Setup with a wizard
The extension has a wizard that guides you through the setup. For it to work out of the box, an app registration has to be created in Microsoft Entra and connected to Business Central. This requires a user with administrator rights in Business Central and someone who can create app registrations in your Entra, often your IT department.
No passwords to share or renew
We connect using federated credentials. That means there's no password to send us and renew when it expires. You create the app registration in your own Entra, decide what permissions it has, and allow the Chainbox platform to sign in with it. If you want to close access, you delete it in Entra.
The order
The web order is first placed in the journal and then created as a sales order in Business Central. This happens automatically. The extension adds a set of tiles to the sales order processor's Role Center, showing how many web orders are being processed and whether any need manual handling. If an order fails on its way from journal to sales order, you'll see it there, and it can be corrected in the journal and imported again.
If orders need to be handled differently in your business, your Business Central partner can build on the events the extension raises when a journal becomes a sales order, without changing our extension.
What comes with the order
Besides the items, the order includes the delivery address and comments. Shipping and other fees set up in the webshop are added as item lines. If you like, a chosen parcel shop can be set as the delivery address and the carrier added to the order.
Most B2B customers buy on invoice. If the customer pays by card, the transaction ID comes with the order, and the capture is set up at the right point in the order process in Business Central. That's your ERP provider's area - we hand over the order at the journal.
Orders from customers who aren't logged in go to the default customer by default, with the address written on the order, but this can be changed.
Prices
Both the old price setup with sales prices and line discounts and the new price lists are supported. Customer price groups, customer discount groups, campaigns, quantity discounts, invoice discounts and currency are included.
The price from the webshop is carried over to the order. If you want Business Central to recalculate it, a check can easily be added when the journal becomes a sales order. Differences can occur, though, for example if the job queue has been paused while other jobs were running, or if a price has a cut-off date.
Test without touching production
The extension has a checkbox for sandbox environments, so a sandbox can fetch web orders without them being marked as fetched. That way you can test without affecting production. If you need it, the webshop can also have a test environment that's separate from production.
Why we mirror data
The webshop needs to be fast and stable, even when lots of customers are shopping at the same time and pricing is complicated. Business Central's API is good and fast, but it isn't built to respond to every single click in a webshop, so the webshop works from the data mirror.
If Business Central doesn't respond
The webshop keeps running, and web orders wait in a queue until Business Central can receive them again.
If data transfer is down for a longer period, products, customers and prices in the webshop can get out of step with Business Central, and we monitor for that. Failed jobs are retried automatically, and we have fixed playbooks for the known problems.
Which items and customers are included
By default, all items and customers are included. If you want to leave some out, you set the "Blocked from Chainbox" field on them. The field comes with the extension. It can also be reversed in the extension's settings, so only items and customers marked "Included in Chainbox" are included.
If you delete an item or customer in Business Central, it's removed on our side too.
Stock and delivery date
The webshop shows available inventory from Business Central, and for items on their way via a purchase order, it can show the expected delivery date.
Stock per location isn't included as standard, but the integration can be extended so locations are included too.
New versions of Business Central
Microsoft updates Business Central continuously, and we develop the extension in step with the new versions.