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Product Sync

What this step does​

This step controls how products are synced between Epos Now and WooCommerce.

You decide whether to enable product sync, which platform is the product master, and how product fields, pricing, and tax handling should work.

This matters because these settings define where product changes are made, how duplicates are avoided, and what happens when products are created, updated, or deleted.

How to decide the master platform for products​

Choose the platform where your team will primarily create and maintain product records. This main thing to consider here is if you use variable products on Woo.

Option 1: WooCommerce is product master​

tip

If you use variable products on WooCommerce, then we recommend having WooCommerce as the master platform for products.

The Epos Now product data does not contain sufficient detail to sync/manage attributes and group products into variable products on WooCommerce.

For this reason, if you use variable products, then having WooCommerce as the master platform is recommended.

  • Products are created, updated, and deleted on WooCommerce, then synced to Epos Now.

  • Best if your product workflow is managed mainly in WooCommerce or if you use variable products on WooCommerce.

  • For products that you do not want to sell online, you can set these to private status on WooCommerce so that they can sync to Epos Now, but will not be visible to your customers on the front end of WooCommerce.

WooCommerce as product master direction

Option 2: Epos Now is product master​

  • Products are created, updated, and deleted on Epos Now, then synced to WooCommerce.

  • Useful when Epos Now is your main product management system.

  • When a new product comes in from Epos Now, it is created on WooCommerce as a simple product.

Epos Now as product master direction

If you use variable products on WooCommerce but still want to have Epos Now as the master platform, then the recommended set up is:

  • turn OFF sync on product create
  • keep sync ON for product update
  • keep sync ON for product delete

This ensures that any linked variations can still be updated on WooCommerce when the linked product is updated or deleted on Epos Now.

When adding new products, these can then be added to WooCommerce manually and linked in our product linker, and future updates on Epos Now will be reflected on WooCommerce.

Product Sync (steps)​

  1. Choose whether to enable product sync.

    • If disabled, you can continue using manual product linking via our product linker.

  2. If enabled, choose the product master direction.

    • WooCommerce master or Epos Now master.

  3. Complete product checks and linking when needed.

    • Review product counts on both platforms.
    • If products exist on both sides, link matching products first to avoid duplicates.

  4. Configure product sync settings.

    • Set identifier/matching behavior for duplicate prevention.
    • For Epos Now master:
    • choose creation/update/delete behavior on WooCommerce.
    • decide whether to check the Epos Now Sell on web field before syncing to WooCommerce.

  5. Configure price and tax handling.

    • Choose whether to sync selling prices and cost prices.
    • For WooCommerce master, choose whether Woo sale price should be used when applicable.
    • If selling prices are synced and WooCommerce taxes are enabled, complete tax linking before proceeding.

  6. Finalise and enable product sync.

What happens next​

  • Product sync settings are saved for your chosen master direction.
  • Product creation/update/delete behavior follows your selected rules.
  • Pricing/tax sync rules are applied based on your selections.
  • Product sync is enabled and initial product sync starts in the selected direction.

Common issues​

  • Duplicate products appear after enabling sync

    • Likely cause: existing products on both platforms were not linked first.
    • Fix: link matching products before enabling sync when both sides already contain products. If they have already synced, then delete the duplicate products on the destination platform, and update the product link to the correct product in our product linker.

  • Cannot enable product sync yet

    • Likely cause: required product preparation is still pending/in progress.
    • Fix: start/complete preparation and refresh status before enabling.

  • Some products do not sync from WooCommerce

    • Likely cause: Product is still in draft status on WooCommerce.
    • Fix: Publish the product on WooCommerce. If you do not want it visible on WooCommerce, still publish it but set it to private.

  • Some products do not sync from Epos Now

    • Likely cause: Sell on web checks are enabled and products are not marked for web sale.
    • Fix: confirm Sell on web is set correctly for linked products that should sync.

  • New variable products are not created on WooCommerce

    • Likely cause: Epos Now is set as product master.
    • Fix: this is expected in this mode; new products are created as simple products, while linked variations can still update.