Woocommerce General Settings

General Settings decides how your ERP treats what arrives from WooCommerce — whether an order becomes a sales order, a delivery or an invoice, and what defaults new records take. These choices shape every transaction the store creates, so they are worth deciding deliberately.

ERP to WooCommerce Rest API Integration - User Documentation

General Settings Overview

This section customises how the ERP communicates with WooCommerce, so orders, payments and sales information synchronise correctly between the two.

Settings Options and Fields

Setting	What it decides
Order to TA Transaction	What a store order becomes: Sales Order, Delivery or Invoice.
Auto Refund Sales Type	The sales type used for automatic refunds — Retail, for instance.
Default Stock Category	The category imported items land in when no mapping applies.
Payment Terms	The terms on orders from the store — Cash Only, for example.
Credit Status	The credit standing new store customers are created with.
Default User	The ERP customer that guest checkout orders are recorded against.

Choose Order to TA Transaction once and leave it. Switching from Sales Order to Invoice mid-stream leaves you with two different document trails for the same kind of sale, and reconciling the store against the ledger becomes a manual exercise.

Which transaction type to pick

Choose	When
Sales Order	You pick, pack and dispatch after the order arrives. The order becomes a delivery and an invoice later.
Delivery	Goods leave as the order is placed, but you invoice separately.
Invoice	The sale is complete on payment — digital goods, or immediate fulfilment.

Configurations — the API keys and webhooks
Woo Orders — the transactions produced
Customers — where the default user is used

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