Microsoft Dynamics NAV

Step 1: In Microsoft Dynamics NAV click: Departments > Administration > Application Setup > General > Countries/Regions.

Step 2: Select the Visible in Webshop checkbox for all countries which should be available in the webshop in the Countries dropdown.

Step 3: Select the Customer Template Code for all countries which should be available in the webshop for customer registration. Customer templates should be predefined with data which will be automatically copied, when a new customer registers in the webshop.

To create a new customer template click: Sales & Marketing > Sales > Administration > Setup > Customer Templates. Use the Customer Template table to create templates with the information which will be used to create a new customer based on the information in the template.

 NOTE

Both Visible in Webshop and Customer Template Code settings have to be defined for the correct work.

 NOTE

The Countries/Regions table is also used to configure countries that should be available when a sales agent creates a prospect. For more information, see 'Prospects'.

Step 4: Location Code, which is used to suggest items from a particular inventory location, is copied to the newly registered customer from the template customer set on the Webshop Card. The template customer which is set on the webshop card is created in the Customers table. The location code can be set on the customer card which is used as a template, under the Shipping FastTab.

 NOTE

If you use Microsoft Dynamics NAV NA localization two more fields Tax Liable and Tax Area Code are available on the Customer Template which is set for the country and template customer which is set for the webshop. You can select the Tax Liable checkbox and enter the tax area code which is used to calculate sales taxes when ordering. When a customer registers in the webshop, tax information is copied to the newly registered customer. Both tax area codes are used, the one which is entered on the customer template set for the country and template customer set for the webshop. Tax area code entered on the template customer set for the webshop has higher priority.

In Sana Admin you can edit the registration form for those customers that register online in the webshop. You can manage the fields from your ERP system that should be used on the registration form. For more information, see 'Customer'.