Table of Contents

Country/region mapping

When processing a BaseLinker order into a sales order or invoice in Business Central, the system will automatically create a customer card if one does not already exist. For business customers, the customer template is determined based on the country/region code of the customer’s origin.

For retail customers (without a VAT ID), the user can specify a default retail customer template or select an existing customer card for a given country/region. If neither option is set, the system will retrieve the relevant information from the general BaseLinker settings (see manual configuration).

To ensure the system correctly assigns the customer template or card, the country/region code must be mapped to the appropriate value in the configuration.

Mapping country/region codes

To map the country/region code with the customer template:

  1. Select the serach icon Search in the upper right corner of the Business Central system, then type BaseLinker Setup and click the link.
  2. Click on the button on the action bar Configuration mapping.
  3. Find the configuration related to country/region code mapping in the list and click on its code.
  4. Assign a customer template to the selected country/region codes by entering its code in the Customer Template Code field.
Note

You do not need to assign customer templates to every country/region on the list. Assign templates only to those countries you trade with.

Warning

If you process an order from a country for which you do not have a customer template assigned, a validation error will occur during order validation (see Order Processing). In this case, you will need to go to the mapping records configuration and fill in the missing customer template.

Mapping Customer Templates Based on Order Source

It is possible to define individual settings for retail and business customer templates, depending on the source and country of origin of the BaseLinker order. As a result of such settings, you can set individual customer templates in the context of a specific order source, e.g., a different template for orders from Allegro, another template for eBay orders.

To set customer templates based on the order source:

  1. Select the search icon Search in the upper right corner of the Business Central system, then type BaseLinker Settings and click the link.
  2. Click the button on the action bar Configuration mapping.
  3. Find the configuration related to mapping country/region codes in the list and click its code.
  4. Find the country/region code you want to configure and select the Baselinker Countries/Regions Integration option on the action bar.
  5. Use the assistance button in the Integration ID field to select from the list of BaseLinker integrations.
  6. Assign the customer template by entering its code in the Customer Template field. For retail customers, assign the appropriate template or card in the Retail Customer Template or Retail Customer No. field.
Note

The configuration of templates based on the order source in BaseLinker takes precedence over the configuration in the Countries/Regions table, meaning that the system will first look for customer templates using the country of origin and order source. If such a configuration is not found, it will use the settings from the Countries/Regions table.