Table of Contents

Document Overview

WooCommerce-Dynamics 365 Connector

WooCommerce D365 Integration – Out of Box Functionality

Simple Product Create.

Simple Product Update

Master Product create

Inventory Sync

Sales Order Create

Sales Order Status Update

Trade Agreement Sync

Document Overview

The purpose of this document is to highlight the scope and functionalities supported out of box by Folio3 ComAX Connector.

Included in this document are:

• An overview of the Folio3’s WooCommerce Connector for Dynamics 365
• Out of box functionalities Supported
  • Product Create.
  • Product Update.
  • Inventory Sync.
  • Sales Order Sync.
• Customer Sync.
• Order Sync.
  • Sales order status update.
  • Trade Agreements syncing.

1) WooCommerce-Dynamics 365 Connector

The Folio3 ComAX Connector will be used to sync products, inventory, orders, customers, shipping, and payments between WooCommerce e-commerce store and Microsoft Dynamics 365 for Finance & Operations.

Folio3’s proprietary Dynamics 365 WooCommerce Connector is an Integration-as-a-Service product that provides fully automated integration between WooCommerce and Dynamics 365. The Folio3 Dynamics 365 WooCommerce Connector helps you save valuable time and effort that is typically lost in manually keeping your WooCommerce and Dynamics 365 accounts in sync, allowing you to focus on enhancing sales and managing fulfillment and other key business functions.

Features Include:

• Automatically imports all ‘checkout complete’ orders along with associated customer, from WooCommerce into Dynamics 365

• Automatically create/update Products along with one level pricing (default price which is defined on product) from Dynamics 365 to WooCommerce

• Automatically updates the status of fulfilled sales orders from Dynamics 365, in WooCommerce

• Automatically imports all customer, from WooCommerce into Dynamics 365

• Automatically exports shipping information (shipping date, carrier details & tracking number) of fulfilled sales orders from Dynamics 365 to WooCommerce
•  Maintains a complete log of all tasks performed in Dynamics 365 and WooCommerce
• Monitor the status of each service which is responsible to sync data Dynamics 365 and WooCommerce.

 1.1) WooCommerce D365 Integration – Out of Box Functionality

The D365-WooCommerce integration project scope covers the following out of box functionality broken down by modules and related tasks:

¹ single parcel tracking per shipment

Simple Product Create

Simple Product creation steps:

1) Navigate to Modules > Product Information Managements > Products.

2) Click on New button.

3) Enter desired details as shown in below image and click on OK.

4) System redirect to Product detail screen. Enter product description , storage and tracking dimension as shown in below image and save it.

5) Access product categories screen from Product sub menu and assign desired category to a product as shown in below image.

6) Release product to desired company as shown in below image.

7)  After releasing the product to company, Comax connector will sync the product to Woo Commerce store. Logs will be generated in Live feeds screen of connector.

8) Now open Woo Commerce admin panel and navigate to Products page. Here we can search our recently synced products.

Simple Product Update

1) Access released product screen and open product on edit mode as shown in below image.

2) Enter desired product Sell price and weight and save it as shown in below image.

3) Save the Product and view assembler Live Feed logs

4) Now open Woo Commerce admin panel and navigate to Products page. Verify the updates on the product.

Inventory Sync:

1) Navigate to Procurement and sourcing > All purchase Orders.

2) Click on New, select desired vendor and then click on OK as shown in below image.

3) Enter items number and quantity as shown in below image

4) From purchase sub menu, click on confirm button as shown in below image.

5) Access product receipt from Receive sub menu, enter product receipt number and click on OK.

6) After receiving the purchase order and view assembler Live Feed logs.

7) Now view the updated inventory on the product on Woo Commerce admin panel.

Sales Order Create:

1) On WooCommerce storefront login with any available customer, search your desired product, add that product into Cart and click on checkout as shown in below image.

2) Enter desired valid address, select shipping method and click on next.

3) Select desired payment method i.e. Credit Card and click on place Order.

4) Now Check the Assembler Live Feed Page for order logs

Sales Order Status Update:

1) Navigate to Sales and Marketing > All sales order

2) Search your sales order into grid and select it as shown in below image.

3) Open the order on the edit mode..

4) From pick and pack sub menu click on Packing slip option, select All in Quantity dropdown then click on OK from following screen.

5)  Now view the Assembler for Order Status update logs

6) Now again from AX, go to the invoice sub menu, click on invoice, following screen should be appearing and then click on OK.

7) Now view the Assembler for Order Status update logs for Invoicing.

8) Now view the order status of the order from the WooCommerce admin panel. It will be changed to Completed from Processing.

Trade Agreement Sync:

1) Navigate to Procurement and sourcing > Price and discounts > Trade Agreement Journal.

2) Add a line and enter S_Price in Name field.

3) Click on Line.

4) Enter item id. I.e. test-demo-001.

5) Enter site, warehouse and amount.

6) Posted it by clicking on Post button.