{"id":5628,"date":"2016-01-06T20:05:35","date_gmt":"2016-01-06T20:05:35","guid":{"rendered":"https:\/\/www.nettl.com\/uk\/?page_id=5628"},"modified":"2016-12-08T13:01:34","modified_gmt":"2016-12-08T13:01:34","slug":"epos-now-integration","status":"publish","type":"page","link":"https:\/\/www.nettl.com\/uk\/guides\/epos-now-integration\/","title":{"rendered":"Epos Now"},"content":{"rendered":"
<\/span><\/a><\/span><\/div> \t
  1. Epos Now till integration<\/a><\/li>
  2. How it works<\/a><\/li>
  3. Stock management<\/a><\/li>
  4. Barcodes<\/a><\/li>
  5. Linking products<\/a><\/li>
  6. Linking customers (loyalty schemes)<\/a><\/li>
  7. Pack products<\/a><\/li>
  8. Troubleshooting<\/a><\/li><\/ol><\/div><\/div>

    1.<\/span>Epos Now till integration<\/h3>
    <\/span><\/div>

    Nettl’s Epos Now integration is no longer in active development. <\/strong>
    \nThe information in this article is intended for existing integrations only.<\/strong><\/p>\n

    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>\n

    The 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;
    \nStock levels to be manually uploaded from WooCommerce to Epos Now;
    \nStock updates made in Epos Now automatically update WooCommerce ;
    \nCustomers to be downloaded from Epos Now to\u00a0 WooCommerce;
    \nClick & Collect option using Delivery Slots.<\/p>\n

    Please note: this integration connects 1 website to 1 retail location.
    \nAll website orders go through to a single connected till location.<\/p>\n

    Also note the integration only enables automatic stock updates one way – from Epos Now to WooCommerce
    \nUpdates made to stock in WooCommerce DO NOT<\/strong> automatically update Epos Now unless you use our bulk upload tool.<\/p>\n<\/div>

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    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<\/a><\/p>\n

    2) This shows as an ordered transaction <\/span>in Epos Now
    \nBoth in the till, when you press Unhold\/History.<\/strong><\/p>\n

    \"Epos<\/a><\/strong><\/p>\n

    \"Epos<\/a><\/strong><\/p>\n

    (old till)<\/em><\/p>\n

    \"-\"<\/p>\n

    (Since Athena update)<\/em><\/p>\n

    And in the back office reports, via Reporting > Transactions > Ordered Transactions<\/span><\/em>.<\/p>\n

    \"Epos<\/a><\/p>\n

    Please note: the order will be for your website’s linked till product.
    \nThe software looks for a matching product name or SKU to try to link one if there isn’t a link.
    \nIf it can’t find a matching product, a new product will be created in the till when an order is placed.<\/p>\n

    If 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.
    \nThe product note will also show you the Order ID reference in WooCommerce.<\/p>\n

    3) The order is either completed in WooCommerce or Epos Now
    \na) If completed in WooCommerce<\/p>\n

    \"WooCommerce<\/a><\/p>\n

    The transaction is updated in Epos Now to be a completed transaction<\/span><\/p>\n

    \"Epos<\/a><\/p>\n

    b) 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>
    \nUntick “Complete orders in till?”<\/p>\n

    \"WooCommerce<\/a><\/p>\n

    The order will still be sent to Epos Now, but can be completed seperately in each area.<\/p>\n<\/div>

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    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.
    \nWhen 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

    \"Screenshot-10\"<\/a><\/p>\n

    When 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

    \"Screenshot-10\"<\/a><\/p>\n

    Please 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

    Do WooCommerce stock updates change the till?<\/h5>\n

    No, we treat the till as the master stock management system.
    \nThis is because it’s possible you may want to manage stock on the website and till differently (if you’ve multiple locations for example)
    \nAlso it is because the till gets both retail and website transactions so is a better stock master manager<\/p>\n

    You can however bulk update stock from WooCommerce to Epos Now via the Sync with Epos Now<\/em> menu<\/p>\n

    \"-\"<\/p>\n

    This will replace ALL stock in the till with what is on the website so is best used to set initial stock levels or when new products are uploaded<\/p>\n<\/div>

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    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>

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    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

    \"Epos<\/a><\/p>\n

    You’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
    1. Upload products from WooCommerce (recommended)<\/li>\n
    2. Download products from till<\/li>\n
    3. 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 was designed as a separate product, but on the website they be more intelligently grouped them together. When variations are downloaded from the till, we don’t know that they should be grouped so download them as separate 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 under a category 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

      Please note: Epos Now have recently updated their tills to allow variations to be grouped in a different way than this integration supports. The uploads group products as standalone products in the Epos Now under a category, and not in a standalone product. The download doesn’t support Epos Now variations.<\/p>\n

      To upload products:<\/p>\n

        \n
      1. Create your product in WooCommerce<\/li>\n
      2. Head to WooCommerce > Sync with Epos Now
        \n<\/em><\/li>\n
      3. Tick “Upload products to till?” then press Send WooCommerce to Epos Now
        \n<\/strong><\/li>\n<\/ol>\n

        \"Upload<\/a><\/p>\n

        This 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>\n

        Beware <\/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
        1. Create your product in Epos Now<\/li>\n
        2. Head to WooCommerce > Sync with Epos Now
          \n<\/em><\/li>\n
        3. 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

          \"Download<\/a><\/p>\n

          All 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

          \"-\"<\/p>\n

          2) 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

          \"Epos<\/a><\/p>\n

          OR 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

          \"Epos<\/a><\/p>\n

          <\/del>Product variations<\/h5>\n

          The 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

          \"WooCommerce<\/a><\/p>\n

          When 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

          \"Epos<\/a><\/p>\n<\/div>

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          6.<\/span>Linking customers (loyalty schemes)<\/h3>
          <\/span><\/div>

          Another feature built into the integration is the ability to link customers from the website to your till.<\/p>\n

          When web orders are sent to the till we create a customer or associate the order to an existing customer<\/p>\n

          There’s 2 benefits to linking your customers together
          \nFirstly your Epos Now reports provide more information about repeat orders from customers
          \nSecondly and more importantly it means if you’ve got Epos Now’s instore loyalty scheme enabled then website orders will contribute to a customers in store loyalty<\/p>\n

          If a customer orders online and they are connected to the right Epos Now user then the order will contribute to their instore loyalty scheme.<\/p>\n

          Please note however that the loyalty scheme is intended to run with Epos Now
          \nIt’s possible for us to set up a loyalty scheme on your e-commerce website, but it will not connect to your Epos Now loyalty scheme.<\/p>\n

          Using our integration when it comes to loyalty schemes you can<\/p>\n

          a) Allow web sales to contribute to instore loyalty, redeemable only instore
          \nOr
          \nb) Operate separate instore and online loyalty systems<\/p>\n

          To map your customers together….<\/p>\n

          Using our bulk upload & download tool you can upload all customers to the till or download to the website.<\/p>\n

          \"-\"<\/p>\n

          You can override the Epos Now customer ID via Users > Edit<\/em><\/p>\n

          \"-\"<\/p>\n

          You may need to get a list of customers from Epos Now to manually map existing customers if you have customers in both the website and the till.<\/p>\n

          Note: if you download customers from the till, the customer will need an email sent to them asking to update their password. Or they will need to complete the forgotten password process.<\/p>\n

           <\/p>\n

           <\/p>\n

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          7.<\/span>Pack products<\/h3>
          <\/span><\/div>

          One feature you may want is to sell a pack of products at a reduced rate
          \nOr you may want multiple website products to use a single stock pool in the Epos Now till<\/p>\n

          To some degree our integration can support this<\/p>\n

          The integration supports a mapping of a website product to 1 till product
          \nBut you can have multiple website products linking to same Epos Now product so when a website order is it reduces 1 stock pool and 2 website products have the same stock reduced<\/p>\n

          Please note: the integration doesn’t support complex stock components of products where a website product is intended to reduce the stock from multiple different stock pools<\/em><\/p>\n

          Setting up pack products<\/h3>\n
            \n
          1. In WooCommerce, head to Products > Edit<\/em>
            \nAdd the Epos Now Product ID<\/strong> of the product you want to map
            \nTo create a single item and a pack item, copy the existing product and make sure the Epos Now Product IDs are the same
            \n\"-\"<\/li>\n
          2. We’ll add a method to add Fixed Quantities<\/strong> for your WooCommerce products
            \nHead to the Fixed Product tab
            \nEnter your fixed product ranges
            \n\"-\"<\/li>\n
          3. When the customer orders they’ll be asked to add a pack of products
            \n\"-\"<\/li>\n
          4. When the order goes into the till the till will get 10 x the product to make up the pack
            \n\"-\"<\/li>\n<\/ol>\n<\/div>
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            8.<\/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

            \"screenshot-409\"<\/p>\n

            Press the\u00a0Full\u00a0cloud sync<\/strong> button<\/p>\n

            \"screenshot-410\"<\/p>\n

            In the Athena till hit the menu then Cloud Sync<\/p>\n

            \"-\"<\/p>\n

            You may also get till lines looking strange, a full cloud sync will resolve this.<\/p>\n<\/div>

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