diff --git a/business-central/admin-how-setup-email.md b/business-central/admin-how-setup-email.md index 918f4d0f40..6a2b282697 100644 --- a/business-central/admin-how-setup-email.md +++ b/business-central/admin-how-setup-email.md @@ -6,12 +6,12 @@ ms.author: bholtorf ms.topic: get-started ms.search.keywords: SMTP, email, Office 365, connector ms.search.form: 1805, 9813, 9814, 1262, 1263 -ms.date: 10/06/2023 +ms.date: 03/04/2024 ms.custom: bap-template ms.service: dynamics-365-business-central --- -# Set Up Email +# Set up email [!INCLUDE[azure-ad-to-microsoft-entra-id](~/../shared-content/shared/azure-ad-to-microsoft-entra-id.md)] @@ -31,7 +31,7 @@ There are a couple of requirements for setting up and using the email features. * To set up email, you must have the **EMAIL SETUP** permission set. For more information, see [Assign Permissions to Users and Groups](ui-define-granular-permissions.md). * Everyone who will use the email features must be a fully-licensed [!INCLUDE [prod_short](includes/prod_short.md)]. For example, delegated admins and guest users can't use the tenant's email account. -## Add Email Accounts +## Add email accounts You add email accounts through extensions that enable accounts from different providers to connect to [!INCLUDE[prod_short](includes/prod_short.md)]. The standard extensions let you use accounts from Microsoft Exchange Online. However, other extensions that let you connect accounts from other providers, such as Gmail, might be available. @@ -57,7 +57,7 @@ The following table describes the email extensions that are available by default If you want to use SMTP protocol to send emails from [!INCLUDE[prod_short](includes/prod_short.md)], you can use the SMTP Connector extension. When you set up an account that uses SMTP, the **Sender Type** field is important. If you choose **Specific User**, emails will be sent using the name and other information from the account you're setting up. However, if you choose **Current User**, emails will be sent from the email account specified for each user's account. Current User is similar to the Send As feature. For more information, see [Use a Substitute Sender Address on Outbound Email Messages](admin-how-setup-email.md#use-a-substitute-sender-address-on-outbound-email-messages). > [!IMPORTANT] -> If you're using [!INCLUDE[prod_short](includes/prod_short.md)] on-premises, you can use OAuth 2.0 protocol for authentication. To use OAuth for SMTP, all users must be on the same Microsoft Entra tenant. +> To use OAuth for SMTP, all users must be on the same Microsoft Entra tenant. > > You must create an application registration in the Azure portal, and then run the **Set up Microsoft Entra ID** assisted setup guide in [!INCLUDE[prod_short](includes/prod_short.md)] to connect to Microsoft Entra ID. For more information, see [Create an App Registration for Business Central in Azure Portal](admin-how-setup-email.md#create-an-app-registration-for-business-central-in-azure-portal). > diff --git a/business-central/contoso-coffee/warehousing/warehouse-basic-flow-putaway-pick.md b/business-central/contoso-coffee/warehousing/warehouse-basic-flow-putaway-pick.md index d2194d4a9f..40a9bcd4df 100644 --- a/business-central/contoso-coffee/warehousing/warehouse-basic-flow-putaway-pick.md +++ b/business-central/contoso-coffee/warehousing/warehouse-basic-flow-putaway-pick.md @@ -6,7 +6,7 @@ ms.topic: conceptual ms.devlang: al ms.search.keywords: ms.search.form: -ms.date: 04/01/2021 +ms.date: 02/23/2024 ms.author: bholtorf ms.service: dynamics-365-business-central --- @@ -84,9 +84,9 @@ Alicia, the purchasing agent, creates a purchase order for various roasted beans When putting items to bins, John noticed default bin already contains some items, so he decided to use another bin. John also places other items to the next bins, as received quantity don't fit the capacity. 1. In the first line change **Bin Code** from *S-1-01*, that was copied from the purchase order, to *S-1-02*. - 2. Enter 20 in the **Qty. to Handle** field on the inventory put-away line with item WBR-1000. + 2. Enter 20 in the **Qty. to Handle** field on the inventory put-away line with item WRB-1000. 3. In the second line, enter 20 into the **Qty to Handle** field and choose **Split Line** action. A new line appears, which is a copy of the original line, except that the **Qty. to Handle** field contains the quantity that you removed from the original line. - 4. Fill in bins codes for item WBR-1001: + 4. Fill in bins codes for item WRB-1001: |Item|Bin code|Quantity| |----------|-------------------|--------------| diff --git a/business-central/finance-currencies.md b/business-central/finance-currencies.md index 1032f4a1b6..2e2b092b49 100644 --- a/business-central/finance-currencies.md +++ b/business-central/finance-currencies.md @@ -1,14 +1,15 @@ --- title: Currencies in Business Central -description: get an overview of how Business Central defines your local currency versus the foreign currencies that you do trade in. +description: Learn how to define your local currency and the foreign currencies that your business uses. author: brentholtorf +ms.author: bholtorf +ms.reviewer: bnielse ms.topic: conceptual -ms.search.keywords: multiple currencies +ms.search.keywords: currencies ms.search.form: 5, 118 -ms.date: 03/15/2022 -ms.author: bholtorf - +ms.date: 03/04/2024 ms.service: dynamics-365-business-central +ms.custom: bap-currencies --- # Currencies in Business Central @@ -17,7 +18,7 @@ ms.service: dynamics-365-business-central ## Currencies > [!TIP] -> In [!INCLUDE[prod_short](includes/prod_short.md)] if you are looking for real time information about foreign exchange (FX) rates or historical rates, you will find it referred to as currency. In addition to this article, see also [Set Up an Additional Reporting Currency](finance-how-setup-additional-currencies.md). +> In [!INCLUDE[prod_short](includes/prod_short.md)] if you're looking for real time information about foreign currencies, exchange (FX) rates, or historical rates, you'll find it referred to as currency. In addition to this article, see also [Set Up an Additional Reporting Currency](finance-how-setup-additional-currencies.md). [!INCLUDE [finance-currencies-def](includes/finance-currencies-def.md)] diff --git a/business-central/includes/finance-currencies-lcy-def.md b/business-central/includes/finance-currencies-lcy-def.md index d671808f04..3945b2e822 100644 --- a/business-central/includes/finance-currencies-lcy-def.md +++ b/business-central/includes/finance-currencies-lcy-def.md @@ -1,20 +1,24 @@ --- author: brentholtorf ms.topic: include -ms.date: 03/15/2022 +ms.date: 03/04/2024 ms.author: bholtorf ms.service: dynamics-365-business-central --- -As companies operate in more countries/regions, it becomes essential that they are able to trade and report financial information in more than one currency. The local currency (LCY) is defined in the **General Ledger Setup** page as described in the article [Understanding the General Ledger and the Chart of Accounts](../finance-general-ledger.md). Once the local currency (LCY) has been defined, it will be represented as a blank currency, so when the **Currency** field is blank, it means that the currency is LCY. +If your company operates in more than one country or region, it's probably important that you can do business in more than one currency. You define your local currency (LCY) on the **General Ledger Setup** page. Afterward, your local currency will be represented as a blank currency on documents and transactions. When the **Currency** field is blank, the currency is LCY. + +The following video explains how to set up your local currency. + +> [!VIDEO https://www.microsoft.com/videoplayer/embed/RW1iM1n] Next, you must set up currency codes for each currency that you use if you buy or sell in currencies other than your local currency (LCY). Also bank accounts can be created using currencies. It is possible to record G/L transactions in different currencies, however, the G/L transaction will always be posted in the local currency (LCY). [!INCLUDE [finance-currencies-lcy](finance-currencies-lcy-note.md)] -Your general ledger is set up to use your local currency (LCY), but you can set it up to also use another currency with a currency exchange rate assigned. By designating a second currency as a so-called additional reporting currency, [!INCLUDE[prod_short](prod_short.md)] will automatically record amounts in both LCY and this additional reporting currency on each G/L entry and other entries, such as VAT entries. For more information, see [Set Up an Additional Reporting Currency](../finance-how-setup-additional-currencies.md). The additional reporting currency is most often used to facilitate financial reporting to owners that reside in countries/regions using different currencies than the local currency (LCY). +Your general ledger is set up to use your local currency (LCY), but you can set it up to also use another currency with a currency exchange rate assigned. By designating a second currency as an additional reporting currency, [!INCLUDE[prod_short](prod_short.md)] automatically records amounts in both LCY and the additional reporting currency on G/L entry and other entries, such as VAT entries. For more information, see [Set Up an Additional Reporting Currency](../finance-how-setup-additional-currencies.md). The additional reporting currency is most often used to facilitate financial reporting to owners that reside in countries/regions using different currencies than the local currency (LCY). > [!IMPORTANT] > If you want to use an additional reporting currency for financial reporting, make sure that you understand the limitations. For more information, see [Set Up an Additional Reporting Currency](../finance-how-setup-additional-currencies.md). > [!NOTE] -> When you post to G/L using a currency code, such as to post an expense in a general journal using a currency code, the transaction is converted to LCY using the currency exchange rate for the posting date. The G/L entry will not contain information of which currency was used, only its value in LCY. If you want to keep track of the original currency, such as for an invoice, you must use the sales and purchase documents as well as bank accounts that do store currency code information for the entries. +> When you post to the general ledger using a foreign currency, [!INCLUDE [prod_short](prod_short.md)] converts the transaction to LCY using the currency exchange rate for the posting date. The G/L entry won't contain information about which currency was used, only its value in LCY. To keep track of the original currency, use the sales and purchase documents and bank accounts that store currency information for entries. diff --git a/business-central/includes/shopify-preview.md b/business-central/includes/shopify-preview.md new file mode 100644 index 0000000000..3142b899d6 --- /dev/null +++ b/business-central/includes/shopify-preview.md @@ -0,0 +1,10 @@ +--- +author: brentholtorf +ms.topic: include +ms.date: 03/04/2024 +ms.author: bholtorf +ms.service: dynamics-365-business-central +--- + +> [!NOTE] +> This feature is currently in preview so that our customers and partners can provide feedback. It'll become a standard feature in 2024 release wave 1. \ No newline at end of file diff --git a/business-central/product-requirements.md b/business-central/product-requirements.md index 97f13ff3f4..7b3c2f7c8f 100644 --- a/business-central/product-requirements.md +++ b/business-central/product-requirements.md @@ -35,11 +35,9 @@ We recommend that you use a stable channel version of a web browser as it's the ## Outlook -**Outlook applications:** To use [!INCLUDE[prod_short](includes/prod_short.md)] online as your business inbox in Outlook, you need Outlook 2019 or later, Outlook on the web, Outlook for iOS, or Outlook for Android. Your organization must also use Microsoft 365. You can't use [!INCLUDE[prod_short](includes/prod_short.md)] online as your business inbox in Outlook if your organization uses Exchange Server on-premises. +**Outlook applications:** To use [!INCLUDE[prod_short](includes/prod_short.md)] online as your business inbox in Outlook, you need Outlook 2019 or later or Outlook on the web. Your organization must also use Microsoft 365. You can't use [!INCLUDE[prod_short](includes/prod_short.md)] online as your business inbox in Outlook if your organization uses Exchange Server on-premises. -**Browsers:** When using [!INCLUDE[prod_short](includes/prod_short.md)] as your business inbox in Outlook in a browser, the add-in requires that your computer is running one of the supported browsers that are listed earlier in this article. - -**Platforms:** When using the [!INCLUDE[prod_short](includes/prod_short.md)] Outlook Add-In in Outlook for iOS or Outlook for Android, the add-in requires that your mobile device is running one of the listed supported mobile devices for [!INCLUDE[prod_short](includes/prod_short.md)]. +**Browsers:** When using [!INCLUDE[prod_short](includes/prod_short.md)] as your business inbox in Outlook in a browser, the add-in requires that your computer is running one of the supported browsers that are listed earlier in this article. ## Teams diff --git a/business-central/production-about-planning-functionality.md b/business-central/production-about-planning-functionality.md index e7bf140a41..dc68b36a5c 100644 --- a/business-central/production-about-planning-functionality.md +++ b/business-central/production-about-planning-functionality.md @@ -102,7 +102,8 @@ The **Warning** information field on the **Planning Worksheet** page informs you - Emergency - Exception - Attention -- Emergency + +### Emergency The emergency warning displays in two situations: diff --git a/business-central/sales-how-drop-shipment.md b/business-central/sales-how-drop-shipment.md index df0ddd19d8..34d2e32671 100644 --- a/business-central/sales-how-drop-shipment.md +++ b/business-central/sales-how-drop-shipment.md @@ -24,10 +24,10 @@ When a sales order is marked for drop shipment, and you create a purchase order To prepare a drop shipment, you create a sales order for an item and indicate on the sales line that the sale requires drop shipment. 1. Create a sales order for an item. For more information, see [Sell Products](sales-how-sell-products.md). -2. On the sales order line for the drop shipment, select the **Drop Shipment** check box. +2. On the sales order line for the drop shipment, select the **Drop Shipment** check box. Alternatively, in the **Purchasing Code** field, select a purchasing code that has the **Drop Shipment** field selected. > [!TIP] -> By default, the Drop Shipment check box isn't available on the lines. If it isn't, you can add it by personalizing the section of page that contains the lines. For more information, see [Personalize Your Workspace](ui-personalization-user.md). +> By default, the Drop Shipment check box and Purchasing Code field aren't available on the lines. If they aren't, you can add them by personalizing the section of page that contains the lines. For more information, see [Personalize Your Workspace](ui-personalization-user.md). ## To create the purchase order for drop shipment diff --git a/business-central/shopify/shopify-account.md b/business-central/shopify/shopify-account.md index 55727d5c09..a9250e96f9 100644 --- a/business-central/shopify/shopify-account.md +++ b/business-central/shopify/shopify-account.md @@ -1,7 +1,7 @@ --- title: Create and Set up a Shopify Account description: Learn how to get a Shopify account so you can demonstrate the workflow for integrating Shopify and Business Central. -ms.date: 06/21/2022 +ms.date: 03/04/2024 ms.topic: article ms.service: dynamics-365-business-central ms.search.form: 30101, 30102 @@ -12,6 +12,8 @@ ms.author: bholtorf # Create and Set up a Shopify Account + + If you're considering whether to use Shopify as your e-Commerce solution and need a Shopify account to validate integrated workflow, you have the following options: - Get a trial version. This is the typical starting point for end-users. @@ -23,15 +25,19 @@ Go to the [Shopify website](https://www.shopify.com) and use your email account In the **Shopify Admin** of the created shop, apply the following **Settings**: -- Deactivate **Automatically archive the order** in the **Order Processing** section of the [**Checkout**](https://www.shopify.com/admin/settings/checkout) settings in your **Shopify admin**. -- Consider enabling the *Show login link in storefront and checkout* in the **Customer account settings** section of the checkout settings. -- Consider selecting the *Company name - Optional* option in the **Customer information** section of the checkout settings. -- Enable the **Show tipping options at checkout** option in the **Tipping** section of the checkout settings, if you plan to demonstrate tipping. +- Select a plan in the [**Plan**](https://www.shopify.com/admin/settings/plan) settings to be able test the checkout process. + +- Consider enabling the *Show login link in the header of onilne store and checkout* in the **Accounts in online store and checkout** section of the [**Customer accounts**](https://www.shopify.com/admin/settings/customer_accounts) settings in your **Shopify admin**. +- Consider selecting *New customer account* in the **Accounts in online store and checkout** section of the Customer accounts settings. +- Consider enabling *Self-serve returns* in the **New customer accounts** section of the Customer accounts settings. + - Activate test payments. You have two options. Start by going to [**Payments**](https://www.shopify.com/admin/settings/payments) settings: 1. *(for testing) Bogus Gateway*. For more information, see [Activate Bogus Gateway for testing](https://help.shopify.com/en/manual/checkout-settings/test-orders#place-a-test-order-by-simulating-a-transaction). 2. *Shopify payments* in test mode. For more information, see [Testing Shopify Payments](https://help.shopify.com/en/manual/payments/shopify-payments/testing-shopify-payments). -- Select a plan in the [**Plan**](https://www.shopify.com/admin/settings/plan) settings to be able test the checkout process. +- Deactivate **Automatically archive the order** in the **Order Processing** section of the [**Checkout**](https://www.shopify.com/admin/settings/checkout) settings in your **Shopify admin**. +- Consider selecting the *Company name - Optional* option in the **Customer information** section of the checkout settings. +- Enable the **Show tipping options at checkout** option in the **Tipping** section of the checkout settings, if you plan to demonstrate tipping. > [!Important] > To avoid payments, remember to cancel your Shopify trial. @@ -42,13 +48,18 @@ Begin by joining the [Shopify Partner Program](https://help.shopify.com/partners After creating the store, in the **Shopify Admin** of the created shop, apply the following **Settings**: -- Deactivate **Automatically archive the order** in the **Order Processing** section of the [**Checkout**](https://www.shopify.com/admin/settings/checkout) settings in your **Shopify admin**. -- Consider enabling the *Show login link in storefront and checkout* in the **Customer account settings** section of the checkout settings. -- Consider selecting the *Company name - Optional* option in the **Customer information** section of the checkout settings. -- If you plan to demonstrate tipping, enable the **Show tipping options at checkout** option in the **Tipping** section of the checkout settings. +- Consider enabling the *Show login link in the header of onilne store and checkout* in the **Accounts in online store and checkout** section of the [**Customer accounts**](https://www.shopify.com/admin/settings/customer_accounts) settings in your **Shopify admin**. +- Consider selecting *New customer account* in the **Accounts in online store and checkout** section of the Customer accounts settings. +- Consider enabling *Self-serve returns* in the **New customer accounts** section of the Customer accounts settings. + - Activate test payments. You have two options. Start by navigating to [**Payments**](https://www.shopify.com/admin/settings/payments) settings: 1. *(for testing) Bogus Gateway*. For more information, see [Activate Bogus Gateway for testing](https://help.shopify.com/en/manual/checkout-settings/test-orders#place-a-test-order-by-simulating-a-transaction). 2. *Shopify payments* in test mode. Learn more at [Testing Shopify Payments](https://help.shopify.com/en/manual/payments/shopify-payments/testing-shopify-payments). + +- Deactivate **Automatically archive the order** in the **Order Processing** section of the [**Checkout**](https://www.shopify.com/admin/settings/checkout) settings in your **Shopify admin**. +- Consider selecting the *Company name - Optional* option in the **Customer information** section of the checkout settings. +- If you plan to demonstrate tipping, enable the **Show tipping options at checkout** option in the **Tipping** section of the checkout settings. + > [!Note] > Development stores are usually password protected. When you try to open a specific page in your online store from [!INCLUDE [prod_short](../includes/prod_short.md)], for example to go to a specific product or order, you'll need to enter your password. While you're testing, to avoid having to enter your password, sign in to your Shopify admin and open your store from there. You won't need to enter the store password until you close your browser or your session expires. diff --git a/business-central/shopify/walkthrough-setting-up-and-using-shopify.md b/business-central/shopify/walkthrough-setting-up-and-using-shopify.md index 45db599cf6..71c5db82c4 100644 --- a/business-central/shopify/walkthrough-setting-up-and-using-shopify.md +++ b/business-central/shopify/walkthrough-setting-up-and-using-shopify.md @@ -4,7 +4,7 @@ description: Various integration scenarios for demonstrating workflow between Sh ms.date: 06/21/2022 ms.topic: article ms.service: dynamics-365-business-central -ms.search.form: 30101, 30102, 30106, 30107, 30113, 30115, 30126 +ms.search.form: 30101, 30102, 30106, 30107, 30113, 30115, 30126, 30156, 30157 ms.reviewer: solsen author: brentholtorf ms.author: bholtorf @@ -50,17 +50,17 @@ To configure the Shopify shop, follow these steps: 5. Turn on the **Inventory Tracked** toggle. 6. Select *Deny* in the **Default Inventory Policy** field. 7. Turn on the **Auto Create Unknown Customers** toggle. -8. Fill in the **Customer Template Code** field with the appropriate template. +8. Fill in the **Customer/Company Template Code** field with the appropriate template. 9. Fill in the **Shipping Cost Account**, the **Tip Account** with the revenue account. For example, in the US, use `40210`. 10. Turn on the **Auto Create Orders** toggle. +11. Turn off the **Auto Release Sales Orders** toggle. Configure location mapping: 1. Select the **Locations** action to open **Shopify Shop Locations**. -2. Select the **Get Shopify Locations** action to import all locations defined in the Shopify. Select your default location in Shopify. +2. Select the **Get Shopify Locations** action to import all locations defined in the Shopify. Select entry with **Is Primary** toggle is selected. 3. In the **Location Filter**, enter `''|EAST|MAIN`. -4. Turn on the **Default Product Location** toggle. -5. Select *Projected Available Balance at Today* in the **Stock Calculation** field to enable an inventory sync for a selected Shopify location. +4. Select *Projected Available Balance at Today* in the **Stock Calculation** field to enable an inventory sync for a selected Shopify location. ## Walkthrough: Start selling products online @@ -74,11 +74,11 @@ In [!INCLUDE[prod_short](../includes/prod_short.md)], follow these steps: 1. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Products**, and select the related link. 2. Select **Add Items**. -3. In the **Shop Code** field, enter *DEMO1*. -4. Set the filter `CHAIR` on the **Item Category Code** field (add filter field if necessary). -5. Select **OK** and wait until initial synchronization of items and prices is completed. -6. Select **Sync Product Images**. -7. Select **Sync Inventory**. +3. In the **Shop Code** field, enter `DEMO1`. +4. Set the filter `CHAIR` on the **Item Category Code** field . +5. Turn on the **Sync Product Images** toggle. +6. Turn on the **Sync Inventory** toggle. +7. Select **OK** and wait until initial synchronization of items, prices, images and inventory is completed. In the **Shopify online store**: > [!Tip] @@ -97,14 +97,13 @@ Select **Buy it now** and proceed to checkout. 2. In the **First name** and **Last name** fields, enter `Claudia Lawson`. 3. Enter the local address. 4. Select the **Save this information for next time** checkbox. -5. Select **Continue to shipping**. -6. Keep `Standard` as the shipping method and then select the **Continue to payment** button. -7. Select `10%` tip. -8. In the **Credit Card** field, enter `1` if you use *(for testing) Bogus Gateway*, or enter `5555 5555 5555 4444` if you use *Shopify payments* in test mode. +6. Keep *Standard* as the shipping method. +8. In the **Credit Card number** field, enter `1` if you use *(for testing) Bogus Gateway*, or enter `5555 5555 5555 4444` if you use *Shopify payments* in test mode. 9. Fill in the **Name on card** field. 10. In the **Expiration date** field, enter the current month/year. 11. In the **Security code**, enter `111`. -12. Select **Pay now**. +7. Optional: Select `10%` tip. +8. 12. Select **Pay now**. In [!INCLUDE[prod_short](../includes/prod_short.md)], do the next steps: @@ -118,8 +117,7 @@ The imported order is ready for processing. 2. Notice that the new customer and sales orders are created. 3. Explore the **Risk** and **Shipping Cost** actions. 4. Select **Sales Order** to open the **Sales Order** window. Sales order is a demand that, if necessary, can be covered with assembly, production, or by purchase with the help of the planning engine. It also supports various warehouse handling processes with complete separation of duties. -5. Select the **Reopen** action. -6. In the **Agent** field, enter `DHL`. +6. In the **Agent** field, enter `DHL`. Reopen order if needed by choosing **Reopen** action. 7. In the **Package Tracking No.**, enter `123456789`. 8. Select **Post**, keep the **Ship and Invoice** option, and then select **OK**. @@ -130,27 +128,44 @@ Now physical and financial data is registered in [!INCLUDE[prod_short](../includ In **Shopify Admin**, notice that the order is now marked as *Fulfilled*. You can also review shipment details and see the tracking URL there. If you run **Sync Orders From Shopify** again, the order will be archived in both systems. -## Walkthrough: Invite your customers to your new online store +## Walkthrough: Add your customers to your new online store ### Scenario -After a successful quick launch of your new online store, you want your current customers to visit it and start placing orders. +After a successful quick launch of your new online store, you want your current customers to visit it and start placing orders. Depending on your Shopify plan and process you can try B2B and D2C flows. -### Steps +### D2C Steps In [!INCLUDE[prod_short](../includes/prod_short.md)], do the following: -1. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shops**, and select the related link. -2. Select the **DEMO1** Shop for which you want to synchronize customers to open the **Shopify Shop Card** page. -3. Select **Sync Customers**. +1. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Customers**, and select the related link. +2. Select **Add Customers**. +3. In the **Shop Code** field, enter `DEMO1`. +4. Set the filter `20000` on the **No.** field. +5. Select **OK** and wait until initial synchronization of customers is completed. + +In **Shopify Admin**, notice that the customer was imported. Open the customers and notice that the first and last names of the customer are coming from the **Contact Name** field of the **Customer Card**. The company name can be found in the default address, linked to the customer. If you use *Classic customer accounts*, then you can select **Send account invite** to invite the customer. With *New customer accounts* a password isn't required for customers to log in, instead Shopify lets your customers log in using a one-time 6-digit verification code sent by email. -In **Shopify Admin**, notice that the customers were imported. Open one of the customers and notice that the first and last names of the customer are coming from the **Contact Name** field of the **Customer Card**. The company name can be found in the default address, linked to the customer. Select **Send account invite** to invite the customer. +### B2B Steps + +[!INCLUDE [shopify-preview](../includes/shopify-preview.md)] + +In [!INCLUDE[prod_short](../includes/prod_short.md)], do the following: + +1. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Companies**, and select the related link. +2. Select **Add Company**. +3. In the **Shop Code** field, enter `DEMO1`. +4. Set the filter `30000` on the **No.** field. +5. Select **OK** and wait until initial synchronization of customers is completed. + +In **Shopify Admin**, notice that both the Company and the customer was imported. Open the customers and notice the Company fact box with link to Company, location and assigned permissions. +Select **[...]** in the **Copmany fact box, then select **Send B2B access email** to invite the customer. ## Walkthrough: Fine-tuning of item management ### Scenario -You'd like to add more flexibility and control to your processes around items management. You want to improve product descriptions and would like to add more review steps before products become available to customers. +You'd like to add more flexibility and control to your processes around items management. You want to improve product descriptions and would like to add more review steps before products become available to all customers. ### Steps @@ -162,20 +177,18 @@ Prepare data. 2. Add a new price group. In the **Code** field, enter `SHOPIFY`. 3. Close the **Customer Price Group** window. 4. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Items**, and select the related link. +5. Select item *1896-S, Athens Desk* and then follow these steps: -Select item **1896-S, Athens Desk** and then follow these steps: - -1. Select the **Variants** action and then add two variants: `PREMIUM, Athens Desk, Premium edition` and `ESSENTIAL, Athens Desk, Essential edition`. -2. Select the **Extended Text** action and then create a new extended text valid for all language codes. In the **Description** field, enter `Shopify`. -3. Add the following text with HTML tags: `Simple stylish design blends with any ensemble. Available in two editions.`. Close the **Extended Text** page and return to the item card. -4. Select the **Sales Prices** action and add new prices as shown in the following table: +6. Select the **Variants** action and then add two variants: `PREMIUM, Athens Desk, Premium edition` and `ESSENTIAL, Athens Desk, Essential edition`. +7. Select the **Marketing Text** action and use the **Draft with Copilot** to get creative and engaging text. If marketing text suggestion is not enabled, just enter: '**Simple stylish design** blends with any ensemble. *Available in two editions.*'. +8. Select the **Sales Prices** action and add new prices as shown in the following table: |Line|Sales Type|Sales Code|Type|Code|Variant Code
(add the field via personalization)|Unit Price| - |------|------------|------------|------------|------------|------------|------------| + |------|------------|------------|------------|----------------|------------|------------| |1|Customer Price Group|SHOPIFY|Item|1896-S|ESSENTIAL|700| |2|Customer Price Group|SHOPIFY|Item|1896-S|PREMIUM|1000| -5. Select the **Sales Discounts** action and add a new discount: +9. Select the **Sales Discounts** action and add a new discount: * **Sales Type** *Customer Disc. Group* * **Sales Code** *RETAIL* @@ -184,39 +197,39 @@ Select item **1896-S, Athens Desk** and then follow these steps: * **Unit of Measure Code** *PCS* * **Line Discount %** *10* -6. Select the **Item References** action and the following add lines: +10. Select the **Item References** action and the following add lines: |Line|Reference Type|Reference No.|Variant Code| |------|------------|------------|------------| |1|Barcode|77777777|ESSENTIAL| |2|Barcode|11111111|PREMIUM| - -Select the item **1920-S, ANTWERP Conference Table** and then follow these steps: - -1. Select **Adjust Inventory** and in the **New Inventory** field, enter `100` for the locations *EAST* and *WEST*. -2. Select **OK**. +11. Select the item *1920-S, ANTWERP Conference Table* and then follow these steps: +12. Select **Adjust Inventory** and in the **New Inventory** field, enter `100` for the locations *EAST* and *WEST*. +13. Select **OK**. Adjust the synchronization settings. 1. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shops**, and select the related link. -2. Select the *DEMO1* shop for which you want to synchronize items to open the **Shopify Shop Card** page. -3. Select *SHOPIFY* in the **Customer Price Group** field. -4. Select *RETAIL* in the **Customer Discount Group** field. -5. Enable the **Sync Item Extended Text** field. -6. Select *Item No.+ Variant Code* in the **SKU Mapping** field. -7. Select *Draft* in the **Status for Created Products** field. -8. Select *Status to Archived* in the **Action for Removed Product** field. - +2. Select the `DEMO1` shop for which you want to synchronize items to open the **Shopify Shop Card** page. +3. Enable the **Sync Marketing Text** field. +4. Select *Item No.+ Variant Code* in the **SKU Mapping** field. +5. Select *Continue* in the **Default Inventory Policy** field. +6. Select *Draft* in the **Status for Created Products** field. +7. Select *Status to Archived* in the **Action for Removed Product** field. +8. Select *SHOPIFY* in the **Customer Price Group** field. +9. Select *RETAIL* in the **Customer Discount Group** field. + Run the synchronization. 1. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Shops**, and select the related link. -2. Select the *DEMO1* shop for which you want to synchronize items to open the **Shopify Shop Card** page. +2. Select the `DEMO1` shop for which you want to synchronize items to open the **Shopify Shop Card** page. 3. Select **Products** to open the **Shopify Products** window. 4. Select the **Add Items** action. 5. Set the filter *TABLE|DESK* on the **Item Category Code** field. -6. Select **Sync Product Images**. -7. Select **Sync Inventory**. +6. Turn on the **Sync Product Images** toggle. +7. Turn on the **Sync Inventory** toggle. +8. Select **OK** and wait until initial synchronization of items, prices, images and inventory is completed. Products are added. Notice that the status is set to *Draft*, and therefore items aren't visible in the Shopify online store. @@ -239,7 +252,100 @@ Notice that Inventory for ANTWERP Conference Table is 100, because we configured In the **Shopify online store**, open the product catalog and find the *ATHENS Desk* product. Notice that different options are available. For different options, prices are different. Pay attention to discount information. -## Walkthrough: Import items from Shopify +### Additional steps for B2B + +[!INCLUDE [shopify-preview](../includes/shopify-preview.md)] + +You can configure connector to create and assign catalog for exported Companies automatically. The steps below are useful if you want more precise control of what is available for B2B customers. + +In **Shopify Admin**cCreate and assign catalog. + +1. Select **Products** and then **Catalogs** in the sidebar of **Shopify admin**. +2. Create catalog for Specific products. Give in title 'B2B'. +3. Choose **Manage** and then **Manage products and pricing**. +4. Select *Excluded* filter, find *ATHERN Desk* and choose **Include in catalog**. +5. Select **Customers** and then **Companies** in the sidebar of **Shopify admin**. +6. Select *School of Fine Art* and choose **[...]** and then **Add catalogs** and add *B2B* catalog created earlier. + +In [!INCLUDE[prod_short](../includes/prod_short.md)], do the following: + +Prepare data. + +1. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Items**, and select the related link. + +2. Select item **1896-S, Athens Desk** and then follow these steps: + +3. Select the **Sales Discounts** action and add a new discount: + + * **Sales Type** *Customer Disc. Group* + * **Sales Code** *LARGE ACC* + * **Type** *Item* + * **Code** *1896-S* + * **Unit of Measure Code** *PCS* + * **Line Discount %** *25* + +4. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Catalogs**, and select the related link. +5. Select **Get Catalogs**. +6. In the **Shop Code** field, enter `DEMO1`. +7. Select entry with name *B2B* catalog for which you want to synchronize prices. +8. Enable the **Sync Prices** toggle. +9. Select *SHOPIFY* in the **Customer Price Group** field. +10. Select *LARGE ACC* in the **Customer Discount Group** field. +11. Choose **Sync Prices** and wait until synchronization of prices is completed. + +In **Shopify Admin**, explore prices for *B2B* catalog. + +In the **Shopify online store**, open the product catalog and find the *ATHENS Desk* product. Note prices are discount information. + +## Walkthrough: Check out and order synchronization for Individual buyer and Company representative +This is a continuation of [Walkthrough: Start selling products online](walkthrough-setting-up-and-using-shopify.md#walkthrough-start-selling-products-online). You can also try with your own data—for example, your Shopify store or sandbox. + +Individual buyer + +1. In the **Shopify online store**. Choose **Account** icon. Enter email you have access to. +2. Log in using a one-time 6-digit verification code sent by email you entered. +3. Explore product catalog, you should be able to see all products with retail prices. +4. Select Essential variant and select **Buy it now** and proceed to checkout. +5. Fill in the **First name** and **Last name** fields. +6. Enter the local address. +7. Keep *Standard* as the shipping method. +8. In the **Credit Card Number** field, enter `1` if you use *(for testing) Bogus Gateway*, or enter `5555 5555 5555 4444` if you use *Shopify payments* in test mode. +9. In the **Expiration date** field, enter the current month/year. +10. In the **Security code**, enter `111`. +11. Fill in the **Name on card** field. +12. Select **Pay now**. + +Company representative + +[!INCLUDE [shopify-preview](../includes/shopify-preview.md)] + +1. In **Shopify Admin**. +2. Select **Customers** and then **Companies** in the sidebar of **Shopify admin**. +3. Open *School of Fine Art* entry. +4. Choose **[...]** in the **Shcool of Fine Art** faxt box and then **Edit payment terms** and select *Due on fulfillment*. +5. Choose **[...]** in the **Customers** faxt box and then **Add customer** and add one with email you used to log in to the store earlier. +6. In the **Shopify online store**. Choose **Account** icon. Enter email you have access to. +7. Log in using a one-time 6-digit verification code sent by email you entered. +8. Explore product catalog, you should be able to see only product added to the *B2B* catalog with retail special prices. +9. Select Essential variant and select **Buy it now** and proceed to checkout. +10. Notice that account, Ship to, payment method are populated. +11. Fill in the **PO Number** fied with `PO-12345`. +12. Select **Submit order**. + +In [!INCLUDE[prod_short](../includes/prod_short.md)], do the next steps: + +1. Select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Orders**, and then select the related link. +2. Select the **Sync Orders From Shopify** action. +3. Select **OK**. + +The imported order is ready for processing. + +1. Select the imported order to open the **Shopify Order** window. +2. Notice that the though both orders were submitted by same person, they are linked to two different customers. +3. In the order submitted on behalf of company you can see value in **PO Number** field, which is also transferred to the **External Document No.** field of created sales document. +4. Because we configured B2B Company to handle payments outside of Shopify the **Financial Status** is set to *Pending*. Once you received paiment, select the **Mark as Paid** action. Financial status will be updated in Shopify. + +## Walkthrough: Import items, customers, companies from Shopify ### Scenario @@ -247,7 +353,7 @@ You already have a successful online store and would like to start using [!INCLU ### Steps -This is a continuation of [Walkthrough: Start selling products online](walkthrough-setting-up-and-using-shopify.md#walkthrough-start-selling-products-online). You can also try with your own data—for example, your Shopify store or sandbox. +This is a continuation of [Walkthrough: Start selling products online](walkthrough-setting-up-and-using-shopify.md#walkthrough-start-selling-products-online) and [Walkthrough: Add your customers to your new online store](walkthrough-setting-up-and-using-shopify.md#walkthrough-add-your-customers-to-your-new-online-store). You can also try with your own data—for example, your Shopify store or sandbox. In [!INCLUDE[prod_short](../includes/prod_short.md)], follow the steps listed next. @@ -263,12 +369,16 @@ In [!INCLUDE[prod_short](../includes/prod_short.md)], follow the steps listed ne Configure the Shopify shop as described here: 1. Deactivate the **Allow Background Syncs** toggle. -1. Select *From Shopify* in the **Sync Item** field. -1. Enable the **Auto Create Unknown Items** toggle. -1. Fill in the **Item Template Code** field with the appropriate template. -1. Select *From Shopify* in the **Sync Item Images** field. -1. Select *All Customers* in **Customer Import from Shopify**. -1. Enable the **Auto Create Unknown Customers** toggle. +2. Select *From Shopify* in the **Sync Item** field. +3. Enable the **Auto Create Unknown Items** toggle. +4. Fill in the **Item Template Code** field with the appropriate template. +5. Select *From Shopify* in the **Sync Item Images** field. +6. Select *Item No.+ Variant Code* in the **SKU Mapping** field. +7. Select *All Customers* in **Customer Import from Shopify**. +8. Enable the **Auto Create Unknown Customer** toggle. +9. Fill in the **Customer/Company Template Code** field with the appropriate template. +10. Select *All Customers* in **Company Import from Shopify**. +11. Enable the **Auto Create Unknown Company** toggle. #### Run the synchronization @@ -277,12 +387,14 @@ Configure the Shopify shop as described here: 3. Select **Sync Products**. 4. Select **Sync Product Images**. 5. Select **Sync Customers**. +6. Select **Sync Companies** ### Results * Shopify Products are imported. To verify, select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Products**, and select the related link. * Items with images are created. To verify, select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Item**, and select the related link. * Shopify Customers are imported. To verify, select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Customers**, and select the related link. +* Shopify Companies are imported. To verify, select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Shopify Companies**, and select the related link. * Customers are created. To verify, select the ![Lightbulb that opens the Tell Me feature.](../media/ui-search/search_small.png "Tell me what you want to do") icon, enter **Customers**, and select the related link. diff --git a/business-central/ui-fonts.md b/business-central/ui-fonts.md index fad0d43cbb..89a562112a 100644 --- a/business-central/ui-fonts.md +++ b/business-central/ui-fonts.md @@ -22,7 +22,140 @@ The online version of [!INCLUDE[prod_short](includes/prod_short.md)] contains pr The following fonts are installed and available to use in Excel, Word and RDLC report layouts: -Angsana New, AngsanaUPC, Arial, Arial Black, Bahnschrift, Bahnschrift Condensed, Bahnschrift Light, Bahnschrift Light Condensed, Bahnschrift Light SemiCondensed, Bahnschrift SemiBold, Bahnschrift SemiBold Condensed, Bahnschrift SemiBold SemiConden, Bahnschrift SemiCondensed, Bahnschrift SemiLight, Bahnschrift SemiLight Condensed, Bahnschrift SemiLight SemiConde, Batang, BatangChe, Browallia New, BrowalliaUPC, Calibri, Calibri Light, Cambria, Cambria Math, Candara, Candara Light, Comic Sans MS, Consolas, Constantia, Corbel, Corbel Light, Cordia New, CordiaUPC, Courier New, DilleniaUPC, Dotum, DotumChe, E-13B, Ebrima, EucrosiaUPC, Franklin Gothic Medium, FreesiaUPC, Gabriola, Gadugi, Georgia, Gulim, GulimChe, Gungsuh, GungsuhChe, Impact, Ink Free, IrisUPC, JasmineUPC, Javanese Text, Khmer UI, KodchiangUPC, Latha, Leelawadee, Leelawadee UI, Leelawadee UI Semilight, LilyUPC, Lucida Console, Lucida Sans Unicode, Malgun Gothic, Malgun Gothic Semilight, Marlett, MICR, Microsoft Himalaya, Microsoft JhengHei, Microsoft JhengHei Light, Microsoft JhengHei UI, Microsoft JhengHei UI Light, Microsoft New Tai Lue, Microsoft PhagsPa, Microsoft Sans Serif, Microsoft Tai Le, Microsoft YaHei, Microsoft YaHei Light, Microsoft YaHei UI, Microsoft YaHei UI Light, Microsoft Yi Baiti, MingLiU, MingLiU-ExtB, MingLiU_HKSCS, MingLiU_HKSCS-ExtB, Mongolian Baiti, MS Gothic, MS PGothic, MS UI Gothic, MV Boli, Myanmar Text, Nirmala UI, Nirmala UI Semilight, NSimSun, OCRB, Palatino Linotype, PMingLiU, PMingLiU-ExtB, Segoe MDL2 Assets, Segoe Print, Segoe Script, Segoe UI, Segoe UI Black, Segoe UI Emoji, Segoe UI Historic, Segoe UI Light, Segoe UI Semibold, Segoe UI Semilight, Segoe UI Symbol, Shonar Bangla, SimSun, SimSun-ExtB, Sitka Banner, Sitka Display, Sitka Heading, Sitka Small, Sitka Subheading, Sitka Text, Sylfaen, Symbol, Tahoma, Times New Roman, Trebuchet MS, Verdana, Vijaya, Webdings, Wingdings, Yu Gothic, Yu Gothic Light, Yu Gothic Medium, Yu Gothic UI, Yu Gothic UI Light, Yu Gothic UI Semibold, Yu Gothic UI Semilight +* Angsana New +* AngsanaUPC +* Arial +* Arial Black +* Bahnschrift +* Bahnschrift Condensed +* Bahnschrift Light +* Bahnschrift Light Condensed +* Bahnschrift Light SemiCondensed +* Bahnschrift SemiBold +* Bahnschrift SemiBold Condensed +* Bahnschrift SemiBold SemiConden +* Bahnschrift SemiCondensed +* Bahnschrift SemiLight +* Bahnschrift SemiLight Condensed +* Bahnschrift SemiLight SemiConde +* Batang +* BatangChe +* Browallia New +* BrowalliaUPC +* Calibri +* Calibri Light +* Cambria +* Cambria Math +* Candara +* Candara Light +* Comic Sans MS +* Consolas +* Constantia +* Corbel +* Corbel Light +* Cordia New +* CordiaUPC +* Courier New +* DilleniaUPC +* Dotum +* DotumChe +* E-13B +* Ebrima +* EucrosiaUPC +* Franklin Gothic Medium +* FreesiaUPC +* Gabriola +* Gadugi +* Georgia +* Gulim +* GulimChe +* Gungsuh +* GungsuhChe +* Impact +* Ink Free +* IrisUPC +* JasmineUPC +* Javanese Text +* Khmer UI +* KodchiangUPC +* Latha +* Leelawadee +* Leelawadee UI +* Leelawadee UI Semilight +* LilyUPC +* Lucida Console +* Lucida Sans Unicode +* Malgun Gothic +* Malgun Gothic Semilight +* Marlett +* MICR +* Microsoft Himalaya +* Microsoft JhengHei +* Microsoft JhengHei Light +* Microsoft JhengHei UI +* Microsoft JhengHei UI Light +* Microsoft New Tai Lue +* Microsoft PhagsPa +* Microsoft Sans Serif +* Microsoft Tai Le +* Microsoft YaHei +* Microsoft YaHei Light +* Microsoft YaHei UI +* Microsoft YaHei UI Light +* Microsoft Yi Baiti +* MingLiU +* MingLiU-ExtB +* MingLiU_HKSCS +* MingLiU_HKSCS-ExtB +* Mongolian Baiti +* MS Gothic +* MS PGothic +* MS UI Gothic +* MV Boli +* Myanmar Text +* Nirmala UI +* Nirmala UI Semilight +* NSimSun +* OCRB +* Palatino Linotype +* PMingLiU +* PMingLiU-ExtB +* Segoe MDL2 Assets +* Segoe Print +* Segoe Script +* Segoe UI +* Segoe UI Black +* Segoe UI Emoji +* Segoe UI Historic +* Segoe UI Light +* Segoe UI Semibold +* Segoe UI Semilight +* Segoe UI Symbol +* Shonar Bangla +* SimSun +* SimSun-ExtB +* Sitka Banner +* Sitka Display +* Sitka Heading +* Sitka Small +* Sitka Subheading +* Sitka Text +* Sylfaen +* Symbol +* Tahoma +* Times New Roman +* Trebuchet MS +* Verdana +* Vijaya +* Webdings +* Wingdings +* Yu Gothic +* Yu Gothic Light +* Yu Gothic Medium +* Yu Gothic UI +* Yu Gothic UI Light +* Yu Gothic UI Semibold +* Yu Gothic UI Semilight ## Fonts for Checks diff --git a/dynamics365/business-central/dev-itpro/developer/devenv-design-profiles-using-client b/dynamics365/business-central/dev-itpro/developer/devenv-design-profiles-using-client deleted file mode 100644 index e69de29bb2..0000000000