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Run a sample order orchestration flow from BigCommerce

This topic describes the setup that is required to run a sample order orchestration flow from BigCommerce to Microsoft Dynamics 365 Intelligent Order Management.

Prerequisites

Before you can begin, you must set up BigCommerce as a provider in Intelligent Order Management. For more information, see Set up BigCommerce provider.

Create a customer in BigCommerce

The first step is to set up a customer in BigCommerce.

  1. In BigCommerce, go to the Customer page.
  2. Select Add
  3. Enter details for the customer. If the orders are from a company, enter the name of the company in the Company Name field, otherwise leave the field blank.
  4. Enter the customer's email address in the Customer email field and then select Save.
  5. Select the Customer Address Details tab.
  6. Enter the customer address information and then select Save.
  7. To use the customer for a transaction, you need to sign out of BigCommerce and then sign back in.

Note

If you provided a company name when you created a customer in BigCommerce, follow the steps in the "Set up account mappings" section below. Otherwise, go to the "Set up pricelist mapping" section.

Set up a customer in Intelligent Order Management

  1. Go to Customers > Accounts.
  2. Select New.
  3. In the Account Name field, enter TestBCAccount.
  4. Select Save & close.

Set up account mapping

  1. In the lower-right corner of any Intelligent Order Management page, change the area from IOM to Configurations.

    Note

    If you use a left-to-right (LTR) language, the setting is in the lower-left corner.

  2. Go to Mappings > Accounts.

  3. Select New.

  4. On the New Account Mapping page, enter the following information:

    1. In the Mapping Group field, enter Default Mapping Group.
    2. In the Account field, select the account created if you created one.
    3. In the Customer field, enter TestBCAccount.
    4. In the External Field Name field, enter ProviderName.
    5. In the External Field Value field, enter BigCommerce.

  5. Select Save & close.

Set up pricelist mapping

  1. Go to Mappings > Price Lists.

  2. Select New.

  3. On the New Price List Mapping page, enter the following information:

    1. In the Mapping Group field, enter Default Mapping Group.
    2. In the Account field, select the account created if you created one.
    3. In the Price list field, enter MasterPriceList.
    4. In the External Field Name field, enter ProviderName.
    5. In the External Field Value field, enter BigCommerce.

  4. Select Save & close.

Set up unit mapping

After you set up pricelist mapping, you must set up unit mapping.

  1. Go to Mappings > Units.

  2. Select New.

  3. On the New Unit Mapping page, enter the following information:

    1. In the Mapping Group field, enter Default Mapping Group.
    2. In the Account field, select the account created if you created one.
    3. In the Unit field, enter ea.
    4. In the External Field Name field, enter unit.
    5. In the External Field Value field, enter each.

  4. Select Save & close.

Set up product mapping

  1. Go to Mappings > Products.

  2. Select New.

  3. On the New Product Mapping page, enter the following information:

    1. In the Mapping Group field, enter Default Mapping Group.
    2. In the Account field, select the account created if you created one.
    3. In the Product field, enter Accu Scale.
    4. In the External Field Name field, enter sku.
    5. In the External Field Value field, enter ABS.

  4. Select Save & close.

Create an order in BigCommerce

Next, create an order from the BigCommerce back-office experience to Intelligent Order Management.

  1. Sign in to the BigCommerce store account that you previously set up.
  2. Under Orders, select Add.
  3. On the right side of the page, in the Search field, enter the customer that you created. Alternatively, select New Customer, and enter the email ID.
  4. Enter billing information, and then select Next.
  5. Under Add Products, in the Search field, enter the product that you set up in Intelligent Order Management. Then select Next.
  6. When the shipping address is shown, select Next.
  7. Under Finalize, select Manual Payment, and then select Save and Process Payment.

Your order number is shown on the View Orders page.

View a BigCommerce order in Intelligent Order Management

To view the results of the orchestration and the flow, follow these steps.

  1. In Intelligent Order Management, go to Sales Orders. Your BigCommerce order is shown in the Name column.
  2. Select the order number to view the summary.
  3. Select the Orchestration Step Results tab to view your results.