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

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Webshop Catalog Overview



The Webshop catalog overview form in Dynamics 365 for Operations simulates the webshop behavior and it is used to check and see an overview of all product prices, inventory on-hand, last modified date of a product, products orderability and visibility. If the product is not orderable you can see the reason of this and fix it if necessary.

To see an overview of the webshop catalog in Dynamics 365 for Operations, click: Webshop > Common > Webshop catalog overview.

The table below provides the filters description:

Field name Field description
Webshop name Used to select the webshop with a template customer for prices and inventory calculation.
If the webshop filters are set on the Webshops form, they will be also applied.
Visible in webshop Three values are available:
  • <empty>: show all products of the webshop
  • 'Yes': show only visible in webshop products
  • 'No': show only not visible in webshop products
Account type Used to select the account type.

Available account types:

  • Customer
  • Contact
  • Sales person
Account number Used to select the account number of a specific customer, contact or sales person.

Account of the Customer type calculates prices and inventory on-hand for the selected customer.
Account of a Contact type calculates prices and inventory on-hand for the related contact customer account.
Account of a Sales person type allows to represent a customer and calculate prices and inventory on-hand for the represented customer.

Represent customer account Used to show all customers related to the sales person account selected in the Account number dropdown.
When the represented customer is selected, prices and inventory will be calculated for this customer on-hand.

Under the filters, general information about the selected customer is shown, and the reason of why the product is not orderable, when it is selected.

If a product contains variants, they can be seen from the Webshop catalog overview form by clicking View product variants under the Product tab. The product variants visibility and orderability can be seen as well.

Using the buttons at the top of the Webshop catalog overview window, under the Product tab, you can make all products and product variants visible or invisible in the webshop or only those which are in a certain range.

You can also make all product images, product and sales document attachments, and BOM lines visible in the Sana webshop.

For more information, see 'Catalog Data Visibility'.

From the Webshop catalog overview form you can also associate a product with a certain item group and product category.

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