Configuring WooCommerce with Eshopbox

Configuring WooCommerce with Eshopbox

This article will outline the tasks you need to complete to integrate WooCommerce with Eshopbox.

Before you start, ensure you have

  • An active WooCommerce store.

  • Admin access to your WooCommerce store.

  • The currency configured in your WooCommerce store is INR.

Setting up WooCommerce with Eshopbox

To integrate your WooCommerce store with Eshopbox, you need to follow the below-given steps:

Step 1: Installing the WooCommerce app

To install the WooCommerce app in Eshopbox, you need to follow the below-given steps:

  • Step 1.1: From the header of your Eshopbox workspace, navigate to Apps.

  • Step 1.2: Click on the WooCommerce app icon.

Step 2: Connect your WooCommerce account

You will be redirected to the Apps details page. Enter your WooCommerce store URL and click on Connect.

Once done, you will be redirected to your WooCommerce store page. You need to log in using your registered email ID and authorise Eshopbox to access your WooCommerce store.

Note: The user with admin access can only approve the authorisation.

If the connection is unsuccessful, an error message will appear. You need to check if the access to Eshopbox was authorised or not.

Step 3: Configure your fulfillment locations

You need to toggle ON the Locations you wish to connect with your WooCommerce store.

To connect a location with your WooCommerce store, you need first to add your fulfilment location or enable any Eshopbox fulfilment centre. Learn here how to manage locations on your Eshopbox workspace.

Once done, you can view all the locations that are linked to your WooCommerce store.

Step 4: Build your product catalog

  • Turn the toggle ON to import your WooCommerce products to your Eshopbox workspace automatically.

  • If you have set tax classes in your WooCommerce store and you need to map them with the corresponding tax codes present in Eshopbox, select the tax code that matches the Tax Class in your WooCommerce store. Learn here about the tax code configured in Eshopbox.

  • If you have already created an attribute in your WooCommerce store to save the HSN code, specify it here to ensure it is automatically populated in Eshopbox. Select the HSN Code attribute created in WooCommerce to map it to the corresponding HSN Code for the product in Eshopbox. Learn here how to configure the HSN code attribute in WooCommerce.

  • Click on Next.

You can also manage the availability of WooCommerce products individually and in bulk from your workspace.

Step 5: Configure automation

Automation will help you easily streamline repetitive tasks and processes you want to automate for WooCommerce. For example, Eshopbox allows you to sync inventory, orders, and order updates automatically in WooCommerce.

5.1 Sync Inventory levels

  • Turn the toggle ON to update WooCommerce inventory quantities for inventory level changes across all the connected locations in Eshopbox. Whenever there is a change in inventory levels in Eshopbox, the corresponding inventory quantities in WooCommerce will be updated. In case of a stockout, inventory will be updated instantly.

    For example, if you have enabled multiple fulfilment locations on your Eshopbox workspace, the inventory level update that gets synced will be cumulative, reflecting the total inventory present at all locations.

Scenario 1

Scenario 2

Scenario

Fulfilment location A

400 units

200 units

-

Fulfilment location B

-

400 units

200 units

Fulfilment location C

-

150 units

400 units

WooCommerce store inventory update

400 units

750 units

600 units

  • If you turn the toggle OFF, no inventory level updates will be synced to WooCommerce. In this case, you need to manage inventory levels manually in your WooCommerce admin.

  • If you have turned the automation ON and then turned it OFF, the automation will stop any further updates to WooCommerce stock.

  • If you want to deactivate your listings from WooCommerce

    • Mark the product unavailable on your Eshopbox workspace.

    • Make the stock zero for that product on your WooCommerce store.

5.2 Create new orders

  • Turn the toggle ON to import orders created on your WooCommerce store to Eshopbox.

  • Configure the date after which you want to import orders created on WooCommerce.

  • If you have assigned any specific name for the Cash on Delivery payment method on your WooCommerce store, such as Pay Later, Pay on Delivery, Post delivery payment, etc., you can add it here. The orders having this payment method will be created as COD orders in Eshopbox.

  • Click on Save.

5.3 Cancel orders

Turn the toggle ON to cancel orders in Eshopbox automatically. This is a two-way sync, i.e., if an order is cancelled on your WooCommerce admin, it will get cancelled in Eshopbox and vice versa.

Note:

  • If you want to cancel an order only on the Eshopbox workspace and not on WooCommerce, then you need to cancel the order from your workspace and uncheck the box for Send a notification to the customer and cancel the order on WooCommerce.

  • You can cancel orders which are in New, Processing, On Hold or Unfulfillable status only.

Note: If you have subscribed to the Enterprise plan, you can access the More automation tab to automate payment reconciliation. Learn here more about Eshopbox plans.