• Fromt the menu, select Settings > Sync Manager

• Click New Connection

• Select your connection from the list. If you have mutliple types available to you, you are able to filter

• Click create new

• This will bring you to the configuration screen

Settings for Orders

• If you want to sync orders from WooCommerce to Rekcon, tick the box below. Click the link to expand the options

• The following options dictate how the orders flow from WooCommerce to Reckon Accounts Hosted
  • Sync order from WooCommerce with status - Select the order statuses that will be brought into RAH
  • Send orders with customer type - you can have the system use a generic customer for online orders or create a new customer
    • The system will match on Fullname (First Name and Last Name) and Email address
    • New customers are created using the details from WooCommerce
    • IF you want to use a generic customer, define them in the "Default invoice customer" field
  • Send to Reckon as type order - this is the order type that will be sent to RAH. Currently only Invoice is allowed
  • Use WooCommerce invoice as Reckon invoice - this will send the order to RAH using the WooCom order number. Leave this unticked to use the RAH invoice numbers
  • Match stock on - this is how Wbsync will match items sold in WooCommerce to RAH. The RAH item Name needs to match this field. SKU is recommended.
  • If using WooCommerce order number, use a prefix - this will prepend to the order number if using WooCom's order numbers
  • Shipping code - default shipping code for any freight lines from WooCom
  • Use code for items not found - if an mis-match exists between the SKU in WooCom and the item Name in RAH, the system will default back to this code. Ensure this code exists in RAH. If not, orders may fail to sync