Dynamics 365 BC - Shopify

x2x eCommerce Dynamics 365 BC-Shopify integration provide the organizations with the tool to hassle-free manage their Shopify eCommerce site

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Why x2x eCommerce for Microsoft Dynamics 365 Business Central and Shopify Integration ?

The x2x Dynamics 365 BC-Shopify integration enables organizations to use their ERP solution to manage their eCommerce store. By integrating Dynamics 365 BC and Shopify Integration, organizations can take full advantage of the capabilities and flexibility of the Shopify store as it will now be managed by Microsoft Dynamics 365 Business Central.

The solution works by creating a bi-directional integration of Dynamics 365 BC with the Shopify store.

Features of Shopify & Microsoft Dynamics 365 Business Central Integration :

SHOPIFY MICROSOFT DYNAMICS 365 BC - ERP SYSTEM INTEGRATION

Manages Shopify store and BC company
Sync BC items with Shopify Items
Sync BC item categories with Shopify Item categories
Map Shopify Payment methods with BC payment methods
Map Shopify Shipping methods with BC shipping methods
Map Shopify Tax details with BC Tax Details
Create Parent items and linked with child items
Download Shopify Orders to BC with shipping, tax, and payment information
B2C Customer Creation - create a customer or use a generic customer B2B
Choose a template to be used for creating unknown Shopify Customers in BC
Customer creation - create a customer on Shopify from BC
Customer creation - create an unknown customer in BC from Shopify with an order download
Item creation - create an item on Shopify from BC
Item creation - create unknown Shopify items in BC with order download
Item information update (inventory, list price, cost; and weight)
Shipping location downloaded from Shopify to BC
Inventory Scheduler – allow you to schedule the upload/update frequency of Inventory
Price Scheduler – allow you to schedule the upload/update frequency of price
Order download Scheduler – allow you to schedule the order downloading from Shopify to BC
Order dashboard displays all relevant details of Shopify orders in BC
Activity Logs – Complete log of successful / failures in data communications

PRODUCT CATALOG

Product Categories & Sub-categories uploaded from BC to Shopify
Create unlimited categories and sub-categories using BC Item Category Code field and upload them
Parent Item table available in configuration packages
Import/Export of items for parent & child assignment from excel available in x2x Shopify Actions

BULK UPLOAD

Item Upload in Bulk Menu Conveniently upload the items to the Shopify store
Upload price in Bulk Menu Conveniently upload/update the item's price to the Shopify store

IMPORT / EXPORT

The export/Import Items utility allows updating information in bulk within BC
Export/Import product categories/sub-categories
Assign items to a category or sub-category

B2B CUSTOMER INTEGRATION

Mark a BC customer as a webstore to upload the customer to Shopify
Create a Cross-reference Shopify ID of the customer
Upload customer specific Sale prices to Shopify

B2C CUSTOMER INTEGRATION

Option to create Shopify customers in BC
Use the template to create customers in BC
Auto assign customer ID
Allow selection of BC Number Series for the Customer creation

ORDER ENTRY PROCESS

Choose the status of the order to download
Change the status of downloaded orders
Use the BC order template to create web orders in BC
Upload regular orders entered in BC to Shopify
Check inventory availability at the time of order submission
Download the order in BC with tax, shipping, and payment information
Order download from different Shopify plus stores to different BC Companies

ORDER MODIFICATION PROCESS

Order modified in Shopify will change the order in BC
Pre-authorization obtained with the original order is canceled
New pre-authorization is obtained for the revised amount

ORDER CANCELLATION PROCESS

An order canceled in Shopify will cancel the order in BC
Pre-authorization obtained with the original order will be canceled

SHIPPING PROCESS

Order shipped in BC and fulfillment status updated on Shopify
Once Shipped, the shipment no is created in BC

ORDER REFUND (SALES RETURN)

Order refunded on Shopify will be updated in Business Central
Sales Returns will be created

INVOICING PROCESS

Order converted to invoice in BC and upload on Shopify
After uploading of Invoice the transaction number is assigned by Shopify
Customer is charged and the pre-auth is released

PAYMENT PROCESS

Amount pre-authorized at the time of order placement is taken as receipt
If the amount is changed, the amount received is to be modified
No entry is created when the pre-auth is converted to a charge

Security of 365 BC to Shopify Integratio

Dynamics 365 BC - Shopify Integration, A one-stop solution :

Regular updating of the latest prices, inventory availability, item information, and categories is automatically done on Shopify.

This presents your customers with the ability to compare each product and its prices and make sure that the item they order is available in stock.

Automating workflow and complete visibility of sales orders helps you process faster and get happier customers.

You will receive actionable insights into your eCommerce business that will result in taking smarter decisions.

Benefits of Dynamics 365 BC - Shopify Integration :

Fully automated bi-directional synchronization.
Error reduction by streamlining the process.
Accelerated shipment processes.
Configurable and adjustable user interface.
Quick and easy implementation.
24/7 unlimited support availability.

WHAT OUR CUSTOMERS HAVE TO SAY

"We are very happy that we have automated our processes using x2x e-commerce, it has resulted in significant time savings for us as there is not a need to invoice online orders received. With the integration into GP, we have eliminated the need for staff to enter orders as they now go directly in our system. Being in an essentially live environment makes for improved accuracy and labour savings."

Terri L , Amos Pewter