E-Commerce Order Processing

E-Commerce B2B extends your Dynamics NAV by introducing the Web Orders list. Web Orders in NAV are the orders your customers have placed in your e-commerce Storefront, and standard Dynamics NAV Sales Orders or Sales Quotes are created from Web Orders either manually or automatically according to your system setup.

When an e-commerce order is placed at the Storefront, it is instantly available on the Web Orders list in Dynamics NAV. You also receive e-mail / Role Center notifications of new orders, and any new comments the customers have added to the orders placed previously.

Web Orders are also synchronized back to the Storefront, so that if you change the contents/status of the Web Order, the customer sees the current version and status within the Storefront. You normally convert each Web Order into standard NAV Sales Quote/Order for further processing, and upon finalizing these documents you can refresh the Web Order from the corresponding Quote/Order to update the customer or request their approval to move on to the next stage.

E-Commerce B2B supports the common sales document flow in Dynamics NAV, and the order taking can be configured for your process. Every e-commerce order will pass through the stages or documents shown above, optionally skipping the Sales Quote stage, yet you can set up E-Commerce to automatically take each new e-commerce order straight to the Sales Quote or Sales Order stage and skip the preceding stages altogether. If so, Web Orders are still there in Dynamics NAV, yet there is no objective reason to use them in NAV during order processing.

E-Commerce B2B also tracks the order transition from Quote to Order, to Released and Shipped, and displays up-to-date Order Status in the Storefront to allow customer follow-up on order processing.

Related topics:

• E-Commerce Order Taking Setup
• E-Commerce Role Center

At Web Order stage, the order can be pre-validated before including the demand into your Sales Orders list.

• Flowchart: Supported Processing Flow at the Web Order Stage
• Receiving and Validating Web Orders (if configured to accept Web Orders manually)
• Web Order Features

At Sales Quote stage, E-Commerce B2B includes the functionality to issue a quote via the Storefront, and collect customer's approval for Order.

• Flowchart: Supported Processing Flow at the Quote Stage
• Receiving E-Commmerce Sales Quotes (if configured to take e-commerce orders as Sales Quotes)
• E-Commerce Sales Quote Features

At Sales Order stage, E-Commerce B2B includes the functionality to collect customer's consent/approval for any changes before the order is released to the warehouse or accounts receivable.

• Flowchart: Supported Processing Flow at the Order Stage
• Receiving E-Commmerce Sales Orders (if configured to take e-commerce orders as Sales Orders)
• E-Commerce Sales Order Features