Default Storage Dimensions

WATCH THE VIDEO

In Microsoft Dynamics 365 for Finance and Operations you can use site and warehouse for inventory management. They are used to track and manage the product's inventory indicating the place of their physical storage. You can set up site and warehouse for:

Customers
Products
Webshop

Customers

To set up site and warehouse for a customer, open the necessary customer and on the Sales order defaults FastTab, select Site and Warehouse.

Site and warehouse from the customer are used only:

If site and warehouse are not set as mandatory on the product.
If site and warehouse set for the webshop do not override those set for the customer.

Products

To set up site and warehouse for a product, open the necessary product and on the Manage Inventory tab, you can set up Default order settings.

To set up default order settings, open the Default order settings window. On the Sales order FastTab, you can select the sales site and the sales warehouse. You can also make the sales site and the sales warehouse mandatory for the product.

If you make the sales site and warehouse mandatory, they will override Site and Warehouse set on the Customers form and on the Webshops form. The mandatory site and warehouse set for the product are of highest priority.

Webshop

You can also set up the default storage dimensions (site and warehouse) per webshop.

In Microsoft Dynamics 365 for Finance and Operations click: Webshop > Common > Webshops > Default storage dimension.

The following table provides descriptions for the default storage dimension fields on the Webshops form:

Field	Description
Site	The default site and warehouse to ship from when delivering goods to the customers. Site and warehouse set for a webshop are used only: If site and warehouse are not set as mandatory on the product. If site and warehouse are not set for the customer. If the option Override customer dimensions is enabled for the webshop.
Warehouse
Override customer dimensions	Select this option if you want to override Site and Warehouse set on the Customers form. If this option is selected, Site and Warehouse set on the Customers form will be ignored.

Field

Description

Site

The default site and warehouse to ship from when delivering goods to the customers.

Site and warehouse set for a webshop are used only:

If site and warehouse are not set as mandatory on the product.
If site and warehouse are not set for the customer.
If the option Override customer dimensions is enabled for the webshop.

Warehouse

Override customer dimensions

Select this option if you want to override Site and Warehouse set on the Customers form. If this option is selected, Site and Warehouse set on the Customers form will be ignored.

Read also about the available inventory calculation methods.

Direct Delivery

NOTE

Applies to: Sana Commerce Cloud 10.0.96 and higher in Microsoft Dynamics 365 for Finance and Operations.

The Direct delivery feature enables businesses to deliver items directly to customers from the vendor, offering significant advantages such as reduced delivery time, transportation costs, and inventory carrying costs. It also streamlines operations by fulfilling orders directly from vendors when products are not available in your warehouse.

To use direct delivery in Microsoft Dynamics 365 for Finance and Operations open a product, and on the Deliver FastTab enable the Direct delivery option, then select the necessary direct delivery site and warehouse for a product.

Direct delivery site and warehouse are used only if site and warehouse are not set as mandatory on the product.

Inventory Management
Inventory Tracking
Stock Levels
Stock Presentation