ERP User GuideMicrosoft Dynamics GP

Microsoft Dynamics GP

Sana Commerce 9.2
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Sana Webshop Maintenance

Right after installing the Sana add-on into Microsoft Dynamics GP, you must configure 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 your 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 must be exactly the same as the one specified during installation of Sana 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".
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".
Sana Batch ID Select a batch ID for the sales orders created from the Sana webshop. All sales orders created 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.
Ordering
Order Processing Set up ordering settings. In the Sana webshop, customers can create quotes and orders. They can also create quotes and then convert them into sales orders directly in the webshop.

For more information, see "Order Processing".
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 brand or some products which they frequently buy. Sana can generate product suggestions based on the customer's order history.

For more information, see "Shopping Cart Suggestions".
Warehouse
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.

For more information about how to set up inventory for the Sana webshop, see "Inventory".
Downloading
In Microsoft Dynamics GP, it is possible to attach different files to the items and sales documents. Files added to the items and sales documents in Microsoft Dynamics GP are shown on the product details and sales document details pages in the Sana webshop.

For more information, see "Item Attachments" and "Sales Document Attachments".
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), customer addresses and guest customers.

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

For more information, see "Numbering".
Customer
Contact
Guest Customer
Online Invoice Payments
Payment Batch ID Allow your business customers to pay their outstanding invoices through a payment provider directly from a Sana webshop. There is no need for an accountant to apply the payment amount to the customer's invoice in the cash receipt in your Microsoft Dynamics GP system each time when you receive invoice payment from your customers, because Sana will do it for you.

For more information, see "Online Invoice Payments".
Cash Receipt Type

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

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ERP User GuideMicrosoft Dynamics GP

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Updated: January 2017