ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

Sales Order Data

This article contains the description of the Sana specific sales data which is filled in by a customer in the Sana webshop during the checkout process.

While placing an order in the Sana webshop a customer can select delivery method, payment method, enter reference number, delivery date, comment and apply a discount code. All this information is stored in the sales order in Microsoft Dynamics NAV.

To check the Sana specific sales data in Microsoft Dynamics NAV click: Departments > Sales & Marketing > Order Processing > Lists > Sales Orders. Open the sales order details and click Sana Commerce at the top of the window.

The table below provides the description of the Sana Commerce sales document fields.

Field Description
General
Webshop ID The ID of the Sana webshop from which the order was created. 
Date Received Date when an order was placed.
Time Received Time when an order was placed.
Sana Order No. The ID of the order which was created from the Sana webshop when connection between the webshop and Microsoft Dynamics NAV was lost. In this case, when connection is back and the order is sent to Microsoft Dynamics NAV, it will be checked by this ID not to create the order duplicate.
Sana Customer No. The ID of the customer who created an order from the webshop.
Shop Account E-Mail Customer's shop account e-mail from Sana Admin.
Shipment Method Name The name of the delivery method selected by a customer in the Sana webshop while placing an order.
The shipping cost is stored in the sales order lines and is registered on the shipping cost account set in the Webshops table.
Authorization Status The status of the order after authorization. The order can be approved or declined.

For more information, see "Shop Account Roles".
Payment
Payment Method Name The name of the payment method selected by a customer in the Sana webshop while placing an order.
The payment cost is stored in the sales order lines and is registered on the payment cost account set in the Webshops table.
Payment Method Status The status of the payment method.
Payment Transaction id The unique payment transaction ID. For more information, see "Payment Transactions".
Promotion/Coupon
If a customer applied a discount code (from Sana Admin) or a coupon (LS Retail) to the sales order, information about discount will be available on the Promotion/Coupon FastTab. There you will see the name of the discount code/coupon, discount type and amount, etc.

 

Reference number, comments and requested delivery date


 NOTE

Comments, delivery date and reference number are available only to business customers up to Sana 9.3.1, starting from Sana 9.3.2 to all customers.

When a customer or a sales agent places an order in the Sana webshop, he or she can enter the reference number, comments (limited to 2048 characters) and requested delivery date on the Order overview step. This information is stored in the sales order in Microsoft Dynamics NAV.

The requested delivery date is stored in the Requested delivery date field, on the General FastTab. In Microsoft Dynamics NAV this field is optional. Thus, if a customer does not enter the requested delivery date while placing an order in the webshop, the Requested Delivery Date field will be blank in Microsoft Dynamics NAV and in the order confirmation e-mail.

The reference number is stored in the External Document No. field, on the General FastTab.

To see the comment, at the top of the sales order click: Related Information > Order > Comments.

ERP User GuideMicrosoft Dynamics NAV