NAV (Navision)
- 04 May 2023
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NAV (Navision)
- Updated on 04 May 2023
- 4 Minutes to read
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UXC Eclipse connects NAV to WineDirect. They link directly to WineDirect's web services to pull orders into the NAV system. Below is an overview of the integration; however, please get in touch with UXC Eclipse for detailed information.
General Overview
If you use UXC Eclipse, you must be on a specific version of NAV for this integration to work. If you do not know what version you are on, please get in touch with your representative at UXC Eclipse.
NAV connects to WineDirect's web services. From there, NAV automatically pulls down completed orders from WineDirect into NAV. Only completed orders are pulled down, so any declined, pending, etc., orders do not flow.
If an order flows into WineDirect through the website, admin panel, club, POS, or several other types, it will soak into NAV for accounting purposes. Having the NAV integration turned on does limit some WineDirect functionality that you need to be aware of; see the note below.
It would be best if you did not cancel any orders. It would be best if you only did a refund. It created a new order for the rebate so that NAV could pull it into its system. They are not able to pull in a canceled order. WineDirect has a setting so that your staff can not cancel an order. If you're using NAV and can still cancel an order, please get in touch with support@winedirect.com to turn off cancellations.
You cannot use Pickup to Ship or ShipX if integrated with NAV because those transactions require Cancelling the Pickup Order.
Using the NAV integration, the WineDirect Order Types must not be changed. Order Types are required to stay static because NAV maps the name of the WineDirect Order Type in their integration tool. If the name changes, it will break the integration.
For detailed information about how the integration works, please get in touch with UXC Eclipse.
Matching Reports
If your reports in WineDirect do not match the words in NAV, below are common reasons.
Three reasons transaction totals change in WineDirect and don't in NAV:
- Someone edited an order – this changes the amount (and the date). It would be best if you were not editing orders for integrated NAV clients, and they should not be turned on.
- Someone voided/canceled an order rather than process a refund. For integrated NAV clients, you should not withdraw/cancel orders.
- Someone used the web services and pushed an order on a different date than it was placed. When you upload orders via the web service, you can date them on whatever date. So if an order happens in RMS on 10/10/2014 and it doesn't upload till 10/12/2014 – WineDirect cloud still has it on 10/10/2014.
The 'good' news here is that the date modified on order will have changed on all scenarios above within WineDirect, so you can use a report to find them.
Refund An Order
You must use the refund order tool shown in the image below to refund an order. For more information on processing a refund order, see the refund page.
Note that you should not use the payment refund tool, only the order refund tool. The payment refund tool is located in the payment tab of the order. Again, don't use the one within the payment tab, as this will break the NAV integration.
FAQs
How do I refund an already refunded order (we refunded the incorrect amount)?
Because you can't cancel an order, and you're not able to do multiple refunds on a single order at this time, you will need to do the following:
- Use the Order History Importerand import an order for the customer with a negative amount. Things to note when using this tool:
- Make sure the order number is a number that is larger than your more recent order (make sure you include all orders including pending when looking at the order numbers) so you don't create a double order number issue.
- Use copy the information from the original order identically so that it shows up in the right reporting sections (i.e. payment type, customer info, etc.).
- You don't need the real credit card number for this, you can use a fake number, but everything else should be identical to the original order.
- Note that this does not refund the credit card, it's purely for reporting purposes.
- After you've imported the order, add an Order Note onto the order so that your team can reference what happened and why this order is there.
- Refund the credit card directly through your payment gateway (so the customer actually gets the refund). Please contact your gateway company directly.
- Call your rep from NAV to let them know that this happened and provide the order number and order date so that they can make sure the credit gets pulled down into NAV.
What time frames should I consider if I launch with the NAV / WineDirect integration?
If you are planning on launching with NAV's version that integrates with WineDirect, you will want to have an 8 week time frame for the NAV team to complete their project (this can happen congruently if you are also launching with WineDirect).
WineDirect doesn't recommend launching around a club process, either before or after a club process. Ideally leave more than a 2 week time frame before or after you're planning to run a club.
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