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.
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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
About this template
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
Inside the flow
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.
A new order in WooCommerce starts the flow. Epicor Kinetic is searched for the same order, and if it already exists the flow stops.
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.
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.
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.
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.
The Epicor Kinetic order number is written to the WooCommerce order, so both systems reference the same record.
What changes for operations, support and finance once WooCommerce orders create Epicor Kinetic sales orders with the right parts.
01
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
Size and colour variants resolve to the right Epicor part by SKU, which reduces orders that fail or ship the wrong item.
03
The existing-order check before creation keeps the Epicor sales order list clean and avoids double fulfilment.
04
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
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
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
Size and colour variants resolve to the right Epicor part by SKU, which reduces orders that fail or ship the wrong item.
03
The existing-order check before creation keeps the Epicor sales order list clean and avoids double fulfilment.
04
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
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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