By default, Business Central (BC) supports multiple levels of customer data: companies, customers, contacts, and shipping addresses. Magento, on the other hand, only supports customers and shipping addresses out of the box. By integrating the third-party CreativeMinds Multi-User Account Extension with our Tinx Magento Connector, the Magento backend is extended to better reflect BC’s structure.
With this setup, each contact in BC can be created as a separate customer in Magento. The main customer card in BC acts as the ‘parent’ in Magento, capable of viewing all orders placed by its associated contacts. These contacts appear as individual customers in Magento, each able to log in and place orders independently, while still being linked to the same parent for centralized order tracking and management.
Key Integration Features
Parent and Subaccount Synchronization
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Customers from the T18 customer table in Business Central are designated as parent accounts.
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Associated contact cards are published as subaccounts, allowing multiple users to operate under a single parent entity.
Subaccount Creation Process
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The setup involves two primary steps:
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After a customer is created or updated in BC, an additional message (via a specific Tinx mapping) is sent to Magento, marking the customer as a parent account.
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Contact cards are published to Magento and receive sublogin settings.
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This configuration allows contacts to log in and place orders on behalf of their parent account.
Order Processing
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The existing order process remains unchanged.
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When a subaccount places an order, Magento treats it as a standard customer order—since the subaccount is seen as a regular customer.
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As with any other customer, the Tinx connector then downloads the order and creates a sales header in BC (by default).
Frequently Asked Questions
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How many sub-users can a customer have on a single Magento account?
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There is no limit to the number of subaccount users assigned to one Magento account. However, it's advisable to consider the capabilities of your hosting package if you plan to have a large number of users.
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Who would benefit from using multiple Magento sub-accounts?
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This extension is ideal for companies and corporations employing different individuals for purchasing equipment and supplies, allowing them to track who buys what. It's also beneficial for accountants and managers monitoring monthly expenses, and administrators supervising purchases. While primarily used in B2B contexts, there are also B2C applications.
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Who can approve sub-users' order requests?
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Subaccount users can be granted permissions to create orders themselves. Additionally, the parent user or administrator can approve order requests. The extension also allows delegation of approval permissions to specific subaccount users, offering flexibility in order approval workflows.
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Does the extension send email notifications for new order requests? If so, who receives them?
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Yes, email notifications are sent when new order requests are submitted by subaccount users. Recipients depend on the administrator's configuration and can include the master account, the subaccount approver with the closest approval limit, or both.
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By leveraging this integration, businesses can effectively manage complex account hierarchies, granting appropriate access and permissions to various users while maintaining centralized oversight through the parent account. This approach enhances operational efficiency and provides a tailored experience for clients utilizing the Magento Connector.
For more detailed information, please refer to the official product page here.