Microsoft Dynamics 365 for Finance and Operations

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 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 are 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 payment costs are applied to the order, Dynamics 365 for Finance and Operations will automatically generate charges for them.

When the order is placed in the webshop, these charges can be seen in the sales order in Dynamics 365 for Finance and Operations.

Sana enables customers to download printable reports (PDF file) generated by Dynamics 365 for Finance and Operations directly from the webshop. Using this checkbox you can control the availability of sales reports generated by Dynamics 365 for Finance and Operations in the webshop.

For more information, see "Sales Reports".

In Dynamics 365 for Finance and Operations it is possible to attach different files and add links to sales documents. Using this checkbox you can show or hide all files and URLs added to the sales documents in Dynamics 365 for Finance and Operations on the order details pages in the Sana webshop.

For more information, see "Product and Sales Order Attachments".

In Dynamics 365 for Finance and Operations it is possible to attach different files and add links to products and product variants. Using this checkbox you can show or hide all files and URLs added to the products in Dynamics 365 for Finance and Operations on the product details pages in the Sana webshop.

For more information, see "Product and Sales Order Attachments".

When a customer registers in the Sana webshop, the customer record will be created in Microsoft Dynamics 365 for Finance and Operations with the selected customer type.

Depending on the customer type, different fields are available in the customer record in Microsoft Dynamics 365 for Finance and Operations. 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".

Set up order processing. Quotations and orders are all part of the sales process. Sana supports all Microsoft Dynamics 365 for Finance and Operations sales documents as well as a possibility to convert quotations into sales orders.

For more information, see "Order Processing".

Sana allows to accept payments on open invoices through a payment provider directly from a web store. Business customers can pay multiple outstanding invoices at the same time. Online payments of the open invoices from a Sana web store are seamlessly integrated with the sales order processing and accounts receivable modules of Dynamics 365 for Finance and Operations.

These settings are used to create a payment journal in Dynamics 365 for Finance and Operations, 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 365 for Finance and Operations 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".

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 Dynamics 365 for Finance and Operations you can easily recommend certain products to a customer based on the customer's order history. Dynamics 365 for Finance and Operations uses specific rules to single out product suggestions for a customer.

For more information, see "Shopping Cart Suggestions".

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

Sana Commerce uses the default Dynamics 365 for Finance and Operations functionality (Number Sequences) to generate the unique identifiers for sales orders, sales quotations and guest customer accounts.

For more information, see "Number Sequences".