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CounterPoint WooCommerce Integration Questions

Questions

I have a bunch of questions concerning your WooCommerce and CounterPoint integration.  We are launching a new website soon and will be using WooCommerce and CounterPoint as our POS system on site.  Here are my questions:

  1. Do you have video of how it works? Including what the interface is and how data appears on both sides? The daily process?
  2. We will have two Woo stores on our site (one for general purchases (admission, tickets) and the other shop), but both go back to the same CounterPoint server. How will this work? Can I use the integrator on both? Do I need to buy two?
  3. Orders done online are sent back to CP; are they processed automatically or manually? In a different store?
  4. Inventory levels are controlled by CP, but how does it take into account online purchases? How are inventory levels adjusted on the CP side?
  5. Is this sync timed? Or is it constantly checking for new transactions?
  6. Customer data sent to CP; is there an interface to match it against an existing person? Where it will show possible matches and their percentages?
  7. Customer data is matched only on the email address for the first order.  For subsequent orders, we’re matching on the Customer ID.  Please read:  Managing Customer Identities.
  8. Customer data being sent to Woo; is there an interface to ensure there are no duplicates?
  9. What if the CP or the Woo server goes down; does it keep data to be synced? Until the server comes back up?
  10. Can I get a manual to look over?
  11. Pricing online, since you are using a slave/master from CP, will promo codes or discounts not work? Will they need to be applied to the CP side?
  12. Can you control/select what is sent to WooCommerce in terms of inventory items?

Thank you for your help.

Answers

Thank you for your interest in Modern Retail.  We would love to help you with your CounterPoint/WooCommerce integration.

First let me answer your questions:

  1. We don’t have a video, but the following article does a pretty good job of explaining the integration: CounterPoint Integration Overview.   You should also read the following article about our WooCommerce Integrator Overview.  Reading both of those articles should give you an idea of how data flows back and forth between CounterPoint and WooCommerce.  Regarding the synchronization, it is configurable but generally done every 30 or 60 minutes.
  2. Yes, this is something we can do for you as well.  Please read:  CounterPoint Integration with Multiple Websites.
  3. As you read in the CounterPoint Integration Overview, you will be shipping the orders out of WooCommerce or a 3rd party service like ShipStation, ShipWorks, OrderCup, etc.  After they’ve been shipped, the completed (invoiced) order is sent down to CounterPoint.  This is automatic and you can assign which store in CounterPoint should receive the orders.
  4. This is a brilliant question, and frankly, we have a brilliant solution to this problem.  Please read Avoid Overselling (Allocation).
  5. Per the above, it is timed but configurable according to your requirements.  We have people doing millions in sales per year, and most find every 30 minutes works pretty well.  Our secret sauce is Allocation, so please make sure you understand how that works – it’s amazing!  If you really want me to get specific, we have 4 separate synchronization jobs with every integration, and these jobs can all be configured to run at different intervals:  New Products, Inventory Updates, Pricing Updates and Orders.
  6. Customer data is matched only on the email address for the first order.  For subsequent orders, we’re matching on the Customer ID.  Please read:  Managing Customer Identities.
  7. Customer data is not being sent to WooCommerce.  As you notice from the diagram below, only product information is sent from CounterPoint to WooCommerce.  However, as explained above, we are matching future orders using Customer Identities.
  8. If either WooCommerce or CounterPoint goes off-line, then the integration will automatically pick up where it left off.  Again, our Allocation feature would certainly help in this situation as well.
  9. All our documentation is online, which you can find here:  CounterPoint Integration.
  10. Correct, we are not sending coupons or discount codes from CounterPoint to WooCommerce.  However, any coupons or promotions added to WooCommerce will be reflected in the order and sent down to CounterPoint as a line-item discount.
  11. Yes, by checking off the “Ecommerce item” flag on the product.

You can get an overview and purchase our CounterPoint Integrator here:

If you are interested in how we run your project and what that looks like, please read:

Finally, if you’re interested in our on-going support and upgrades, please read:

Please let me know if you need anything else.  Thanks.

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