If you decide to go ahead with a trial of Woosage, the installation works as follows:

A date and time is scheduled for the installation and we send an online questionnaire to collect information relating to the installation and setup. This should be completed prior to the installation date.

We also send a subscription link in an email and the subscription must be created prior to the installation. We collect payment card details during the creation of the subscription, which allows us to take payment for the installation and triggers the start of the 30-day trial. At the end of the trail the first subscription payment is taken. During the 30-day trial you can cancel Woosage at any time and your subscription will not be charged.

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 provider 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 configure 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 arrangements for support.

If the Professional version is being installed, we will need to import a list SKUs to set the Web Publish check boxes on all products that are on the website using data extracted from the website. This will require Manager access and exclusive use of Sage while a backup is taken and the import is run.

Agencies

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 the agency for the installation and 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, which 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 Professional we may 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

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 the agency with requests (e.g. install and activate the plugin) or ask them to import files (e.g. product stock management settings).