Microsoft Dynamics 365 Business Central

Draft Orders and Quotes

Sana provides several order processing strategies, one of which is optimized for large orders. It allows placing large orders, for example an order that consists of more than 100 order lines.

 NOTE

The order processing strategy that is optimized for large orders is available only to B2B customers and sales agents.

To use this order processing strategy, you should enable it in Sana Admin. Click: Setup > Ordering & checkout > Ordering.  In the Order processing strategy field, select Optimize for large orders.

The appropriate configurations should be also done in Microsoft Dynamics 365 Business Central.

Log in to Dynamics 365 Business Central and in the top right corner, choose the Search for Page or Report icon and enter Webshops. Open the Webshop Card and on the Ordering FastTab, select the Synchronized Basket Type. Two types are available: order and quote. The synchronized basket type is the sales document which is used during the checkout process when the order processing strategy that is optimized for large orders is enabled.

Depending on the sales document which is selected in the Synchronized Basket Type field, an empty order or a quote of the draft type will be created in Dynamics 365 Business Central at the moment a customer logs in to the webshop. Each time when a customer adds an item to the basket, removes items or edits the basket, the related order or quote is updated and recalculated in Dynamics 365 Business Central, triggering its business logic. Customer specific prices, volume prices, discounts and taxes are used and shown during basket calculation in real-time.

In the top right corner, choose the Search for Page or Report icon and enter Webshop Orders Overview. If you select Draft Orders in the Show Documents field, the orders will be filtered and only orders and quotes of the draft type will be shown. These are the orders and quotes which are in process of creation by customers using the optimized for large orders order processing strategy and are not completed yet.

Draft orders and quotes are not shown in the general list of sales orders and sales quotes in Dynamics 365 Business Central. Therefore, a user in Dynamics 365 Business Central can't process orders of the draft type (ship and invoice) until this order is submitted by a customer in the webshop.

When the order or quote is submitted in the webshop, the related order or quote of the draft type will become a regular order in Dynamics 365 Business Central. It will not be shown in the list of the draft documents.

Delete draft documents

Keeping draft documents in Microsoft Dynamics 365 Business Central leads to stock reservation and accumulation of unnecessary data.

Therefore, you can delete draft documents (orders and quotes) which are stored for a long time and are not fulfilled by the customers to release the reserved stock and remove the unnecessary data.

Choose the Search for Page or Report icon and enter Webshops. Select your webshop and on the Navigate tab, click Webshop Documents Cleanup.

Sana uses a job to delete draft documents which is the standard Microsoft Dynamics 365 Business Central approach. You can set jobs to run one time, or on a recurring basis. Microsoft Dynamics 365 Business Central automatically runs the jobs according to the specified schedules for each job queue entry. You can also start, stop, and put a job queue entry on hold manually.

The table below provides the description of the fields on the General and Recurrence FastTabs.

• If you want to run the job manually to delete all draft documents, you must enter the number of days in the field Remove Documents Older Than the Following Number of Days and select Document Type on the General FastTab. Then, on the Actions tab, click Delete Documents.
• If you want to run the job on a recurring basis, set up the schedule on the Recurrence FastTab. Then, on the Actions tab, click Create Job Queue.

See also:
Order Processing (Sana Admin)
Order Processing (Dynamics 365 Business Central)
Webshop Orders Overview