Bikebook Integration Setup
To connect Bikebook to Saledock, open Bikebook and view POS integration within the Configuration section which is available in the left hand navigation.
To connect Saledock, enter your Saledock back office credentials. Upon successful connection, the status will be shown as Enabled and running. Bikebook will sync orders to a default store, select the store you require.
Next, sync the Product and Customer data. This will sync products and customers within Saledock to Bikebook. Bikebook will sync changes automatically every 15 minutes. To force an update click Sync Now. You may need to do this if you made bulk changes in Saledock.
Saledock is the Master data source. Product and customer creation is a one way Saledock to Bikebook sync. Add/import your product and customer data within Saledock. Customer information may be amend within Bikebook, and the changes will be reflected in Saledock.
👀 If products created within Bikebook are added to the work order, these will not be matched against products within Saledock of the same name/SKU .etc. Please use the search functionality in Bikebook to find and add a Saledock product.
Send the Job to Saledock
To send a job to Saledock, view the job then in the bottom right, tap Send to POS.
A dialogue will display the order ID. Tap the View in Saledock button to open the sales order within Saledock.
View the Order in Saledock
To process the order, and/or take payment, tap the Continue Order in the top right.
The order will be loaded into the Point of Sale view to process. From here, you can process the order, add items to the order, or add items to a back order if the item is out of stock.
👀 POS App - You can also view the orders sync from Bikebook on the POS App. From the app, go to Sales History to view all orders. The order will be in a Saved status. You can also search using the order number.
You can also view the order from the Sales History view in the back office.
Amending a Work Order
If you need to Amend your work order in Bikebook, make the changes and tap the Send to POS button again. Select Send Again (Update Existing). This will amend the existing sales record.
Bikebook Help Centre
For guidance on how to use Bikebook, please view their Help Centre.