eCommerce and Online Ordering Integration

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Table of Contents

Overview

Syncing POS with Ecommerce

Syncing POS Products with Ecommerce

Syncing POS Transactions and Stock Quantity with Ecommerce

Syncing POS Customers With Ecommerce

Syncing POS Taxes with Ecommerce

 

Overview

For an overview of what our eCommerce program offers, please see https://ehopper.com/ecommerce/.

You can also view the following demo video: https://youtu.be/AuhYnIOEFpQ 

 

Syncing eHopper with Ecommerce

1. Contact an eHopper Support agent at support@ehopper.com regarding your interest in Ecommerce and they will set up your POS integration with eCommerce.

 

Note 1: Each additional eHopper store that you would like to sync with your online eCommerce site will require a separate eHopper account, which we can link to the same online site. Items sold from one store in eCommerce will have its stock automatically deducted from the correct eHopper account/store in POS. 

Note 2: A virtual register will be created (at no cost) for the selected store for in all reporting called "eCommerce" (will not appear in Register list, cannot be logged into from POS, cannot be opened and closed). A virtual employee will also be created for reporting for that store called "eCommerce" (will not appear in Employee list, cannot log in to POS).

 

2. Once your online store is set up and syncing with your POS, go to Apps--->eCommerce in the Back Office left navigation menu. 

 

3. If you would like your eHopper account to automatically sync with eCommerce at a daily scheduled time, check the Scheduled data sync checkbox. Once selected, you will be able to choose a time for the daily sync. 

  • If you would like to sync with eCommerce manually at any given time, simply select the SYNC NOW button.

4. To save your eCommerce settings, select the SAVE button. 

 

Syncing POS Products with eCommerce

From eHopper to Ecommerce

1. Once the eCommerce app is enabled on your account, you can choose which POS products you would like to sync and not sync with the eCommerce site. By default, all products will be synced onto the online site. To disable a POS product from appearing on the eCommerce site, go to Inventory--->Products--->select the product you do not want to appear in eCommerce.

2. Go to the eCommerce tab--->uncheck the Include in eCommerce checkbox. (You can also enter this data for each product when importing inventory under the "eCommerce Sync" column of the .csv file.)

3. Select the Done button to save. 

Note: Serial items in eHopper are unable to be synced with ecommerce.  

  • Once the eCommerce sync box is selected for the item, the Price Type field in the Pricing tab will become locked on the Fixed option and the Unit field will become locked on the Item option and will be unable to be changed unless the sync box is unchecked. 
  • Only active products in eHopper will sync with Ecommerce. The product's department, category, taxes, modifiers (if enabled), and matrix variants will be synced as well.

 

 

 

  • Ecommerce only has an ability for categories to be subcategories of another category, so eHopper departments will be synced as the parent Ecommerce category and then eHopper categories will be synced as Ecommerce subcategories of the parent department category.
  • The quantity of items from the selected eHopper store will also be synced into Ecommerce and will update when products are sold in eCommerce and sold in eHopper.
  • Inventory Type is called type in Ecommerce, with inventory, non-inventory, and items with ingredients identified as simple in Ecommerce and Matrix items identified as variable in Ecommerce.
  • Synced from eHopper to Ecommerce: The product's image, description, short name, modifiers (if enabled), matrix variants, tax, if taxable, surcharges, stock quantity in selected store, price in selected store, and its category and department.
  • What's not synced into Ecommerce? The product's Display color, UPC, Price Type, Unit, Vendor, ingredients, if discountable, if will print on kitchen receipt, cash discounts, Category short name and display color, and VidaPay product integration. 

 

From Ecommerce to eHopper

  • Synced from Ecommerce to eHopper: Product images, description, short name, taxes (will be assigned to eCommerce Store) and prices (will be price for eCommerce Store), whether a product is taxable (or assigned a shipping fee in Ecommerce).
  • Products in Ecommerce can be created without assigning them to a category – if this occurs, a department will automatically be created in eHopper for the product(s) when synced, called 'eCommerce‘, along with a category called 'eCommerce'. These could be renamed or deleted in eHopper.

 

Syncing Transactions and Stock Quantity with Ecommerce

From eHopper to Ecommerce

  • Stock quantities of items sold in eHopper will also be updated in Ecommerce.
  • Transactions within Ecommerce can be Refunded, Canceled (voided), and Completed (paid).
  • Transactions processed in eHopper are not synced into Ecommerce.

 

From Ecommerce to eHopper

  • Transactions sync from Ecommerce to eHopper automatically, automatically updating the products’ stock quantities in eHopper.
  • Payments on Ecommerce can be done via Authorize.net (supporting almost all credit cards – you can find out for sure if yours is supported from your merchant processor.), Paypal, or Stripe. These transactions will appear as External Payments in eHopper.
  • When a new order is created in Ecommerce, a message will appear in POS saying “New online order received" and you will receive an email notification as well. 
  • Merchants can choose to either pay online or pay in the store on eCommerce. On the  checkout page, customers also have the ability to specify the time of pick-up for their order (in 20 minutes etc.). If they chose to pay in the store, the order will appear as a saved order in POS until it is paid. 

 

  • An eCommerce Order ID for eCommerce orders will appear on the Orders and Order Details pages under Order Source: Online. It appears along with the regular eHopper Order ID. It also appears in Orders export.
  • Ecommerce transactions are not included in the Z and X report since the Ecommerce virtual register does not need to be opened or closed.
  • Transactions from the Ecommerce register will be displayed in Modifiers Report, Ingredients Report, Transactions Report, the Orders list (BO and POS), and Customer Details page. The virtual employee from Ecommerce transactions will also appear in all reporting.
  • Refunds from Ecommerce transactions within eHopper can only be synced to POS when there is an internet connection. Otherwise, there will be an error message when refund attempted. Refunds from eCommerce transactions can also only be performed for orders with a “Completed” (paid) status in eHopper (they will be a saved order otherwise until paid)

 

Syncing Customers With Ecommerce

From eHopper to Ecommerce

  • Customers in eHopper are synced into Ecommerce at the same time as when products are synced.
  • Only customers with an email address entered in eHopper can be synced into Ecommerce (since it is a required field in Ecommerce).

 

From Ecommerce to eHopper

  • Customer data is synced from Ecommerce to eHopper only along with the order info from Ecommerce. If a customer is created in eCommerce and doesn’t exist in eHopper, his info is synced only if he was selected for a eCommerce order. 
  • Orders synced from Ecommerce where the customer selected was a a guest, will be assigned as a Walk-in customer in eHopper and a Customer ID of 0.

 

Syncing Taxes with Ecommerce

From eHopper to Ecommerce

  • Your default store tax in eHopper (whether a singular or combined tax) will be synced as a 'Standard rates' tax in Ecommerce and will be added automatically to each order. All other (non-default) store taxes will not be synced.
  • If you have changed the default tax in eHopper after syncing with Ecommerce, you will need to delete the current tax in Ecommerce and sync again with the new one.
  • Product taxes will be synced as well.

 

From Ecommerce to eHopper

  • If you create tax in Ecommerce, a Tax Agency with the same name as the tax in Ecommerce will be created in eHopper when synced, and the tax will be assigned to it. If that Tax Agency is already in eHopper, a unique ID will be added to it's name to differentiate it. If the tax name is already in eHopper, a unique ID will be added to it's name as well.

 

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