Point of Sale Solutions

You can connect your third-party eCommerce and point of sale (POS) solutions with Wiise using sales channels. Wiise currently supports Square and Shopify. Here's an overview of the data flow direction.

Wiise Integration direction Third party eCommerce / point of sale solutions

Items

Item Variants

Price Settings

Products

Variants

Inventory ←→ Inventory

Customers

Sales Orders / Customer Ledger Entries

Cash Receipt Journal

Customers

Sales Orders

Payments

Sales Shipments Fulfillments
Credit Memos ←→ Refunds

Note: Not all features are supported by all solutions. You can find the data flow for each solution below.

 

How does data flow through sales channels?

Square

Data usually flows between Square and Wiise one way, as shown in the table below. But some data flows both ways, such as stock information.

Activity Square Integration Direction Wiise
Settings Team member

User

Employee

Settings Location

Location

Walk-in Customer

Cash Transaction Item

Product Management Item Category Item Category
Product Management Product Item
Product Management Variation Item Variant
Product Management Tax VAT / GST Posting Groups
Transaction Synchronisation Transaction

Sales Journal

Item Journal

Cash Receipt Journal (Credit Card)

Transaction Synchronisation Refund

Sales Journal

Item Journal

Cash Receipt Journal

Inventory Management (Online Store) Inventory Level Item Availability
Inventory Management (POS) Inventory Level (store stocktake/store wastage) Phys. Inventory Journal
Cash Register (POS) Empty Drawer Cash Receipt Journal (Cash)

Shopify

Data usually flows between Shopify and Wiise one way, as shown in the table below. Some data flows both ways, such as stock information and refunds.

Activity Shopify Integration Direction Wiise
Settings Shipping Rate Non-Stock Item
Settings Location

Location

Walk-in Customer

Cash Transaction Item

Product Management Product Type Item Category
Product Management Product / Tag Item / Item Attribute
Product Management Variant / Option Item Variant / Variant Option
Transaction Synchronisation

Taxable Customer

Non-Taxable Customer

Customer

Transaction Synchronisation

(Online Store)

Sales Order (Paid and Unfulfilled)

Sales Order

Cash Receipt Journal (Credit Card)

Transaction Synchronisation

(Online Store)

Fulfilment Order Posted Sales Shipment

Transaction Synchronisation

(Online Store)

Sales Order Refunded Posted Sales Credit Memo
Transaction Synchronisation (POS) Sales Orders (Paid and Fulfilled)

Posted Sales Invoice

Posted Sales Shipment

Cash Receipt Journal (Credit Card)

G/L Journal (Cash - Interim Account)

Transaction Synchronisation (POS) Sales Order Refunded Sales Credit Memo
Inventory Management (Online Store) Inventory Level Item Availability
Inventory Management (POS) Inventory Level (store stocktake/store wastage) Phys. Inventory Journal
Cash Register (POS) Empty Drawer G/L Journal (Cash - Interim Account)

How to set up sales channels in Wiise

If you can't see the Sales Channels menu on your role centre, the integration features aren't enabled.  Here are the steps to set up the Sales Channels feature:

  1. First, search for Wiise Azure Setup and then select Actions > Set User Experience
  2. You'll be asked Would you like to reset the company User Experience? Select Yes.
  3. If you're successful, you'll see a confirmation message: The user experience for the company has been reset. You need to close your browser and log back in. 
  4. You can now close your browser and then log in again. You should see the Sales Channels menu item at the top of the role centre. 
Are there any sales channel integration limits?

Shopify

Shopify imposes API rate limits for integration. You can check out this article to find out more about the limits on data import and export. It also depends on your Shopify subscription.

  • For real-time integration, initial tests (using a Shopify level subscription and a Wiise sandbox) show that you can set the upper limit at around 2000 order lines per hour (shipment + invoice), or around 700 orders per hour.  You can use the Scheduled Synchronisation Mode in the Store Settings page in Wiise to import a maximum of 50 orders per batch at a set recurring period (in minutes).
  • During peak hours, the number of orders received in Shopify can go over the upper limit shown above. So your orders will be queued and processed as soon as possible, depending on the batch recurring period.

Square

Square doesn't impose API rate limits, and Wiise only creates ledger entries when importing transactions. This means you can process more transactions per hour, but you're limited in functionality, especially around shipment management. So, we recommend using Square integration with Wiise as a Point Of Sale (POS) solution, rather than an online web store solution.

Related help articles

Here are some additional articles to help you with setting up your sales channels in Wiise. 

Square

How to set up Square

How to use Square

Shopify

How to set up Shopify

Sign up to Shopify