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Introduction

Jet Industrial Supplies approached me to build a website that would allow them to sell their Industrial and Construction supplies. In the long term, they expected to have several thousand products and whatever was created needed to cater to that, as well as making the management of products easy.

The site would be built in WordPress and we decided to use WooCommerce as the shopping cart.

After talking further with the customer, we agreed on the following specifications:

  • Products needed to sync between Xero and WooCommerce.
  • The website, and therefore WooCommerce, was to the be point of product management.  Updates will be achieved in WooCommerce and pushed to Xero. This included a Cost Price for the product.
  • Sales made on the website were to be sent to Xero.  An invoice was to be created in Xero (using the WooCommerce Order ID) and a contact created if needed. The items on the invoice were to be listed on the invoice as individual line items.
  • The ability for visitors to Request a Quote (RFQ) for items was needed. Some products could be purchased outright, others required a quote, and some you could purchase or add to a quote.  The system needed to display Quote and / or Buy Now buttons based on that definition.
  • The RFQ process needed to list the products selected; allow for quantities to be set; and, in some cases, allow for custom requests to be added. On submission, an email would be sent to the Store Owner and the visitor. Finally, we wanted to use the Products in WooCommerce and not duplicate the work required in managing products.
  • For Product Management, a function to import products that added Attributes and set Variations from a spreadsheet was required.  This included a way to set the Featured Image and add additional images.

Solution

Our approach in creating this site was to minimise the number of Plugins that are required and ensure the ones that are in use work effectively, to reduce the resource load on the website and maintain security.

We created a customised solution in the form of a plugin that allows for the Products added to WooCommerce to be synced with Xero.  This solution works to ensure that exceeding the API request limits are minimised during the Product Sync process.

In addition, we created a custom Request For Quote function, that allows visitors to add items to a separate "Cart" to be processed when needed.  The emails that are sent for the RFQ process are integrated with the WooCommerce Email system and appear in the management screen. 

Product Imports are achieved using the WP All Import for WooCommerce addon.

Here are some Screenshots of the final solution.

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About the Author

Charly has more than 30 years experience in the IT industry ranging from hands-on technical, to high-level business management, Charly has installed and configured computing equipment and has managed business contracts in excess of $25 million dollars.

As a result, Charly identifies the best way to integrate solutions and technologies for the most cost effective way to achieve a businesses outcome.

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