ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Configure the Webshop

Configuration of a Sana webshop in Dynamics 365 Business Edition is one of the steps which should be performed to establish connection between a Sana webshop and Dynamics 365 Business Edition.

To create and configure the Sana webshop in Dynamics 365 Business Edition choose the Search for Page or Report icon and enter Webshops.

If you have a multi-store solution you can create and configure as many webshops in the Webshops window as needed.

The table below provides the description of the settings necessary for the webshop configuration.

ID The webshop ID.
The webshop ID should be exactly the same as the one specified during installation of Sana Commerce on Web and database server and that is stored in the Sana database.
Default: SanaStore
Template Customer No. The template customer set on the webshop card is used to show prices for the not logged in visitors of the webshop. Location code set on the template customer is used to suggest items from a particular inventory location and is copied to the newly registered B2C customer. The template customer is also used for product indexing. If a template customer is not specified, the product indexing task will fail. The template customer should be created in the Customers table. This is a required field.

For more information, see 'Online Customer Registration'.
Payment Method Code The payment method code that is used for sales orders during the online order payment. When the online payment has been placed, this payment method code will be recorded into the sales order. This is an optional field.
Online Payment These are the accounts that are used to create sales lines for the shipping and payment costs that are returned from the Sana webshop when a customer places and order and selects the shipping and payment methods during checkout. This means that the shipping and payment costs coming from the webshop will be booked on these accounts and stored as the sales lines in the sales order. The accounts specified for online payments and shipments should allow direct booking. These are the required fields.
Online Shipment
Payment Processing

Sana allows to accept payments on open invoices through a payment provider directly from a web store. Business customers can pay multiple outstanding invoices at the same time. Online payments of the open invoices from a Sana web store are seamlessly integrated with the sales order processing and cash management modules of Dynamics 365 Business Edition.

The journal template and the journal batch are used to create a cash receipt journal in Dynamics 365 Business Edition, when a customer pays the invoice, and to post the payment transaction to a certain account set in the journal batch.

For more information, see 'Online Invoice Payment'.

Quotes and sales orders are all part of the sales process. Sana supports all Dynamics 365 Business Edition sales documents. Customers can place orders and create quotes as well as convert quotes into sales orders directly from a Sana webshop.

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 Dynamics 365 Business Edition you can easily recommend certain products to a customer based on the customer's order history. Dynamics 365 Business Edition uses specific rules to single out product suggestions for a customer.

For more information, see 'Shopping Cart Suggestions'.
In Dynamics 365 Business Edition it is possible to generate printable reports. Sana enables customers to download printable reports (PDF file) generated by Dynamics 365 Business Edition directly from the webshop. Sales reports can be key in keeping the sales process and the cash flow movement.

For more information, see 'Sales Reports'.

Using downloading settings you can enable or disable sales reports in the Sana webshop.
Sana Commerce uses the default Dynamics 365 Business Edition functionality (No. Series) to generate the unique identifiers for sales orders, sales quotes and guest customer accounts.

For more information, see 'Numbering'.
Select the inventory location which should be used to suggest items for a customer.

You should also select the inventory calculation method. There are two methods that are used to calculate inventory and show number of products in stock to a customer.

For more information, see 'Location Code & Inventory'.
You can use optimization settings to improve performance of your webshop.

For more information, see 'Optimization'.

From the Webshop Card window you can also set up Webshop Filters. Webshop filters in Dynamics 365 Business Edition are used to filter items, customers, contacts and salespeople. This means that only those items, customers, contacts and salespeople which meet the filter criteria will be indexed by Sana and available in the Sana webshop.

For more information, see 'Webshop Filters'.

Now the webshop is created in Dynamics 365 Business Edition and you can set up other required settings.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Business Edition