Microsoft Dynamics AX

For more information, see "Online Customer Registration".

These are the general ledger accounts that are used to create the charge codes for the shipping and payment costs that are returned from the Sana Commerce webshop when a customer places an order and selects the shipping and payment methods during checkout. This means that the shipping and payment costs coming from the webshop will be booked on these ledger accounts. The accounts specified for online payments and shipments should allow direct booking. These are the required fields. 

If shipping and/or payment cost is applied to the order, AX will automatically generate charges for them.

When the order is placed in the webshop, these charges can be seen in the sales order in AX, under the "Sell" tab click "Charges".

When a customer registers in the Sana webshop, the customer record will be created in Microsoft Dynamics AX with the selected customer type.

Depending on the customer type, different fields are available in the customer record in Microsoft Dynamics AX. For example, if Person is used, then the customer record contains the first, middle and the last name of a customer and other information. If Organization is used, then you can enter the name of the organization.

For more information, see "Online Customer Registration".

These settings are used to create a payment journal in Microsoft Dynamics AX, when a customer pays the invoice, and to post the payment transaction to a certain account.

For more information, see "Online Invoice Payments".

They can be also used to settle a prepayment transaction. A prepayment is an amount paid in advance by a customer to a merchant for an order.

For more information, see "Prepayments".

For more information, see "Inventory Calculation". 

Sana is very flexible when it comes to presentation of prices and discounts in the webshop. You are free to show those prices and discounts that you want. But Sana does not have any influence on how prices are calculated. The default Microsoft Dynamics AX logic is used.

For more information, see "Product Prices".

For more information, see "Item Sales Tax Group for Charges".

You can enable product categories and select category hierarchy on the Webshops form. The selected category hierarchy can be imported into Sana Admin as navigation item for your webshop.

For more information, see "Product Categories".

Use these settings to set the default site and warehouse to ship from when delivering goods to the customers. Site and warehouse set on the Webshops form are also used for inventory and prices calculation, if not set on the Customers form.

Using the Override customer dimensions checkbox you can override Site and Warehouse set on the Customers form.

For more information, see "Default Storage Dimensions".

Using shopping cart suggestions you can offer your customers the products which they might be interested to buy. Customers are often loyal to a particular brand or some products which they frequently buy, thus it's a good idea to build suggestions based on the customer's shopping behavior. As all customer's sales data is stored in Microsoft Dynamics AX you can easily recommend certain products to a customer based on the customer's order history. Microsoft Dynamics AX uses specific rules to single out product suggestions for a customer.

For more information, see "Shopping Cart Suggestions".

Enable and configure retail discounts and product assortments of Microsoft Dynamics AX 2012 R3 for the Sana webshop.

For more information, see "Microsoft Dynamics AX for Retail User Guide".

Sana Commerce uses the default Microsoft Dynamics AX functionality (Number sequences) to generate the unique identifiers for sales orders, sales quotations and guest customer accounts.

For more information, see "Number Sequences".