Advanced Sales Integration: B2B Order Processing | TRIMIT

Advanced Sales Integration for Business Central Web Orders

Team member working at a computer, reviewing incoming B2B web orders before posting them to Business Central.

Part of the TRIMIT E-commerce Series

Built for companies using TRIMIT E-commerce with Dynamics 365 Business Central that need reliable handling of large or complex web orders.

Advanced Sales Integration is a controlled way to receive sales orders and quotes from the B2B Webshop and Sales Agent portal — without creating the final sales document straight away at checkout.

Instead, incoming orders are placed in an intermediate Portal Sales Document flow before being promoted into actual Sales Quotes or Sales Orders in Business Central.

That extra step protects checkout performance, reduces the risk of record-locking, and gives administrators control when volume spikes — during pre-sales, peak ordering, or campaign launches.

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How It Works

Two-step order processing
Web orders land in Portal Sales Documents first, then post into Sales Quotes or Sales Orders. Nothing hits your live order table unchecked.
Quotes or orders, your call
Decide per setup whether submitted web orders become Sales Quotes or Sales Orders.
Instant or buffered posting
Post immediately, or hold orders for manual or automated processing when it suits your team.
Threshold-based handling
Treat small and large orders differently using posting thresholds, so a 400-line order never blocks a 3-line one.
Job Queue automation
Automate posting through the Business Central Job Queue and keep the flow hands-off.

Why It Matters

Advanced Sales Integration protects the checkout experience while giving the business more control over how orders are created in Business Central.
It earns its place the moment web orders carry many lines, or order activity climbs faster than your team can handle manually.

Ideal When You Handle

Large B2B web orders
Orders with many sales lines
Pre-sales or campaign launches
Peak ordering periods
Sales Agent portal order entry
B2B Webshop order submission
Manual or automated order validation before posting

See It in Action

Submit a large B2B order, route it into the Portal Sales Document flow, validate it, and post it into a Sales Quote or Sales Order when you're ready.
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Frequently Asked Questions

What is Advanced Sales Integration?

Advanced Sales Integration is a TRIMIT flow for receiving web orders from TRIMIT E-commerce into Business Central through intermediate Portal Sales Documents before they are promoted into final Sales Quotes or Sales Orders.

Why not create the Sales Order directly at checkout?

Creating the final Sales Order immediately can be risky when orders are large, complex, or submitted during peak activity. The intermediate Portal Sales Document flow helps protect checkout performance and gives administrators more control before posting.

Can orders be posted automatically?

Yes. Posting can be handled manually or automated through the Business Central Job Queue, depending on setup and operational needs.

Can web orders become either Sales Quotes or Sales Orders?

Yes. Portal Sales Documents can be promoted into standard Sales Quotes or Sales Orders in Business Central, depending on the document type and setup.

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