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We’re testing out the WooCommerce POS plugin for our retail store, to hopefully replace Quickbooks POS for a bunch of reasons. We currently run our ecommerce using the Woocommerce plugin for WordPress. But because our accounting happens in Quickbooks, all online orders have to pass through a piece of software called Unify Enterprise (from Webgility).

Currently online transactions use Heartland’s Secure Submit payment gateway, and all online orders are pulled into Unify and then passed into Quickbooks as paid invoices. Orders are printed, marked as complete in WooCommerce, and handed to our warehouse for packaging.

Gift certificate redemption was an issue in Unify, so I created a custom order status in WooCommerce to be applied to orders where gift certificates were used, and then set up a filter in Unify to handle those orders differently. I’ll be using the same method today to create a custom order status for the WooCommerce POS transactions, so I can then tell Unify to pass them to the “Retail Store” Class in Quickbooks, while all online sales will still go into the “Online Sales” Class in Quickbooks.

*A minor snag: Currently Woocommerce POS isn’t compatible with the Heartland SecureSubmit payment gateway, so we’re implementing some workarounds that I’ll detail in a later post. Also when we are vending at events there will be complications – especially when we are vending at multiple events on the same day. We’ll test that later after we’ve got Woo POS up and running satisfactorily.

I’m recycling the code I snagged from Cloudways, and just changed the names of things to add a custom order status “Retail Store” :

Rather than breaking down each line, like I did in the Gift Certificates Custom Order Status post, I’ll just leave my comments in the code.

Using the plugin editor in WordPress, I’m slapping that code into the Woocommerce.php file after testing it in our dev site. Now I can tell the Woocommerce POS plugin to use the order status “Retail Store” for transactions:

Cool. Now we need to tell Unify what to do with that order status. First, we need to download the new order settings from our Woo into Unify.

Download Latest Configuration

 

Now we are able to add a new option for processing transactions. In Unify, File / Configure Store / Transactions:

Also in Configure StoreĀ  / Orders tell Unify to actually download orders with status “Retail Store” or otherwise it will download them into the “ignored” folder without telling you.

So I’ve set up all orders with “Retail Store” status to send a Sales Receipt into the “Retail Store” Class in Quickbooks. I’m running some test orders through to make sure this will make our accountant happy.