Order Processing

Quotes and sales orders are all part of the sales process. Sana supports all Microsoft Dynamics GP sales documents. Customers can create orders and quotes as well as convert quotes into sales orders directly from a Sana webshop. A customer can convert quotes into sales orders from the quote details page in the Sana webshop which can be accessed from the quotes history.

The ordering flow should be configured in Sana Admin and in Microsoft Dynamics GP.

We recommend to read the following articles to learn more about ordering settings supported by Sana:

Order Types: Quotes and Orders
Order Processing Strategies
One Step and Multi Step Checkout
Order History

Set Up Order Processing Settings

To configure the ordering settings, in Microsoft Dynamics GP click: Sana Commerce > Webshop Maintenance.

The table below provides description of the order processing settings in Microsoft Dynamics GP.

Field	Description
Document Type	Select the order type. It can be an order or a quote. The selected document type defines the final sales document which will be created in Microsoft Dynamics GP when the order is placed from the Sana webshop.
Default Quantity Shortage	Use this option to define how the sales order quantity shortage should be handled. In the Sana webshop, customers can order more quantity of an item than available in stock. When a customer places an order in the Sana webshop and if there is a quantity shortage, the default Microsoft Dynamics GP logic will be triggered, and the order will be created in GP using the quantity shortage option set in the webshop settings. For more information, see Quantity Shortage.
Quote Promotable by Default	Use this option to allow or deny conversion of a quote into a sales order without approval. If this option is enabled and the ordering process uses quotes which can be converted to sales orders, a customer can create a quote and convert it to a sales order directly from the Sana webshop. For such quotes the Quote Promotable checkbox is automatically selected in the Sales Header Companion window. If this option is disabled a customer can convert a quote to a sales order only when it is approved. When the quote is created from the Sana webshop, it should be checked by the sales manager in Microsoft Dynamics GP. After this, it can be approved by selecting the Quote Promotable checkbox in the Sales Header Companion window. When the quote is checked and approved, the customer can convert it into the sales order in the Sana webshop. For more information, see Sales Order Data.
Enable Promotions	Using extended pricing, you can create promotional price sheets to set up promotions for individual items or groups of items. You must enable promotions if you want to use promotional price sheets for your Sana webshop. For more information, see Extended Pricing.
Save Alternate Ship-to-Address to Customer Card	Using this option, you can save the additional customer's shipping addresses to the customer data in Microsoft Dynamics GP. For more information, see Customer Address.