ERP User GuideMicrosoft Dynamics 365 for Finance and Operations

Microsoft Dynamics 365 for Finance and Operations

Configure the Webshop

One of the main steps in the Sana add-on configuration in Microsoft Dynamics 365 for Finance and Operations is to set up the Sana webshop. This is needed to establish connection between the Sana webshop and Microsoft Dynamics 365 for Finance and Operations and to start using the business logic of the Microsoft Dynamics 365 for Finance and Operations system.

To create and configure the Sana webshop in Microsoft Dynamics 365 for Finance and Operations click: Webshop > Common > Webshops.

To create a new Sana webshop, enter its name in the Name field. The name of the webshop is the webshop ID stored in the Sana database. When you install Sana on the Web server, the default webshop ID is "SanaStore".

If you have a multi-store solution you can create and configure as many webshops in the Webshops form as you need.

The table below provides the description of the webshop settings.

General
Template customer code The template customer set on the Webshops form is used to show prices for the not logged in visitors of the webshop. The template customer is also used for product indexing. If the template customer is not specified, the product indexing task will fail. The template customer should be created in the Customers table. This is a required field.

For more information, see "Online Customer Registration".

Shipping cost account

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.

Payment cost account
Enable report downloads

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".

Enable document attachment downloads

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".

Enable product attachment downloads

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".

New customer registration type Select the customer registration type. In Microsoft Dynamics 365 for Finance and Operations two customer types are available - Person and Organization.

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".

Order processing

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".

Payment 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".

Product information management
Inventory calculation method There are two calculation methods (financial and physical) which are used to calculate inventory and show number of products in a stock to a customer.

For more information, see "Inventory Calculation".

Default price Choose which price, base or unit (sales), should be used as the default product price.

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".

Default tax group Set up the default item sales tax group.

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

Enable product categories Microsoft Dynamics 365 for Finance and Operations allows to classify products using item groups and product categories. Item groups or product categories can be imported into Sana Admin to build webshop navigation.

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".

Category hierarchy
Default storage dimension
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".

Shopping cart suggestions

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".

Retail
Enable and configure retail discounts and product assortments of Microsoft Dynamics 365 for Finance and Operations for the Sana webshop.

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

Number sequences

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".

Using the Webshops form you can also set up Webshop Filters and Webshop Optimization.

Webshop filters in Dynamics 365 for Finance and Operations are used to filter products, customers, contacts and sales agents. This means that only those products, customers, contacts and sales agents which meet the filter criteria will be indexed by Sana and available in the Sana webshop.

For more information, see ''Webshop Filters'.

In Dynamics 365 for Finance and Operations, use Webshop optimization to improve performance of your webshop.

For more information, see "Webshop Optimization".

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations