Microsoft Dynamics GP

Webshop Orders Overview

In Microsoft Dynamics GP click: Sana Commerce > Orders Overview.

In the Orders Overview window, you can see all sales orders and quotes created from the Sana webshop.

Use the Orders Overview window to keep track of all sales orders and quotes coming from the Sana webshop from the time a quote is created to the time the final order is shipped. This table does not contain the orders but the references to the sales orders and related documents.

The Orders Overview window contains all the relevant information about sales quotes and final orders placed from the Sana webshop, customers who created the orders, payment methods and payment statuses, the webshop IDs from which the orders were placed.

You can also view the related documents, like delivery and invoice, by selecting the original sales document and clicking on the Related Documents button at the top of the window.

Use the filters at the top of the table to find the necessary sales document.

You can also view the Sana specific sales order data. Select the necessary sales order and click Sana Commerce at the top of the window. For more information, see "Sales Order Data".

In Sana you can create shop accounts for your business customers with different roles - regular customer account, account manager, and sub-account.

Sub-accounts can have limited budget. If a customer with the sub-account role creates an order which exceeds the limit, it must be checked and then either approved or declined by an authorizer.

Declined orders are stored in Microsoft Dynamics GP and can be a reason of stock reservation and accumulation of unnecessary data. Therefore, you can select the declined orders in the Orders Overview window and delete them.

For more information, see "Orders Authorization".