Placing an order
So far, this guide has looked at how data is integrated from Business Central into your ecommerce powered by Dynamicweb.
The next step is to take a look at what happens when a customer decides to buy an item that you placed in the ecommerce shop. Luckily, the transfer of data from Business Central to Dynamicweb functions just as smoothly the other way around with an integration in place.
As you will see in this chapter, Dynamicweb offers various sales order functionalities that are usable in a range of scenarios out of the box. What this gives you is the insurance that you can focus primarily on handling the increasing number of sales orders coming through your ecommerce into BC – because the ecommerce functionalities needed are already in place from the start.
This also means you no longer have to sit and create sales orders manually when a customer gets in touch. As you’ll see, with everything being handled digitally, all the details regarding an order is automatically placed in Business Central for you to simply review and process.
A selection of some of the different order types can be seen in the screenshot below.
Sales orders are handled in the ‘sales orders’ area in Business Central. To access this area, press the ‘sales’ dropdown in Business Central and click the Sales Orders link.
In the Sales Orders area, you will see a complete list of the direct orders completed through your ecommerce shop from all your customers.
In this area you can of course filter and search through the orders to get a better overview. This is especially relevant if you have selling agents in charge of specific customers or even specific customer contacts. To filter orders from the customer we created earlier, search for ‘Odense Koncern’ in the search field.
In this view we see two sales orders from the customer Odense Koncern. This is a direct result of the integration between your Business Central solution and the ecommerce powered by Dynamicweb – all orders performed in the ecommerce are immediately transferred to Business Central where you can handle them.
Access one of your orders by pressing the number of the order you want to access.
In this view you can review information regarding the specific sales order you accessed, for instance the specific customer contact who made the order, the specific items ordered, the quantity, shipping info, and more.
Because most of the necessary information is pre-filled your primary task to assign the number of ordered items to be shipped and invoiced.
Once this information has been applied you are ready to post and send the order.
When the order is posted you will be able to download the order confirmation with all the relevant data included. See below.
You can also decide to invoice an order coming from your Dynamicweb ecommerce shop. To do so, follow the steps taken in chapter 7.1 to access the order.
In the order line field you must declare the quantity to be invoiced – this number depends on the quantity of items ordered that you are shipping which you want to invoice.
After posting the order, the shipped and invoiced order can be found in the Posted Sales Invoices area.
Of course, due to the integration between your Business Central solution and Dynamicweb, when orders are handled in BC that data also becomes available to the customer in their personal area in the Dynamicweb customer center.
Invoicing part of a sales order
Sometimes you are only able to invoice part of an order. This can happen when a customer makes an order that exceeds your inventory capacity, or their credit worth only allows purchasing part of the order.
Luckily, you can easily decide to invoice only part of an order coming from Dynamicweb ecommerce.
After accessing the order, in the order line field you can designate a quantity to ship and quantity to invoice that is lower than the quantity ordered.
In this way you can split an order into several invoices.
After posting the order, we see that the amount shipped has now changed to 4 out of a quantity of 5.
Meanwhile, in the Posted Sales Invoices area we can find two invoices relating to the same order. This is because we have posted a quantity of 2 items twice from an order of 5 items. In this way it is possible to split one order from Dynamicweb ecommerce into several invoices.
Sometimes a customer wants or needs to return an item you shipped. This can happen for a multitude of reasons; the important thing is that when you manage the return order in Business Central the information is also published in the customer’s customer center for review.
To return an order in Business Central you must access the Sales Credit Memos area.
Here you can essentially set up a sales order, but instead of shipping items you will be creating a sales return memo to your customer. Add information to the memo such as the customer name and contact, the specific items to be returned and the quantity.
When the relevant information regarding the credit memo has been filled, you can post the return just as you would post and send a sales order. You can find the posted sales credit memo under Posted sales credit memos.
This information is also transferred to your Dynamicweb ecommerce where the customer can access the credit memo in the customer center.
Simply log in to the solution, and in the My Orders section of the personal area find credit notes.