ERP User GuideMicrosoft Dynamics GP

Microsoft Dynamics GP

Sana Webshop Maintenance

One of the main steps in the Sana add-on configuration in Microsoft Dynamics GP is to setup the Sana webshop. This is needed to establish connection between the Sana webshop and Microsoft Dynamics GP and to start using the business logic of the GP system.

To set up the Sana webshop in Microsoft Dynamics GP, click: Sana Commerce > Webshop Maintenance.

The table below provides the description of the fields in the Sana Webshop Maintenance window.

Field Description
Webshop ID Enter 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 SQL database.
Default: SanaStore
General
Template Customer ID Select a customer which should be used as a customer template for the Sana webshop. The customer template is a customer account in Microsoft Dynamics GP which is associated with the Sana webshop. The customer template is used to index the products and to show the base prices and inventory to the webshop visitors who are not logged in to the webshop as a customer. If a customer template is not specified, the product indexing task will fail. This is a required field.

For more information, see 'Online Customer Registration'.
Sana Batch ID Select a batch ID for the sales orders placed from the Sana webshop. All sales orders placed from the Sana webshop will be saved to the selected batch.
In Microsoft Dynamics GP batches are groups of transactions which share the same characteristics.
Default Currency Use this field to set up the default currency for the Sana webshop. The default currency set for the webshop is used only if multicurrency is not supported by your Microsoft Dynamics GP system.

For more information, see 'Currencies'.
Document Type Select the sales document type. It can be a sales order or a quote. The selected document type defines the final sales document which will be created in Microsoft Dynamics GP when the order is placed from the Sana webshop.

For more information, see 'Order Processing'.
Numbering
Quote ID Microsoft Dynamics GP uses sales type IDs to automatically generate order and quote IDs during sales transactions. Select the sales type IDs with the appropriate configuration which will be used to generate unique identifiers for sales orders and quotes coming from the Sana webshop.

For more information, see 'Numbering'.
Order ID
Address Set up identifiers for customers, contacts (prospects) and customer addresses.

The entered codes will be used to generate unique identifiers for customers, contacts (prospects) and customer addresses created from the Sana webshop.

For more information, see 'Numbering'.
Customer
Contact
Warehouse
Default Site ID In Microsoft Dynamics GP inventory is calculated based on a site (warehouse) that is assigned to an item. Select the site which will be used to calculate inventory for all items and shown in the Sana webshop.

For more information about how to set up inventory for the Sana webshop, see 'Inventory'.

If you have several Sana webshops, all of them must be setup in Microsoft Dynamics GP with the appropriate webshop ID.

ERP User GuideMicrosoft Dynamics GP