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January 29, 2023

Month: October 2022

How to create Parent & Child relationship in Business Central Customer Card

Monday, 10 October 2022 by Sadaf Afzal

Business Central is a comprehensive solution for mid-sized organizations. It is a very common situation in business that there are subsidiary companies and a parent or holding company.  Usually in this case businesses prefer to handle all the billings by a parent company. To solve this issue there is an option to create Parent & Child relationships in Business Central Customer Card.

There are different sections in the customer card including general, contact, invoicing, etc. If you look at the invoicing section there is an option to define Bill-to-Customer for invoicing purposes. This will create a parent-child relationship in the customer card.

Impact on Sales Transactions:

In sales transaction the pricing from the parent card group will apply. Now create a Sales order to observe the impact of this relation ship. In the Shipping and Billing section of a sales order the customer is different. This is the parent customer which is defined in a Bill-to-Customer of a customer card.

In this same section we have an option to define the shipping address other than the default one. Address and contact available in customer card is a default one. If we want to deliver any order to a different address then we can simply define that address by selecting a custom address from the drop down menu of Ship to field.

This blog discusses how to create Parent & Child relationships in Business Central Customer Card. accsoft has years of experience in implementing Microsoft ERPs. Moreover, with our vast experience in an ERP & eCommerce integrations, we provide end-to-end services. For further assistance and to make us your implementation partner reach us at info@accsoft.com

 

Billing customerchild customerHolding companyparent customerrelationshipselling customerSubsidiary company
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  • Published in Business Central, Dynamics 365 BC
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Customer Management in Microsoft Business Central Shopify Connector

Monday, 03 October 2022 by Sadaf Afzal

Customer Management in Microsoft Business Central Shopify Connector is a very useful feature. The connector allows managing Shopify customers as part of an ERP or syncing ERP customers to the Shopify website. This capability provides greater insight and also a better analysis of sales with respect to customers.

Customer Synchronization Section in Shop Card

Detail customer section provides a lot of options to set them according to the business requirement. Select a template and a default customer as well. With this connector you don’t necessarily need to create each and every customer from your eCommerce site. Use a default customer which will act as a data container whenever orders get downloads/sync from Shopify store. Furthermore, this option saves you to have unnecessary data in an ERP and don’t disrupt any customer related information as well.

Creating Shopify Customers in Business Central

By enabling the option “Auto Create Unknown Customer” easily create the customers of Shopify in Business Central. Select whether customers will create with orders or all customers will be synced.

Creating D365 Business Central Customers on Shopify

Enable options “Export  Customers to Shopify” and “Can Update Shopify Customers” to create D365 Business Central Customers to Shopify. Now. the syncing will create customers.

This blog discuss the Customer Management in Microsoft Business Central Shopify Connector. accsoft has years of experience in implementing Microsoft ERPs. Moreover, with our vast experience in an ERP & eCommerce integrations, we provide end-to-end services. For further assistance and to make us your implementation partner reach us at info@accsoft.com

business centralcustomer card in business centralCustomer SynchronizationCustomersCustomers in Business CentralIntegrate Shopify with Business CentralMicrosoft Shopify ConnectorShopifyShopify and Business CentralShopify ConnectorShopify store
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  • Published in Business Central, Dynamics 365 BC, eCommerce Solutions for Microsoft Dynamics
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