PMX E-commerce Solution: The Free trial and initial setup installation guide

In this comprehensive guide, we’ll walk you step-by-step through the process of setting up our free trial version of our PMX E-commerce solution. This page provides details for every step of the process. From downloading the free trial up until the seamless free initial installation, we’ve got you covered. Get ready to unlock the full potential of our PMX E-commerce solution and elevate your online presence to new heights. Let’s dive in and get started!

  1. After downloading the free trial version, with your correct Microsoft Dynamics 365 Business Central Account, you will be navigated to install the version in your chosen Business Central environment.
  2. Navigate to the extension manager in this environment and make sure the extension is installed and active.
  3. You should now be able to switch your role under the settings to “E-Commerce”. All features seen in the role center can be found and used after installing our solution. And of course can be found and worked with in any other role, too.
  4. Before you can begin setting up the basic configurations, we need to start the application. For this, we use the “Application Setup Wizard.”. You can navigate to the wizard via the Integration Setup page > New. The Integration Management Setup Wizard will guide you through the setup process by first asking for basic company information, such as name and address. Then, important configuration details, like the currency for financial transactions and the selection of E-commerce partners (e.g., Shopify or Amazon), are defined. Once the setup is complete, the PMX E-commerce integration is ready and optimized for communication with the chosen platforms.
  5. Next, the base configuration for the connection to your webshop/marketplace can be set up. In this integration, your webshop/marketplace is referred to as an E-commerce partner. To set up the base configuration, navigate to the E-commerce Partner List. Select the E-commerce Partner Card, that you have already chosen in the Application Setup Wizard. Double check with the Code Unit, it should correspond to your webshop/marketplace (e.g., Shopify = Code Unit ID: 5552265 “AER Shopify Management”).

THE BASE CONFIGURATION:

When starting to set up the base configuration for your E-Commerce solution, it is important to understand that each webshop is unique and requires specific configuration details to ensure a smooth installation process. Although the details may vary from webshop to webshop, there are three key pieces of information that are required for every initial setup:

  1. Webshop Description: Before the base configuration, make sure to have the name for the webshop ready.
  2. Future URL: The future URL is the web address that users will use to access your webshop. While the webshop may not be live yet, the intended URL is needed for the base configuration.
  3. An administrator access to the webshop: To integrate your PMX E-commerce solution into your new webshop an access token, the client ID and client secret of your administrator access are needed. As mentioned above, different E-commerce partners require different steps to set up an administrator access. While some may necessitate the creation of a new developer app, others may require the establishment of a new administrator access in another way. For detailed insights into the specific requirements of your webshop, please don’t hesitate to reach out to us. Our team will gladly guide you through the process and provide you with all the necessary information.
  4. Further details depending on webshop: Your E-commerce partner’s unique setup may require specific additional details. Please reach out to us anytime – we’re here to provide you assistance and guide you through further information that are needed. Some details are provided during the base configuration as well.
  5. Webshop articles: Please have already or add articles to the webshop beforehand, so that you can thoroughly test the communication between the software and the webshop to ensure smooth functionality.

TIPPS & TRICKS:

An ID is required for a location, a folder, or a landing page? Absolutely! Here’s how you can easily obtain it:

You can locate the ID of the location, folder, or landing page within the URL. After adding for example your standard location and opening it, simply look for a sequence of numbers at the end of the URL. This sequence represents the unique ID assigned to that specific element. For instance, in the URL: https://admin.shopify.com/store/fbim/settings/locations/59783119011, the numbers “59783119011” at the end indicate the ID of the location. By following this method, you can effortlessly retrieve the ID for any location, folder, or landing page within your system

We are constantly adding new partners. Contact us.

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