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HomeTemplatesWooCommerce Order to Epicor Kinetic Sales Order with SKU to Part Matching
Order to CashRetaileCommerce to ERP

WooCommerce Order to Epicor Kinetic Sales Order with SKU to Part Matching

Create an Epicor Kinetic sales order from each new WooCommerce order, match every variation SKU to an active Epicor part, email the team about lines that fail, and write the Epicor order number back to WooCommerce

Apps used in this template

WooCommerce
WooCommerce
Epicor Kinetic
Epicor Kinetic
Microsoft Outlook
Microsoft Outlook
WooCommerce
Epicor Kinetic
Microsoft Outlook

About this template

What This Workflow Does

Size and colour variants on WooCommerce orders are re-keyed into Epicor Kinetic by hand, and a wrong or missing part number means the wrong item ships or the order stalls. This template starts on each new WooCommerce order, checks Epicor Kinetic for a duplicate, finds the customer by email, creates the sales order header, matches each line's variation SKU to an active Epicor part, adds valid lines, emails the team through Microsoft Outlook about any line that fails, and writes the Epicor order number back to WooCommerce.

Key benefits

  • Variation SKU to part match — Each order line is looked up in Epicor Kinetic by the variation SKU, so size and colour variants land on the correct part number.
  • Duplicate check before creation — Epicor Kinetic is searched for the order first, so an order that already exists is never created twice.
  • No silent substitutions — A line with no SKU, no matching part or an inactive part is skipped and reported by email, never swapped for another part.
  • Order number write back — The Epicor Kinetic order number is written to the WooCommerce order, so both systems point to the same record.

Template details

Steps
6
Apps
3 integrations
Flow
WooCommerce to Epicor Kinetic, with order number write back
Mode
Triggered
Category
Order to CashRetaileCommerce to ERP
Version
v1.0

Inside the flow

How the template works

A new WooCommerce order starts the flow, which checks Epicor Kinetic for the same order, finds the customer by email and creates the sales order header. Order lines are combined by SKU, each variation SKU is matched to an active Epicor part, valid lines are added to the order, failed lines are emailed through Microsoft Outlook, and the Epicor order number is written back to the WooCommerce order.

01

Order captured and checked for duplicates

A new order in WooCommerce starts the flow. Epicor Kinetic is searched for the same order, and if it already exists the flow stops.

02

Customer matched and order header created

The shopper is looked up in Epicor Kinetic by email address. A sales order header is created with the order and customer details from WooCommerce.

03

Order lines prepared

Lines that share a SKU are combined, the variation SKU is used for size and colour variants, and quantity, unit price and discount are calculated for each line.

04

Part lookup and validation per line

Each line is checked one at a time: Epicor Kinetic is searched for a part matching the SKU, and the line passes only if a SKU is present, the part exists and the part is active. Failed lines carry a reason.

05

Valid lines added, failed lines emailed

Valid lines are added to the Epicor sales order with the matched part, quantity and price. For each failed line an email goes out through Microsoft Outlook with the order number, product details and the reason.

06

Order number written back

The Epicor Kinetic order number is written to the WooCommerce order, so both systems reference the same record.

Business Benefits

What changes for operations, support and finance once WooCommerce orders create Epicor Kinetic sales orders with the right parts.

01

Orders flow without manual entry

New WooCommerce orders arrive in Epicor Kinetic as sales orders on their own, which removes re-keying and the delays that come with it.

02

Variation-accurate part mapping

Size and colour variants resolve to the right Epicor part by SKU, which reduces orders that fail or ship the wrong item.

03

Duplicate-free order records

The existing-order check before creation keeps the Epicor sales order list clean and avoids double fulfilment.

04

No silent substitutions

Lines with a missing SKU, an unknown part or an inactive part are flagged instead of being swapped, which protects order integrity and customer trust.

05

Exceptions seen as they happen

The team gets an email with the order, product and reason the moment a line fails, so fixes happen in minutes rather than after shipping.

01

Orders flow without manual entry

New WooCommerce orders arrive in Epicor Kinetic as sales orders on their own, which removes re-keying and the delays that come with it.

02

Variation-accurate part mapping

Size and colour variants resolve to the right Epicor part by SKU, which reduces orders that fail or ship the wrong item.

03

Duplicate-free order records

The existing-order check before creation keeps the Epicor sales order list clean and avoids double fulfilment.

04

No silent substitutions

Lines with a missing SKU, an unknown part or an inactive part are flagged instead of being swapped, which protects order integrity and customer trust.

05

Exceptions seen as they happen

The team gets an email with the order, product and reason the moment a line fails, so fixes happen in minutes rather than after shipping.

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Customize the flow

Build Your Own Version of This Workflow

Every trigger and action this template uses is available in the appse ai builder, so the same flow can be rebuilt with your own routing, thresholds and destinations.

01

Orders updated

Trigger when orders are updated in WooCommerce.

02

New orders created

Trigger when new orders are created in WooCommerce.

03

Products updated

Trigger when products are updated in WooCommerce.

04

New products created

Trigger when new products are created in WooCommerce.

Questions & answers

Frequently asked questions

Everything you need to know about this template before you deploy it.

How does WooCommerce to Epicor Kinetic sales order sync work?

Each new WooCommerce order starts the flow. appse ai checks Epicor Kinetic for a duplicate, finds the customer by email, creates the sales order header, matches each line's variation SKU to an active Epicor part, adds the valid lines, emails the team about any failed line and writes the Epicor order number back to WooCommerce.

How are product variations matched to Epicor parts?

What happens to a line that has no matching part?

Can the same order be created twice in Epicor Kinetic?

What needs to be in place before it runs?

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Hans Engstrom
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Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
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Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
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Golden Toys
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Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
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Jason Mitchell
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Renegade Brewery
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Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
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Dan Gerber
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Renegade Brewery

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