Woosage50 Price & Product Processing (Professional Edition)

Woosage50 Price & Product Processing (Professional Edition)

The features explained in this article are only available in the Professional edition of Woosage50

When the various product and prices settings of Woosage50 are enabled, the Sage product records are used to update and create website product data, including prices.  This is done during the products processing cycle, which runs according to the Products Schedule. By default, the products processing cycle runs 3 times per day, but this can be amended in the Processing>Products settings.

Woosage will only update or create website products where the Sage product has the Publish to Web (PTW) checkbox ticked. The PTW checkbox is found in the Sage Product Record on the Web tab

Note. Stock quantities are updated during the Orders processing cycle as they are more time-critical than other product data.

Prices

Woosage50 can update website prices from Sage sources as follows.
  1. Base Prices -  uses Sage Sales Prices to update the WooCommerce Regular Prices for all Sage products with PTW ticked.
  2. Price List to Regular Prices - use a named Price List to populate WooCommerce Regular Prices in place of the Sage Sales Price
  3. Price Lists to Roles - applies Sage price LIsts to website roles with the same name. Requires a supported role-based pricing plugin.
  4. Special Prices to Roles - creates price lists for customers that will be applied to website roles with the Sage Customer Account code. Requires a supported role-based pricing plugin.
These sources are independent of one another and can be used as required to achieve the desired website pricing configuration in conjunction with Sage, using Sage as the price master record,

Base Prices

Typically, the Bases Price option takes the Sage Sales Prices and updates the WooCommerce Regular Prices for all Sage products with PTW ticked by matching the Sage Product Code with the WooCommerce SKU code.

Price List to Regular Prices

Woosage50 can also use a named Sage Price List to update the WooCommerce Regular Prices. This is useful in cases where the Sage Sales Price is used for a group of customer that will not be using WooCommerce Regular prices. For example, where the Sage Sales Price is the trade/wholesale price and the website regular prices will be used for retail/consumer customers. In this case a price list could be created for the retail prices and applied to the website regular prices. 

If using this feature with other price lists or special price feature, please read the section Using Price List to Regular Prices with Other Price Lists or Special Prices.
Important. If using a named price list, there must be at least one customer associated with the Price list, preferably that doesn't have any Special Prices for any items in the price list. We recommend creating a dummy customer on Sage that has no purpose other than to have the price list assigned to it. 

Price Lists

In addition to using a Price List as described above, they can be used to provide role-based prices to specific customer groups, such as Distributors, where the customers in the group will log in to the website to see the prices.

When Price Lists are enabled in Settings>Products, Woosage50 will create a copy of each price list on the website and associate it will a role of the same name, which Woosage50 will create if not found. Customers can be allocated the price list by assigning them the role of the same name. For example, if there is a Sage price list called TRADE then any customer assigned the role TRADE in their website user profile will see the price list prices when logged in. 

Price list to roles requires a plugin with role-based pricing functionality and Vizulate can provide one free of charge, as described in the following article, that also cover compatibility with other plugins that support role-based pricing functionality.   Using the Vizulate Simple Role Based Pricing Plugin with Woosage50.

Important. If using Price Lists than they can not be assigned a name that is the same as the customer account code if Special Prices is enabled (see below).

Special Prices

Sage Special Prices facilitate providing a single customer with a special price for a single item and it can be used in conjunction with a Price List of stand-alone. It is typically used where a customer has negotiated a special price for a product.

When Special Prices are enabled in Settings>Products, Woosage50 will create a price list specifically for each customer with special prices, which will be create one of two ways.
If the customer with special prices has also been assigned a Price List in Sage, then a copy of the price list will be created with the name of the Sage customer account code, overwriting the special priced item with the special price, and assigned to the website role with the same name.
If the customer has not been assigned a Price List, then a price list will be created with the name of the customer account code, made of products for which the customer has special prices. 

Using Price List to Regular Prices with Other Price Lists or Special Prices

There are some important considerations when using the Price List to Regular Prices feature of Woosage50.
  1. Woosage50 assumes that all website products are in the price list used for regular prices, so if you have website products that are not in this price list then they will not be updated by Woosage50. 
  2. One such case is where the price list for regular prices is for retail customer and you use other prices list and/or special prices for trade/wholesale customer, and where some of the products are not available to retail customer (trade-only products).  To ensure Woosage50 updates the trade-only products the following steps must be taken.
    1. Do not assign the retail price list to any customer accounts in Sage
    2. Add the trade-only products to the retail price list (we recommend you give them a prohibitively high price)
    3. Use the website to manage the visibility of trade-only products using a plugin such as Product Visibility By User Role (see note below)

These considerations only apply to price and product updates, NOT to stock updates

Note. There are many other similar plugins

Products

Woosage can update  website product data items from Sage date, if PTW is ticked in the Sage Product Record on the Web tab and the Woosage following settings are enabled.
  1. Names - updates website Product Names with Sage Product Descriptions
  2. Categories -  updates website product categories with Sage Categories as a top-level category, creating it if necessary. Woosage does not remove existing categories. 
  3. Weights - updates website product weights from Sage
  4. Last Order - updates website meta fields with the last product purchase order details from Sage as product meta (see below) .
  5. Other Product Meta - updates other website product meta data items from Sage (see below).
The above date is held in the website products with Name, Category and Weights using the WooCommerce field of the same name. The Last Order and other Product meta is held in Woosage custom fields displayed in Product>Sage Data and is described in the following sections.

Last Order Data

If the last order update is enabled in Settings>Products, Woosage will update the following Sage data in the website product.
  1. Last Order Date - the date of the last purchase order in Sage for this product
  2. Order Quantity - the quantity ordered in the last purchase order
  3. Due Date - the delivery due date, if entered in Sage

Other Product Meta Data

If the other product meta update is enabled in Settings>Products, Woosage will update the following Sage data in the website product.
  1. Part Number
  2. Location
  3. Barcode
  4. Intrastat Code
  5. Commodity Code Description
  6. Unit of Sale
  7. Supplier Unit Quantity
  8. Country of Origin
  9. Custom Fields Categories A, B & C
The Other Product Meta data is extracted from Sage  and held in text fields "as is" 

Developer Notes

The information in Last Order and Other Product Meta data can be accessed by web developers and utilised in the customer-facing website front-end using the custom field names, which are described here.


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