Inventory for WooCommerce In ZOHO is an advanced integration of your wooCommerce site with ZOHO Inventory. Create customers and sales orders with all the line items whenever a WooCommerce order is processed in the checkout page and send those in Zoho inventory. It enables the power to integrate with WooCommerce and Zoho Inventory. Import old WooCommerce order data in just one click to Zoho inventory and the rest of the work will be done automatically as per your preference.
For mapping, the fields, first enter your ‘organization name‘ to which your Zoho account belongs. Now you can sync order details of your site with Zoho inventory by mapping the fields regarding your choice. You just have to map those fields only once, after that it will be executed by the plugin automatically.
Suppose you want to set your customer’s first name as a contact
name in Zoho inventory. Then select ‘First Name‘ in your
wooCommerce checkout field & select ‘Contact Name‘ in the
Zoho inventory field. You can map multiple fields with inventory
fields to organize your customer information.
You can set
‘Custom value‘
from where you can send order notes according to the placed
order.
When customers place an order from your wooCommerce site a corresponding sales order is created automatically expect the ‘Shipping Charge‘ field. The automated fields are Items & Description, Order ID, Status, Rate, Discount, & Amount. You can customize your sales order area according to your need that how you want to show your customer’s sales order on your Zoho inventory account.
Status Completed : After mapping all your required fields select the necessary action “Status Completed” to make the order status complete, and then click on the Save button to save your settings.
Add Warehouse & Salesperson : You can select Inventory warehouse from here. Also can be added salesperson according to the sales order from the dropdown list.
Reference Number : Type the custom reference number for salesorder , and then click on the Save button to save your settings.
In this area, you can set the duration, within which date you can import all data to inventory. For example, you are running a wooCoomerce site since 2019 but you have been using this plugin since 2020. Then if you set Start Date – 1/01/19, End Date – 1/01/2020, Order Status – Confirmed & also set Import Type, after clicking ‘Import Data‘ only mentioned data will be imported to Zoho inventory. If you want to import all the confirmed data between 2019 to 2021 then just click the ‘Import Data’ button. You can select multiple order status to import orders.
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