Microsoft Dynamics 365 Business Central

Order Processing

Quotes and sales orders are all part of the sales process. Sana supports all Microsoft Dynamics 365 Business Central sales documents. Customers can place orders and create quotes as well as convert quotes into sales orders directly from a Sana webshop. A customer can convert quotes into sales orders from the sales quote details page in the Sana webshop which can be accessed from the quotes history.

Sana is very flexible and supports a lot of different scenarios of how your customers can create and pay their orders, sales managers and accountants process them.

To set up the checkout process and all its features the way that meets your requirements, you will need to configure the ordering settings in Sana Admin and in Dynamics 365 Business Central.

We recommend to read the following articles to learn more about ordering settings supported by Sana:

• Ordering & Checkout
• Order Processing
• Checkout

Set up order processing settings

Choose the Search for Page or Report icon and enter Webshops. Open the relevant webshop card.

The table below provides description of the order processing settings for the Sana webshop in Dynamics 365 Business Central.

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

Payment discount

 NOTE

Applies to: Sana 9.3.3

Payment discounts are used to encourage customers to settle their debts as soon as possible. It can be granted when a customer pays for the order or quote prior to the due date.

In Microsoft Dynamics 365 Business Central click on the  and enter Payment Terms.

The table below provides the description of the fields necessary to set up a payment term.

You must add a payment term to the customer on the Payments FastTab, in the Payment Terms Code field.

The payment discount is calculated and shown in the shopping cart and on the order overview checkout step. The payment discount and its date are also shown on the order/quote details page.

Payment discount shown in the shopping cart

Payment discount shown on the "Order overview" checkout step

Payment discount shown on the order details page