InstallationInstall Sana Add-on in NAV EnvironmentSana Commerce Startup Wizard

Install Sana Add-on in NAV Environment

Open 'Install Sana Commerce on NAV Environment' wizard, choose you NAV version and service to see more information.

Sana Commerce Startup Wizard

The initial settings should be configured, when the Sana Commerce add-on is installed on top of Microsoft Dynamics NAV.

Sana Commerce provides a wizard in Microsoft Dynamics NAV that guides you through the main settings that are necessary for the correct functioning of the Sana Commerce webshop.

All settings that are presented in the Sana Commerce startup wizard are also available on different Microsoft Dynamics NAV forms and can be configured individually.

To open the Sana Commerce startup wizard click: Departments > Webshop > Administration > Startup Wizard.

Sana Commerce Startup Wizard

This wizard guides through the following steps:

No.	Name	Description
1	General	Create and configure a webshop. Webshop ID should be exactly the same as the one used during installation of Sana Commerce on Web and database server. Default: SanaStore. Template Customer No. is used for online customer registration, to show prices in the webshop for the not signed in visitors, suggest items from the particular inventory location and items indexing. For more information, see 'Configure the Webshop'.
2	Online payment	Specify the default Payment Method Code (optional). It is used for sales orders during online payments. When the online payment has been placed, this payment method code will be recorded into the sales order. The payment cost coming from the webshop is booked on the ledger account specified in the Payment Cost No. field and is stored as a sales line. For more information, see 'Configure the Webshop'.
3	Online shipment	Specify the ledger account for the shipping costs. The shipping cost coming from the webshop is booked on the ledger account specified in the Shipping Cost No. field and is stored as a sales line. For more information, see 'Configure the Webshop'.
4	Numbering	Sana Commerce uses the default Microsoft Dynamics NAV functionality (No. Series) to generate the unique identifiers for sales orders and sales quotes. Using Numbering you can redefine the default number series to generate unique identifiers for sales orders/ quotes coming from the Sana Commerce webshop. For more information, see 'Sales Orders IDs'.
5	Ordering	Set up order processing and shopping cart suggestions settings. Quotes and orders are all part of the sales process. Sana supports all Microsoft Dynamics NAV sales documents as well as a possibility to convert quotes into sales orders. For more information, see 'Order Processing'. Using shopping cart suggestions you can offer your customers the products which they might be interested to buy. Customers are often loyal to a particular brand or some products which they frequently buy, thus it's a good idea to build suggestions based on the customer's shopping behavior. As all customer's sales data is stored in Microsoft Dynamics NAV you can easily recommend certain products to a customer based on the customer's order history. Microsoft Dynamics NAV uses specific rules to single out product suggestions for a customer. For more information, see 'Shopping Cart Suggestions'.
6	Warehouse	Select which location code, either from the Customer Card or from the Webshop Card, should be used to suggest items from a particular inventory location. Select inventory calculation method that should be used to show number of products in a stock to a customer. For more information, see 'Location Code & Inventory'.
7	Catalog Filter	On this step you can configure the catalog filter that is used to present only a subset of the products catalog in the webshop. The catalog filter set at a webshop level is applied everywhere the products are shown in the webshop. For more information, see 'Catalog Filter'.
8	Countries	Set visibility of countries that should be available in the webshop for online customer registration, shipping address and prospect orders. For all countries that should be available in the webshop select the Visible in Webshop check box. For the correct functioning of the online customer registration and prospect functionality specify Customer Template Code. For more information, see 'Countries'.
9	Data validation rules	For the correct functioning of the Sana Commerce solution generate the default data validation rules. These rules affect data retrieving; only data which satisfies the selected criteria can be processed. For more information, see 'Data Validation Rules'.
10	Update items visibility	On this step you can automatically update visibility of all items in the webshop. All items are validated by the default rules of orderability. Those items that satisfy the orderability criteria are automatically made visible in the webshop. For more information, see 'Webshop Catalog Overview'.
11	Roles and permissions	Enhance Microsoft Dynamics NAV security by importing additional roles, including one for each profile in the RoleTailored client. Assign RoleTailored client users to one RoleTailored role. For more information, see 'Sana Commerce Setup'.

If all the necessary configurations are done, then your webshop is ready for trading. You can change any settings individually on the related forms in Microsoft Dynamics NAV.

If the products catalog is ready and items are set to Visible in Webshop, then update the webshop index by running the Product import task in Sana Admin. For more information, see 'Product import'.

InstallationInstall Sana Add-on in NAV EnvironmentSana Commerce Startup Wizard

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Sana Commerce – the integrated e-Commerce solution for Microsoft Dynamics and SAP

Updated: January 2017