This guide provides a step-by-step walkthrough for integrating Shopify with Business Central (OnCloud). The integration focuses on synchronizing key aspects such as inventory, product details, and order information to enable efficient management of your Shopify store directly from Business Central. With this integration, you can streamline your eCommerce operations and ensure real-time data alignment between both platforms. Pre-requisites: Before beginning the integration, ensure you have the following: Steps for Shopify and Business Central Integration 1. Create an Account on Shopify – Go to Shopify Admin and create your account. – Shopify offers a 3-day free trial, so you can explore the platform before committing. 2. Access the Shopify Dashboard – After successfully creating your Shopify account, you’ll be directed to the Shopify dashboard. – From here, copy the Shopify store URL, as you’ll need it later during the integration with Business Central. 3. Navigate to Business Central – Open Business Central and search for “Shopify Shops” in the global search bar. – Click on New to add a new Shopify shop. 4. Enter Shopify Shop Information – In the new Shopify shop creation screen, enter a unique Code for the shop. – Paste the Shopify URL (copied from step 2) into the required field. 5. Set Shopify Location – In Business Central, go to Shopify Location settings. – Select the relevant location for the shop. 6. Set Stock Calculation – Choose Free Inventory for Stock Calculation. This option ensures that your available inventory is always in sync with Shopify. 7. Add Products in Business Central – First, click on the Products section in Business Central. – Then, click on Add Items to begin adding products to be synced with Shopify. 8. Sync Inventory – Set the Sync Inventory field to True by enabling the corresponding boolean field. – Enter an appropriate Item Category Code for the products, then click OK to confirm. Optional: Sync Product Images – If you wish to sync product images between Shopify and Business Central, select the Sync Item Images to Shopify option. – By enabling this setting, the images of your items will also be synchronized when the products are added to Shopify. 9. Inventory Sync in Shopify – After completing the previous steps, your inventory will be successfully synced from Business Central to Shopify. Any changes made to stock levels in Business Central will now automatically update in Shopify. 10. If you want to sync shopify to business central go to Shopify Shop Card > Select “From Shopify” in Sync Item. 11. After that go to Synchronization and click on sync products By this if you had added product in shopify it will get sync to business central. 12. Customer Synchronization – You can also synchronize customer information between the two platforms. – For example, once you sync, you’ll see that Meagan has been successfully synchronized to Shopify. 13. View Your Online Store – Now you can view your online store and see your products live on Shopify. Theme Customization in Shopify The look and feel of your Shopify store is important in building a strong brand presence. Shopify offers a variety of customizable themes that you can select and edit to match your brand’s identity. How to Select a Theme: How to Set Up Payments on Shopify? Shopify Payments is an integrated payment gateway that simplifies the transaction process for your Shopify store. Here’s how to set it up to ensure your customers can make secure payments directly on your store. Important Points to Consider Before Setting Up Shopify Payments: – Bank Account Location: Ensure that your bank account is in the same country as your Shopify store. – Enable Two-Step Authentication: For enhanced security, activate two-step authentication before setting up Shopify Payments. – Transaction Fees: Be aware that Shopify Payments charges fees for each transaction, which vary depending on your pricing plan. – Minimum Payout Threshold: Shopify Payments does not process payouts below $1, £1, or €1. These smaller amounts will be added to the next payout that meets the threshold. Did You Know? For U.S.-based stores, Shopify Payments incurs a 1% fee for cross-border transactions (for credit card payments made with cards issued outside the U.S.). Step-by-Step Guide to Setting Up Shopify Payments Step 1: Set Your Store Currency Before you begin, establish the currency for your store. This currency may differ from that of your bank account. Changing the store currency after setup will require contacting Shopify Support. To set your currency: – Navigate to Settings > General > Store defaults > Currency display. – Click on Change store currency and select your preferred currency. – Click Save to implement the changes. Step 2: Access Payment Settings Once you’ve set your store currency, return to the Settings menu and choose the Payment option to initiate the payment setup process. Note: It is essential to complete your Shopify Payments account setup within 21 days of your first sale. This includes providing your business and banking details. For merchants located in the European Union or Hong Kong, setting up Shopify Payments is necessary to accept customer payments. Step 3: Activate Shopify Payments To enable Shopify Payments, you first need to create a Stripe account. Then: – Navigate to the Payment settings page in Shopify. – Click the Activate button for Shopify Payments. If you’re transitioning from another payment provider, Shopify offers an easy way to make this switch. Step 4: Select Your Business Type During the activation of Shopify Payments, you must identify your business type: – Individual: For sole proprietors who haven’t formally registered their business. – Registered Business: For businesses operating under a registered name, such as a corporation, LLC, or partnership. – Non-Profit: For organizations that are officially recognized as non-profit entities. Step 5: Designate an Account Representative Setting up Shopify Payments requires appointing an account representative. This individual, typically the owner, senior executive, or director, must possess the authority to make decisions within the business. Their role is crucial for verification with Shopify’s banking partners. Step 6: … Continue reading Seamlessly Integrating Shopify with Business Central: A Comprehensive Guide →

Introduction Invoices and shipments are frequently handled differently by different businesses. Processes, for example, can range from one person posting everything on a purchase order to numerous employees working on their own sites. On the User Setup page, you can now select how each user can handle invoices. Steps to achieve the goal 1. Go to User Setup select the users you want to give this restriction and then there are two columns Sales Invoice publishing Policy and Purch. Invoice Posting Policy 2. There are three values in these options Below is the impact of the above three options in different documents of purchase and Sales transactions. Document Option 1: Allow Option 2: Prohibited Option 3: Mandatory   Displays a series of options Confirmation dialog Confirmation dialog Sales Order Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Invoice       Ship and Invoice     Sales Return Order Receive Do you want to post the receipt? Do you want to post the receipt and invoice?   Invoice       Receive and Invoice     Inventory Pick Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Ship and Invoice     Purchase Order Receive Do you want to post the receipt? Do you want to post the receipt and invoice?   Invoice       Receive and Invoice     Purchase Return Order Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Invoice       Ship and Invoice     Inventory Put-away Receive Do you want to post the receipt? Do you want to post the receipt and invoice?   Receive and Invoice     Warehouse Shipment Ship Do you want to post the shipment? Do you want to post the shipment and invoice?   Ship and Invoice     Note: If you are trying to post invoice transactions from the general journal the above restriction would not be used in the General journal table. Conclusion Thus we saw how we can restrict the users to post the purchase and sales transactions. Thank you very much for reading my work. I hope this helps!

Introduction In this blog, I will demonstrate using Standard Journal functionality in Dynamics 365 Business Central. Standard Journal Standard Journals provide users with the benefit of saving transaction details and utilizing them at a later stage. Consider monthly expense payments, users will manually enter the details for the current month’s initial payment and save the journal line entries for future usage. Steps to save Standard Journal Enter the ‘Code’ and ‘Description’ to uniquely identify the journal. Users can even enable the ‘Save Amount’ toggle button to save the amounts on the journal.  Steps to Reuse Standard Journal Please note: The changes made on journal lines will not reflect on the saved template. Conclusion This feature of Dynamics 365 Business Central is very useful for users who are working with Journals that are recurring in nature. Hope this helps!

Problem Statement:  We have a requirement where the client wants a part of String from Sales Order No. which is Code(Data type) and it is auto-generated from Number Series. The Sales Order No. value is “SO/123/789/456”. The required Sub-string was: 123<Space>789. Pre-requisites: VS Code AL Language Extension Microsoft Dynamics NAV /  Business Central Solution: As per the requirement, we need to first retrieve Sub-strings “123” and “789” and this can be achieved using SELECTSTR( ) function. But SELECTSTR() only retrieves a Sub-string from a comma-separated String. And the Sales Order No. string is a slash-separated string. So firstly we need to convert this string to comma-separated string, which is achieved in the below-presented screen. CONVERTSTR(String, From Characters, To Characters)   In the above Screen, “SalesOrder No.” is initialized in a text variable “SoNumber” and then is converted to a comma-separated string. The code is: CONVERTSTR( String: Text, FromCharacters: Text, ToCharacters: Text ) Now comes the part where we retrieve Substring from this converted String using SELECTSTR( ) function as the string is now converted into a comma-separated string, below screen shows how it is done. SELECTSTR(Number/Position, Comma-Separated String)   As you can see in the above screen how SELECTSTR() function is used to retrieve substring on the 3rd and 4th position of the String and stored in text variables “No1” and “No2” respectively. And these variables are then initialized to another variable with space. The code is: SELECTSTR(Position, Commastring); In the above example the code is: SELECTSTR(3, Separatenumber); SELECTSTR(4, Separatenumber);     Conclusion:  We can retrieve a comma-separated string or any other character-separated string using CONVERTSTR() and SELECTSTR() functions. Hope this helps!