<\/span><\/a><\/span><\/div> \t- Epos Now till integration<\/a><\/li>
- How it works<\/a><\/li>
- Stock management<\/a><\/li>
- Barcodes<\/a><\/li>
- Linking products<\/a><\/li>
- Troubleshooting<\/a><\/li><\/ol><\/div><\/div>
1.<\/span>Epos Now till integration<\/h3>
<\/span><\/div>Nettl’s bespoke till integration sends orders directly into EposNow’s till whenever an order is placed online.
\nOnce an order is completed in Epos Now’s till, the order is then completed in WooCommerce.
\nStock levels are synced between Epos Now & WooCommerce, ensuring the stock levels in a customer’s till and online are automatically adjusted and correct.<\/p>\nThe integration also allows:
\nProducts to be downloaded from Epos Now to WooCommerce;
\nProducts to be uploaded from WooCommerce to Epos Now;
\nStock levels to be manually downloaded from Epos Now to WooCommerce;
\nCustomers to be downloaded from Epos Now to\u00a0 WooCommerce;
\nClick & Collect option using Delivery Slots.<\/p>\nPlease note: this integration connects 1 website to 1 retail location.
\nAll website orders go through to a single connected till location.<\/p>\n<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div><\/div>2.<\/span>How it works<\/h3>
<\/span><\/div>Whenever an online order is placed, the details are sent to Epos Now allowing you to process the order immediately from your till.<\/p>\n
Default Epos Now workflow<\/h4>\n
1) A customer places an order online<\/p>\n
![\"WooCommerce](\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\")
<\/a><\/p>\n2) This shows as an ordered transaction <\/span>in Epos Now
Both in the till, when you press Unhold\/History.<\/strong><\/p>\n<\/a><\/strong><\/p>\n<\/a><\/strong><\/p>\nAnd in the back office reports, via Reporting > Transactions > Ordered Transactions<\/span><\/em>.<\/p>\n
<\/a><\/p>\nPlease note: the order will be for your website’s linked till product.
The software looks for a matching product name or SKU to try to link one if there isn’t a link.
If it can’t find a matching product, a new product will be created in the till when an order is placed.<\/p>\nIf click & collect is set up, you will see details of the time someone has chosen on their checkout for collecting the item within the Shipping: Local pickup line.
The product note will also show you the Order ID reference in WooCommerce.<\/p>\n3) The order is either completed in WooCommerce or Epos Now
a) If completed in WooCommerce<\/p>\n<\/a><\/p>\nThe transaction is updated in Epos Now to be a completed transaction<\/span><\/p>\n
<\/a><\/p>\nb) If completed in Epos Now<\/p>\n
The payment can be taken in the till, and the order in WooCommerce will also be marked as complete. If this doesn’t happen it’s likely that the complete transaction web hook hasn’t been set up, your local studio will correct this for you.<\/p>\n
Option to complete orders in WooCommerce seperately<\/h5>\n
You can also change the Epos Now plugin to not complete orders in WooCommerce once the payment has been accepted in the till.<\/p>\n
To do this simply head to WooCommerce > Settings > Epos Now<\/span><\/em>
Untick “Complete orders in till?”<\/p>\n<\/a><\/p>\nThe order will still be sent to Epos Now, but can be completed seperately in each area.<\/p>\n<\/div>
\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div><\/div>3.<\/span>Stock management<\/h3>
<\/span><\/div>The till integration automatically keeps your stock in WooCommerce in sync with your Epos Now stock levels.<\/p>\n
The website is updated everytime stock is changed in the Epos Now till.
When stock is changed in the Stock Adjustment<\/strong> section via Epos Now’s Management > Products > Advanced <\/em>menu in their backoffice, the stock will be updated in the linked product in WooCommerce<\/p>\n<\/a><\/p>\nWhen a transaction is processed and completed through the Epos Now till, the stock level will adjust in both Epos Now and WooCommerce. If a product stock level goes below 0 in Epos Now, the product will show as out of stock in WooCommerce, when more stock is added the product will then show as in stock automatically.<\/p>\n
You can also manually update all stock by pressing the “Download stock levels from till” option in WooCommerce via the WooCommerce > Sync with Epos Now<\/em> menu.<\/p>\n
Does stock get managed for all Epos Now products?<\/h5>\n
The automated stock syncronisation will only work when stock has been entered into Epos Now via the Stock Adjustment<\/strong> section in the Management > Products > Advanced <\/em>menu.<\/p>\n
<\/a><\/p>\nPlease note: if the stock is blank, we cannot be notified of stock changes from new till transactions and WooCommerce will not update with the new stock.<\/p>\n<\/div>
\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div><\/div>4.<\/span>Barcodes<\/h3>
<\/span><\/div>When you download products from the till, we will also download the latest barcode stored against the linked product in Epos Now. You can search for products by entering or scanning your product’s barcode in WooCommerce’s Products > View Products<\/span> <\/em>page.<\/p>\n<\/div>
\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div><\/div>5.<\/span>Linking products<\/h3>
<\/span><\/div>For the integration to work beautifully, your products in the website and in the till will need to be mapped together. Your Nettl studio will help you link these together when we get started working together, but this guide will help you understand how to keep products linked.<\/p>\n
You can see who Epos Now product is linked to your WooCommerce product via Products > Edit<\/em> in your website backoffice.<\/p>\n
<\/a><\/p>\nYou’ll see the Epos Now product ID, and last barcode we downloaded. You can press the “View on EposNow” link to view the product in Epos Now, to check the stock and connection is correct.<\/p>\n
We have 3 options for linking products together<\/p>\n
- \n
- Upload products from WooCommerce (recommended)<\/li>\n
- Download products from till<\/li>\n
- Map products individually (not recommended)<\/li>\n<\/ol>\n
Upload products from WooCommerce<\/h4>\n
If you have an existing WooCommerce website but an empty Epos Now till, we can bulk upload products into the Till. We recommend this option especially if you use product variations.<\/p>\n
Variations on a website allow you to group similar products together, such as Red dresses of different sizes. In the till each size variation will be a seperate product, but on the website you may want to group them together. When variations are downloaded from the till, we don’t know that they should be grouped so download them as seperate products – which have to be deleted and then re-created in a web-friendly manner and re-linked manually. However when variations are uploaded to the till we can group them together for you in the till and make a product for each variation.<\/p>\n
The information required to make products ready for web is different to what is required to make products ready for the till. To make ready for web, a product image and web-friendly description is important. To make products ready for the till, a barcode is important. The product categories for web and the till can also be different. Finally on a website you will likely want to group variations of products together for customers to purchase online, such as different sizes of clothing or different colours of a product.<\/p>\n
To upload products:<\/p>\n
- \n
- Create your product in WooCommerce<\/li>\n
- Head to WooCommerce > Sync with Epos Now
\n<\/em><\/li>\n- Tick “Upload products to till?” then press Send WooCommerce to Epos Now
\n<\/strong><\/li>\n<\/ol>\n<\/a><\/p>\nThis will first look for matching product names or SKUs in the Epos Now till to make an automated link.
\nIf it can’t find a match, it will create a new product in the Epos Now till.<\/p>\nBeware <\/span>this will upload several products to the till and can affect your daily operations. Also beware that product names & descriptions are longer on the website than in the till. We have to cut short the names, so you may see products with odd names in the till. Epos Now bulk updating isn’t as easy as it is in WooCommerce. Also barcodes cannot be added onto the till in our upload. Epos Now have an uploader for bulk adding barcodes, but this is a paid for service, otherwise they can be added one by one in Epos Now.<\/p>\n
Download products from till<\/h4>\n
If this is a new website with an existing Epos Now till, we will download your products.<\/p>\n
<\/p>\n
- \n
- Create your product in Epos Now<\/li>\n
- Head to WooCommerce > Sync with Epos Now
\n<\/em><\/li>\n- Tick “Download products from the till?<\/li>\n<\/ol>\n
We recommend ticking “Set newly imported products to pending review?”, so you can make products web-friendly before showing online.<\/p>\n
<\/p>\n
<\/a><\/p>\nAll products from the till will be downloaded into the website. However, more admin will be required to make products designed for the till suitable for selling online. Products in the till have short names, no images, and no web-friendly descriptions.<\/p>\n
Once the products are downloaded, the product names, descriptions and images will need updating either individually or through a CSV import tool if there’s a large number of products that will need to be updated.<\/p>\n
Should I include products NOT ticked as Sell on web?<\/em><\/strong><\/p>\n
When a product is created in Epos Now, it’s not ticked as Sell on web. If you want some products in your till to only be on your till and not on your website, you should tick all the products in your Epos Now till that you want to sell on web so we know to download them.<\/p>\n
If all your products in your till will be sold on web, you can leave them unticked and when you download remember to tick “Include products NOT ticked as Sell on web?”<\/p>\n
Map products individually<\/h4>\n
If you already have a website and Epos Now till, this is the most difficult integration approach. We need to link the products individually. If you have hundreds of products, we can do a bulk update but this guide will explain how to link products without bulk updating.<\/p>\n
1) Find your Epos Now product ID
\nHead to Management > Products<\/em> in Epos Now, search for your product and press the Advanced<\/strong> button on the product you want to link.
\nYou will see the Epos Now product ID at the end of the url, it’s the number “ProductID=xxxxx” in your url
\nCopy the product ID for the next step<\/p>\n<\/a><\/p>\n2) Add the Epos Now product ID to WooCommerce
\nHead to Products<\/em> menu in your WooCommerce back office, search for your product and edit it.
\nScroll down to the Product data<\/strong> section.
\nPaste your product ID in the EposNow product ID space.<\/p>\n<\/a><\/p>\nOR if your product is a variable product, head to the Variation tab.
\nChoose the product variation the product is for.
\nAdd the EposNow product ID to the variation<\/p>\n<\/a><\/p>\n<\/del>Product variations<\/h5>\nThe Epos Now till integration is fully compatible with different WooCommerce product types including simple products, product add ons, grouped products, composite products and product variations.<\/p>\n
However you should be aware that the product data structure of variations is different between a website and a till.<\/p>\n
Within a WooCommerce website, product variations are used to show different variants of a product, such as a dress in different sizes and colour combinations. Within Epos Now, each variant would be a unique product as that holds the stock information, whereas in WooCommerce the variations are bundled together within a holding variable product.<\/p>\n
When Epos Now products are downloaded, all products including variants are downloaded as unique simple products and are not automatically bundled together as it takes a human with understanding to work out how the products should be bundled. Before these are ready for web, you may need to delete the downloaded products and create a variable product with all the correct Epos Now product IDs.<\/p>\n
<\/a><\/p>\nWhen WooCommerce variations are uploaded, we are more intelligent with the grouping.Variable products are created as a sub category instead of a normal product, and your variations become Epos Now products within this sub category. This means when you’re in the till, you can click into a category of dresses, see a grouping of a specific type of dress, click into that and then see all the variations within. We name each variation product after the product name followed by all the variations that apply to it.<\/p>\n
<\/a><\/p>\n<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div><\/div>6.<\/span>Troubleshooting<\/h3>
<\/span><\/div>Why does text look strange on my till receipt?<\/h4>\n
If a product is sold online that doesn’t exist in your till, we make it for you when the order is placed.<\/p>\n
However the till can show the product with strange text, this is because the Epos Now till stores product information when the till is in use and needs to be refreshed with the latest product information to display the text we send correctly.<\/p>\n
To do this, a manager will need to go to Admin > Settings<\/em> in their till<\/p>\n
<\/p>\n\u00a0<\/p>\n
Press the\u00a0Full\u00a0cloud sync<\/strong> button<\/p>\n
<\/p>\nYou may also get till lines looking strange, a full cloud sync will resolve this.<\/p>\n<\/div>
\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t - Tick “Download products from the till?<\/li>\n<\/ol>\n
- Tick “Upload products to till?” then press Send WooCommerce to Epos Now
- How it works<\/a><\/li>
![\"WooCommerce](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/WooCommerce-order.png\")
<\/a><\/p>\n![\"Epos](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Epos-Now-History-300x50.png\")
<\/a><\/strong><\/p>\n![\"Epos](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Epos-Now-held-orders-1030x460.png\")
<\/a><\/strong><\/p>\n![\"Epos](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Epos-Now-ordered-transactions.png\")
<\/a><\/p>\n![\"WooCommerce](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/WooCommerce-order-details1-1030x454.png\")
<\/a><\/p>\n![\"Epos](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Epos-Now-completed-transaction-1030x188.png\")
<\/a><\/p>\n![\"WooCommerce](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/WooCommerce-complete-order-setting-1030x482.png\")
<\/a><\/p>\n![\"Screenshot-10\"](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Screenshot-10-1030x325.png\")
<\/a><\/p>\n![\"Epos](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Epos-Now-product-link.png\")
<\/a><\/p>\n![\"Upload](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Upload-products-from-website.png\")
<\/a><\/p>\n![\"Download](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Download-products-from-till.png\")
<\/a><\/p>\n![\"Epos](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Epos-Now-product-ID-1030x189.png\")
<\/a><\/p>\n![\"Epos](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Epos-Now-variation-product-ID.png\")
<\/a><\/p>\n![\"WooCommerce](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/WooCommerce-product-variation.png\")
<\/a><\/p>\n![\"Epos](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2015\/12\/Epos-Now-product-variation.png\")
<\/a><\/p>\n<\/div>![\"screenshot-409\"](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2016\/07\/screenshot-409-1030x143.png\")
<\/p>\n![\"screenshot-410\"](\"http:\/\/www.nettl.com\/nl\/wp-content\/uploads\/2016\/07\/screenshot-410-300x231.png\")
<\/p>\n