ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

Configure the Webshop

One of the main steps of setting up the Sana add-on in Microsoft Dynamics NAV is to create and configure the Sana webshop. This is needed to establish connection between the Sana webshop and Microsoft Dynamics NAV and to start using the business logic of the NAV system.

To set up the Sana webshop, in Microsoft Dynamics NAV click: Webshop > Lists > Webshops.

If you have a multi-store solution, you can set up as many webshops in the Webshops window as you need.

The table below provides the description of the webshop settings.

ID The webshop ID.
The webshop ID must be exactly the same as the one specified during installation of Sana on Web and database server, and that is stored in the Sana SQL database.
Default: SanaStore
Template Customer No. The template customer set on the webshop card is used to show prices for the not logged in visitors of the webshop. Location code set on the template customer is used to suggest items from a particular inventory location and is copied to the newly registered B2C customer. The template customer is also used for product indexing. If a 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".
Payment Method Code The payment method code that is used for sales orders paid online through a payment gateway using a credit or debit card. When the online payment has been placed, this payment method code will be recorded into the sales order. This is an optional field.

    Applies to: Sana 9.3.3

If a customer pays on account in the Sana webshop, then an order will be created with the customer payment method (set on the Customer Card) instead of the payment method set up in the webshop settings.
Online Payment These are the accounts that are used to create sales lines 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 will be booked on these accounts and stored as the sales lines in the sales order. The accounts specified for online payments and shipments should allow direct booking. These are the required fields.
Online Shipment
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 cash management modules of Microsoft Dynamics NAV.

The journal template and the journal batch are used to create a cash receipt journal in Microsoft Dynamics NAV, when a customer pays the invoice, and to post the payment transaction to a certain account set in the journal batch.

For more information, see "Online Invoice Payments".

    Applies to: Sana 9.3.3

If you use prepayments, you can also enable automatic posting of prepayment invoices and automatic creation and posting of payment journals for prepayment invoices.

For more information, see "Prepayments".
Set up order processing. Quotations and orders are all part of the sales process. Sana supports all Microsoft Dynamics NAV sales documents as well as a possibility to convert quotations into sales orders.

For more information, see "Order Processing".

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

For more information, see "Shopping Cart Suggestions".

Choose which price, unit or sales, should be used as the default item 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 NAV logic is used.

For more information, see "Item Prices and Line Discounts".

In Microsoft Dynamics NAV it is possible to attach different files and add links to items and sales documents. Files and links added to the items and sales documents in Microsoft Dynamics NAV are shown on the product details and sales order details pages in the Sana webshop.

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

In Microsoft Dynamics NAV it is also possible to generate printable reports. Sana enables customers to download printable reports (PDF file) generated by Microsoft Dynamics NAV directly from the webshop. Sales reports can be key in keeping the sales process and the cash flow movement.

For more information, see "Sales Reports".

Using downloading settings you can enable or disable sales reports, item and sales document attachments in the Sana webshop.
Sana uses the default Microsoft Dynamics NAV functionality (No. Series) to generate the unique identifiers for sales orders, sales quotes and guest customer accounts.

For more information, see "Numbering".
Select the inventory location which should be used to suggest items for a customer.

You should also select the inventory calculation method. There are two methods that are used to calculate inventory and show number of products in a stock to a customer.

For more information, see "Location Code & Inventory".
You can use optimization settings to improve performance of your webshop.

For more Information, see "Optimization".

From the Webshop Card window you can also set up Webshop Filters. Webshop filters in Microsoft Dynamics NAV 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.

For more information, see "Webshop Filters".

Now the webshop is created in Microsoft Dynamics NAV and you can set up other required settings.

ERP User GuideMicrosoft Dynamics NAV