WooCommerce Setup

GENERATE WOOCOMMERCE API

Follow the steps below to generate a WooCommerce API Key and Password.

1. Log in to your WordPress account

2. Hover over the WooCommerce item on the left menu and click on Settings

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3. Click on the Advanced tab

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4. Click on the REST API link

5. Click on the Add Key button

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6. Enter “RICS Software” in the Description field

7. Change the Permissions to Read/Write

8. Click Generate API Key

9. Copy the Consumer Key and Consumer secret to be used later in the enablement process

 Note: It has been observed that the RICS integration cannot be properly set up if the SG Optimizer or Shortcode Pagination for WooCommerce WordPress plgins are active in your WordPress instance. To avoid this issue, disable those two plugins before completing the enablement process. Instructions to disable a plugin can be found here.

ENABLE INTEGRATION IN RICS

Follow the steps below to enable the WooCommerce integration in RICS:

1. In the RICS Back Office, go to System :: Ecommerce :: Ecommerce Setup

2. Click Add New under the WooCommerce logo

3. Review the WooCommerce Account Overview page, then click Next

4. In the Authorize RICS page, scroll down to enter the required authorization fields

Authorization Fields:

Account Label – Name for the connection in RICS

Store URL – The URL address of the WooCommerce site

Consumer Key – the API key generated in WooCommerce

Consumer Secret – The API secret generated in WooCommerce

First Name – Name of the RICS user logged in

Last Name – Name of the RICS user logged in

Email – Email of the logged in RICS user

Note: For further description of each required field, hover over the question mark on the right.

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5. Click Next

6. In the Default Configurations page, enter and select the default options

Default Configuration Options:

Inventory

Inventory Threshold – Enter an inventory quantity to be reserved for in store only

Fulfillment Strategy – Check if RICS should automatically determine the fulfillment location

Pricing

Pricing Strategy – Select how prices should be managed in Shopify

RICS Active Price – RICS will update prices in Shopify

Manual Price – Online prices are managed in Shopify; RICS will not update prices

Flat Price Offset – Enter a dollar amount to increase or decrease the Shopify Price relative to the price in RICS

Example: RICS Price $134.99, Flat Price Offset $5, Shopify Price $139.99

Respect MAP Price – Check to prevent Shopify price from going below MAP price if known by RICS

Customer

Save Customers – Check to save online customer information in RICS

Adapter Start Date - Set the date and time the integration should be recording sales (default is immediate)

Note: For further description of each required field, hover over the question mark on the right.

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7. Click Next

8. In the Location page, enter and select the location options

Location Options:

Inventory – Check the store(s) to include in the inventory quantity sent to Shopify

Sales – Check the store to record online sales; only select one store

Location Details – Select a store and enter the required store details; repeat for all stores included in the integration

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9. Click Submit

 

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