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

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Configure the Webshop

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

To set up the Sana webshop in Dynamics 365 for Operations click: Webshop > Common > Webshops.

If you have a multi-store solution, you can set up as many webshops as needed.

To create a new Sana webshop enter its name in the Name field. The name of the webshop is 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 Commerce SQL database. Default: SanaStore

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

General
Template customer code The template customer set on the Webshops form is used to show prices for the not logged in visitors of the webshop. The template customer is also used for product indexing. If the 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.
Shipping cost account These are the general ledger accounts that are used to create the charge codes for the shipping and payment costs that are returned from the Sana webshop when a customer places an order and selects the shipping and payment methods during checkout. This means that the shipping and payment costs coming from the webshop are booked on these ledger accounts. The accounts specified for online payments and shipments should allow direct booking. These are the required fields.

If shipping and payment costs are applied to the order, Dynamics 365 for Operations will automatically generate charges for them.

When the order is placed in the webshop, these charges can be seen in the sales order in Dynamics 365 for Operations.
Payment cost account
Inventory calculation method There are two calculation methods (financial and physical) which are used to calculate inventory and show number of products in a stock to a customer.

For more information, see 'Inventory Calculation'.
Default tax group Use this field to set up the default item sales tax group.

For more information, see 'Item Sales Tax Group for Charges'.
Enable report downloads Sana enables customers to download printable reports (PDF file) generated by Dynamics 365 for Operations directly from the webshop. Using this checkbox you can control the availability of sales reports generated by Dynamics 365 for Operations in the webshop.

For more information, see 'Sales Reports'.
Enable document attachment downloads In Dynamics 365 for Operations it is possible to attach different files and add links to sales documents. Using this checkbox you can show or hide all files and URLs added to the sales documents in Dynamics 365 for Operations on the order details pages in the Sana webshop.

For more information, see 'Product and Sales Order Attachments'.
Enable product attachment downloads In Dynamics 365 for Operations it is possible to attach different files and add links to products and product variants. Using this checkbox you can show or hide all files and URLs added to the products in Dynamics 365 for Operations on the product details pages in the Sana webshop.

For more information, see 'Product and Sales Order Attachments'.
Order processing
Use these settings to set up order processing. Quotations and orders are all part of the sales process. Sana supports all Dynamics 365 for Operations sales documents as well as a possibility to convert quotations into sales orders.

For more information, see 'Order Processing'.
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 accounts receivable modules of Microsoft Dynamics 365 for Operations.

These settings are used to create a payment journal in Dynamics 365 for Operations, when a customer pays the invoice, and to post the payment transaction to a certain account.

For more information, see 'Online Invoice Payments'.
Product information management
Dynamics 365 for Operations allows to classify products using  item groups and product categories. Item groups or product categories can be imported into Sana Admin to build webshop navigation. By default Sana uses item groups.

You can enable product categories and select category hierarchy on the Webshops form. The selected category hierarchy can be imported into Sana Admin as navigation item for your webshop.

For more information, see 'Product Castegories'.
Default storage dimension
Use these settings to set the default site and warehouse to ship from when delivering goods to the customers. Site and warehouse set on the Webshops form are also used for inventory and prices calculation, if not set on the Customers form.

Using the Override customer dimensions checkbox you can override Site and Warehouse set on the Customers form.

For more information, see 'Default Storage Dimensions'.
Shopping cart suggestions
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 for Operations you can easily recommend certain products to a customer based on the customer's order history. Dynamics 365 for Operations uses specific rules to single out product suggestions for a customer.

For more information, see 'Shopping Cart Suggestions'.
Retail
Use these settings to enable and configure retail discounts and product assortments for the Sana webshop.

For more information, see 'Microsoft Dynamics AX for Retaul User Guide'.
Number sequences
Sana Commerce uses the default Dynamics 365 for Operations functionality (Number Sequences) to generate the unique identifiers for sales orders, sales quotations and guest customer accounts.

For more information, see 'Number Sequences'.

Using the Webshops form you can also set up Webshop Filters and Webshop Optimization.

Webshop filters in Dynamics 365 for Operations are used to filter products, customers, contacts and sales agents. This means that only those products, customers, contacts and sales agents which meet the filter criteria will be indexed by Sana and available in the Sana webshop.

For more information, see ''Webshop Filters'.

In Dynamics 365 for Operations use Webshop optimization to improve performance of your webshop.

For more information, see 'Webshop Optimization'.

Now the webshop is created in Dynamics 365 for Operations.

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