Halewick Estates Group
LiveBill-to accountThe accountWhat the Business Central customer card holds, in one place
Balance£8,412.60on account
Overdue£1,240.00past terms
Credit limit£15,00030 days net
Sales this year£64,900°87 orders°, average £746° ex VAT
The rest of the card, for the days it is needed
| Salesperson | Rachel Okafor |
| Responsibility centre | WEST |
| Document sending profile | Email, PDF invoice attached |
| Invoicing | Invoices are addressed to the head office, one invoice per order, raised only once every line has shipped. |
| Invoice when fully shipped | On, the account's source-confirmed rule |
Halewick Estates Group is a fictional account. Its structure follows the Business Central and Shopify records inspected read-only; every value is invented.
One bill-to, two operational sitesBusiness Central links site customer records to this bill-to todayOpen Sites
| Site | Depot | Delivery windows | Budget | Checkout review |
|---|---|---|---|---|
| Riverside Business ParkGuildford GU1 4XE · Dana Whitfield, Location admin | West Feltham | 07:30 to 09:30and 13:30 to 15:30 | Monthly, five categories | Pauses for review |
| Foundry Lane WorksReading RG2 0TB · Priya Naidoo, Ordering only | East Brentwood | 08:00 to 10:00and 15:00 to 17:00 | No budget control | Straight through |
Budgets are optional and configured after onboarding. Checkout review is a per-location setting; one location's setting says nothing about another's.
Buying list, catalogue and price listThree different records with three different jobsOpen the buying list
| Record | Its job | On this account |
|---|---|---|
| Approved buying list | Selects which products this customer can order at all. | 96 products selected for Halewick. |
| Catalogue | What each Shopify-style location is shown. Each location can carry its own. | Riverside catalogue (118 products) and Halewick trade catalogue (134 products). |
| Price list | What each product costs this customer. | Halewick Group price list (154 lines) with a 12 line site override at Riverside Business Park. |
A site price list takes priority where one exists. Otherwise the head-office price list applies. That is the whole observed rule; no further thresholds or conflict handling are invented.
Leaving Shopify: the migration contractWhat must be replaced before the shop can be switched offOpen the platform retirement contract
| Responsibility | What must move |
|---|---|
| Identity and sign-in | Customer sign-in is a Shopify session today. The replacement must own identity before the shop can close. |
| Customer and location data | Company, location, users, payment terms and checkout review settings are read from Shopify records. |
| Catalogues and pricing | Per-location catalogues and the prices a buyer sees are served from Shopify today. |
| ABL and budget reads | The approved buying list and budget categories sit in Shopify location metafields and are read at order time. |
| Order creation into Business Central | Completed Shopify orders become Business Central sales orders. A replacement submission path must create them instead. |
| Reporting | Any report reading Shopify order or customer data must move to the replacement source. |
A new screen is not enough to switch Shopify off. Each read or write above must be replaced and proven before retirement. This is a migration contract, not completed functionality.