WooCommerce Definitions and Mapping
Once your sales channel is configured there are a number of mapping exercises to map values from the external channel to values inside of Business Central. These mappings are required to allow the automations to create sales orders Business Central.
CSM Shipping Methods
CSM shipping methods are set up to map Business Central shipping agent codes to the correlating field on the external platform. WooCommerce refers to these as Shipping Methods and they support a number of standard delivery methods.
- Open your WooCommerce Sales Channel
- From the Related ribbon choose Setup then Shipping Methods
- From the Actions ribbon choose Retrieve Shipping Methods
- If CSM is able to identify a Business Central shipping agent code that is identical to a CSM shipping method record’s external ID, it will automatically link this record.
- If CSM cannot identify a shipping agent code that matches a CSM shipping method’s external ID, a new shipping agent code will be created and assigned to the CSM shipping carrier line.
- It is possible to add a line for shipping charges to sales orders that have a shipping method defined, allowing you to post these charges to a dedicated account in Business Central:
- If you want to post a shipping method’s shipping charges to a Business Central account, leave the Shipping Order Behavior field set to Default, then use the Shipping Order Charge Type and Shipping Order Change No. fields to identify the account to which charges will be recorded.
- If you do not want to post a shipping method’s shipping charges to a Business Central account, change the value in the Shipping Order Behavior field to Skip, then leave the Shipping Order Charge Type and Shipping Order Change No. fields blank.
CSM Payment Methods
CSM payment methods are designed to map Business Central payment methods to the external platform. This association will ensure that the proper payment information is maintained in both platforms.
- Open your WooCommerce sales channel
- From the Related ribbon select Setup, then Payment Methods
- From the Actions ribbon choose Retrieve Payment Methods
- If CSM is able to identify a Business Central payment method code that is identical to a CSM payment method record's external ID, it will automatically link these records.
- If CSM could not identify a match you will need to manually assign a Payment Method Code.
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Payment methods that represent credit card transactions should have a balancing account assigned so that Business Central can automatically post and apply the payment entry in the customer’s ledger when the sales order is invoiced.
- You can assign a balancing account to the Business Central payment method code that is linked to the CSM payment method, or you can define one for the CSM payment method by using the Bal. Account Type and Account No. fields on the CSM payment method line.
- Additional setup options for each payment method include:
- Automatic Application: enter a check mark in this field to instruct CSM to automatically apply payments that are recorded for the payment method to the associated Business Central sales invoice or credit memo.
- Single Capture: enter a check mark in this field to instruct CSM to permit only a single payment capture activity against this payment method.
- Perform Invoice Capture: enter a check mark in this field to instruct CSM to automatically perform and send a capture transaction (such as a credit card settlement) to the external channel following the transmission of invoice activities recorded for the payment method.
- Perform Capture for Zero Amt: enter a check mark in this field to instruct CSM to automatically perform and send a capture transaction to the external channel following the transmission of invoice activity when an invoice amount is zero recorded for the payment method.
CSM Shipping Carriers
CSM shipping carriers are designed to map Business Central shipping agent codes to the external platform. WooCommerce does not maintain shipping carrier information out-of-the-box. There are plug-ins that can be installed in your WooCommerce environment to record this information.
By default, CSM does not support WooCommerce Plug-ins without testing. If you have such a plug-in, you should be able to create a link between Business Central and WooCommerce.
- Open your WooCommerce Sales Channel
- From the Related ribbon select Setup Actions then Load Shipping Carriers
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To view the newly created records, select Setup from the Related ribbon, then choose Shipping Carriers
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Complete any setup of the retrieved shipping carriers by selecting the proper Shipping Agent Code for each WooCommerce Shipping Carrier
Note: CSM does not support WooCommerce plugins. If you have installed a plugin that allows for the creation of shipping carrier records on your WooCommerce platform, you may still need to make changes or customizations to your CSM solution in order to ensure the integration operates as desired. Full testing is required.
Multiple Currencies
If you configure your sales channel to assign currencies from retrieved orders, you must map the currency codes from your WooCommerce channel to corresponding records in Business Central.
When an order is retrieved from WooCommerce, CSM will review the currency on that order and assign a Business Central currency code to the related sales order based on this channel mapping.
To define currencies for your sales channel:
- Open your WooCommerce sales channel
- Choose the Related ribbon, then select the Setup menu and choose the Currencies
- In the Currencies window, choose the Actions ribbon, then choose the Retrieve from Channel
CSM retrieves currencies from the sales channel’s connected WooCommerce store and creates new CSM currency records for each one.
- Enter the appropriate currency in the Currency Code field
- When you are done mapping WooCommerce currencies to Business Central records, close Currencies
- In the CSM Sales Channel window, expand the Order Management FastTab and place a check mark in the Allow Multi-Currency field.
CSM Order Status Matrix
The CSM Order Status Matrix is data that CSM uses to determine a Channel CSM Order Status based on information received from WooCommerce. This data is pre-loaded. Please change these status values carefully to ensure CSM integrity when assigning a status to a Channel Order.
Order Notes Placement
When CSM retrieves an order from WooCommerce, it is possible to include any notes that have been entered for it. By default, CSM will automatically retrieve any customer-entered notes along with the rest of the order information, while any notes that have been generated from the system or entered through the WooCommerce administration portal must be manually retrieved by a user. Retrieved order notes are entered as CSM order document lines on the related CSM order.
If you wish, you can instruct CSM to place retrieved order notes on the sales order that is created from the CSM order:
- Open your WooCommerce sales channel
- Choose the Related ribbon, then select the Setup menu and choose Order Notes Placement
- On a new line, enter the code or reference value that the channel uses to identify the order note type in the Order Document No. field.
If you are unfamiliar with the correct syntax used by the channel, we recommend you retrieve an order with the desired comment type into Business Central, then review the CSM Order Documents FastTab. The identifying value will be presented in the Order Document No. field.
Note: the administrative notes that are entered for an order in WooCommerce are assigned unique identifying numbers, making it difficult if not impossible to enter a standard reference value for retrieved notes on CSM order document lines. This functionality is more applicable if customizations or extensions are in place that can identify retrieved order notes according to a standard identifier.
- In the Placement field, use the dropdown to indicate how you want these comments to be placed on sales orders. You can choose to have comments placed on sales lines or as sales order comments