WooCommerce: Setting up workflows

Master data (excl. prices and stocks)

Transfers the master data, for example designation, description, and weight. If Xentral is to create new products in WooCommerce, this data type must be active.

Variants (excl. prices and stocks)

Transfers the variants of matrix products as variable products.

Cross-selling articles

Transfers the cross-selling products that you stored for a product in Xentral.

Images

Transfers the product images.

Tags

Transfers the product tags as keywords.

Properties

Transfers the properties of the products as attributes. Whether they are visible on the product page, you specify in the Properties area.

Transfer meta title, description and keywords?

Activate the switch to transfer the meta title, meta description, and meta keywords. Xentral writes them to the fields of the Yoast SEO plugin; without the plugin, they are not adopted.

Transfer net weight?

Activate the switch to transfer the net weight instead of the weight.

Update strategy

Specify whether Xentral creates products in WooCommerce, updates them, or both. The following options are available: I only want to create new items; I only want to update existing items; I would like to update existing articles and create new articles automatically (default). To create products, at least the master data must be transferred.

Automatically delete products in the shop?

Activate the switch if products that you delete in Xentral are also to be deleted in WooCommerce. If you delete a matrix product, Xentral also deletes all associated variants.

Image update strategy

Specify how Xentral handles images. The following options are available: I only want to create images (default); I would like to create and delete images.

Tax rate (standard)

Enter the percentage value without the percent sign, in Germany 19 (default).

Tax rate (reduced)

Enter the percentage value without the percent sign, in Germany 7 (default).

Transfer net prices

Activate the switch if you maintain net prices instead of gross prices in WooCommerce.

Country of the company headquarters

Select the country in which your company is registered.

Make properties visible?

Activate the switch so that transferred properties appear on the product page in the "Additional information" tab.

Automatically delete category in sales channel?

Activate the switch if categories that you delete in Xentral are also to be deleted in WooCommerce. Xentral also deletes subcategories in the process.

Entry point for the article tree

Select the category of your product tree that serves as the entry point. If a new category is not yet in the selection, click on Reload options.

Select Xentral warehouse

Select one or more Xentral warehouses. With several warehouses, Xentral transfers the sum. If a new warehouse is not yet in the selection, click on Reload options.

Consider reservations

Activate the switch to subtract reserved quantities from the stock level.

Consider open orders

Activate the switch to subtract quantities from open sales orders from the stock level. Depending on the project setting, open sales orders also lead to reservations. Activate only one of the two switches Consider reservations and Consider open orders.

Consider stock correction value

Activate the switch to change the stock level by the stock correction value from the online shop options of the product.

Use pseudo stock number instead of real stock numbers

Activate the switch to report the pseudo stock number from the online shop options of the product instead of the calculated stock level.

Customer group

Select the customer group whose sales price Xentral transfers. If you leave the field empty, Xentral transfers the default price. If a product has no price for the selected customer group, Xentral transfers no price for it; Xentral does not use the default price as a substitute in that case.

Pre-round prices before transferring them to the shop?

Activate the switch so that Xentral rounds prices before the transfer. This way, you avoid rounding differences.

Payment status

Select one or more order statuses at which Xentral retrieves orders. The standard statuses pending (Pending payment), processing (Processing, default), and on-hold (On hold) are available. You type in custom statuses from plugins and confirm them with the Enter key, for example checked.

Editor

If needed, enter a name that Xentral enters as the editor in the sales order.

Status in progress

If needed, select the status to which Xentral sets the order in WooCommerce after it has retrieved it. You can type in custom statuses here as well.

Default payment method

Select the payment method that Xentral uses if WooCommerce does not pass a payment method.

Use default payment method even if no assignment is available?

Activate the switch so that Xentral also uses the default payment method if the payment method from WooCommerce is not assigned to a Xentral payment method.

Payment method assignment

In each row, enter the payment method from WooCommerce and assign a Xentral payment method to it.

Payment methods without auto-shipment

Select payment methods for which Xentral deactivates auto-shipment.

Which delivery terms should apply to the order import for this sales channel?

If needed, select a delivery condition that Xentral enters in imported sales orders. The delivery condition must be created in Xentral.

Default shipping method

Select the shipping method that Xentral uses if WooCommerce does not pass a shipping method.

Use default shipping method even if no assignment is available

Activate the switch so that Xentral also uses the default shipping method if the shipping method from WooCommerce is not assigned to a Xentral shipping method.

Shipping methods assignment

In each row, enter the shipping method from WooCommerce and assign a Xentral shipping method to it.

Fast lane shipping methods

Select shipping methods, for example express shipping, for which Xentral activates the fast lane.

Create receipts in auto dispatch

Select which documents auto-shipment creates. The following options are available: Create invoice only; Create delivery note only; Create invoice and delivery note.

Shipping methods without auto-shipment

Select shipping methods for which Xentral deactivates auto-shipment.

Item number for shipping costs

Select the postage item to which Xentral books the shipping costs. If the shipping costs are always to come from WooCommerce, the postage item must not have a sales price.

Item number for discount

Select the discount item to which Xentral books vouchers and discounts on the entire shopping cart. Xentral saves discounts on individual products at the respective position.

Article number for surcharges

Select the item to which Xentral books surcharges, for example a small order surcharge. Xentral adds up multiple surcharges of a sales order. For this, create an item that is not a stock item.

Country of the Xentral warehouse

Select the country in which your shipping warehouse is located (default: Germany).

Automatically mark VAT ID no. as checked

Activate the switch if you already check the VAT ID in the shop. Then make sure that only orders with a positively checked VAT ID arrive.

Calculation on the basis of net prices

Activate the switch if your customers see net prices in the shop. This way, you avoid rounding differences.

Make taxation dependent on storage location

A switch that controls whether Xentral calculates VAT according to the country of your storage location. In principle, VAT is due in the buyer’s country (Section 3c of the German VAT Act, UStG). If your annual EU-wide revenue from distance sales is below EUR 10,000, you may apply the tax rate of the country of your storage location instead. Activate the switch only in this case.

Set total amount

Activate the switch so that Xentral adopts the total amount from WooCommerce instead of calculating it from the positions.

Maximum difference to the calculated total amount

Specify how far the calculated total amount may deviate (default: 0.05). If the difference is greater, Xentral does not adopt the amount, writes the log entry "Online shop difference detected" to the sales order, and stops auto-shipment.

Process comment from order?

Specify what happens to the comment from the order. The following options are available: do not observe; write in free text; write in internal description. If the field remains empty, Xentral ignores the comment.

Stop auto-shipping with comment?

Activate the switch if sales orders with a comment are not to go into auto-shipment automatically.

Project

Select the Xentral project that Xentral assigns to all imported sales orders.

Customer creation

Specify how Xentral adopts customers with a customer account in the shop. The following options are available: assign customer from order to existing customer (default); Write each customer to default customer; create each new customer.

Customer creation guest order

Specify the same for customers without a customer account. The selection corresponds to customer creation.

Customer assignment

Select the characteristics by which Xentral finds an existing customer: Customer number, Mail address, and Name & address (default: Mail address and Name & address). Xentral checks in this order and takes the first match.

If no customer is found, then

Specify what happens without a match. The following options are available: Do not import order; Create new customer (default); Write each customer to default customer.

Assign existing customers only within the project?

Activate the switch if Xentral is to assign only customers in the project of the integration. As a rule, it remains deactivated.

Select default customer

Select the customer to whom Xentral writes sales orders if you selected the default customer option.

Adopt article description from Xentral

Activate the switch if the sales order positions are to contain the designation from Xentral instead of the one from WooCommerce.

Adopt article description

Specify which description appears in the sales order positions. The following options are available: No article description (default); Article description from Xentral; Item description from the sales channel.

Reporting tracking information

Activate the switch so that Xentral transfers tracking numbers to WooCommerce. This only works with the Shipment Tracking plugin (deactivated by default).

Cancel orders automatically in the sales channel?

Activate the switch so that Xentral also cancels in WooCommerce orders that you cancel in Xentral (active by default).

Carrier assignment

Click on + Add group and assign a shipping service provider from Xentral to the matching shipping service provider in WooCommerce in each row. This way, tracking numbers arrive with the correct provider.