Using the WooCommerce Interface

After installing and configuring the WooCommerce Integration, you can start mapping the GoldFinch Items to the respective WooCommerce Products. This can be done using the WooCommerce App in GoldFinch or this can be done manually through the WooCommerce configuration. 

Use the Upload Tool if you are configuring the WooCommerce Store for the first time or if you are adding new items to the WooCommerce Store. If you have an active WooCommerce Store, manually update your configuration.

The GoldFinch Implementation Specialist may require to view your current product configuration in WooCommerce to ensure that the GoldFinch Items are configured to the correct WooCommerce products.

WooCommerce in GoldFinch

Navigate to the WooCommerce tab from the Salesforce App Launcher. This lists 3 tabs that help you to manage your products. 

Upload GoldFinch Items

This shows the GoldFinch Items that are not uploaded to WooCommerce.

1. Select the items to be uploaded, and click Upload.

   

2. A message appears after successfully uploading the products.

   

WooCommerce Orders

This shows the list of unfulfilled WooCommerce Orders. Execute the following steps to manage your orders shown in this page:  

1. Select the orders to be managed.
   

2. Click to expand an order to view the details.
   

3. Select All, Pending Downloaded, Downloaded, or Pending Fulfillment to view the respective orders. 

4. You can execute the following on orders:

   

   
   

   1. Download - This downloads the selected orders.
      

   2. Create Sales Order - This converts your WooCommerce Orders to GoldFinch Sales Orders. 
      

   3. Fulfilled - This marks the order as Fulfilled.
      

   4. Import Order # column - After downloading the order, click the order number in this column to view the Imported Sales Order detail page.
      

   5. Sales Order # column - After creating the order in GoldFinch, click the order number in this column to view the Sales Order detail page.
      

   6. Navigation menu - You can select the page size, navigate to pages, and filter orders that are completed, cancelled, or pending.

Creating Sales Orders from WooCommerce Orders

Downloading Orders

WooCommerce orders must be downloaded from WooCommerce to GoldFinch. During this process, GoldFinch considers the One Customer field in the WooCommerce Custom Settings to determine the Account to create the sales order. 

A Sales order will be created for an individual customer account or for a generic default customer account (for example, WooCommerce Customer).

1. In the WooCommerce Orders tab, select Pending Download to list the orders that must be downloaded to GoldFinch. 
   

2. Select the orders to be downloaded, and then click Download.
   

   

   1. If One Customer checkbox is not selected, the WooCommerce E-commerce Customer ID will be saved to the Import Sales Order object, which can be used to determine the individual customer account for the order. 
      

   2. If One Customer checkbox is selected, the WooCommerce E-commerce Customer ID will not be saved to the Import Sales Order object. Instead, the default Customer Name is saved to the Import Sales Order table.

Creating Sales Orders

After downloading orders from WooCommerce into GoldFinch, the sales orders must be created in GoldFinch.  

1. In the WooCommerce Order tab, select Downloaded to list all orders that are downloaded into GoldFinch. Sales Orders are not created for these orders.
    

2. Select the required orders to create Sales Orders, and then click Create Order.
   

   

3. When the orders are being created, GoldFinch uses the following to determine if a new Account, Alternate Shipping, and/or Contact must be created and to define the Account, Alternate Shipping, and Contact to create the the sales order.
   

   1. If E-commerce Customer ID is blank, the Customer Name on Import Sales Orders is used to search for the default B2C Account. A new contact or new Alternate Shipping is not created.
      

   2. If E-commerce Customer ID is not blank, GoldFinch will perform the following:
      

      1. Use the E-commerce Customer ID to search for the account.

         Note - For B2B customers, you must search for the correct E-commerce Customer ID from WooCommerce and provide it on the Account before go-live.
         

      2. If an account is not found, the E-commerce Customer ID is used to search for a contact.
         

      3. If a contact is not found, the Email on the Import Order object is used to search for the contact.
         

      4. If a contact is not found, create a new contact, and a new alternate shipping record under the default account.
         

      5. If an account is found, the Street and Postal Code is used to search for the existing Alternate Shipping for the account.
         

         • If the Alternate Shipping is not found, a new Alternate Shipping record is created.
           

      6. If a contact is found, the Street and Postal Code is used to search for the existing Alternate Shipping for the contact.
         

         • If the Alternate Shipping is not found, a new Alternate Shipping record is created.

Fulfilling Orders

After shipping the WooCommerce Sales Orders, you can mark the respective WooCommerce Orders as Fulfilled.

1. In the WooCommerce Order tab, select Pending Fulfillment to list the sales orders that are created in GoldFinch.
   

2. Select the orders to be marked as fulfilled, and then click Fulfill.

   

   
   

3. GoldFinch sends information to WooCommerce to mark these orders as Fulfilled in WooCommerce.