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CSM Product Listings

Relevant Dynamics 365 Business Central Item Information

In Business Central, navigate to an item you have already defined/created.

Below are the pieces of information on the item that CSM can share with the external platform.  Note that all the information is not required. CSM will send what it finds, and it can always be updated later.

  • Item
  • Type
  • SKU
  • Regular price
  • Virtual
  • Downloadable
  • Weight
  • Primary category code
  • Catalogue visibility
  • Item Category
  • Item Picture
  • Extended Text (on the field ‘Description,’ type ‘Short description’)
  • Set Special Prices (standard functionality for sales prices)
  • Identifiers (CSM can use this to link a WooCommerce Product SKU that is different than the Item Number)

About ‘Item Picture’

The image needs to be added in the WooCommerce store admin first. Those are in Media> Library. CSM only sends a URL link to WooCommerce, not the actual image itself.

In BC, the image is on the CSM Listing card, in the Listing Product Information section, on a line with "Information Type" = Image. The URL that CSM sends is built from the "API Image File Path" on the Listing Management tab of the Sales Channel Card plus the "CSM Name" field on the Listing Product Information line.

Use the action Channel Integration> Send Images to Channel. WooCommerce should return an External ID and fill some other fields with "External" in the name. On WooCommerce, the image should be assigned to the product.

CSM Listings

There are three ways in which you can create CSM listing records:

  • Listing Wizard: a step-by-step process that walks you through the creation of a CSM listing record for a single Business Central record.
  • From BC Items Import: allows you to create multiple CSM listing records for a group of Business Central records. 
  • From the Item Card: you can create listings for one or more sales channels directly from the Item card. 

Creating Listings with the Listing Wizard

  • Open the CSM sales channel record for which you want to create listings.
  • From the Listing ribbon, choose Wizard
  • On the first page of the wizard, enter the Item No. field to assign the Business Central item that will have a listing.
  • If the item exists in multiple variants or units of measure and you want to create separate listing records for each one, enter these values in the relevant fields.

Note: if you are creating a listing for a configurable item with multiple children records that were built with the item variations module and you want to create separate listings for these children, you must assign the parent item in the Item No. field of the wizard and leave the Variant Code field blank. This will instruct CSM to create multiple CSM listing records with the proper parent/child structure. For more information on configuring item variations to be used as the basis for CSM listings, see here.

  • Choose the Next button
  • In the Sales Channel SKU field, enter a value that will identify the CSM listing as a unique record for the CSM sales channel. By default, CSM will assign a SKU in this field based on the values that were entered on the first page of the wizard, but you can modify this, if desired.
  • Choose the Next button
  • Choose the Finish button

A new listing record is created for the sales channel based on the values that were entered in the wizard.

Creating Listings with BC Items Import

  • Open the CSM sales channel record for which you want to create listings.
  • From the Related ribbon, select the Listing menu and choose Channel Listings
  • On the CSM Listings page, choose the Actions ribbon, select the Create Listing menu, and then choose the From BC Items action.
  • On the Create CSM Listing from BC Items page, fill in the following fields:
    • Listing Unit of Measure: select the item unit of measure that will be assigned to newly created CSM listing records. You can instruct CSM to assign an item’s base unit of measure or sales unit of measure as the CSM listing’s unit of measure.
    • SKU Number: select the method by which sales channel SKU values will be assigned to new CSM listing records. A sales channel SKU identifies the CSM listing as a unique record for the CSM sales channel. Sales channel SKUs can be assigned from an item’s number; a combination of an item’s number, variant, and unit of measure; item identifier; or barcode values.
  • If you only wish to create CSM listing records for a selected group of items, set the necessary filters on the Filter: Item FastTab.
  • Choose OK

New listing records are created for the sales channel according to the criteria that you specified in the Create CSM Listing from BC Items page.

Creating Listings from the Item Card

It is possible to create CSM listings directly from the Item card in Business Central. You must have defined a default SKU method on the sales channel for which you want to create listings in this manner.

To create listings from the Item card:

  • Open the item record for which you want to create listings
  • On the Auto Create CSM Listings FastTab, choose an available line
  • In the Sales Channel Code field, enter the sales channel that will have a listing

The sales channel’s default SKU method is automatically assigned to the line. If the item has an existing value that corresponds to this SKU method, it will be automatically entered in the Channel Item SKU field.

  • If the line does not have a value in the Channel Item SKU field, you must enter one
  • If you wish to create a listing for a specific item variant or unit of measure, adjust the values in the corresponding fields
  • Repeat above steps on subsequent lines if you want to create listings for the item on other sales channels
  • When you are ready to create the listing for a given sales channel, change the value in the Auto Creation Status field to Ready.
  • Choose the Auto Create CSM Listings menu option in the FastTab ribbon, then choose Create CSM Listings
  • Choose the Yes button on the message asking you if you want to proceed.

CSM will attempt to create a new listing record for the selected line(s). If this process is successful, the line(s) will be removed from the Auto Create CSM Listings FastTab. If the process fails, a message explaining the failure will be presented in the Error Text field. Common reasons for failure include the auto creation status not set to Ready or the item already having a listing for the relevant sales channel.

You can also configure CSM to automatically create listings for any auto creation lines as part of a scheduled automation routine. To do so, you must create and schedule the AUTOCREATELISTINGS automation process to occur as part of your CSM listing automation. When this automation routine is created, you can include it as part of your existing automation activities. When this automation routine is executed, CSM will attempt to create new listings for any auto creation lines with a Ready status.

For more information on how to automate CSM activities using job queues, please refer to the CSM Automations and Job Queues.

Next: Anatomy of a CSM Listing