WooCommerce

WooCommerce is a powerful e-commerce platform. WooCommerce and MRPeasy work seamlessly together so that sales are done in WooCommerce and products are manufactured, materials are handled, production is planned, and purchasing managed in MRPeasy.

Jump to:

  1. Demo video: MRPeasy and WooCommerce integration.
  2. Synchronization of orders.
  3. Synchronization of inventory levels.
  4. Setting up the integration.
  5. Setting up products in MRPeasy.
  6. Connect several WooCommerce stores.
  7. Support for integration.

Synchronization of orders

The synchronization of orders works as follows:

  1. A sales order from WooCommerce is posted to MRPeasy as a Customer Order (CO).
  2. Available items are automatically booked for the order in MRPeasy.
    If items are not available or ready, the note "In production" is added to the sales order in WooCommerce.
  3. Once items are in stock, the note "Ready for shipment" is added to the sales order in WooCommerce.
  4. Shipment can be reported in WooCommerce or MRPeasy, and it will be synced to the other system.

Jump to:

  1. Post an order from WooCommerce to MRPeasy.
  2. Book products in MRPeasy.
  3. Ready for shipment notification.
  4. Ship the products.

Posting an order from WooCommerce to MRPeasy

The order from WooCommerce is posted to MRPeasy:

  • Once it's been paid,
  • If it has matching products in MRPeasy.

As a result:

  1. It is imported to MRPeasy as a Customer Order at CRM -> Customer Orders.
  2. The note "In production" is added to the order in WooCommerce.
  3. The WooCommerce order number is copied to the "Reference field" in the MRPeasy Customer Order.

If the order has no products with matching products in MRPeasy:

  • It is not imported to MRPeasy.
  • A note is attached to the order.

Booking products for the order in MRPeasy

When an order has been imported into MRPeasy, then in MRPeasy:

  1. The software tries to book products. Available products are booked immediately.
  2. If there are products that are not available in stock, then inventory levels need to be refilled and the bookings completed. Instructions: Book products to the customer order.

    Such orders can be easily found by the statuses:
    - The Customer Order status will be "Confirmed".
    - The Product status will be "Not booked".

Important notes:

Notification when products are available for shipment

When all products are ready:

  1. The MRPeasy Customer Order’s status is changed to "Ready for shipment".
  2. In WooCommerce, the note "Ready for shipment" is added in the order’s details, indicating that this order can be fully fulfilled.

Shipping the items and subtracting the stock from MRPeasy

For shipping the items, there are two alternative options:

  1. Create a shipment in MRPeasy and pick all items. The status of the order in WooCommerce will be changed to "Completed".
  2. Change the status of the order to "Completed" in WooCommerce. A shipment will be created in MRPeasy, and all items will be automatically marked picked so that products are deducted from the inventory.

Synchronize inventory levels from MRPeasy to WooCommerce

MRPeasy can update the available quantities of products in WooCommerce.

If this function is enabled:

  • Once per hour MRPeasy will update available quantities of products in WooCommerce with available quantities from MRPeasy.
    See also: How to read the inventory numbers - in stock, available, expected?
  • Products are matched by "Part number" in MRPeasy and "SKU" in WooCommerce.
  • If some product does not exist in WooCommerce, or its’ inventory is not tracked in WooCommerce, then this product is ignored during the synchronization.

To enable this functionality:

  1. Go to Settings -> System settings -> Integrations -> WooCommerce.
  2. Click the Edit button next to your shop.
  3. Select the option "Sync inventory levels".
  4. If you have several sites in MRPeasy, choose what sites to synchronize.
  5. If you need to synchronize products with parameters, please enable the Legacy API at WooCommerce -> Settings -> Advanced -> Legacy API.

Setup of the integration between MRPeasy and WooCommerce

To set up the integration between WooCommerce and MRPeasy:

  1. Go to MRPeasy -> Settings -> System settings -> Integrations -> WooCommerce.
  2. Click the "Connect to WooCommerce" button.
  3. Fill in the required information:
  4. Click the "Install app" button.
  5. Set up products in MRPeasy.
  6. Optionally, add another WooCommerce store.

Import customer information from WooCommerce

For privacy and data consistency reasons, it is advised to have customer information in one place only. That is, if a customer signs up in WooCommerce, better to have his contact details in WooCommerce only. In this case, MRPeasy will create one generic customer in MRPeasy CRM, and use it for all orders that are imported from WooCommerce.

Depending on your business specifics, you may want to import customer information from WooCommerce to MRPeasy.

If you use a generic customer, the shipping address will neither be imported.

To import customer information from WooCommerce to MRPeasy:

  1. Go to Settings -> System settings -> Integrations -> WooCommerce.
  2. Configure the integration between WooCommerce and MRPeasy.
  3. Select the option "Import customers".
  4. Now, the customer's name and address will be imported to MRPeasy along with the order.

Please note that WooCommerce allows updating the shipping address after the order has been placed. In this case, MRPeasy tries to update the address in the customer's details in MRPeasy. Nevertheless, please check that addresses match in both systems.

Guest checkout in WooCommerce

If you allow making guest checkouts in WooCommerce, then WooCommerce does not create accounts for your customers. Then MRPeasy also does not create customer accounts, even if importing of customers is selected. The order will be imported under a generic name.

Setting up products in MRPeasy and WooCommerce

Products must be set up in MRPeasy and WooCommerce separately.

The "SKU" field in WooCommerce must match the "Part Number" field in MRPeasy. Otherwise, the order of the product will not be imported to MRPeasy.

Please see:

  1. Demo video: Inventory management in MRPeasy.
  2. Demo video: Setting up procured items.
  3. Demo video: Setting up manufactured items.
  4. Demo video: Setting up inventory levels.
  5. Setting up new items.
  6. Import items.
  7. Enter initial inventory values.

Connecting several WooCommerce stores with MRPeasy

It is possible to integrate multiple WooCommerce stores with MRPeasy.

To do that:

  1. Please go to Settings -> System Settings -> Integrations.
  2. At the WooCommerce section, click the "+" button to add an additional WooCommerce store.

Support

The integration between WooCommerce and MRPeasy is maintained by MRPeasy. If you have any technical questions about the integration, please turn to MRPeasy support.

We use cookies to enhance your experience on our website. If you continue using this website, we assume that you agree with these. Agree Learn more Ok