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Shipping Providers and Methods Configuration

A shop administrator is able to map the shipping methods configured in the Sana Commerce backoffice to the shipping methods in Microsoft Dynamics NAV.

If the shipping method in the Sana Commerce backoffice is mapped to the shipping method in Microsoft Dynamics NAV, then when the customer makes an order in the webshop the selected shipping method will be stored in the sales order in Dynamics NAV.

To configure the shipping providers and methods in Microsoft Dynamics NAV:

Step 1: Go to the 'Sales & Marketing' department -> Order Processing -> Administration -> Setup -> Shipping Agents.

Step 2: Use the 'Shipping Agents' table to set up shipping providers:


Shipping Provider Configuration

Field Description
Code The code of the shipping provider.
Name The name of the shipping provider, such as FedEx.
Internet Address The URL which is used to access the shipping provider package tracking service.

Example:
http://www.fedex.com/Tracking?action=track&tracknumbers=%1&dest_cntry=%2&ship_date=%3


Microsoft Dynamics NAV will use this URL to track the package. Microsoft Dynamics NAV will substitute the replacement tags with the information which is used to track the package (e.g. '%1' is used as the substitution for the package tracking number).

In NAV the tracking number can be entered on the sales order, under the 'Shipping' FastTab, the 'Package Tracking No.' field. In the webshop B2B customers can see the tacking link on the order details page, under the 'Shipping' tab. B2C customers can also see the tracking link on the order details page.

When the customer clicks on the tracking link in the webshop the web site of the shipping provider will open and begin a search for the relevant package.

Step 3: Select the configured shipping provider and at the top click on 'Related Information', then 'Line' and 'Shipping Agent Services'.

Step 4: Use the 'Shipping Agent Services' table to set up the shipping methods that the related shipping provider can offer:


Shipping Methods Configuration

Field Description
Code The code of the shipping method.
Description The name of the shipping method.

When the shipping providers and methods are configured in Microsoft Dynamics NAV, the shipping methods will be available in the Sana Commerce backoffice for mapping. The shipping methods retrieved from Dynamics NAV for mapping will be available in the 'Shipping method in ERP' dropdown as the combination of 'Shipping Agent Service' (shipping method) and 'Shipping Agent' (shipping provider).

In the Sana Commerce backoffice the shop administrator can map the shipping method to the one configured in Microsoft Dynamics NAV:


Shipping Method Mapping

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Updated: January 2014