Countries

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In the Sana webshop there are a few places where a customer needs to select a country:

• Creating a new account - when a B2C or B2B customer registers in the Sana webshop online.

• Guest checkout - when a webshop visitor places an order without registration as a guest.

• Create a prospect order - when a salesperson creates a prospect and places an order on behalf of a prospect customer.

• Shipping information - when a customer enters a custom shipping address manually in the shopping cart while placing an order.

The list of countries which is shown in the Sana webshop is retrieved from Microsoft Dynamics GP. In GP you can define which countries should be available in the Sana webshop.

Set Up Countries Visibility

In Microsoft Dynamics GP click: Sana Commerce > Country Setup. You will see the list of all countries available in Microsoft Dynamics GP. If you have several webshops each targeted at the customers in different countries, you can set up different countries for each webshop.

Using the Find button at the top of the window, you can search for a specific country by country code.

If you are doing your business in a country which has states, for example United States, then using the State Tax button at the top of the window, you can set up taxes and assign tax schedule ID to each state separately. For more information, see Tax Setup.

For all countries that should be available in your webshop, select the Visible checkbox and the Customer Template. You must create customer templates with the predefined data, like currency, tax schedule, etc. for all countries that will be used in your webshop. When a customer registers online in the webshop, a guest customer creates an order, or a salesperson creates a prospective customer, the data from the customer template assigned to the country will be automatically copied to the newly created customer record in Microsoft Dynamics GP.

Related Articles

B2C Customer Registration
B2B Customer Registration
Guest Checkout
Prospects