ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

Order Processing

Quotes and sales orders are all part of the sales process. Sana supports all Microsoft Dynamics NAV sales documents.  Customers can place orders and create quotes as well as convert quotes into sales orders directly from a Sana webshop.

The ordering flow should be configured in Sana Admin and in Microsoft Dynamics NAV. For more information on how to configure ordering settings in Sana Admin, see 'Order Processing' and 'Ordering & Checkout'.

To configure ordering settings in Microsoft Dynamics NAV click: Departments > Webshop > Webshops.

The table below provides description of the order processing settings in Microsoft Dynamics NAV.

Field Description
Order Type Select the order type. It can be a regular order or a quote. The selected order type defines the final sales document which will be created in Microsoft Dynamics NAV when the order is placed from the Sana webshop.
Synchronized Basket Type This setting is used only with the order processing strategy that is optimized for large orders.
For more information, see 'Order Processing'.
Quote Promotable by Default Use this option to allow or deny conversion of a quote into a sales order without approval.

If this option is enabled and the ordering process uses quotes which can be converted to sales orders, a customer can place a quote and convert it to a sales order directly from the Sana webshop. For such quotes the Quote Promotable checkbox is selected by default in the Sana Commerce sales document fields of the sales quote.

If this option is disabled a customer can convert a quote to a sales order only when it is approved. When the quote is placed from the Sana webshop, it should be checked by the e-commerce manager in Microsoft Dynamics NAV. After this it can be approved by selecting the Quote Promotable checkbox in the Sana Commerce sales document fields of the sales quote. When the quote is checked and approved, the customer can convert it into the sales order in the Sana webshop.

In Microsoft Dynamics NAV, a sales quote has a Due Date. You can see it on the General FastTab. It is calculated based on the Payment Term Code set on the Customer Card, on the Payments FastTab. If the payment term is not set for the customer, the current date will be used as the due date of the quote. If the quote is not processed within the expiration period, it will expire, meaning that a customer will not be able to convert it into a sales order.

To configure the ordering flow for the Sana webshop you should also set up order placement and processing settings in Sana Admin.

ERP User GuideMicrosoft Dynamics NAV