Products

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It is very important to show the right products in your webshop when it comes to the catalog. As Sana Commerce Cloud is the ERP integrated e-commerce solution, all products and product information, like title, pricing and stock is stored in Microsoft Dynamics 365 for Finance and Operations and is simply used by Sana.

To create a catalog of products to be shown in the webshop, Sana Commerce Cloud uses the released products functionality in Microsoft Dynamics 365 for Finance and Operations, which is in the Product information management module.

By clicking Translations on the Product tab, you can add the name of a product in any language. Product names in different languages will be shown in the webshop, if it is multi-lingual.

Product Type

In Microsoft Dynamics 365 for Finance and Operations, product types play a crucial role in determining how different products or offerings are managed, processed, and tracked within the system. The two main product types used in Dynamics 365 for Finance and Operations are Service and Item, and they serve distinct purposes within the system.

• The Service product type is used to define intangible offerings that a company provides to its customers. These are typically activities, engagements, or tasks that are not physical goods but have value and can be sold, tracked, and invoiced. For example, there is a software development company that offers custom software development, system integrations, and ongoing support services to its clients. This company can use products of the Service product type in Dynamics 365 for Finance and Operations to manage its service-based offerings.

• The Item product type refers to physical goods that are bought, sold, and inventoried in the system. These are tangible products that require management in terms of stock, shipping, and cost tracking.

Sana supports both product types, Service and Item. The only difference is that Service products don’t have stock in the Sana webshop.

Product Visibility

You might have thousands or even tens of thousands of products in Microsoft Dynamics 365 for Finance and Operations and there is a big chance that you do not want to show all of them in your webshop. Only those products which are set as visible in webshop in Microsoft Dynamics 365 for Finance and Operations are indexed by Sana and shown in the Sana webshop.

To manage products visibility click: Product information management > Products > Released products. Open the necessary product and on the Sell FastTab, use the Visible in Webshop option to show or hide the product in the Sana webshop.

For example, you sell some seasonal products or themed products that you sell only in anticipation of certain holidays, such as Christmas. In order not to forget to change the visibility of such products on a certain date, you can set the visibility by date in the Visible from and Visible to fields. If the visibility dates are set in ERP, they are also shown on the product details page in Sana Admin.

If the product expires, it becomes invisible and is not shown in the webshop, but it is still available in Sana Admin, and a webshop administrator can manage the product details.

If you change the product visibility in ERP, update the product index to check whether some product data has been modified in the ERP system and synchronize the changes with Sana.

Block a Product

In Microsoft Dynamics 365 for Finance and Operations you can also restrict the usability of a product by blocking it. If the product is blocked, it is still shown in the Sana webshop, but a customer cannot purchase it.

As a result, instead of the Add to cart button a customer will see a message that a product is not available.

To block a product, in Microsoft Dynamics 365 for Finance and Operations open the necessary product, on the Manage inventory tab, click Default order settings. You can block a product either on the Inventory or Sales order tab by enabling the Stopped checkbox.