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.
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
Our Business Central integration can support 2 methods of importing products:
Simple importing products from Business Central using their default unit-of-measure and without product variants
or
Use Upstock's Advanced Sales Pricing function to support units-of-measure and variants with some additional configuration in Business Central
To configure Business Central for Advanced Sales Pricing, please follow the instructions here
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.
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.