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.
Enable automatic sync
Find the Automatic Sync section and turn on the master toggle: "Enable automatic sync to Saledock".
Once enabled, additional settings will appear below.
When the master toggle is on, you can fine-tune exactly when syncing happens.
When to sync
These settings control the default behaviour of the "Sync to POS" option that appears when creating jobs, invoices, and sales. You can still override the default per action.
Setting | What it does |
Sync when a job is created | New jobs will default to syncing their invoice. You can turn this off for individual jobs when creating them. |
Sync when products/services are changed | When you add or change items on an invoice, the order in your POS updates automatically. |
Sync when creating an invoice | Invoices created from the Create Invoice dialog will default to syncing. Overridable per invoice. |
Sync when completing a sale | Sales from the Create Sale flow will default to syncing. Overridable per sale. |
Sync on online bookings | Online bookings can trigger a sync. When enabled, a dropdown appears to choose when: "When booking is created" or "When job is accepted". |
When to mark as deleted
Setting | What it does |
Mark order as deleted when job is cancelled/rejected | When a job is cancelled or rejected, the linked POS order will be voided, archived, or deleted in the external system. |
When to mark as completed
| What it does |
Set invoice to "Paid" on completion | When a Saledock order is completed, the BikeBook invoice is marked as paid automatically. |
Set job to "Completed" on completion | When a Saledock order is completed, the job status updates to Completed. |
Webhook events
If an orders to have not sync to Saledock or the order status has not automatically updated in Bikebook once the order has been marked as completed in Saledock, please click "View Webhook" and to display the Webhook events modal. This will display the received webhooks and the status of each. This is a useful modal to share as a screenshot with the support team should you experience syncing issues.
How the integration works
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.
How auto-sync works
Once enabled, here's what happens behind the scenes:
You create or update a job/invoice/sale as normal.
If the "Sync to POS" option is on (defaulted by your settings above), changes are queued automatically and synced in the background.
The sync status is visible on the invoice — look for the POS sync icon next to the invoice.
Each invoice has its own per-invoice auto-sync toggle, so you can turn syncing off for a specific invoice without changing the global setting.
The sync dialogue
Click the POS sync icon on any invoice to open the sync dialog. This is your control centre for that invoice's sync status.
What you'll see:
Sync status — Whether the invoice is synced, syncing, pending, failed, or not yet sent.
External reference — The order/invoice ID in the external system, with a link to view it directly.
Auto-sync toggle — Enable or disable auto-sync for this specific invoice.
Manual actions — Re-sync, send as new, retry (see below).
Sync history — A log of every sync event with timestamps and details.
Manual actions
Even with auto-sync enabled, you can always take manual action from the sync dialog.
Re-sync to Saledock
Push the latest invoice data to the existing order in Saledock. Use this if you've made changes and want to force an immediate sync rather than waiting for the background worker.
Send as new order
Create a brand new order in your POS. You'll be asked whether to cancel/void the existing order first. Use this if the original order is corrupted or you need a clean start.
Opens the linked order directly in your POS order.
Retry
Appears when the last sync failed. Retries the failed operation. You can also expand the failed event in sync history to see the error details.
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.
Bikebook Help Centre
For guidance on how to use Bikebook, please view their Help Centre.