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Download Instructions Here: CSM for Magento Listing Management Setup – Product Listings
CSM for Magento 1.x
This document presents Listing Management setup information regarding the CSM for Magento Listing Management functionality for D365 Business Central. Listing Management functionality is additional functionality to the CSM for Magento Order Management module.
CSM for Magento Listing Management requires that you have already setup the CSM for Magento Order Management functionality. Please follow the setup instructions for CSM for Magento Order Management.
In order to move forward with Product Listings, you must also have Categories, Attribute Sets, and Attributes created on Magento by CSM or linked to existing Magento data. Please follow the setup instructions before proceeding.
Now that we have Categories, Attribute Sets, and Attributes created on Magento by CSM or linked to existing Magento data, we can concentrate on creating CSM Listings which can then be sent to Magento for inclusion in its product Catalog.
Let’s start by looking at a D365 BC Item and related information and showing the relevant data that CSM can send to Magento.
First, note that our Magento Admin panel currently shows the highest product ID to be 909.
The product that we will send to Magento from D365 BC will be an ArcherPoint Back Scratcher.
Let’s look at the information in D365 BC that we have already defined for our back scratcher, paying attention to the values that CSM will look for. Also note that all the information is not required for CSM to transmit product information to Magento, CSM will send what it finds, and it can always be updated later.
Our item has a No., Description, Item Picture and has values for the 3 attributes assigned to the PERSONCARE Item Category the Back Scratcher is linked to.
We have 1,000 Back Scratchers on hand in our Main Warehouse. Note that we assigned the Main Warehouse to our Magento Sales Channel.
We have an Extended Text defined for the back scratcher. Note that the value of the Description is Short Description.
We have entered a Weight on the Item Unit of Measure.
We have specified sales prices for the Price Groups we linked to Magento earlier in this document. Note that a quantity break is given for Magento Customers (who are in the Magento Default Customer Group) who purchase 10 or more Back Scratchers on the same order.
We setup an Item Identifier of 70001 for the Back Scratcher (D365 BC Item No. AP-1004). CSM can use this to give (or link) a Magento Product SKU that is different that the Item Number.
Now that we have reviewed the Item Information for the Back Scratcher already setup in D365 BC, we are ready to define the product listing in CSM for our Magento Sales Channel.
To create a new listing to be listed on Magento, we can use the Create Listing Wizard from the Sales Channel Card.
The CSM Listing Wizard is then displayed.
Enter the D365 BC Item No. that you would like to list on Magento. In this example, we selected the Item No. for our Back Scratcher. Notice that the Variant Code and Unit of Measure fields are greyed out and are not editable. If Variants existed for this item, you could choose the Variant. The Back Scratcher only has one unit of measure defined for it (its base unit of measure PCS). If more than one Unit of Measure exists for the item, you would be able to select an alternate for this listing. It is possible to have multiple SKU’s listed on Magento with varying Units of Measure and Variants.
Press Next to continue the Listing Wizard.
Step 2 of the wizard asks for the SKU (or Identifier) that the Channel (Magento) should know this listing as. Note that the value will default to an entry in the Item Identifier table, however you can override this value by typing in a new SKU. The SKU does, however, need to be a unique value for this Sales Channel.
When finished, press Next.
The 3rd and final step of the Wizard now appears. To create the listing, just press Finish. Or you can back up a step or press the X in the top right to cancel the listing creation.
Note that by pressing Finish does not yet send any information to Magento, that will be covered shortly. We have just defined a listing that we desire to be a Magento Product. We can now review and fine tune the listing information that CSM just created.
To view the listing, return to the Sales Channel Card and select Channel Listings from the Listing Function menu.
This will show a list of all the listings we have defined for our Magento Sales Channel.
Select the item just added to open it and view the details.
Let’s review the sections of the listing that CSM assembled from the D365 BC Item Data.
The first two fast tabs on the listing are the General fast tab, and the Listing Fast Tab.
The next fast tab is the Listing Product Information fast tab. This is a powerful piece of CSM functionality allowing you to add additional product information (descriptions, images, etc.) to the listing that can be sent to Magento.
Note that the CSM Listing Wizard brought in one product information record for the listing based on the Sales Channel settings; the D365 BC Item Picture.
We can see that image in more detail by pressing the fast tabs Manage function and selecting View/Edit.
This will display the Product Information Card for this Product Information Record associated with the Listing.
Here you can see a preview of the image, as well as some other information that CSM uses to send image information to Magento.
We can add a Long Description, including HTML tags to the listing by adding a Product Information Record to the listing. On CSM Listing Function Ribbon, select Add Description to Product.
A line will be added to this list with a default Information Type of Description. Enter Long Description in the Tags field of this new record. Note that CSM uses this Tag value to know that this description should be sent to Magento as the Products Long Description.
Then Select Manage -> View / Edit and the detail Product Information Card will appear.
We set the Source Type to Blob, which allows for very long descriptive text to be enter. We then enter our text in the Description HTML area. We have now completed the Additional Product Information for our Long Description. If you wish to make changes, just edit the Product Information record again from the CSM Listing and make changes to the Description HTML text.
We can add more images for this listing by adding Product Information Records to the listing. On CSM Listing Function Ribbon, select Add Image to Product Information.
A line will be added to this list with a default Information Type of image.
Select the new line that was added, add press the View / Edit function, this will open the Product Information Card for then new Image.
On the Image Fact Box, Select Import Image and choose the Image that you would like to Import in the File Chooser Dialog.
Next complete the relevant information regarding images and ensure that the Source Type is Blob. In this case, we are specifying that this image should be used for the Thumbnail on Magento, and that it should also be displayed as Media on the Magento Product Page.
Repeat this process to add more images.
CSM also, by default, brought in the D365 BC Item Attribute values for the linked item. You can manually maintain them here if you would like, but there is also an update button in the Actions Functions that will sync the attribute values from D365 BC. If you add an attribute and value to the item that is linked to the Channel Category, CSM brings those new or changed values in when you Synchronize Attributes.
You can also set the Magento Visibility property on the CSM Listing – Magento Specific Fast Tab.
Take note of the External ID shown above and notice that it is currently empty. This indicates that this CSM Listing has not yet been sent to Magento.
As a side note, if the Magento Product already existed in Magento, and you wanted to link it to this listing, you could enter its ID here.
You can also set the Magento Visibility property on the CSM Listing – Magento Specific Fast Tab.
To have CSM Create this product on Magento, you could select Send All Listing Data to Channel from the Actions Function Ribbon or send up individual components of the CSM Listing. Note, that if you send up individual components, you should Send Listing Base Info to Channel First, this is the only component function that will create a product on Magento, all others will update an existing Magento product linked by the Listings External ID.
The Send All Listing Data may take a few seconds as it sends information to Magento, but you should end up with the External ID field being populated with a number. If there are any issues, a message in the Last External Update Result should give a completion status, or any errors that may have been received from Magento.
Let’s Take a look on the Magento Side.
Looking at the actual store listing, we see the Product Name, Short Description, Long Description, and 3 Images that Magento sent. We also see our Sales Prices along with the discounted price for purchasing at least 10.
CSM can also send inventory availability for the product to Magento. Note that Magento does not track inventory by store, so the Value sent, should be by a single Sales Channel representing the Magento Site. If you turn on Send Availability Information in more than one Sales Channel that uses the Same Magento Database, the last value sent will win.
Please review the Sales Channel Settings described in the Sales Channel Setup Section.
For Each Listing, CSM performs a Calculation to determine the value to send to Magento. It then compares that value to the last value sent to Magento, if they are not equal, then CSM sends the new value.
As you may recall, we have 1,000 back scratchers on hand in the Location linked to the Sales Channel (Main). Our default Availability percent was 90%, and the Threshold is 10. The Calculation for these settings was 900.
The Automation can be set to automatically calculate and send if the value is different. We can also perform these actions manually from the CSM Listing Card. Let’s turn on the switch for Subtract Threshold From Availability and re-calculate.
As you can see, we now told CSM to subtract the Threshold from the result and have a new value of 890.
To send the value to Magento, Select Actions -> Channel Integration -> Send Availability to Channel.
Magento now shows the new Qty received from CSM.
The listing is then updated with the Available Last Qty Sent, and the Availability Requires update switch is turned off.