When do orders synchronize from eCom to Retail POS?
Once integrated, eCom sales will automatically synchronize to Retail POS and appear on both the Sales history (Sell > Sales history) and Fulfillments (Inventory > Fulfillments) pages when placed. This includes fully paid and unpaid sales. Sales processed in Retail POS do not sync to eCom.
Sales made on eCom using an integrated payment method such as credit card or Afterpay will show the payment processor's name in Retail POS in Sales history and Payment reporting. This provides visibility and more efficiency when reconciling your sales.
Any payment recorded using an unintegrated method such as cash, cheque, or bank deposit that needs to be authenticated offline, will come through as unpaid in Retail POS.
For information on fulfilling online orders in Retail POS, refer to our Online order fulfillment in Retail POS (X-Series) guide.
How is inventory managed between Retail POS and eCom?
Once integrated, inventory tracking is enabled by default, and inventory levels will automatically update between Retail POS and eCom when a sale or inventory change takes place on either platform.
Inventory is removed from the Retail POS outlet attached to the chosen register assigned in the Retail POS settings in eCom when a sale is synced from eCom to Retail POS.
What customer data is synchronized between Retail POS and eCom?
When a sale is synced from eCom to Retail POS, email addresses will be matched to customer profiles in Retail POS, given that the customer uses the same email address in eCom.
If the email address matches an existing customer profile in Retail POS, but the names on the order and profile do not match, customers' details are not overwritten and the customer profile is assigned based on the email address.
For customers that do not have a customer profile in Retail POS, when an order syncs from eCom to Retail POS, a new customer profile will be created using the email address and the name attached to the order.
If no name is available, the email will be used as the customer name in Retail POS.
- Once your Retail POS and eCom accounts are connected, Retail POS becomes the system of record.
- You should manage your product catalog, pricing, and inventory information in Retail POS to ensure everything stays accurate and up-to-date.
- eCom syncs important information back to Retail POS such as sales and inventory levels.
For information on setting up the Retail POS-eCom integration, refer to our setup guide here.