Posetra E-Commerce + Microsoft Business Central: fully automated, from order to invoice
Entering orders into an ERP by hand is slow, repetitive and easy to get wrong. Every order has to be typed in again, totals have to be checked, shipments have to be posted and invoices created. The more orders you have, the more time it takes and the more mistakes slip through.
So we connected the Posetra E-Commerce Portal directly to Microsoft Dynamics 365 Business Central. Now every order flows into Business Central on its own. Nobody re-types anything and nobody copies and pastes.
```html🛒 1. Portal orders, automated from start to finish
Here’s what happens when a customer places an order on the Posetra portal:
- 🔹 The customer pays securely online through Stripe
- 🔹 Posetra creates the sales order in Business Central right away
- 🔹 Products, transportation, delivery charges and sales tax are all sent as separate lines, so the accounting stays clean
- 🔹 Before anything is posted, Posetra checks the order in Business Central against the portal order: customer, items, charges, tax and total
- 🔹 If everything matches, Business Central posts the shipment and the invoice automatically
- 🔹 If something doesn’t match, nothing is posted and the issue is flagged for review
- 🔹 Customers can see their Business Central order, shipment and invoice numbers on the My Orders page
📂 2. EDI orders from trading partners through SFTP
Many of our partners work with EDI, so we built a dedicated SFTP to Business Central channel:
- 🔹 Partners drop EDI files into a secure SFTP folder, or a user uploads them on the Channels page
- 🔹 Purchase orders (EDI 850) become sales orders in Business Central and are shipped and invoiced automatically
- 🔹 Freight load tenders (EDI 204) are accepted automatically. Posetra sends a receipt (997) and an acceptance (990) and creates a freight sales order. It sends shipment status updates (214), then a freight invoice (210) with the Business Central invoice number
- 🔹 A dedicated dashboard shows every file, order and status in one place
🔄 3. Master data stays in sync
- 🔹 New customers and products are created in Business Central automatically
- 🔹 Posting groups are filled in on their own, so new records are ready to use straight away
💡 Why it matters
- ✅ No manual data entry: orders go straight into Business Central
- ✅ Accurate: every total is checked before anything is posted
- ✅ No duplicates: retrying a failed order never creates a second one
- ✅ Faster: shipments and invoices are posted within moments of payment
- ✅ Visible: customers, admins and finance all see the same order details
- ✅ Scales with you: handles portal orders and EDI partners on one platform