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Order Sync Workflow - WooCommerce to Flourish Application

Overview. When a customer places an order in the online store, you control what happens next. Use your WooCommerce settings to either: ✋ Manual Review (Draft Mode) Want to review every order before i…

Table of Contents

Overview

When a customer places an order in the online store, you control what happens next. Use your WooCommerce settings to either:

Manual Review (Draft Mode)

Want to review every order before it's sent to Flourish? Set your WooCommerce orders to Draft, and your team gets to approve each one manually before it syncs. Perfect for businesses that need to double-check orders for accuracy, compliance, or internal process.

Best for: Teams with internal approval workflows or compliance checks.

Automatic Sync (Processing Mode)

Ready to streamline everything? Set your orders to Processing, and they’ll sync instantly and automatically into Flourish—no clicks needed.

Best for: Teams that prioritize speed and automation.

Set the Workflow

  1. Log in to the WooCommerce Admin Panel.
    The image shows the WordPress Admin Dashboard for a site called "Flourish Demo Shop," logged in as "flourishwooadmin," with the left-hand navigation menu visible including a…
  2. Navigate to Settings > Flourish > Flourish WooCommerce Plugin Settings.
    The screenshot shows the WordPress admin panel with the left-hand Settings menu item highlighted in yellow and its submenu expanded, with Flourish highlighted in yellow among the…
    The image shows the Flourish WooCommerce Plugin Settings page within the WordPress admin panel, with the page title highlighted in a yellow border to help users locate the correct…
  3. Locate the Order Type section.
  4. In the Order Type section, locate the “Outbound Order Status” setting under “Outbound”.
  5. Choose one of the following:
    1. Draft - Orders placed in this configuration will appear in WooCommerce with a status of Draft and require manual intervention before syncing to Flourish.
    2. Processing - Orders placed in this configuration will sync automatically to Flourish and generate a Flourish Order ID immediately upon checkout.

      Draft

      The image shows the WooCommerce Admin Panel's Flourish plugin settings page, specifically the Order Type section where users can configure how orders sync to Flourish.

      Processing

      The image shows the Flourish WooCommerce Plugin Settings page within the WordPress Admin Panel, with the Order Type section highlighted by a yellow border.

'Draft' Configuration Order Workflow

  1. Log in to the Shop and place an order by adding items to the cart and completing the checkout.
  2. Go to WooCommerce > Orders.
    The screenshot shows the WordPress admin sidebar with the WooCommerce menu item highlighted and expanded, displaying a submenu that includes Orders (highlighted with a badge…
  3. Click the Drafts tab.
    The screenshot shows the WooCommerce Admin Orders list page, with the "Drafts" tab highlighted in a yellow box, displaying 20 draft orders alongside other status filters such as…
  4. Select the recently placed order.
    The image shows the WooCommerce Orders list filtered to the Drafts tab, displaying a recently placed order (#150675 Woo Test 1, created "5 minutes ago") with a status of "Draft"…
  5. Change the status to Processing.

    The screenshot shows the WooCommerce Admin "Edit Order" screen for Order #150675, with the order's Status field highlighted and set to Draft.

    The screenshot shows the WooCommerce "Edit Order" screen for Order #150675, with the order Status dropdown open and "Processing" highlighted in yellow as the selected option,…
  6. Click Update. A Flourish Order ID will be generated to confirm the sync.
    The screenshot shows the WooCommerce "Edit Order" page for Order #150675, with the Flourish Order ID field (00000317) highlighted in yellow, confirming that the order has…
  7. Log in to the Flourish Application.
  8. Select the relevant facility.
  9. Navigate to Outbound > Orders > All Orders.
    The Flourish application's left-hand navigation menu, with the "Outbound" menu item highlighted in a yellow box, showing its position beneath Analytics, Inbound, and Inventory.
  10. Confirm that the synced order appears on the list with the correct Order ID.
    The Flourish Application's Outbound > Orders > All Orders screen, showing a list of synced orders with columns for Order ID, Customer PO, Sales Rep, Destination, and Destination…

Processing' Configuration Order Workflow

  1. Log in to the Shop and place an order by adding items to the cart and completing the checkout.
  2. A Flourish Order ID will be generated instantly upon checkout
  3. Log in to the Flourish Application.
  4. Navigate to Outbound > Orders > All Orders
  5. Confirm that the synced order appears on the list with the correct Order ID.

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Flourish Wholesale Portal User Guide for Buyers

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