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eCommerce Sales Orders (Staging)

The CBX Sales Header card acts as an intermediary staging buffer between your webshop and Business Central. It stores incoming web orders, customer billing details, shipping addresses, payment transaction references, and custom metadata before converting them into standard Business Central Sales Orders.

Overview of FastTabs

General

Contains primary order details captured during checkout: * Order ID / Order: The unique identifier and order number assigned by the webshop. * Order Email: The email address associated with the purchaser. * Invoice Is Delivery: Indicates whether billing and shipping details are identical. * Delivery Date: The requested or estimated fulfillment date.

Customer & Delivery

  • Customer: Displays the billing customer's contact details, address, and matching Business Central Customer No. (if mapped).
  • Delivery: Displays the recipient's shipping destination, address lines, and selected Delivery Type (e.g., home delivery, pickup point).

Payment Info

Captures payment provider data from the checkout gateway: * Payment Type: The payment method used (e.g., credit card, invoice, Klarna). * Transaction ID: The reference/capture ID returned by the payment service provider.

Business Central (Status)

Tracks the synchronization lifecycle inside Business Central: * Sales Header Created: Displays the standard Business Central Sales Order number once created. * Created: A status checkmark indicating whether the order has successfully converted into a BC document. * Error: Displays technical or validation errors (e.g., missing item, blocked customer) if conversion fails.

Lines and Custom Metadata

  • Order Lines: Displays the items, quantities, unit prices, and line amounts pushed from the webshop.
  • Order Header Extra Fields: Custom attributes, checkout notes, or extension-specific data passed with the order header.
  • Order Line Extra Fields: Custom line-level properties (e.g., personalization text, engraving, bundle attributes).

Actions & Troubleshooting

Action Description When to Use
Create BC Sales Order Manually triggers the order creation routine for this specific record. Use when an order did not process automatically, or after resolving a validation error.
Reset record Clears the Error, unchecks Created, wipes the linked Sales Header Created number, and resets the line transfer flags. Use when an order failed with an error, allowing you to edit values on the staging card and re-run creation.
Reset lines on weborder Sets the Transferred status on all lines back to No without altering header status. Use if only line items need to be re-evaluated during manual re-import.

Typical Workflow

  1. A new web order is received via the API and appears in the staging list.
  2. The system attempts to create a standard Sales Order.
  3. If successful, the BC order number is written to Sales Header Created, and Created is marked as true.
  4. If an issue occurs (e.g., item not found), the error message is recorded in the Error field.
  5. Review the issue, correct the data (or configure the missing item/customer in BC), click Reset record, and click Create BC Sales Order.