ERP User GuideMicrosoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central

Sana Commerce 9.3
Your connector

Countries

In the Sana webshop there are several places where a customer needs to select a country:

  • Creating a new account - when a customer registers in the webshop online.
  • Guest checkout - when a webshop visitor places an order without registration.
  • Create a prospect order - when a sales agent places an order on behalf of a prospect customer.
  • Shipping information - when a customer enters a custom shipping address in the shopping cart while placing an order.

Availability of countries that are shown in the webshop can be configured in Microsoft Dynamics 365 Business Central. To set up countries for your webshop, choose the Search for Page or Report icon and enter Webshops. Select your webshop and on the Navigate tab, click Webshop Countries. Use the Webshop Countries window to configure the list of countries that should be shown in your webshop.

For all countries that should be available in your webshop, select the Visible in Webshop checkbox and the Customer Template Code. You must create customer templates with the predefined data, like currency, posting groups, etc. for all countries that will be used in your webshop. When a customer registers online in the webshop, a guest customer creates an order, or a sales agent creates a prospective customer, the data from the customer template assigned to the country will be automatically copied to the newly created customer record in Microsoft Dynamics 365 Business Central.

To create a new customer template, choose the Search for Page or Report icon and enter Customer Templates.

See also:
Online Customer Registration
Guest Checkout
Prospects
Tax Registration No. Formats

ERP User GuideMicrosoft Dynamics 365 Business Central