ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

Webshop Customer Overview



 NOTE

Applies to: Sana 9.3.3 and higher

In Microsoft Dynamics NAV click: Webshop > Tasks > Webshop Customer Overview.

Use the Webshop Customer Overview window to see all your webshop customers, their data validity and sales transactions from a single place.

Using Webshop Customers Overview table, you can:

  1. See an overview of all your customers per web store.
  2. See customer type - B2C, B2B, Guest.
  3. Check whether a customer is valid or not. If a customer is not valid, you can see the reason of it.
  4. Open the Customer Card and other customer related information directly from this window, like ship-to addresses and bank accounts.
  5. See all sales documents of a customer.
  6. See customer specific prices and discounts.

You can use Webshop Customer Overview to easily identify and resolve issues with your customers, if there are any.

The table below provides the description of the filters on the General FastTab.

Field Description
Webshop Name Select the necessary webshop. If you have multiple webshops, you can see customers for each webshop.
Customer No. Enter the number of a customer that you want to see.
Validation State Use this field to show All customers, only Valid customers or only Invalid customers.
Guest Use this field to filter customers. The following options are available:
  • All - used to show all customers (guests, B2C customers, B2B customers).
  • Yes - used to show only guest customers.
  • No - guest customers are not shown (only B2C and B2B customers are shown).
B2C Customer Use this field to filter customers. The following options are available.
  • All - used to show all customers (guests, B2C customers, B2B customers).
  • Yes - used to show only B2C customers.
  • No - used to show only B2B customers.

The table below provides the description of the fields.

Field Description
Customer No. Customer account number.
Customer Name Customer name.
Valid Indicates whether a customer is valid. All customers are validated based on data validation rules. Those customers which do not pass validation cannot create orders in the Sana webshop.
B2C Customer Indicates whether a customer is B2C or B2B.

If the B2C Customer checkbox is selected, then this is the customer who registered online in the Sana webshop.

If the B2C Customer checkbox is not selected, then this is a business customer which is created directly in Microsoft Dynamics NAV.
Guest Indicates whether a customer is a guest. If the Guest checkbox is not selected, then this is a regular B2C or B2B customer.

Guest customers are those who created the orders without registration in the webshop.

For more information, see "Guest Checkout".
Invalidity Reason If a customer is invalid, you can see the reason of it in this field, and fix customer data, if necessary.

At the bottom of the window you can see the additional information about every customer, like location code and currency code.

In the Customers Quantity field, you can see the general quantity of customer records shown in the window.

If you select some customer and click Related Information at the top of the window, you can open the Customer Card and see other customer-related data, like comments, bank accounts, ship-to addresses and contacts.

You can also see sales data of a customer, like invoice and line discounts, prices, orders, quotes, blanket orders and return orders.

ERP User GuideMicrosoft Dynamics NAV