How to Integrate WooCommerce with Tracepos SME Edition

Introduction 

Welcome to the comprehensive guide for integrating Tracepos with WooCommerce. This documentation is designed to assist you in seamlessly connecting your Tracepos system with your WooCommerce store, leveraging the capabilities of WooCommerce v3 API. By following these steps, you'll be able to synchronize your products and manage your online orders effectively. 

Obtaining WooCommerce API Keys 

To begin the integration process, you must first obtain your WooCommerce API keys. These keys are essential for establishing a secure connection between Tracepos and WooCommerce. 

Steps to Obtain API Keys: 

  1. Log in to your WooCommerce account. 

  1. Navigate to WooCommerce > Settings > Advanced > REST API tab. 

  1. Click on Add Key. 

  1. Provide a description for the key for easy identification. 

  1. Select the user associated with the API key. 

  1. Assign the appropriate permissions (Read/Write access is recommended). 

  1. Click on Generate API Key. 

You will now have your Consumer Key and Consumer Secret, which are necessary for the integration [1]. 

Configuring Tracepos with WooCommerce 

After acquiring your API keys, the next step is to configure Tracepos to communicate with your WooCommerce store. 

Integration Steps: 

  1. Log in to your Tracepos account. 

  1. Go to Settings and open the Warehouse submenu. 

  1. Click on the Integration tab. 

  1. Enter your WooCommerce Consumer Key and Consumer Secret. 

  1. Input your WooCommerce Site URL. 

  1. Click the Update button to save the integration parameters. 

Synchronizing Products from Tracepos to WooCommerce 

Tracepos allows you to synchronize your product inventory with WooCommerce, ensuring that your online store reflects the current stock levels and prices. 

Synchronization Steps: 

  1. Select the Online Orders menu and choose WooCommerce Orders. 

  1. Navigate to the Sync Order tab. 

  1. Click on the Sync Product button. 

  1. Tracepos will synchronize your products, create product categories, or assign products to existing categories on WooCommerce. 

  1. If a product already exists on WooCommerce, Tracepos will update the quantity and price accordingly. 

Note: Currently, the synchronization is one-way from Tracepos to WooCommerce. If you have products on WooCommerce, please download them, map them to Tracepos ensuring the SKU matches the Tracepos item_code field, and then upload [2]. 

Managing Orders and Sales Conversion 

Once products are synchronized, you can manage orders and convert them to sales within Tracepos. 

Order Management Steps: 

  1. From the WooCommerce order tab, review your pending and on-hold orders. 

  1. Confirm orders with your customers. 

  1. Click the Convert to Sale icon and confirm the prompt. 

  1. Tracepos will convert the order to a sale, update the order status to processing in both Tracepos and WooCommerce, and manage the payment status. 

Beta Phase Notice 

Please be aware that this WooCommerce integration is currently in the Beta phase. Should you encounter any errors or challenges during setup or usage, do not hesitate to contact our support team for assistance. 

We wish you the best of luck and are always here to support your business endeavors.