[WordPress] 外掛分享： Orders Synchronization for Merit Aktiva

內容簡介

總結：
這個外掛旨在將 WooCommerce 商店數據與 Merit Aktiva 會計軟件同步，簡化開票流程、數據傳輸，減少手動工作和錯誤。

問題與答案：
- 這個外掛的目的是什麼？
- 答：這個外掛旨在同步 WooCommerce 商店數據與 Merit Aktiva 會計軟件，簡化開票流程、數據傳輸，並減少手動工作和錯誤。

- 需要什麼樣的 Merit Aktiva 套餐才能使用這個外掛？
- 答：至少需要使用 Merit PRO 套餐。

- 若要在 WooCommerce 和 Merit Aktiva 之間同步客戶數據和存貨，需要的核心版本是什麼？
- 答：需要 WordPress 5.0 或更新版本、WooCommerce 4.0 或更新版本、Merit Aktiva 帶有 API 功能的帳戶以及 PHP 7.4 或更新版本。

- 怎麼安裝這個外掛？
- 答：下載 ZIP 文件包含外掛文件、打開 WordPress 管理面板並移至「插件」>「新增」部分、按下「上傳外掛」並選擇 ZIP 文件、安裝並啟用外掛。

- 如何配置 API？
- 答：前往「設定」>「Merit Aktiva Sync」部分、輸入您的 Merit Aktiva API 金鑰、配置必要的設置（例如同步時間、貨幣等）。

- 如何進行測試？
- 答：在 WooCommerce 中創建測試訂單，確保它被傳輸到 Merit Aktiva。

外掛標籤

開發者團隊

原文外掛簡介

This plugin synchronizes WooCommerce orders with Merit Aktiva accounting software. A sales invoice is automatically created in Merit Aktiva for every new paid order — no manual work required.
Requires at least the Merit PRO package.
Features

Automatic invoice creation in Merit Aktiva for every new WooCommerce order (cron, every 5 minutes)
Manual synchronization from the admin panel
Estonian banking reference number generation (7-3-1 algorithm) with configurable prefix
B2B support: company name, Estonian business registry code (validated) and VAT number at checkout
B2C support: private customer name and contact details
Payment method mapping (WooCommerce payment method → Merit Aktiva payment code)
Automatic credit invoice when an order is fully refunded
Invoice PDF download directly from Merit Aktiva within the WC order view
Invoice reconciliation: detect discrepancies between WC and Merit Aktiva
Sync history log with pagination
API connection test in settings
Settings export and import (JSON)
WooCommerce HPOS (High-Performance Order Storage) support
Toast notifications for sync results (top-right corner, disappear after 5s)

External Services
This plugin connects to the Merit Aktiva API v2 (aktiva.merit.ee).
Data transmitted:
* API authentication (ApiId, timestamp, HMAC-SHA256 signature)
* Invoice data: customer name, address, email, phone number
* Product codes, descriptions, quantities, prices, VAT
* Reference number (Estonian 7-3-1 standard), invoice number, payment due date
Data is transmitted every time an invoice is sent (automatically or manually).
Service provider: Merit Aktiva (merit.ee)
Terms of Service: https://www.merit.ee/wp-content/uploads/2024/12/merit-software-terms-of-use-2024.pdf
Privacy Policy: https://www.merit.ee/wp-content/uploads/2024/12/privacy-statement-2024.pdf
Requirements

WordPress 6.7 or newer
WooCommerce 8.6 or newer
PHP 8.0 or newer
Merit Aktiva account with API access (PRO package or higher)

Configuration
API Settings:
* API ID and API Key — from your Merit Aktiva account
* Reference number prefix — prepended to the reference number (digits only)
* Payment deadline in days
* Contact person — displayed on the invoice
Payment Method Mapping:
Link WooCommerce payment methods to Merit Aktiva payment codes (e.g. “Bank Transfer” → “T”).
Business customers at checkout:
Customers can check “I am a company”, enter a business registry code and VAT number. The registry code is validated using the Estonian business registry algorithm (mod-11).
Usage
Orders are synchronized automatically every 5 minutes. For manual sync:
* All orders: Merit Aktiva Sync → Settings → “Sync all orders”
* Single order: WooCommerce → Orders → open order → “Send invoice to Merit Aktiva”
Support
Email: [email protected]
Website: https://freelancermartin.com/et