Numbering

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

When a customer places an order or creates a quote in the Sana webshop, the sales order or quote is created in Microsoft Dynamics NAV with the unique identifier.

Shoppers can also place orders in the Sana webshop without registration, as guests. When a guest places an order, a customer is created in Microsoft Dynamics NAV with the unique identifier. For more information, see Guest Checkout.

You can set up number series which will be used for:

• Sales orders placed from the Sana webshop.

• Sales quotes created from the Sana webshop.

• Guest customer accounts.

By setting up number series for the Sana orders, quotes and guest customer accounts, a user in Microsoft Dynamics NAV can easily differentiate those sales orders and quotes which are placed from the Sana webshop and from other channels, real customer accounts and those which are created as guests.

Use the No. Series table to create number series in Microsoft Dynamics NAV to generate the unique identifiers for sales orders, sales quotes and customer accounts for guests.

The default number series for sales orders, sales quotes and customer accounts are set in the Sales & Receivables Setup window.

To set up number series for sales orders, sales quotes and guest customer accounts coming from the Sana webshop in Microsoft Dynamics NAV:

Step 1: Click: Administration > Application Setup > General > Lists > No. Series. Create number series for sales orders, sales quotes and customer accounts for guests. Enter the number series Code, Description, Starting No. and Ending No. and select the Default Nos. checkbox.

Step 2: Click: Webshop > Lists > Webshops.

On the Webshop Card, on the Numbering FastTab, select number series for sales orders, sales quotes and guest customer accounts that will be used to generate unique identifiers for sales orders, sales quotes and customer accounts for guests coming from the Sana webshop.

If you have multiple webshops, number series for sales orders, sales quotes and guest customer accounts can be set per webshop.

If number series are not set on the Webshop Card, the default ones from the Sales & Receivables Setup window will be used.