. We also suggest setting up a virtual employee (Online Orders) to assist with locating online orders and improved reporting.
See Example LightSpeed Order Configuration:
- Next configure your second order Action called ‘Lightspeed find matching orders in Woocommerce and update the order status’ that will automatically update the status on WooCommerce once the order has been downloaded. This Action is called LightSpeed find matching orders in Woocommerce and update the order status, etc.
See Example Action for order status change:
See Example Order Status Change:
- When creating your order task to schedule your orders to automatically download, you’ll need to add both Order Actions in your Task. First Add send orders to LightSpeed and next add update order status action next.
- When testing review your Action Logs after you hit RUN to determine if you were successful with downloading orders into your POS.
- To locate your WooCommerce order in LightSpeed, just go to Reports and All Transactions.
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