ERP User GuideMicrosoft Dynamics GP

Microsoft Dynamics GP

Webshop Filter

Webshop filters in Microsoft Dynamics GP are used to filter items, customers, contacts and salespeople. This means that only those items, customers, contacts and salespeople which meet the filter criteria will be indexed by Sana and available in the Sana webshop. If webshop filters are not configured, all valid items, customers, contacts and salespeople will be available in the Sana webshop after indexing.

For example, you can set up webshop filter for items, if you want to show only the items of a certain brand in your Sana webshop. If you don't want certain customers in your ERP systems to purchase online through the Sana webshop for some reason, you can also set up webshop filter for customers.

If you don't use contacts or salespeople at all, you can also disable indexing of customers, contacts or salespeople globally in the settings of the Customer import task in Sana Admin. For more information, see "Customer import".

Set up webshop filters

Step 1: In Microsoft Dynamics GP click: Sana Commerce > Webshop Maintenance.

Step 2: In the Webshop ID field, click on the Lookup button and select the necessary webshop.

Step 3: At the top of the Sana Webshop Maintenance window, click Webshop Filter.

Step 4: In the Table Name field select the table to which the filter should be applied.

Step 5: Use the Lookup button in the Field Name column and select the table field by which items, customers, contacts or salespeople must be filtered.

Step 6: Select the necessary Method and specify the Filter Criteria. The filter is applied to the selected table and table field.

Step 7: Enter the Group number. This must be a numeric value. Different table fields must be assigned to different groups. If you add several filter criteria to the same table field, they must be assigned to one group, for example "Item Number" between "1000,3000" and "Item Number" equals to "5000".

ERP User GuideMicrosoft Dynamics GP