If you decide to go ahead with a trial the installation it works as follows:
A date and time is scheduled for the installation and we email an installation questionnaire that should be completed and returned to us prior to the installation date.
We also send an invoice for the installation, which must be paid prior to installation. For this we ask you to provide the company name, address, billing contact name & email and any PO reference, if required.
If necessary, we then schedule a call to clarify any points raised in the questionnaire and answer any questions you might have.
We liaise directly with your website agency to request access (see Agencies below).
On the day of the installation, we remotely connect to the installation device to carry out the installation and configuration of Woosage.
We then run several tests to confirm it is working as expected.
After the installation we walk-through the operation of Woosage and follow-up with an email explaining arrangement for support.
Initially, we install a 30-day trial licence and once you are happy that it is all setup and working as expected we send you a link so you can subscribe to an ongoing licence.
We will need to import a list SKUs to set the Web Publish check boxes on all products that are on the website using the date extracted from the website. This will require Manager access and exclusive use of Sage while a backup and the import is run.
If you are enquiring on behalf of your client and you are happy that we liaise directly with them, we will ask for client contact details or an introduction. This is our preference and we find that most agencies prefer us to do this and keep them updated on progress, as many of the installation questions relate to the Sage installation and Windows environment, we often need to deal with more than one person in the client organisation.
If preferred, we can invoice you for the installation and you can take out the ongoing subscription.
As part of the installation, we will need to do the following on the website:
- Check tax and retrieve the tax settings and codes.
- Set up the REST API keys to allow Woosage to access the website.
- Install the Woosage plugin (this provides the following functions:
- Adds a means of displaying the order export status on the orders page.
- Adds bulk actions to change it the export status.
- Adds a custom field to the user profile for a Sage account code.
- Extends the WC API to allow support for Role Based Pricing and Product Addons.
- If we are installing Woosage Pro we will also do the following:
- Extract the web product SKUs to use as a basis for setting the Web Publish flag on Sage to indicate the products that are on the website.
- Check the stock management settings and amend, if necessary. We will usually amend the extract above to include column for In Stock? and Stock, then re-import it immediately prior to running Woosage to overwrite the actual Stock values.
These steps must be done before the installation and to carry out these changes we will need full admin access to the website, which will need to remain in place ongoing as it will be used to provide read/write permissions for the API keys. We will provide a specific email address for this user.
We understand that some agencies are uncomfortable providing unlimited admin access and we will work within the confines of your policies. This may mean that we serve you with requests (e.g. install and activate the plugin) or ask you to import files (e.g. product stock management settings).