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Business Central

Sync warehouse inventory by location​

When you'd use this: When you need to sync warehouse stock levels from Business Central to your store, CommerceBuild automatically pulls inventory data separately for each active warehouse location to ensure accurate, location-specific stock information.

What happens automatically:

When syncing warehouse details from Business Central, the platform queries each active warehouse location individually. This ensures:

  • Inventory data is retrieved for all warehouses marked as active in your store
  • Each warehouse's stock levels are synced independently
  • The sync process handles location-specific filtering correctly
  • Only warehouses that are active (warehouses with the inactive flag set are excluded) are included

The platform connects to the Business Central stock inventory endpoint to retrieve the latest warehouse data for your store.

Troubleshooting:

  • Warehouse inventory not appearing in Store Manager — The sync process filters warehouse data by location code. Verify that the warehouse is marked as active in your store's warehouse configuration (not flagged as inactive in warehouse extras). Inactive warehouses are automatically excluded from the sync.
  • Warehouse details sync failing — If warehouse inventory stops syncing, verify that the Business Central stock inventory endpoint is responding correctly. Check the integration logs for connection errors or timeouts between CommerceBuild and Business Central.

Attach remittance documents to orders in Business Central​

When you'd use this: When customers pay by bank transfer and upload a remittance document (such as a PDF or image) during checkout, that document is automatically attached directly to the sales order in Business Central so your fulfilment team can verify payment.

What happens automatically:

When a customer completes checkout with bank transfer payment and uploads a remittance document:

  • The document is sent to Business Central through the CommerceBuild connector
  • The file is attached directly to the sales order as a document attachment
  • The attachment appears on the sales order record in Business Central, not as a separate incoming document
  • Your fulfilment team can view the remittance proof alongside the order details

Troubleshooting:

  • Remittance document not appearing on the sales order — Check that the order was successfully created in Business Central and that the document was uploaded before the customer completed checkout. The attachment is created at the same time as the order.

Create sales quotes from checkout​

When you'd use this: When you want customers to request a quote through your storefront checkout, CommerceBuild sends the quote details to Business Central where it's created as a sales quote record for your sales team to review and convert to an order.

What happens automatically:

When a customer submits a quote request through checkout:

  • The quote details are sent to Business Central through the CommerceBuild connector
  • A sales quote record is created in Business Central with the customer details, line items, quantities, and pricing
  • The quote appears in Business Central where your sales team can review, modify, and convert it to a sales order
  • CommerceBuild automatically filters out checkout-specific data that Business Central doesn't expect (such as internal checkout identifiers and purchase order mapping fields), sending only the information needed to create a valid sales quote

Troubleshooting:

  • Quote not appearing in Business Central — Verify that the quote was successfully submitted through checkout and that the customer account exists in Business Central. Check the integration logs for any connection or data errors between CommerceBuild and Business Central.

Sync unavailable periods from Business Central​

When you'd use this: When you manage block dates or unavailable periods in Business Central (such as warehouse closures, maintenance windows, or shipping blackout dates), CommerceBuild syncs these periods to your store so customers can't place orders for affected dates.

What happens automatically:

When syncing unavailable periods from Business Central:

  • The platform retrieves all unavailable period records, including their start dates, end dates, and status
  • The sync maps the Business Central entry status to the active status in CommerceBuild, ensuring deleted entries in Business Central are properly reflected as inactive in your store
  • Only active unavailable periods appear as restrictions in your storefront
  • Changes to unavailable periods in Business Central are reflected in your store after the next sync

Troubleshooting:

  • Unavailable period not appearing in store — Verify that the period is not marked as deleted in Business Central. Deleted entries are synced as inactive and won't block order placement. Check that the entry's dates are correctly configured in Business Central.
  • Deleted period still blocking orders — If an unavailable period was deleted in Business Central but still appears active in CommerceBuild, trigger a manual sync to update the entry status.

Display customer-specific item codes and descriptions​

When you'd use this: When your customers use their own item codes and descriptions that differ from your internal Business Central item numbers, CommerceBuild syncs these customer-specific references so customers see familiar product identifiers when browsing and ordering.

What happens automatically:

When syncing item references from Business Central:

  • The platform retrieves all Item Reference records where the reference type is set to Customer
  • For each customer-item combination, CommerceBuild syncs the customer's item code, description, and unit of measure
  • When a customer logs in to your store, they see their own item codes and descriptions instead of your internal product names
  • Changes to item references in Business Central are reflected in your store after the next sync

For example, if your Business Central item 1900-S is named "Paris Guest Chair, black" but your customer refers to it as "Z1900" with the description "Paris Lounge Chair", the customer will see their own code and description when browsing your store.

Troubleshooting:

  • Customer not seeing their item codes — Verify that the Item Reference record in Business Central has the reference type set to Customer and that the customer code matches the logged-in customer. Only customer-type references are synced to CommerceBuild.
  • Item description not updating — If you've changed an item reference description in Business Central but the customer still sees the old description, trigger a manual sync to update the customer product data.