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

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Numbering

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.

When a customer places an order or creates a quote in the Sana webshop, the sales order or quote is created in Dynamics 365 Business Edition with the unique identifier.

Shoppers can also place orders in the Sana webshop without registration, as guests. When a guest places an order, a customer is created in Dynamics 365 Business Edition with the unique identifier. For more information, see 'Guest Checkout'.

You can set up number series which will be used for:

  • Sales orders placed from the Sana webshop.
  • Sales quotes created from the Sana webshop.
  • Guest customer accounts.

By setting up number series for the Sana orders, quotes and guest customer accounts, a user in Dynamics 365 Business Edition can easily differentiate those sales orders and quotes which are placed from the Sana webshop and from other channels, real customer accounts and those which are created as guests.

Use the No. Series table to create number series in Dynamics 365 Business Edition to generate the unique identifiers for sales orders, sales quotes and customer accounts for guests.

The default number series for sales orders, sales quotes and customer accounts are set in the Sales & Receivables Setup window.

To set up number series for sales orders, sales quotes and guest customer accounts coming from the Sana webshop in Dynamics 365 Business Edition:

Step 1: Choose the Search for Page or Report icon and enter No. Series.

Create number series for sales orders, sales quotes and customer accounts for guests. Enter the number series Code, Description, Starting No. and Ending No. and select the Default Nos. checkbox.

Step 2: Choose the Search for Page or Report icon and enter Webshops.

In the Webshop Card, on the Numbering FastTab, select number series for sales orders, sales quotes and guest customer accounts that will be used to generate unique identifiers for sales orders, sales quotes and customer accounts for guests coming from the Sana webshop.

If you have multiple webshops, number series for sales orders, sales quotes and guest customer accounts can be set per webshop.

If number series are not set on the Webshop Card, the default ones from the Sales & Receivables Setup window will be used.

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