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 email@example.com
ERP and eCommerce platform integration is one of the most demanding utilities of this era. More and more businesses want to connect their ERP and eCommerce platforms with each other. This helps them synchronize key operations without the hassle, and also reduces human error. The most important task is to manage orders between the two platforms. Order Management in Microsoft Shopify Connector is quite simple and fast. This blog covers how Shopify orders are created in Business Central and how we can update the fulfillment of processed orders back to the Shopify store.
Downloading Order From Shopify to Business Central
After establishing a connection between the store and an ERP, you are ready to download Shopify orders to Business Central. Consider an order #1051 on Shopify store.
This order is not available in Business Central yet as seen in the screen shot. You can see the downloaded orders in Orders window of the shop. To download Shopify order in to Business Central go to Process -> Sync Orders from Shopify
The order downloaded and created in Business Central as order no. appears in Sales Order No. column. If, for any reason order downloaded but not created then the error message will appear in the respective column.
Processing Order in Business Central
The order is available in the Sales Orders in Business Central with the same Sales Order no. assigned to it while creation. Open the Sales Order and process/post shipment in a similar fashion as you process the Business Central native orders.
Uploading Order Fulfillment from Business Central to Shopify
After processing the order in Business Central, the next step is to update/upload fulfillment on Shopify store. Search “Sync Shipments to Shopify” and open the related link.
Select the order no. from the drop down menu and press ok.
Fulfillment status now updated on Shopify for order no. #1051
This blog discuss the Order Management in Microsoft 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 firstname.lastname@example.org
No. Series relationship in Business Central allows users to use and define different series for the same entity. For instance, if a user wants to have a different No. Series for a different group of items then it is possible by making separate series for each group and developing a relationship between them.
This helps to group objects having similar features/properties within the same entity. Consider the following scenario in which we have created different No. Series for different groups of items.
In order to make the relationship between them, select a default or already in use No. Series.
Go to Related -> Series -> Relationships
Select relevant No. Series from drop down menu in the Series Code. Series Description will be populated automatically.
Now when we create a new item, number appears from the default No. Series but by clicking on the three dots, we can select a desired No. Series from the list.
Select a No. Series and click ok.
The No. form the selected series will appear in the field.
This blog covers the No. Series relationship in Business Central, how we can define and use different series for the different groups of same entity. accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at email@example.com
Business Central offers us to work in a different roles as per our job. The relevant menu will appear on the role center page. The benefit of working in the respective role is easy navigation of stuff that is a requirement of that particular job. You don’t have to search for the relevant things each time rather access them from the landing page of Business Central. We can not only change the role in Business Central but also we can define new roles by following easy steps. Search “Profiles” from the role center page and open the related link.
Go to the “New” to define a new role. Click on the three dots to view and select the role you want to define.
The window appears with the list of Available Role centers. Select the appropriate one as per your need.
Fill in the display name, ID and description accordingly. Enable the role so it will appear in the selection list.
This role is added in the list of available roles
Now you can select this role from Settings.
This blog discusses how to add new role in Business Central if they are not already in the selection list. accsoft has years of experience in implementing Microsoft ERPs. For further assistance and to make us your implementation partner reach us at firstname.lastname@example.org
Business Central allows facilitates customers and provides ways to develop a long-term relationships with them. Defining and giving early payment discounts is one such thing that increases customer engagement. If you wanted to provide a discount to your customer for paying you before the Due Date and within a specified No of days then this blog will show you how to do this.
In the Invoice Detail Tab of Sales Order, there is a field “Payment Term Code”. Use this field to define early payment discount and due date. The payment term code can be defined in a customer card as well and it will be automatically populated when Sales Order is created for that customer.
Select from the existing ones or create a new code as per your requirement. Created a new code which allows 2 % discount if payment is made with in 5 Days rather than with in 15 days. 15 days period is actual due date and 5 days period is due date to avail discount.
In invoice tab, select the newly defined code in Payment Term code field
The payment discount percentage is coming as 2 percent as defined in our code. Similarly, Payment discount date is 7/23/2022 which is exactly 5 days from the posting date i.e. 7/18/2022
This blog covers how we define our payment code, early payment discounts in Business Central. accsoft has years of experience in implementing Microsoft ERPs. Furthermore, for assistance and to make us your implementation partner reach us at email@example.com
Vendor card in Business Central saves vendor data and the system uses it while generating purchase-related documents. There are different sections in the vendor card for a different purposes. A list of all available vendors appears on opening the related link.
Create a Vendor using option “New”
A vendor template selection window appears when you click on a “New” option. Choose the template according to the requirement, the available data in the chosen template will populate automatically in the card.
Define the vendor’s name, no, etc. in this section. There are certain fields in this section that will populate with transactional data like Balance (LCY) etc.
Address & Contact Section:
Fill in the required details in the address and contact section. If the vendor belongs to a different region and has a different native language, then select the language code for the vendor. The information on documents will translate in the selected language.
Fill in the required details in this section which includes posting groups, tax area code, etc. . If the vendor to whom payment has been made is different then the vendor on vendor card then select that vendor in Pay-to-Vendor field. This field is useful in cases where companies have subdivisions but the head division deals with all the payments.
Specify all the payment-related details in this section, they will apply to the transactions automatically. If any prepayment is required for the vendor for order processing then define its percentage in the prepayment field. Define payment term code and method in this section as well.
Specify the receiving-related information in this section. In the location code define the default location where items will receive from this vendor. Similarly, define shipment method, code and lead time associated with the particular vendor in this section.
Finally the newly created vendor will appear in the list
This blog cover vendor in business central, its creation, and different sections in vendor card. accsoft has years of experience in implementing Microsoft ERPs. Furthermore, for assistance and to make us your implementation partner reach us at firstname.lastname@example.org
This blog covers how Bank Deposit works in Business Central. If you are working in an Accountant Role, then Deposit is under the Cash Management module and if working as a Business Manager then just search “Bank Deposits” and open the related link. Consider a scenario where you receive a payment from different customers either cash or cheque, partial or full. You can deposit them collectively and apply them to the invoices, against which the payment is received.
Procedure of Deposit
Deposit >> New
The deposit window opens
- Click on the three dots (…) to open the No. …
This series will only appear if you have selected it in the General Ledger setup
2. Back on the Deposit Entry window, Select the Bank account in Bank Account No. to which you want to make the deposit.
3. Now, enter the total Deposit amount – that is the total of all the line items that will be entered. …
4. Now in the Line header, select the customer in Account type, customer account no. The document date is usually the cheque date, and the document no is usually the cheque no.
We have chosen Customer 10000; Now applies the amount to the invoice. Go to Functions -> Apply for Entries. The following window appears, we are going to apply the amount against the first invoice.
The cursor is blinking in the Applies to ID, now go to process, and select Set Applies to ID
Now see the cheque number is populated, click ok and the amount is applied against this invoice.
Now, in the case of the second customer, payment receives in cash so just mention cash and the date received in the document number. You can apply the amount to multiple invoices through the same procedure mentioned above.
Now if you click on the difference, it becomes zero and to post the deposit it should be zero. Now just post this deposit. To look at the preview of the deposit slip, go to Actions -> Posting -> Test Report.
5. Finally for posting, navigate to Posting and choose Post and Print.
6. Deposit is not only for customer payments; you can also record G/L entries here. Like, you have to pay $100. Total deposit lines have $1900 now, so must change the total deposit amount to $1900 to make a difference of 0 and to post it.
Ledger entries of Bank after posting deposits.
Bank Deposit in Business Central is an easy way to record deposits and it also allows for applying amounts against invoices. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. So for further assistance and to make us your implementation partner reach us at email@example.com
Microsoft Shopify connector easily integrates Business Central and Shopify to ensure smooth operations between backend ERP and front-end e-commerce stores. This blog covers some prominent features of the connector.
Connect Multiple Stores
Connect multiple Shopify stores with Business Central. Connector denotes stores as shops. Go to Shopify >> Shops >> New to create a new store. After filling in the general information go to Process >> Request Acces to make the connection.
After establishing a connection between two platforms, specify and select your preferences in the Item synchronization, customer synchronization, Inventory synchronization, and order processing tab. The list of connected stores appears under the Shops menu.
Bi-Directional Product Integration
Sync products from Shopify to Business Central and also add products to Shopify from Business Central. Go to Shopify >> Products and the list of all products appears. Store code and also the preview URL let you know which store product it is for multiple stores. Moreover, the selected product variants appear under the Shopify variants list.
Sync and create Shopify customers to Business Central. Furthermore, the connector gives an option to create Shopify customers with order import or import orders in a guest customer. Define tax area code and also the tax business posting group in Shopify Customer Templates.
Easily map Shopify and Business Central shipping and payment methods with each other.
From Shopify Shop Card go to Related >> Shipment Method Mapping. Shopify shipping methods appear in the first column, map them with corresponding Busines central shipping methods.
Similarly, From Shopify Shop Card go to Related >> Payment Method Mapping. Likewise, map Shopify payment gateways to corresponding Business Central payment methods.
Import orders from Shopify to Business Central. Go to Process >> Sync Orders from Shopify. The list of all orders with other details like financial status, fulfillment status, created at, etc will appear under orders. Shop code against each order will let us know to which store this order belongs in the case of multiple stores.
Still, a lot more is there to explore in this connector. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. So for further assistance and to make us your implementation partner reach us at firstname.lastname@example.org
Create a fixed asset in Business Central to manage periodic depreciation of equipment, keep track of maintenance costs, etc. Select the Fixed Asset option available under the header of Finance on the Role Center page. You can also search Fixed Asset directly through the search option.
Click New to create a new fixed asset.
In the fixed asset card, fill in all the relevant details like its class, sub-class, department for which it is purchased, the responsible employee, etc. in the General tab.
Similarly, fill the details in the depreciation tab
In the fixed asset card maintenance tab you can also assign a vendor responsible for the maintenance of the particular equipment. The vendor from whom you have purchased this asset and the vendor responsible for its maintenance can be the same or different.
Fixed Asset Acquisition
After filling in the details, go to Actions >> Acquire
Specify the ledger type for posting acquisition
Fill in the acquisition cost and date in the Fixed Asset Acquisition card.
Complete the acquisition by clicking on the finish
When you complete the acquisition process, book values are also filled out in the depreciation tab.
The newly created fixed asset will appear in the list.
This blog covers the process through which we can create and acquire a fixed asset in Business Central. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. For further assistance and to make us your implementation partner reach us at email@example.com
Business Central provides functionality to import multiple item pictures simultaneously. It requires creating a zip folder of images. Store Item images in a folder and name each file according to the number of the related item. Next, create a zip folder to import it into the Business Central.
After saving images with the same name as Item no. convert this folder to zip by Send to >> Compressed (zipped) folder.
Import Item Images
From the role center page search “Inventory Setup” and open the related link.
In the Inventory, setup window go to Related >> Import Item Pictures
In the Import Item, picture window select a zip file to import by clicking on the three dots
Enable the replace picture option if you want to replace any existing picture with the new one during the import process.
Importing a folder creates a separate line for each item and picture in the Import Item Picture window. Check-marked the item whose image is going to be replaced during the import process.
Now click on the import picture option to complete the process.
After the import picture process executes, the status also changes to completed in the Import status column.
The images of the respective items imported into the Item card
This blog covers the simple process through which we can import images in bulk into the Business Central. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. For further assistance and to make us your implementation partner reach us at firstname.lastname@example.org