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With the PDF document module, you transfer sales documents as PDFs directly into the Shopware customer portal. The following questions explain in detail how to set up and use the module.
The posted sales documents invoice, credit memo, and shipment are supported. The document type is determined automatically during the upload (for a posted sales invoice, for example, "invoice") and the assignment to the customer is made via the customer number or email address. In addition, you can also upload your own PDF attachments. The page Document Types (Invoice, Credit Memo, Shipment) provides an overview.
Two conditions must be met: first, the solutioo Invoice Documents plugin must be installed in your Shopware shop – it provides the API endpoints and the customer portal view. Second, the PDF module must be enabled in the Business Central configuration. Without the Shopware plugin, the PDF upload does not work. For details, see Shopware Plugin Installation and the Overview.
Open the Shopware configuration, switch to edit mode, and enable the options for the document upload or PDF generation in the Shopware Modules area. Only then are the upload actions available on the documents and cards. You will find the exact procedure, including screenshots, in the Overview.
Open the posted sales invoice, credit memo, or shipment and select the Upload PDF to Shopware action. The document is generated automatically as a PDF and transferred to the customer portal. Alternatively, you can upload a manually created PDF via "Actions → Shopware Documents". For details, see Single Upload of Documents.
Open a document list (for example "Posted Sales Invoices"), select several documents, and choose Upload Selected to Shopware. A summary then shows the upload status for each document. For details, see Bulk Upload of Documents.
Yes. Open the customer card and, under "Actions → PDF Documents", select the option you want – for example all invoices, credit memos, or shipments of this customer. You then select the specific documents in the selection window. This is particularly practical for retroactively providing a customer with all documents. For details, see Bulk Upload of Documents.
Yes. If PDF generation is enabled, the connector generates the PDF for the posted document automatically and transfers it to Shopware. In combination with a Job Queue, documents can thus be provided fully automatically after posting. For details, see Automatic PDF Generation.
Yes. Using the "Upload Manual PDF" action, you can select your own PDF file from your computer. It is assigned automatically to the corresponding document number and transmitted to Shopware. It must be a valid PDF file – other file types are not accepted. For details, see Single Upload of Documents.
The transferred documents appear in the Shopware customer portal of the respective customer and can be downloaded there at any time. This requires the correct assignment via the customer number or email address.
Common causes are: the customer does not exist in Shopware (check the customer number/email address), the report layout for the PDF generation is missing or faulty, the API connection has been interrupted, or the PDF module is not enabled. In such cases, check the Activity Log and the API response. You will find a table of errors on the page Common Problems and Solutions.
Yes, with the corresponding Premium module. The connector can automatically transfer product documents (for example data sheets or manuals) from a SharePoint document library to Shopware – controlled by folder patterns and file filters, with Microsoft 365 authorization. For details, see SharePoint Documents.
An action is available on the posted document that checks whether the document already exists in the Shopware customer portal. This helps you avoid duplicate uploads and identify failed transfers. For details, see Check Document Status.
Uploading PDF documents to the customer account requires the corresponding Shopware plugin, which receives the documents and assigns them to the respective customer or order. For details, see Shopware Plugin Installation.
In particular, invoice, credit memo, and shipment are supported. These documents generated from Business Central are made available to the customer in the Shopware account. For details, see Document Types (Invoice, Credit Memo, Shipment).
Yes. You can upload individual documents directly from the document or perform a bulk upload for many documents. For details, see Single Upload of Documents and Bulk Upload of Documents.
Yes, the connector can automatically generate invoices, shipments, and credit memos as PDFs and upload them to the Shopware customer account. For details, see Automatic PDF Generation.
The document status shows you which documents were transferred successfully and which failed, so that you can process the latter again. For details, see Check Document Status.
Yes. Documents from SharePoint can be integrated via the connector and uploaded to the Shopware customer account. For details, see SharePoint Documents.