InstallationInstall Sana into Microsoft Dynamics 365 Business Central

Install Sana into Microsoft Dynamics 365 Business Central

Set up Sana Web Store

You must create and configure your web store, when the Sana add-on is installed into Microsoft Dynamics 365 Business Central. This one of the requirements that is needed to connect your web store to Microsoft Dynamics 365 Business Central and use its business logic.

To set up a web store in Microsoft Dynamics 365 Business Central you can use the Sana Commerce Startup Wizard. If you have several web stores, you can use this wizard to create them all one by one.

To open the Sana Commerce Startup Wizard, click on the  icon and enter Startup Wizard.

This is the easiest way to set up the Sana web store right after the Sana extension is installed inside Microsoft Dynamics 365 Business Central. It will guide you through the main settings that are necessary to configure for the correct functioning of the Sana web store, to establish connection between Sana and Microsoft Dynamics 365 Business Central, and to start using the data and business logic of your Microsoft Dynamics 365 Business Central system.

When you go through the Sana Commerce Startup Wizard:

  • You can create and configure a web store.
  • It automatically publishes the Web service that is used to establish connection between Sana and Microsoft Dynamics 365 Business Central.
  • It automatically enables the Sana Commerce extension and all its functionality in Microsoft Dynamics 365 Business Central.

The Sana Commerce Startup Wizard guides through the following steps:

No. Name Description
1. General Create and configure a webshop.

Webshop ID should be the same as the one used during installation of Sana Commerce on Web and database server and that is stored in the Sana SQL database.
Default: SanaStore

Template Customer No. is used for customer registration, to index product prices and show them to the anonymous webshop visitors, and suggest items from the particular inventory location.
For more information, see "Configure the Webshop". 

2. Online payment  Specify the default Payment Method Code (optional). It is used for sales orders during online payments. When the customer pays online, this payment method code will be recorded into the sales order.
 
The payment cost coming from the webshop is registered on the ledger account specified in the Payment Cost No. field and is stored in the sales order lines.

For more information, see "Configure the Webshop".

3. Online shipment Specify the ledger account for the shipping costs. The shipping cost coming from the webshop is registered on the ledger account specified in the Shipping Cost No. field and is stored in the sales order lines.

For more information, see "Configure the Webshop".

4. Numbering  Sana Commerce uses the default Microsoft Dynamics 365 Business Central functionality (No. Series) to generate the unique identifiers for sales orders, sales quotes and guest customer accounts.

Using Numbering you can redefine the default number series to generate unique identifiers for sales orders, sales quotes and guest customer accounts coming from the Sana webshop.

By setting up number series for the Sana orders, quotes and guest customer accounts, a user in Microsoft Dynamics 365 Business Central 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.

For more information, see "Numbering". 

5. Ordering  Set up order processing and shopping cart suggestions settings.

Quotes and orders are all part of the sales process. Sana supports all Microsoft Dynamics 365 Business Central sales documents as well as a possibility to convert quotes into sales orders. Set up sales ordering settings to meet your sales process requirements.

For more information, see "Order Processing". 

6.  Downloading  Use the document downloads option to allow customers generate printable reports for sales documents directly from a Sana webshop.

For more information, see "Sales Reports". 

7.  Warehouse  Use these settings to define how inventory should be calculated for your webshop.

Select which Location Code Source, either from the Customer Card or from the Webshop Card, should be used to suggest items from a particular inventory location. If you set Location Code Source to "Webshop", then in the Location Code field, you should select the location code for the webshop.

Select Inventory Calculation method that should be used to show number of products in stock to a customer.

If you select Inventory Calculation method "Projected Available Balance", then in the Projected Data Calculation field, you should enter a standard Dynamics 365 Business Central date formula based on which the projected available balance will be calculated.

For more information, see "Location Code & Inventory". 

8.  Countries  Set visibility of countries that should be available in the webshop for online customer registration, guest checkout, shipping address and prospect orders.

You can make all countries visible in your webshop at once or only those that are necessary for your business.

For all countries that should be available in the webshop, select the Visible in Webshop checkbox. For the correct functioning of the online customer registration and prospect functionality, specify Customer Template Code.

For more information, see "Countries". 

9. Update items visibility On this step you сan automatically update visibility of all items in the webshop. All items are validated by the default rules of orderability. Those items that satisfy the orderability criteria are automatically made visible in the webshop.

For more information, see "Webshop Catalog Overview".

If you created and configured your web store, then it is ready for trading. You can change any settings individually on the related pages in Microsoft Dynamics 365 Business Central.

If the catalog is ready, and all the necessary items are set to Visible in Webshop, then update the web store index by running the Product import task in Sana Admin. For more information, see "Product import".

After you have created and configured the web store, make sure that Sana is enabled and the Web service is published in Microsoft Dynamics 365 Business Central.

How to check if Sana Commerce is enabled?

In Microsoft Dynamics 365 Business Central you can work with several companies. The companies can be stored in the same database or in different databases.

In case of a multi-company solution when only one company uses Sana Commerce, the Sana Commerce functionality can be disabled for other companies. Thus, the companies which do not use Sana Commerce are not influenced by its functionality.

To check whether Sana Commerce is enabled, in Microsoft Dynamics 365 Business Central click on the  icon and enter Sana Commerce Setup.

In the Sana Commerce Setup window, make sure that the option "Enable Sana Commerce" is enabled. By default, when you install the Sana extension in Microsoft Dynamics 365 Business Central, it is disabled. When Sana Commerce is disabled, all fields and options on the pages added by Sana Commerce are invisible and the Sana web store does not work.

 NOTE

In the log file there will be a message: "The Sana Commerce functionality is currently disabled for: [Host Name] [Database Name] [Company Name]. Please check Sana Commerce Setup".


How to check if the Web service is published?

The following steps explain how to check whether the web Service is published:

Step 1: In Microsoft Dynamics 365 Business Central, click on the  icon and enter Web Services.

Step 2: In the Web Services list, find the SC - NAV Web Service.

Make sure that the codeunit "SC - NAV Web Service" (object ID: "11123303")" is available and the Published checkbox is selected. If the checkbox is selected, the Web service is published.

Step 3: Copy the SOAP URL and open it in the Web browser.

Example of the SOAP URL: https://sana-store.com:7747/D365BC/WS/CRONUS/Codeunit/SC_NAV_WebService

You should see a page similar to the one shown on the screenshot below.

InstallationInstall Sana into Microsoft Dynamics 365 Business Central