Single Upload of Documents

Learn how to upload individual PDF documents to Shopware.

1. Upload from the document card

The easiest way to upload a document to Shopware is directly from the respective document card.

Posted sales invoice / credit memo / shipment

1

Open the "posted sales invoice / shipment / credit memo".

2

Click "Upload PDF to Shopware".

3

The document is automatically generated as a PDF and uploaded.

Note for posted sales invoices:

The document type is automatically set to "Invoice", and the customer is matched by the customer number or email address.

2. Manual PDF upload

In addition to the automatic PDF upload, you can also upload your own PDF files manually. For example, open an invoice, credit memo, or shipment menu.

Then follow this path:

"Actions" "Shopware Documents" "Other" "Upload Manual PDF"

Now upload the corresponding PDF file from your computer. The document is automatically assigned to the associated document number and transferred to Shopware.

The manual PDF must be a valid PDF file. Other file types are not accepted.

3. Upload of document attachments

You can also upload documents to Shopware that are already stored as an attachment on a record in BC. To do so, open the document attachments or open the Attachments FactBox (on the right) of the required record and select the corresponding file. Then click the downward-pointing arrow next to "Documents" and select "Upload to Shopware" to transfer the document to Shopware. You may also need to select a document type.

The FactBox is located on the right

4. Customer mapping

The document is mapped to the Shopware customer automatically by:

Customer number

The BC customer number is matched against the Shopware customer number.

Email address

If no customer number is found, the email address is used.

For the mapping to succeed, the customer must exist both in Business Central and in Shopware, and the customer number or email address must match.