Configure the Webshop

The webshop ID.

The webshop ID must be exactly the same as the one specified during installation of Sana Commerce Cloud webshop.
Default: SanaStore

The anonymous customer set on the webshop card is used to show prices and stock to the webshop visitors who are not logged in to the webshop.

Location code set on the anonymous customer is used to suggest items from a particular inventory location and is copied to the newly registered customers.

The anonymous customer is also used for product indexing. If an anonymous customer is not specified, the product indexing task will fail. The anonymous customer should be created in the Customers table. This is a required field.

The payment method code that is used for sales orders paid online through a payment gateway using a credit or debit card. When the online payment has been placed, this payment method code will be recorded into the sales order. This is an optional field.

If a customer pays on account in the Sana webshop, then an order will be created with the customer payment method (set on the Customer Card) instead of the payment method set up in the webshop settings.

These are the accounts that are used to create sales lines for the shipping and payment costs that are returned from the Sana webshop when a customer places an order and selects the shipping and payment methods during checkout. This means that the shipping and payment costs coming from the webshop will be booked on these accounts and stored as the sales lines in the sales order. The accounts specified for online payments and shipments should allow direct booking. These are the required fields.

Sana allows to accept payments on open invoices through a payment provider directly from a webshop. Business customers can pay multiple outstanding invoices at the same time. Online payments of the open invoices from a Sana webshop are seamlessly integrated with the sales order processing and cash management modules of Microsoft Dynamics NAV.

The journal template and the journal batch are used to create a cash receipt journal in Microsoft Dynamics NAV, when a customer pays the invoice, and to post the payment transaction to a certain account set in the journal batch.

For more information, see Online Invoice Payments.

If you use prepayments, you can also enable automatic posting of prepayment invoices and automatic creation and posting of payment journals for prepayment invoices.

For more information, see Prepayments.

A payment reference (PSP reference) is a piece of information that is used to easily identify a payment transaction.

When a customer pays an order or invoice online in the webshop, Sana can store one of the following values in the customer’s payment journal in Microsoft Dynamics NAV:

• Empty – if you leave the Payment Reference field empty, then when a customer pays an invoice or order in the Sana webshop the Microsoft Dynamics NAV system will generate the default payment reference and it will be saved to the customer’s payment journal. This payment reference is generated automatically according to the default ERP business rules.

• Document No. – the sales order ID is saved to the customer’s payment journal.

• PSP Reference – the payment transaction ID is saved to the customer’s payment journal.

• Customer No. – the ID of a customer who paid an invoice or order is saved to the customer’s payment journal.

When a customer pays an order or invoice online in the webshop, Sana will store the payment reference you specified in the webshop settings in the customer’s payment journal in Microsoft Dynamics NAV.

Ordering

Quotations and orders are all part of the sales process. Sana supports all Microsoft Dynamics NAV sales documents as well as a possibility to convert quotations into sales orders.

For more information, see Order Processing.

BOM explosion refers to the extensive list of raw materials or components that are required to produce a product. To allow bill of materials explosion, enable the Explode BOM option. When a customer adds the BOM item to the shopping cart, Microsoft Dynamics NAV can identify that the added product is the BOM item with components and automatically explode it.

For more information, see Bill of Materials.

Using shopping cart suggestions, you can offer your customers the products which they might be interested to buy. Customers are often loyal to a particular brand or some products which they frequently buy, thus it's a good idea to build suggestions based on the customer's shopping behavior. As all customer's sales data is stored in Microsoft Dynamics NAV you can easily recommend certain products to a customer based on the customer's order history. Microsoft Dynamics NAV uses specific rules to single out product suggestions for a customer.

For more information, see Shopping Cart Suggestions.

Pricing

Choose which price, unit or sales, should be used as the default item price.

Sana Commerce Cloud is very flexible when it comes to presentation of prices and discounts in the webshop. You are free to show those prices and discounts that you want. But Sana Commerce Cloud does not have any influence on how prices are calculated. The default Microsoft Dynamics NAV logic is used.

For more information, see Item Prices and Line Discounts.

Downloading

Using downloading settings, you can enable or disable sales reports, item and sales document attachments in the Sana webshop.

In Microsoft Dynamics NAV it is possible to attach different files and add links to items and sales documents. Files and links added to the items and sales documents in Microsoft Dynamics NAV are shown on the product details and sales order details pages in the Sana webshop.

For more information, see Item Attachments and Sales Document Attachments.

In Microsoft Dynamics NAV it is also possible to generate printable reports. Sana enables customers to download printable reports (PDF file) generated by Microsoft Dynamics NAV directly from the webshop. Sales reports can be key in keeping the sales process and the cash flow movement.

For more information, see Sales Reports.

Numbering

Sana uses the default Microsoft Dynamics NAV functionality (No. Series) to generate the unique identifiers for sales orders, sales quotes and guest customer accounts.

For more information, see Numbering.

Warehouse

Select the inventory location which should be used to suggest items for a customer.

You should also select the inventory calculation method. There are two methods that are used to calculate inventory and show number of products in a stock to a customer.

For more information, see Inventory Management.

URLs

On the URLs FastTab, you can enter your Sana webshop URL. When it is entered, the Sana Admin URL is generated automatically.

The Webshop URL is used to open a product details page directly from the item card in Microsoft Dynamics NAV. For more information, see Items.

Here you can also see the links to the Sana support help site and Sana YouTube channel.

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