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

Microsoft Dynamics 365 for Finance and Operations, Business Edition

Webshop Orders Overview

Using the Sales Orders and Sales Quotes tables you can see all sales orders and quotes in Dynamics 365 for Financials. But it is also possible to see only sales orders and quotes that are placed from the Sana webshop.

In the top right corner, choose the Search for Page or Report icon and enter Webshop Orders Overview window.

Use the Webshop Orders Overview window to keep track of all sales orders and quotes coming from the Sana webshop from the time a quote is created to the time the final order is shipped. This table does not contain the orders, but the references to the sales orders and related documents.

The Webshop Orders Overview window contains all the relevant information about sales quotes and final orders placed in the Sana webshop, sell-to customers, payment methods and their statuses, the webshop IDs from which the orders placed, related documents, like posted shipments and invoices, Sana Commerce sales documents fields which store Sana specific order data.

Use the filters at the top of the window to find the necessary sales document.

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