Connecting your Business Central account allows orders to flow from your customers in Upstock into Business Central, saving you having to manually enter them.
It also lets you import your existing products and contacts, making it a breeze to get up and running on Upstock 🏃🏽♀️
Connecting your Business Central account
Upstock connects to Business Central using a Business Central user login. You can create a specific user for Upstock or use an existing user account.
To connect your Business Central account, go to Settings › Integrations. On the card for Business Central, click Connect. You’ll be taken through the steps to connect your Business Central account and select the Business Central account to connect to Upstock.
Business Central Configuration
For Upstock to access different sales units of measure for items within Business Central and their base prices, you need to perform these simple steps. This gives Upstock a method to access this info and a price list in Business Central to reference.
These steps should only take 10 minutes.
Ensure that you're using the new Sales Pricing experience within Business Central (info here) by going to Settings › Feature Management. Enable if not already enabled.
Create a Web Service in Business Central. This allows Upstock to interact with your product lists.
Search "Web Services" in main search to find Web Services
Create a Web Service by clicking "+ NEW" and the following details
Object Type = Page
Object ID = 7005
Object Name = will autofill (Price List Lines)
Service Name = Give it a unique name (ie. "Upstock Prices"). You'll need this name later.
Create a Sales Price List for Upstock to reference product details. Search sales price lists in the main search bar.
Create a new list by clicking "+ NEW"
Give the list a code (which you'll need later) and description
You can add products to the list manually or simply add them all by clicking Suggest Lines in the menu up top (this doesn't mean all products have to be in Upstock)
Upstock Configuration
We'll assist you in configuring your Upstock account with your created Web Service and Sales Price List information. Let us know when you're ready to do so.
Importing Customers
You can choose the customers you'd like to import to Upstock to process orders.
Go to Customers › Add customer › Import customers.
Next, select the customers you want to import into Upstock to process orders. Please note that they must have an email address to be included.
The customers you chose will then be matched to businesses in our marketplace. This may take 24 hours to process if it's a large number of customers.
Importing products
To import your Business Central products, go to Products › Import products. Select the products you want to make available to customers on Upstock, then hit import.
As Business Central has product variants and different sales units of measure, we create items for each permutation. This forms a product with a combined product code.
For example, an item in Business Central may be:
Item Description: Ethiopian Kochere Single Origin
Item No: ETHK
Sales Unit of Measure: 200G (200 gram bag)
Variant Code: PLUNG (plunger ground)
This would create an item in Upstock:
Name: Ethiopian Kochere Single Origin
Code: ETHK-200G-PLUNG
The item's base price is pulled from the Sales Price List you created in Business Central. Customer-specific pricing variations can be controlled within Upstock's Price Lists feature.
Ordering workflow
Once your customers and products are added you can start taking orders.
Here’s how it works...
Orders are created in Upstock in various ways. These can be:
Customers place orders using the free Upstock app, saving you having to manually enter them.
Standing Orders feature generates orders
Orders created using our Email Orders feature
You review orders in Upstock and make any changes needed, such as adjusting quantities or adding freight charges.
When you approve an order in Upstock, a sale is automatically created in Business Central.
You can then fulfil the order in the normal way in Business Central.
When the order is Fully Shipped in Business Central, it will trigger Upstock to mark the order as Shipped (these are processed on a 10-minute schedule).
When the order is Invoiced in Business Central, this allows Upstock to submit any relevant eInvoice to Foodstuffs or Woolworths if appropriate.
Tip: Once an order has been approved in Upstock, no other changes to the items are synced between Upstock and Business Central.
Order Status:
Sales will be created with an Open status in Business Central.
Product Prices & Discounts
Product pricing is managed in Upstock using our Price Lists feature. It's super easy to create multiple lists to control customer-specific pricing and product visibility.
Note: If you update the base price it will affect all price lists. See this article for more info.
Disconnecting
You can disconnect your Business Central account at any time by going to Settings › Integrations, then clicking Disconnect.