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BigCommerce Listing Mgmt Additional Setup

Misc setup items for Listing Management

CSM Tax Groups

Most eCommerce platforms contain some sort of way to group or categorize the different types of tax that are applied to products. CSM refers to these categorizations are as “CSM tax groups.” CSM tax groups are set up to correspond to existing Business Central tax group codes and 'tax class' records in BigCommerce.

By default, BigCommerce offers tax classes for default taxes, non-taxable products, shipping tax, and gift-wrappingapping tax, but you can create additional classes to meet your company’s needs. Each tax class in BigCommerce has an external ID number that identifies it as unique. You can obtain the external ID for a tax class via BigCommerce’s API reference tool.  Additional information on the API Reference Tool can be found in our knowledge base. 

You must link BigCommerce tax classes to CSM tax groups to ensure that the proper tax group codes are assigned to sales orders that are retrieved from BigCommerce. This is a manual process in which you associate an external ID from BigCommerce to a CSM tax group record in Business Central:

  • Open the CSM sales channel record for which you want to set up the tax group
  • Choose the Related ribbon, then select the Setup menu and choose the Tax Groups action.
  • Create a new line. The API set code and sales channel code will be automatically populated by the application.
  • In the Tax Group Code field, enter the Business Central tax group code you want to assign.
  • In the External ID field, enter the external ID for the tax class you obtained from BigCommerce. 

CSM Item Inventory Locations

If you wish to send item availability information from Business Central to BigCommerce, you must map the locations in each platform to each other. CSM allows you to map multiple Business Central locations to a single BigCommerce location. This is useful in scenarios where you want to aggregate inventory from multiple Business Central locations when sending item availability to BigCommerce.

You can obtain the ID of your locations on your BigCommerce site by opening the locations list, choosing a location, and reviewing the identification number in the URL.

Once you have this information, you can set up this information in Business Central:

  • Open the CSM Sales Channel you setup for BigCommerce
  • Choose the Related ribbon, then select the Setup menu and choose the Inventory Locations action
  • Choose the New action in the ribbon to open a blank inventory location card
  • In the Channel Inv Location ID field, enter the external ID you obtained from BigCommerce
  • Select the first available line on the CSM Locations FastTab enter the Location Code field, to map a Business Central location to the CSM inventory location.
  • If you want CSM to use inventory from the location as part of availability calculations, place a check mark in the Incl in Inventory Calculation field.
  • If the location represents a virtual location to which you want to receive returned or credited items that you do not wish to re-stock, place a check mark in the Is Returnless field.

The other fields on the line exist to support upcoming functionality that will allow greater flexibility in location mapping and can be ignored.

Repeat above steps if you want to map additional Business Central locations to the BigCommerce location.

CSM Channel Categories

Most eCommerce platforms contain some sort of way to group or categorize the different types of items that are available for sale. The terminology for these records varies from platform to platform, but within CSM these categorizations are referred to as “CSM channel categories.” CSM channel categories are set up to correspond to existing Business Central item category codes. Just as Business Central supports the ability to have multiple item category hierarchy levels, CSM channel categories can be set up as “parents” to one or more “children” categories.

CSM channel categories correspond to “product category” records in BigCommerce. Each product category in BigCommerce has an external ID number that identifies it as unique. You can obtain the external ID for a product category by opening the product category record in edit mode from BigCommerce’s administration interface and then reviewing the URL in your browser. The BigCommerce product category’s ID can be identified as the final value that appears directly before the “edit” portion of the URL. For example, in the sample below, the category’s external ID is 23:

https://mybigcommerce.com/manage/products/categories/23/edit

Although linking your BigCommerce product categories to CSM channel categories is not required, it is recommended, as this association can streamline the process of building channel listings. CSM provides a wizard tool that allows you to automatically create channel categories from Business Central item categories. Once you have created these records, you can manually assign the external ID from the relevant BigCommerce product category to each one.

  1. Open the CSM sales channel record for which you want to set up the category.
  2. Choose the Related ribbon, then select the Listing menu and choose the Create Category Wizard action
  3. On the first page, in the Method field, choose the Item Category option, the choose the Next button
  4. On the second page, in the Item Category Code field, enter the Business Central item category for which you are setting up a CSM channel category.
  5. If the item category you have selected has children categories and you want to create corresponding CSM channel category records, enable the Auto Add Category Children option.
  6. Enable the Create Sales Channel Attribute Set and Create / Sync Sales Channel Attributes fields if you want to automatically create attribute sets for each new category, as well as sales channel attributes for each item attribute that is assigned to the corresponding Business Central item category.  
  7. Choose the Finish button. New CSM channel category records are created for the selected item categories.
  8. From the CSM sales channel record, choose the Related ribbon, then select the Listing menu and choose the Channel Categories action. 
  9. On the lines for the newly created channel categories, enter the external ID for the product category you obtained from BigCommerce in the External ID field.

Next: BigCommerce Item Attributes and Attribute Sets