Set up Sales Order integration area

This topic contains instructions for all setups related to the Sales Order Integration area.

Set up E-commerce stores

A distinct e-commerce store needs to be created in Business Central for each value sent from Shopify as a JSON key “Source Name” of the Shopify order JSON file.

To define an e-commerce store:

1. Search for E-commerce Stores and select the related link.
   The page containing all the existing e-commerce stores in the system is displayed.

2. Click New and specify all values that correspond to your business needs in the provided fields.
   The Code, Shopify Store Code, Shopify Source Name and Salesperson/Purchaser Code fields are mandatory.

   

   Field name	Description
   Code	Specifies the unique internal ID of the record, that will be used by the system to reference this e-commerce store.
   Name	Specifies the name of the record. There are no requirements as to what the value of the field should be. You can assign any value to help users distinguish between Shopify source names.
   Shopify Store Code	Specifies the Shopify store for which the record is created.
   Shopify Source Name	Specifies the source name that Shopify uses in the incoming sales order JSON file to identify this record.
   Salesperson/Purchaser Code	Specifies the salesperson who will be assigned to all sales orders imported from Shopify with this source name.
   Location Code	Specifies a location code from which to ship items for imported sales orders. This field needs to be populated unless shipment method or location mapping has been set up.
   Country/Region Code, Customer No., Customer Mapping, Customer Config. Template, and Allow Create Customers	These fields are used by the customer search routine.

Set up Shipment Method Mapping

The shipment method mapping needs to be set up for each value sent from Shopify as the “code” property in the Shopify order JSON file’s “shipping_lines” array.

To define a shipping method mapping:

1. Search for Shipment Method Mapping and select the related link.
   The page containing all the existing shipment method mappings in the system is displayed.

2. Click New and specify all values that correspond to your business needs in the provided fields.
   The External Shipment Method Code and Shipment Fee No. fields are mandatory.

   

   Field name	Description
   External Shipment Method	Specifies a code of the Shopify shipment method (the value of the “code” JSON key in the “shipping_lines” array). If you want to have a generic setup line that covers multiple Shopify shipping methods simultaneously, you can use wildcard characters (e.g. asterisk - ”*”) at the end of the value. In this case, the value you specify here acts as a filtering criterion, allowing the system to filter all shipping methods covered by the setup line.
   Shipment Method Code	Specifies a shipment method that will be assigned to sales orders.
   Shipping Agent Code and Shipping Service Code	These fields specify a shipping agent and its service code that will be assigned to sales orders.
   Location Code	Specifies a location code from which to ship items for imported sales orders. Alternatively, you can define location mapping.
   Shipment fee No.	Specifies a G/L account number to post shipping fees to.

Set up Payment Method Mapping

The payment method mapping needs to be set up in Business Central for each value sent from Shopify as the “gateway” JSON key in the Shopify order JSON file.

To define a payment method mapping:

1. Search for Payment Method Mapping and select the related link.
   The page containing all the existing payment method mappings in the system is displayed.

2. Click New and specify all values that correspond to your business needs in the provided fields.
   The External Payment Method Code and External Payment Type fields are mandatory.

   

   Field name	Description
   External Payment Method Code	Needs tp be equal to a constant value “Shopify”.
   External Payment Type	Specifies a Shopify payment type (the value of the “gateway” JSON key).
   Payment Method Code	Specifies a Business Central payment method to be assigned to sales orders.
   Payment Gateway Code	Specifies the payment gateway to use for payment capture requests.

Set up Location mapping

Location mapping is used for identifying the code of the Business Central location the items are shipped from, as well as the shipping agent and its service code. During the order import process, the system searches for the location code and/or shipping agent, which depend on the customer’s country and postal code.

The location mapping setup is taken into account only if the system can’t identify the Location Code and/or Shipping Agent Code during the evaluation of the Shipment Method Mapping.

Location mapping needs to be set up for each store. To set up location mapping:

1. Search for E-commerce Stores and select the related link.
   The page containing all e-commerce stores in the system is displayed.

2. Create a new e-commerce store or edit the existing one, then click Related, followed by Location Mapping.
   The Location Mapping popup window is displayed.

3. Set up the location mapping according to your business requirements.

   

   Field name	Description
   Store Code	Specifies the Shopify source code (e-commerce store in Business Central).
   Country/Region Code	Specifies a country/region code to which the current setup line applies.
   From Post Code and To Post Code	These fields specify a range of post codes to which the current setup line applies.
   Location Code	Specifies a location code from which items are shipped.
   Shipping Agent Code and Shipping Agent Service Code	These fields specify a shipping agent and their service code assigned to sales orders.

Note: If the system is unable to identify a Business Central location with the mapping setup, the default location will be used. The default location can be specified in the E-commerce Store card.

Next steps

• Set up retail voucher integration area