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Anatomy of a CSM Channel Order

Understanding all components of a CSM Channel Order

To view more information about a channel order, choose the Order ID link on the CSM Channel Orders page. This will open the CSM Order card.

The information on the CSM order card is the raw data that was retrieved from the platform. CSM uses the mappings and other setup configurations that were entered for your Walmart sales channel to find Business Central values that correspond to this retrieved data, then builds a sales order accordingly.

General FastTab

The General FastTab presents basic, summary information about the retrieved order, including:

  • Sales Channel Code: the code of the CSM sales channel you set up in Business Central to represent your platform. The settings and configurations from this assigned sales channel are used to process the CSM order.
  • Order ID: the platform-assigned order number.
  • Order Risk (Shopify Only): When an order is placed, a fraud analysis is performed, and a risk level is assigned.
    • If you have enabled the Retrieve Order Risk setting on the CSM Sales Channel page, CSM will retrieve this risk level along with an order’s other information from the platform and present it in the Order Risk field.
    • If this setting is not enabled, the Order Risk field will present a value of Not Assessed. 
  • Buyer Info: such as name, e-mail, and phone number.
  • Purchase Timestamp: the date and time at which the order was placed.
  • CSM Order Status: the status of the CSM order. The CSM order’s status is assigned from the related sale channel’s order status matrix, which allows you to define status values based on a combination of different factors.
  • BC Order Status: if a Business Central sales order has been created from the CSM order, its order status is presented here. If a Business Central order has not been created, this field will present a value of No Order.
  • Sales Order No.: if a Business Central sales order has been created from the CSM order, the order number is presented here.
  • Shipment Status: if a Business Central sales order has been created from the CSM order, its shipment status (nothing, partial, or completely shipped) is presented here.

Channel Order Lines FastTab

The Channel Order Lines FastTab presents information about the items that were retrieved for the order, with a separate line being created for each item. This includes basic information such as the item’s number of description, the quantity of the item that was ordered, and pricing information such as the item price, shipping charges, and tax.

The item information on the Channel Order Lines FastTab is the item data as it exists on the platform, not Business Channel. For example, the item number on this FastTab’s lines will contain the unique product IDs that have been defined on the platform. When CSM builds sales lines from this data, it uses its item mapping behavior to identify corresponding items in Business Central.

Order Documents FastTab

Order documents refer to different types of information that may be retrieved or sent between Business Central and the platform for a given channel order. The information on an order document line contains the data that was retrieved from or communicated to the external channel. These records are not manually entered or defined, but rather automatically populated as part of another process. For example, when a Business Central sales order is shipped and invoiced, new order documents for the shipment and invoice are added to the related CSM order; when the CSM automation is executed, the information on these lines is communicated to the platform, and the related sales order on that platform is updated accordingly.

In addition to shipments and invoices information, CSM Order Document lines can include information on payments, fulfillment, order notes, coupons, sales returns, and refunds. Some of these order document types are common to all eCommerce platforms, and others may be unique to a specific one. Depending on process flows, it may be that multiple order documents are created for the same activity. A common example of this can be seen with payments, where CSM will initially add a payment line with payment authorization information when an order is retrieved from a channel, then create a second payment line with instructions to capture that payment when the order is invoiced in Business Central so that this instruction may be sent back to the external platform. 

Because the lines on the CSM Order Documents FastTab are designed to accommodate a wide range of transaction types, not all fields will be applicable to every order document. For example, the Channel Payment Method field would be populated for payment type lines but remain blank on lines for shipments.

Depending on the order document type, it may be necessary to maintain additional information about related Business Central documents or individual lines on these documents. You can use the Document Lines and Document Transactions actions on the CSM Order Documents FastTab to view any related records for the selected order document.

Shipping FastTab

The Shipping FastTab presents channel order shipping information that was retrieved from the platform.

The shipping method received from the channel is entered in the Channel Shipping Method field. CSM uses the channel’s defined shipping method mapping to assign a corresponding shipping agent and shipping agent service code to the related sales order. If a mapping does not exist for the retrieved shipping method, CSM will not be able to generate a sales order.

The ship-to address information in this FastTab will be used to populate the Business Central sales order’s shipping information. CSM will always assign the shipping information that has been retrieved from the eCommerce channel to sales orders; addresses that have been defined for the related customer in Business Central (such as the address information on the customer card or any other ship-to addresses) will not be considered.

Note: for Amazon please review information on Restricted Data Tokens

Invoicing FastTab

The Invoicing FastTab presents channel order invoicing information that was retrieved from the platform.

The Currency Code field presents the order currency that has been retrieved. Depending on how you have configured your sales channel, CSM will either ignore this retrieved value and instead assign the customer’s currency to the related sales order or use your currency mappings to assign this currency to the order.

The bill-to address information in this FastTab will be used to populate the Business Central sales order’s shipping information. CSM will always assign the billing information that has been retrieved from the eCommerce channel to sales orders; addresses that have been defined for the related customer in Business Central (such as the address information on the customer card) will not be considered.

In addition to this information, a breakdown of order amounts is included on this FastTab. These fields present an order-level view of shipping charges, taxes other charges, discounts, and total amounts.

Amazon Channel Data FastTab

The Amazon Channel Data FastTab contains additional information received from Amazon, including:

  • Amazon BC order status: the status of the order as received from Amazon.
  • Amazon Seller Order ID: the order ID that Amazon assigns to the order.
  • Amazon Fulfillment Network: the network through the order was / is to be fulfilled. 
  • Amazon Marketplace: the marketplace ID of Amazon storefront through which the order was placed. 

B2B FastTab (BigCommerce)

If you have synchronized your BigCommerce B2B companies with corresponding records in Business Central, this B2B information will be presented on this FastTab.

The primary difference between a B2C and B2B order is that a B2C order is placed by a standalone customer, while a B2B order is placed by a customer that is identified as being a part of a company. The B2B FastTab contains ID information for both the customer and company that are related to the channel order.

Channel Data FastTab

The Channel Data FastTab contains additional information received from the platform, including the status of the order, which can be used by the order status matrix to assign a CSM order status.  Most other values on this FastTab are purely informational, providing you with reference values to the order.

  • Channel Status Value: the channel order’s status.  
  • Channel Customer Code: The ID of the customer who placed the order. CSM uses this value to determine whether the customer already exists in Business Central or needs to be created.
  • Guest Customer: Indicates whether the Customer used Guest Checkout placing this order.
    • Note: CSM uses this value to determine the appropriate Customer behavior.  Also, CSM can determine that a customer (who used the same email address on a previous order) previously was set up as a guest customer and now has registered an account.
  • Seller Order ID: The Order ID (Not Order Number) that the platform assigns to the order.
  • Store ID: This is the store identifier
  • Store Name: A text version of the website and store where the order occurred
  • Marketplace ID: This contains the Website ID that the order was placed on.
  • Channel Order State: This contains the channel order’s state as received from the platform. 

Refund Information FastTab (Supported Platforms: Shopify, WooCommerce, BigCommerce)

This fast tab on the channel order contains information specific to returns initiated for this order.

  • Refund Status: status of any refund pending or completed for this order
  • Refund Reference: channel reference regarding the refund
  • Sales Return Status: status of any sales related return associated with this order

Information FastTab

The Information FastTab contains housekeeping information regarding the channel order, such as the date and time that the order was placed, received into Business Central, and last updated, as well as status text pertaining to the last action that was performed against the order.

Of interest in this section is the Status Text Field. If a Channel Order has a status of Error, the reason as to why it is in Error should be described in this field.

Channel Order Actions

There are also several Actions that can be taken for a Channel Order. These are handy if there is an error on the Channel Order and you need to manually process the order.

Home Ribbon

  • Update Status: CSM will reevaluate the Status of the Order.
  • Resolve Error Text: prefixes the error status (Information FastTab) with the word RESOLVED.
  • Capture Payment: capture authorized payments on this order
  • Create Sales Order: This action will attempt to use the data retrieved from the platform to create a Business Central Sales Order.
    • Note: if CSM cannot perform this because of an error, the traditional Business Central Error Message Dialog will not appear. CSM, in this case, will change the status of the Channel Order to Error and present the Error reason in the CSM BC order status Text. See Information FastTab
  • Create Sales Return: creates a sales return order for this CSM order. 
  • Retrieve Sales Order Risk (Shopify): retrieve order risk information from the channel

Update Menu

  • Get Order Lines: This Action will communicate with the platform to update the order and its lines.
  • Get Fulfillment Orders (Shopify): retrieves the fulfillment orders from this order
  • Get Order Address (BigCommerce): this will instruct CSM to retrieve the order’s address from BigCommerce and assign it to the CSM order.
  • Get Order Tax (BigCommerce): this will instruct CSM to retrieve the order’s calculated tax values from BigCommerce and assign them to the CSM order. Order taxes can be calculated on the ordered items themselves, as well as other components such as shipping. Total tax amounts are displayed on each channel order line; for a detailed breakdown of these totals, choose the Manage ribbon and then choose Order Line Options.
  • Get Order Messages (BigCommerce): this will instruct CSM to retrieve any entered order messages from BigCommerce and assign them on the CSM Order Documents FastTab. Order messages comprise special instructions that were entered by the customer at the time of order entry, as well as communications between the customer and vendor. 
  • Get Order Coupons (BigCommerce): this will instruct CSM to retrieve any coupons that have been applied to the order in BigCommerce and assign them to the CSM order. The total discount amounts of applied coupons are displayed on each channel order line; for a detailed breakdown of these totals, choose the Manage ribbon and then choose Order Line Options.
  • Get Order Transactions (BigCommerce): this will instruct CSM to retrieve all elements of the order (order lines, address information, taxes, etc.). By default, this information should be retrieved automatically whenever the automation routines are executed, but this action exists as a manual backup in case the automated process fails or is interrupted.
  • Set Status Complete (BigCommerce): this will instruct CSM to set the order’s status to Complete.  This is useful in scenarios where an order may have been completed on the BigCommerce platform but was not properly updated in Business Central. In such an instance, this update action can be used to manually set the order’s status accordingly.
  • Show Order Taxes (BigCommerce): will show the tax detail for the CSM order. 
  • Update Order From Channel (WooCommerce): Updates the channel order with data from the channel, if missing or incomplete. 
  • Get Order Notes (WooCommerce): Will retrieve the notes from the platform if they were not brought in by the automation.

Related Information Ribbon

  • Show Document – CSM will Navigate to Business Central Sales Documents. If a Sales Order still exists in the system, that Sales Order Document will be navigated to. If a sales order is not found, then CSM will display the related Posted Sales Invoice(s).