Listing Management Setup

CSM Listing Management requires that you have already setup the CSM Order Management functionality.

Initial setup is done on the sale channel

Open the sales channel you want to work on
Scroll down to the Listing Management FastTab

Field	Description	Example Value
Product Information Purpose	This field is for future use, it will allow you to specify a purpose for product information you populate in CSM
Auto Build Attributes From	Indicates the method used to auto build attributes for a Sales Channel attribute set Manual: CSM will not build any attributes by default Item Attributes: Channel Listing Attributes are populated from Business Central Item Attributes for the linked Business Central Item External: CSM should defer to other extensions that will build the Attributes. Here it is possible to have CSM bring in attributes defined by another extension such as LS Retail Attributes	Item Attributes
Enable New Attribute Design	Enabling this field will instruct CSM to store listing attribute information in separate tables. You should enable this field if you have not yet deployed CSM for WooCommerce listing management functionality and are doing so for the first time. If you have been working with CSM for WooCommerce’s listing management functionality in the past, please contact your Suite Engine partner before enabling this field, as there may be data migration activities to consider.	True
Use Shared Item Attributes	Enabling this field will instruct CSM to create common item attribute records that can be shared between CSM listings. This is to accommodate varying attribute structures across different eCommerce platforms. In the instance of WooCommerce, attributes are shared. Accordingly, this field must be set to ‘True’ when you are configuring a WooCommerce sales channel.	True
Attribute Set Behavior	Select the method by which you want CSM to manage attribute sets for the channel: One Per Category: a single attribute will be assigned per CSM channel category. Single: the channel’s defined listing default attribute set will be assigned to all channel listings. Multiple Categories: a many to one relationship will exist between CSM channel categories and CSM attribute sets.
Listing Default Attribute Set	If the channel’s defined attribute set behavior is Single or Multiple Categories, enter the default attribute set for new channel listings. The manner in which the listing default is assigned is dependent on the attribute set behavior: Single: the listing default will be assigned as the attribute set to all new channel Multiple categories: if a category without an associated attribute set is assigned to a channel listing, the listing default will be assigned as the attribute set.
Price Group Code	Price Group to use in Listing Management for pricing.	ECOMB2C
CSM Price List Assignment	Not currently available for WooCommerce.
Listing Default Short/Long Description	CSM can send short and long descriptions about a product to WooCommerce based on information that is entered in Business Central. The short description is defined directly on the CSM listing, while the long description is entered as a product information record for a CSM listing. You can select different source types for listing short and long descriptions: Manual: CSM will not use any item information in Business Central as the basis for the description. The user can manually enter this information on a CSM listing. Description 2: CSM will use an item’s Description 2 value as the basis of the description. Extended Text: CSM will use an item’s extended text as the basis of the If you wish to use extended text, you must assign a description of either Short Description or Long Description to your extended text records. LS Item HTML: If the LS Central extension from LS Retail is installed, CSM will use an item’s LS Central item HTML value as the basis of the description. Item Marketing Text: CSM will use an item’s marketing text as the basis of the description. This option is not available for short descriptions; it can only be selected as the default for long descriptions.
Default SKU Method	If you want to automatically create new CSM listings from the Item card, you must select the method by which sales channel SKU values will be assigned to these 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.
Default Images	Not currently for use with WooCommerce.
API Image File Path	A path to send to the channel when communicating product image filenames.
Base Image External ID	Not currently for use with WooCommerce.
Small Image External ID	Not currently for use with WooCommerce.
Thumbnail Image External ID	Not currently for use with WooCommerce.
Default Product Status	Select the product status you want to assign by default to all CSM listings that are created for the sales channel. When a CSM listing is sent to an external WooCommerce channel, this setting indicates the status that will be assigned to the product in WooCommerce. *Active: the product is available for purchase on your storefront. Draft: the product is currently in the process of being set up and is not available for purchase on your storefront. Pending: the product has been fully set up but requires a final review/sign-off before it will be made available for purchase on your storefront. Private*: privately published products are not generally available for purchase on your storefront but can only be accessed by specific visitors. This is useful if you want to create client-specific or member-specific products.
Send Availability Information	This field indicates whether CSM should send inventory availability to WooCommerce for this Sales Channel.	True
Default Availability Basis	The Business Central Inventory method to use when calculating availability. This is a default that every CSM Listing for this Sales Channel will be created with. You can however override this value for each individual Listing. All of the below methods use the location specified on the Sales Channel for the calculation. Availability – (Item Availability) On hand, less what is due to ship on a sales order + what can be received on a Purchase Order where the expected release date is today or less. Available Inventory – On hand minus what is on reserve for other demand Inventory – On hand inventory for the Location specified by this Sales Channel. Custom	Availability
Default Availability Percent	Allows you to specify a percentage to reduce the above calculated availability basis by before sending the value to WooCommerce. For Example, if the Availability Basis calculation was 100, and the Availability percent was 80%, then a value of 80 would be sent to WooCommerce. This value will be used when creating the listing and can be changed for each listing.	80
Default Availability Threshold	A minimum inventory threshold that must exist before CSM will send a calculated value. If the actual Inventory basis calculation was 9 and the threshold was set to 10, CSM would send 0 to WooCommerce for the availability of this listing. If the calculation was 11, then CSM would send 11 to WooCommerce (except if the Subtract Threshold From Avail switch is On).	10
Subtract Threshold from Avail	A threshold value of 0 indicates that threshold adjustments should not be considered. A switch that indicates whether the threshold value should be subtracted from the calculated inventory availability before sending to WooCommerce. For Example, If the Availability Basis yielded 100, and the Availability Percent was 80, and the Threshold value was 10, CSM would send a value of 70 to WooCommerce for the Listing.

CSM Tax Groups

WooCommerce has Tax Classes that do not have IDs assigned to them. There is not currently a way to link a CSM Tax Group to a WooCommerce Tax Class so the mapping will need to be done manually.

In the Sales Channel, go to Related -> Setup -> Tax Groups
Select New
Select the API Set Code. This will usually be the API corresponding to this sales channel
Select the Tax Group Code from the list of Business Central Tax Groups
In the External ID field enter the corresponding Tax Class from WooCommerce

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 WooCommerce. Each product category in WooCommerce has a tag ID number that identifies it as unique. You can obtain the tag ID for a product category by opening the Categories record in WooCommerce’s administration interface and then reviewing the URL in your browser. The WooCommerce product category’s ID can be identified as the beginning value that appears directly after the “taxonomy product category” portion of the URL. For example, in the sample below, the category’s tag ID is 79:

https://csmwoo.com/wp-admin/term.php?taxonomy=product_cat&tag_ID=79

Although linking your WooCommerce 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 WooCommerce product category to each one.

Open the CSM sales channel record for which you want to set up the category
Choose the Related ribbon, then select Listing and choose Create Category Wizard
On the first page, in the Method field, choose the Item Category option, the choose Next
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.
- If the item category you have selected has children, and you want to create corresponding CSM channel category records, enable the Auto Add Category Children option.
- Enable the Create Sales Channel Attribute Set (optional) 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 categories.
- Click Next

Choose the Finish button. New CSM channel category records are created for the selected item categories.
From the CSM sales channel record, choose the Related ribbon, then select the Listing menu and choose Channel Categories.
On the lines for the newly created channel categories, click Send to Channel to receive the external ID for the product category you created from WooCommerce.

Next: CSM Item Attributes and Attribute Sets

Listing Management Setup

The Listing Management module allows you to manage product information within Business Central and push out to the external channel. This includes inventory availability, short descriptions, long descriptions, etc.