Datasym till integration

Nettl’s bespoke Datasym till integration keeps stock in sync between Datasym’s stock keeping tool Stockade.

Stockade can be connected to multiple tills in multiple locations. It allows a store owner to manage and transfer stock between the different locations. The website integration acts as another sales channel that can have stock allocated to it, or transfered from a retail location.

With the integration:
Online orders automatically lower the stock kept within Stockade.
Cancelled orders automatically add the taken stock back to Stockade.
Stock levels on the websites are automatically downloaded from Stockade every 30 minutes (or more frequently if required).
Stock levels can be also downloaded manually.
Products can be downloaded from Stockade to the website.
Products can be uploaded from the website to Stockade.

Unlike our Epos Now integration, website orders are not sent into Stockade to be completed within the till.
However, you can run a stock history report to see stock movements as a result of website orders.

How it works

Whenever an order is placed online, the quantity of products ordered online is sent to Stockade and the stock is reduced accordingly.

1) A customer places an order online

woocommerce-order

2) The stock levels in Stockade are reduced

stockade-stock

The stock levels are only reduced after an order is placed or made online.

If an order is rejected, the stock is returned to stockade.

woocommerce-order-cancelledstockade-stock-after-cancel

Getting technical

To set up the integration, Datasym will set up something called a WebService that Nettl’s website integration can connect to.

Using this WebService, Nettl can download products from the till to the website or upload products from the website to the till. We can also sync the stock levels of products from the till.

For the connection to work we need 2 things:
1) The WebService connection to be set up

2) Products in the website to be linked to products in the till, so we can tell what stock to update.

If products are uploaded or downloaded, we will create the links automatically ensuring products are always paired.

Linking products

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.

You can see which products are connected because the website SKU (Stock Keeping Unit) will match a Stockade PLU (Product Lookup Code)

woocommerce-SKU-stock-keeping-unitpngstockade-PLU-product-look-up

 

We have 3 options for linking products together

  1. Upload products from WooCommerce (recommended)
  2. Download products from till
  3. Map products individually (not recommended)

Uploading products from WooCommerce

We recommend using our product uploading till from WooCommerce to the Stockade till, especially if you use product variations.

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.

When product variations are uploaded to the till, the variations are created as seperate products in the till. However if products from the till are downloaded, variations will not be grouped so will need to be deleted and re-created in a web-friendly manner.

To upload products:

  1. Create your product in WooCommerce
  2. Head to WooCommerce > Sync with Stockade
  3. Tick “Upload products to till?” then press Send WooCommerce to Stockade

woocommerce-uploadpng

Note after we upload a product, we will automatically create a new connected product in Stockade.
We use the website product’s current SKU for the Stockade PLU if there’s one set, otherwise we create one starting with “WEB”.

We only upload products and variations that don’t already have “Connected to Stockade product” ticked.

Screenshot-3

What gets uploaded?

When products are uploaded to Stockade, they will be given the following information from the website’s product:

  • Name
  • Sales price (if there is one) or Regular price if there’s no sale currently active
  • An opening stock level from the website
  • Website SKU (if there is one) is used for the Stockade PLU

Although we upload an opening stock level from the website, ongoing stock management should be done within Stockade.
The website updates to get stock from the till but the till isn’t updated when stock is changed within the website.

The names and descriptions or prices can also be updated by choosing one of the following options:

  • Overwrite existing Stockade product names and descriptions
  • Overwrite existing Stockade product prices

If you want to keep some prices different for products in the website and your till, leave the price option de-activated. Also it is possible you may want to choose different names and descriptions within your till to your website, in which case don’t overwrite your existing Stockade names.

Products uploaded will not have any categories from the website uploaded, and they won’t have any barcodes. If you need to do more product admin changes to make them ready for your datasym till follow this guide below provided by Datasym:

Datasym product admin after upload

In Stockade, go to maintenance, products.

From the products browser select the small utils button and run the Product List Report (this needs to be setup by Datasym).

stockade-PLU-list-report

stockade-WEB-PLU

Run for everything (the report will contain its own filters to only export items that do not have a numeric barcode)

stockade-WEB-PLU-p2

The report will be shown to screen and the export button (highlighted in yellow) can be used to create an editable CSV.

stockade-WEB-report

Modify the relevant rows and fields to match requirements.  Suggested fields below (overwrite main PLU code (WEB123) with the actual barcode which will be added as an additional barcode when imported back into Stockade:

stockade-PLU

Once completed, export the file as a CSV. Then from Stockade, select Tools, Import/Export, Import products

stockade-upload

You can choose to view the log to see the results of  the import. Check a product you have modified to ensure you are happy that changes have been made.  Changes should go to the tills in close to realtime if this feature is enabled.

stockade-modified

Above shows the additional PLU having been imported via the routine.

Downloading products

An alternative way to link products is to download products from the till to the website. To do this

  1. Create your product in Stockade
  2. Head to WooCommerce > Sync with Stockade
  3. Tick “Download products from the till?”, leave “Set new imported products to “Pending Review” ticked, then press Download Stockade to WooCommerce

woocommerce-download

Next go to Products > Edit review all the products that are currently set to pending review, add an image, web-friendly description and choose the categories they should belong to.

If you want to have product variations, you’ll need to delete the auto-downloaded product and will then need to link it manually after the download. The next section explains how to link manually.

Linking products manually

Whilst we don’t recommend this, products can be linked manually.

To do this there is some important product information that needs to be set:

  1. WooCommerce product “SKU” must match Stockade PLU
  2. WooCommerce “Stockade Stock Code” must match a Stockade product code
  3. WooCommerce “Connected to Stockade product” must be set to “yes”

The 2 information can be added per product in the highlighted areas:

website_sku_stock_code_stockade_product

Or on variations in the highlighted areas:

website_sku_stock_code_stockade_variation

Stel voor   bewerken