---
id: video/3tmaVpPTQLw
type: video
title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
summary: "Shopify Connector for Business Central in 2024 release wave 1: B2B company and catalog synchronization, B2B checkout, B2B vs D2C order handling, and order editing with refunds and credit memos. Also covers smaller connector changes such as automatic Shopify URL setup, inventory minus reservation, and shipment confirmation control."
tier: official
language: en
tags:
  - shopify connector
  - b2b
  - order editing
  - company synchronization
  - customer synchronization
  - inventory calculation
  - catalog management
  - shipment confirmation
  - refunds and returns
  - price synchronization
  - checkout
  - credit memos
system: integration
review:
  state: reviewed
  by: opus
  at: "2026-10-07T23:11:24.186Z"
  flags: []
generated:
  at: "2026-10-07T23:11:24.281Z"
  pipeline: 0.2.0
  prompts:
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    summarize-video: 2
  input_hash: 2def9c8e76c6c76aae6164b2230dcb18b31232e5dc690a04c5411c80ef5d9d23
evidence:
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    commit: null
    t: 78
    quote: now we actually update it and now it is very easy so you can see that URL is automatically updated so no need to
  - kind: video
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    quote: we are also adding this functionality out of the box so for new Merchants they don't need to build a PT and for existing
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    quote: shopify is not a separate platform it's not an app bolted onto the side of shopify and it's not acquired software we
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
    date: "2024-04-04T13:30:02.000Z"
    commit: null
    t: 442
    quote: with Microsoft business Central's updated Integrations merchants can easily send companies and cataloges data from Shopify to business Central and vice versa for better
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
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    commit: null
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    quote: we've released over four dozen features just for wholesale the list that you're seeing on your screen is not an exhaustive list in fact
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
    date: "2024-04-04T13:30:02.000Z"
    commit: null
    t: 518
    quote: we have removed to export customers to Shopify Boolean and instead we aligned this uh with uh the item sy so if you want
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
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    commit: null
    t: 838
    quote: for B2B or for modern authorization engines Shopify doesn't require user to know like login and password so user needs to only specify email
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
    date: "2024-04-04T13:30:02.000Z"
    commit: null
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    quote: this specific user and this specific catalog are not yet attached to the company so let me go to the Shopify admin company and
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
    date: "2024-04-04T13:30:02.000Z"
    commit: null
    t: 968
    quote: go to uh catalogs this is a new action and now I can use get catalogs uh select a shop and you can see
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
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    quote: before I will submit order I can also enter the p number so this is also a special field for B2B checkout
  - kind: video
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    quote: although they were bought by the same person Claudia Lawson one was actually assigned to uh the person itself the other one is assigned
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
    date: "2024-04-04T13:30:02.000Z"
    commit: null
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    quote: with a new action uh cancel order I can cancel it uh notify the customer
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
    date: "2024-04-04T13:30:02.000Z"
    commit: null
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    quote: we uh make sure that we have an actual amount and we can create link the appropriate credit memo
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
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    commit: null
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    quote: so this will show whenever uh an order has already been processed but now an addition is received on line S on something that
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
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    quote: one is synchronized order from Shopify and the other one is onlink process documents
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
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    quote: unlink okay so this is basically saying forget what I had before and I want to reprocess this again and it will be processed
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
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    quote: shopify doesn't have much information about the warehouse handling of the created order so it
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
    date: "2024-04-04T13:30:02.000Z"
    commit: null
    t: 1745
    quote: for orders which are already paid you can do either Ed it and refund separately or actually refund all together
  - kind: video
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    title: "What's New: Shopify Connector B2B Functionality (2024 release wave 1)"
    date: "2024-04-04T13:30:02.000Z"
    commit: null
    t: 1766
    quote: like either we will edit the imported document or we will uh create credit memo which also can be created automatically
links:
  learn: []
  objects: []
  features: []
  topics: []
  localizations: []
  videos: []
  posts: []
  guidelines: []
video_id: 3tmaVpPTQLw
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=3tmaVpPTQLw
published_at: "2024-04-04T13:30:02.000Z"
duration_s: 1834
captions: full
audience:
  - functional consultant
  - administrator
  - developer
chapters:
  - t: 0
    title: Shopify Connector Setup and Core Features
  - t: 154
    title: Inventory and Shipment Configuration
  - t: 248
    title: Overview of B2B on Shopify Platform
  - t: 288
    title: B2B Features and Unified Commerce Experience
  - t: 422
    title: B2B Integration with Business Central
  - t: 503
    title: D2C Customer and B2B Company Synchronization
  - t: 620
    title: Company Creation and Catalog Setup
  - t: 706
    title: B2B Catalog Management and Storefront Demo
  - t: 817
    title: B2B Login and Company Assignment
  - t: 947
    title: Catalog Actions, Price Synchronization, and B2B Checkout
  - t: 1098
    title: B2B and D2C Order Handling and Order Editing
  - t: 1380
    title: Credit Memo Creation and Order Sync Management
  - t: 1664
    title: Error Detection, Order Resolution, and Closing
features:
  - name: Automatic Shopify URL Configuration
    status: unclear
    t: 58
    verified: false
    status_source: video
  - name: Inventory Minus Reservation Calculation
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    t: 113
    verified: false
    status_source: video
  - name: Dynamic Guidance Notifications
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    status_source: video
  - name: Shipment Confirmation Control
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    status_source: video
  - name: Default Refunds and Returns Importing
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    verified: false
    status_source: video
  - name: B2B on Shopify Platform
    status: unclear
    t: 268
    verified: false
    status_source: video
  - name: B2B Customizable Buying Experience
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    t: 384
    verified: false
    status_source: video
  - name: B2B Business Central Integration
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    t: 442
    verified: false
    status_source: video
  - name: D2C Customer Synchronization Control
    status: unclear
    t: 518
    verified: false
    status_source: video
  - name: B2B Company Synchronization
    status: unclear
    t: 580
    verified: false
    status_source: video
  - name: Default Contact Permissions Configuration
    status: unclear
    t: 580
    verified: false
    status_source: video
  - name: Automatic Catalog Creation for Companies
    status: unclear
    t: 600
    verified: false
    status_source: video
  - name: B2B Catalog Management
    status: unclear
    t: 706
    verified: false
    status_source: video
  - name: B2B Modern Authorization
    status: unclear
    t: 838
    verified: false
    status_source: video
  - name: Company-Specific Catalogs
    status: unclear
    t: 877
    verified: false
    status_source: video
  - name: Get Catalogs Action
    status: unclear
    t: 968
    verified: false
    status_source: video
  - name: Catalog Price Synchronization
    status: unclear
    t: 988
    verified: false
    status_source: video
  - name: B2B Checkout with Company Assignment
    status: unclear
    t: 1039
    verified: false
    status_source: video
  - name: B2B vs D2C Order Differentiation
    status: unclear
    t: 1098
    verified: false
    status_source: video
  - name: Cancel Order Action
    status: unclear
    t: 1142
    verified: false
    status_source: video
  - name: Order Status Synchronization
    status: unclear
    t: 1162
    verified: false
    status_source: video
  - name: Order Editing with Refunds
    status: unclear
    t: 1223
    verified: false
    status_source: video
  - name: Intelligent Credit Memo Creation
    status: unclear
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    status_source: video
  - name: Order Error Detection for Received Edits
    status: unclear
    t: 1568
    verified: false
    status_source: video
  - name: Synchronize Order from Shopify Action
    status: unclear
    t: 1588
    verified: false
    status_source: video
  - name: Unlink Process Documents Action
    status: unclear
    t: 1644
    verified: false
    status_source: video
  - name: Automatic Credit Memo Creation for Refunds
    status: unclear
    t: 1766
    verified: false
    status_source: video
  - name: Edit and Refund Processing for Paid Orders
    status: unclear
    t: 1745
    verified: false
    status_source: video
  - name: Edit Support for Unpaid Orders
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    status_source: video
  - name: User Notification for Conflicting Documents
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    t: 1786
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objects_mentioned: []
quotes:
  - t: 78
    text: now we actually update it and now it is very easy so you can see that URL is automatically updated so no need to
    check: exact
  - t: 133
    text: we are also adding this functionality out of the box so for new Merchants they don't need to build a PT and for existing
    check: exact
  - t: 308
    text: shopify is not a separate platform it's not an app bolted onto the side of shopify and it's not acquired software we
    check: fuzzy
  - t: 442
    text: with Microsoft business Central's updated Integrations merchants can easily send companies and cataloges data from Shopify to business Central and vice versa for better
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  - t: 462
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    check: exact
  - t: 518
    text: we have removed to export customers to Shopify Boolean and instead we aligned this uh with uh the item sy so if you want
    check: exact
  - t: 838
    text: for B2B or for modern authorization engines Shopify doesn't require user to know like login and password so user needs to only specify email
    check: exact
  - t: 877
    text: this specific user and this specific catalog are not yet attached to the company so let me go to the Shopify admin company and
    check: exact
  - t: 968
    text: go to uh catalogs this is a new action and now I can use get catalogs uh select a shop and you can see
    check: exact
  - t: 1076
    text: before I will submit order I can also enter the p number so this is also a special field for B2B checkout
    check: exact
  - t: 1121
    text: although they were bought by the same person Claudia Lawson one was actually assigned to uh the person itself the other one is assigned
    check: exact
  - t: 1142
    text: with a new action uh cancel order I can cancel it uh notify the customer
    check: exact
  - t: 1477
    text: we uh make sure that we have an actual amount and we can create link the appropriate credit memo
    check: exact
  - t: 1568
    text: so this will show whenever uh an order has already been processed but now an addition is received on line S on something that
    check: exact
  - t: 1588
    text: one is synchronized order from Shopify and the other one is onlink process documents
    check: exact
  - t: 1644
    text: unlink okay so this is basically saying forget what I had before and I want to reprocess this again and it will be processed
    check: exact
  - t: 1685
    text: shopify doesn't have much information about the warehouse handling of the created order so it
    check: fuzzy
  - t: 1745
    text: for orders which are already paid you can do either Ed it and refund separately or actually refund all together
    check: exact
  - t: 1766
    text: like either we will edit the imported document or we will uh create credit memo which also can be created automatically
    check: exact
---

# What's New: Shopify Connector B2B Functionality (2024 release wave 1)

> Shopify Connector for Business Central in 2024 release wave 1: B2B company and catalog synchronization, B2B checkout, B2B vs D2C order handling, and order editing with refunds and credit memos. Also covers smaller connector changes such as automatic Shopify URL setup, inventory minus reservation, and shipment confirmation control.

[Watch on YouTube](https://www.youtube.com/watch?v=3tmaVpPTQLw) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-04 · 30:34 · tier official · reviewed (checked by Opus)

## Overview

The video, published 2024-04-04 (31 minutes), starts with updates to the core connector. These include automatic Shopify admin URL configuration, an inventory calculation that subtracts reservations, dynamic guidance notifications on the product list, a setting to turn off shipment confirmation to Shopify, and refunds and returns imported by default. It then gives an overview of B2B on Shopify.

The main part is a demo of B2B with Business Central. It covers D2C customer and B2B company synchronization, catalog setup, the Get Catalogs action, price synchronization, and B2B checkout. It ends with order handling: cancelling orders, editing orders in Shopify, creating credit memos from refunds, and the Synchronize Order and Unlink Process Documents actions for orders that were already processed.

## Key points

- The connector now builds and updates the Shopify admin URL automatically, so it no longer has to be entered by hand.
- The export customers to Shopify Boolean was removed. You now pick specific D2C customers to export, in line with how item synchronization works.
- Company synchronization has settings for default permissions of the main contact (none, ordering only, or location admin). Automatic catalog creation for new companies can be turned off so catalogs are managed manually.
- The new Get Catalogs action retrieves catalogs from Shopify, but only for companies already synchronized with Business Central.
- B2B orders are assigned to the company and D2C orders to the individual person. B2B checkout shows the company, multiple addresses and a PO number field.
- Business Central creates credit memos only from refunds with an actual amount. Zero-value refunds from Shopify order edits are filtered out.
- For orders already processed, Synchronize Order from Shopify and Unlink Process Documents are the two actions. Error detection only notifies the user and cannot change existing documents automatically. Shopify has little warehouse handling information.

## Chapters

- [0:00](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=0s) Shopify Connector Setup and Core Features
- [2:34](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=154s) Inventory and Shipment Configuration
- [4:08](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=248s) Overview of B2B on Shopify Platform
- [4:48](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=288s) B2B Features and Unified Commerce Experience
- [7:02](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=422s) B2B Integration with Business Central
- [8:23](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=503s) D2C Customer and B2B Company Synchronization
- [10:20](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=620s) Company Creation and Catalog Setup
- [11:46](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=706s) B2B Catalog Management and Storefront Demo
- [13:37](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=817s) B2B Login and Company Assignment
- [15:47](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=947s) Catalog Actions, Price Synchronization, and B2B Checkout
- [18:18](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1098s) B2B and D2C Order Handling and Order Editing
- [23:00](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1380s) Credit Memo Creation and Order Sync Management
- [27:44](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1664s) Error Detection, Order Resolution, and Closing

## Features

| Feature | Status | At |
|---|---|---|
| Automatic Shopify URL Configuration | status not stated, demoed | [0:58](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=58s) |
| Inventory Minus Reservation Calculation | status not stated, demoed | [1:53](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=113s) |
| Dynamic Guidance Notifications | status not stated, demoed | [2:34](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=154s) |
| Shipment Confirmation Control | status not stated, demoed | [3:47](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=227s) |
| Default Refunds and Returns Importing | status not stated | [4:08](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=248s) |
| B2B on Shopify Platform | status not stated, demoed | [4:28](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=268s) |
| B2B Customizable Buying Experience | status not stated, demoed | [6:24](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=384s) |
| B2B Business Central Integration | status not stated, demoed | [7:22](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=442s) |
| D2C Customer Synchronization Control | status not stated, demoed | [8:38](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=518s) |
| B2B Company Synchronization | status not stated, demoed | [9:40](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=580s) |
| Default Contact Permissions Configuration | status not stated, demoed | [9:40](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=580s) |
| Automatic Catalog Creation for Companies | status not stated, demoed | [10:00](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=600s) |
| B2B Catalog Management | status not stated, demoed | [11:46](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=706s) |
| B2B Modern Authorization | status not stated, demoed | [13:58](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=838s) |
| Company-Specific Catalogs | status not stated, demoed | [14:37](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=877s) |
| Get Catalogs Action | status not stated, demoed | [16:08](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=968s) |
| Catalog Price Synchronization | status not stated, demoed | [16:28](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=988s) |
| B2B Checkout with Company Assignment | status not stated, demoed | [17:19](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1039s) |
| B2B vs D2C Order Differentiation | status not stated, demoed | [18:18](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1098s) |
| Cancel Order Action | status not stated, demoed | [19:02](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1142s) |
| Order Status Synchronization | status not stated, demoed | [19:22](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1162s) |
| Order Editing with Refunds | status not stated, demoed | [20:23](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1223s) |
| Intelligent Credit Memo Creation | status not stated, demoed | [23:21](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1401s) |
| Order Error Detection for Received Edits | status not stated, demoed | [26:08](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1568s) |
| Synchronize Order from Shopify Action | status not stated, demoed | [26:28](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1588s) |
| Unlink Process Documents Action | status not stated, demoed | [27:24](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1644s) |
| Automatic Credit Memo Creation for Refunds | status not stated, demoed | [29:26](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1766s) |
| Edit and Refund Processing for Paid Orders | status not stated, demoed | [29:05](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1745s) |
| Edit Support for Unpaid Orders | status not stated | [29:05](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1745s) |
| User Notification for Conflicting Documents | status not stated, demoed | [29:46](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1786s) |

## Quotes

- [1:18](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=78s) "now we actually update it and now it is very easy so you can see that URL is automatically updated so no need to"
- [2:13](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=133s) "we are also adding this functionality out of the box so for new Merchants they don't need to build a PT and for existing"
- [5:08](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=308s) "shopify is not a separate platform it's not an app bolted onto the side of shopify and it's not acquired software we"
- [7:22](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=442s) "with Microsoft business Central's updated Integrations merchants can easily send companies and cataloges data from Shopify to business Central and vice versa for better"
- [7:42](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=462s) "we've released over four dozen features just for wholesale the list that you're seeing on your screen is not an exhaustive list in fact"
- [8:38](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=518s) "we have removed to export customers to Shopify Boolean and instead we aligned this uh with uh the item sy so if you want"
- [13:58](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=838s) "for B2B or for modern authorization engines Shopify doesn't require user to know like login and password so user needs to only specify email"
- [14:37](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=877s) "this specific user and this specific catalog are not yet attached to the company so let me go to the Shopify admin company and"
- [16:08](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=968s) "go to uh catalogs this is a new action and now I can use get catalogs uh select a shop and you can see"
- [17:56](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1076s) "before I will submit order I can also enter the p number so this is also a special field for B2B checkout"
- [18:41](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1121s) "although they were bought by the same person Claudia Lawson one was actually assigned to uh the person itself the other one is assigned"
- [19:02](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1142s) "with a new action uh cancel order I can cancel it uh notify the customer"
- [24:37](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1477s) "we uh make sure that we have an actual amount and we can create link the appropriate credit memo"
- [26:08](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1568s) "so this will show whenever uh an order has already been processed but now an addition is received on line S on something that"
- [26:28](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1588s) "one is synchronized order from Shopify and the other one is onlink process documents"
- [27:24](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1644s) "unlink okay so this is basically saying forget what I had before and I want to reprocess this again and it will be processed"
- [28:05](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1685s) "shopify doesn't have much information about the warehouse handling of the created order so it"
- [29:05](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1745s) "for orders which are already paid you can do either Ed it and refund separately or actually refund all together"
- [29:26](https://www.youtube.com/watch?v=3tmaVpPTQLw&t=1766s) "like either we will edit the imported document or we will uh create credit memo which also can be created automatically"

Presenters (as heard): Andre Pano, Andre, Joshua, Ben Rabi, Onut, Claudia Lawson, Josa.