https://kb-transact.sel.so/ 2026-04-07T14:13:03+0000 https://kb-transact.sel.so/ https://kb-transact.sel.so/lib/tpl/bootstrap3/images/favicon.ico text/html 2017-09-30T13:27:25+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/base_configuration?rev=1506778045&do=diff Importing and Applying E-Commerce B2B Base Setup E-Commerce B2B Add-on module ships with the initial base configuration package provided in the RapidStart package format. Upon receiving the Add-on module from Select Solutions, you will find the following file in the package. text/html 2016-02-24T16:48:30+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/e-mail_templates?rev=1456332510&do=diff Setting Up E-Mail Templates E-Commerce B2B uses e-mail templates for automatically composing e-mails sent from the system. E-mails using templates include: * Notification e-mails you receive on new orders, comments, and sign-ups in the Storefront text/html 2017-05-09T06:35:03+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/initial_sync?rev=1494311703&do=diff Full Initial Synchronization to the Storefront Once you have have paired your Dynamics NAV with the Storefront and done the application setup in full, or only completed the General section of the setup, you should perform the initial upload of your e-commerce related data from Dynamics NAV to the Storefront. This includes Item, Customer and text/html 2016-02-24T08:20:47+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/nav_attachments?rev=1456302047&do=diff E-Commerce B2B Setup - Attachments The Attachments section of E-Commerce B2B Setup page contains the configuration for how file attachments, mainly product images, are stored on the Dynamics NAV Server. You can access this page by using Search, or text/html 2016-02-24T09:48:54+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/nav_customer_emails?rev=1456307334&do=diff E-Commerce B2B Setup - Customer E-Mails The Customer E-Mails section of E-Commerce B2B Setup page contains the settings for sending e-mails from Dynamics NAV to your customers. The e-mails include the welcome e-mail for new customers or after the password has been reset, and e-mails related to e-commerce orders that are sent from Web Order, Sales Quote, or Sales Order pages. text/html 2016-02-29T10:30:27+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/nav_general?rev=1456741827&do=diff E-Commerce B2B Setup - General The General section of E-Commerce B2B Setup page contains master settings for E-Commerce B2B application. You can access this page by using Search, or Departments / E-Commerce B2B menu. Field Description Default Language Code text/html 2016-02-24T08:26:19+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/nav_numbering?rev=1456302379&do=diff E-Commerce B2B Setup - Numbering The Numbering section of E-Commerce B2B Setup page includes the setup of how e-commerce related documents and entities are numbered in Dynamics NAV. You can access this page by using Search, or Departments / E-Commerce B2B text/html 2017-04-12T06:37:04+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/nav_order?rev=1491979024&do=diff E-Commerce B2B Setup - Order Processing The Order Processing section of E-Commerce B2B Setup page contains the settings related to e-commerce order handling in Dynamics NAV. You can access this page by using Search, or Departments / E-Commerce B2B menu. text/html 2016-02-24T17:07:39+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/nav_profile?rev=1456333659&do=diff Profile for E-Commerce Role Center In order to make E-Commerce Role Center the default for select users (e.g. your e-commerce managers, you should create a Profile within Dynamics NAV and assign the Profile to the respective users. In Dynamics NAV, open the Profiles page and click text/html 2017-05-09T06:39:05+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/nav_roles?rev=1494311945&do=diff E-Commerce B2B Roles and Permissions Similar to other application areas in Dynamics NAV, access to E-Commerce B2B functionality within Dynamics NAV is controlled by using Permission Sets (Roles) that you assign to your Dynamics NAV users. When setting up E-Commerce B2B, the standard Permission Sets are included in the text/html 2016-02-24T09:39:29+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/nav_signup_templates?rev=1456306769&do=diff E-Commerce B2B Setup - Sign-up Form Templates The Sign-up Form Templates section of E-Commerce B2B Setup page contains the configuration of templates to be used when creating Customer and Contact cards from Sign-up Form data. You can access this page by using Search, or text/html 2016-03-02T09:31:17+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/replication_entities?rev=1456911077&do=diff Data Being Replicated to the Storefront You can review the Dynamics NAV data tables and fields that are replicated to/from the Storefront on the Replication Entities page. Open Replication Entities page by using Search or Departments / E-Commerce B2B text/html 2017-09-30T13:24:59+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/replication_setup?rev=1506777899&do=diff Replication Setup Page The Replication Setup page contains the settings for E-Commerce B2B Replication Service. It should be completed during the installation of E-Commerce B2B. Upon opening the page initially, it is automatically completed with reasonable default values, and normally you should only key in your Storefront text/html 2016-03-01T10:17:15+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/setup_replication?rev=1456827435&do=diff Setting Up E-Commerce Replication Having your data automatically replicated between Dynamics NAV and the Storefront is ensured by two separate processes. Change Tracking in Dynamics NAV is responsible for outgoing data replication. It detects changes to the relevant records made by Dynamics NAV users, and registers the changes in a special text/html 2016-02-29T10:04:01+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/web_administrators?rev=1456740241&do=diff Setting Up Storefront Administrators Storefront Administrators are the Web Accounts that have administrative rights at the Storefront. In addition to general access rights granted to all Web Accounts that are your customers, Storefront Administrators may be given additional rights to use Content Management features, sign-in as another Web Account for troubleshooting, and similar. These rights should only be given to your employees responsible for the Storefront and e-commerce management. text/html 2016-02-24T12:13:39+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/web_b2c?rev=1456316019&do=diff E-Commerce B2B Setup - B2C The B2C section of E-Commerce B2B Setup page contains the settings for the Storefront operating in public or B2C mode. You can access this page by using Search, or Departments / E-Commerce B2B menu. Field Description text/html 2016-02-24T14:30:23+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/web_delegated?rev=1456324223&do=diff E-Commerce B2B Setup - Delegated Authentication The Delegated Authentication section of E-Commerce B2B Setup page contains the settings for the Storefront to authorize your customers with Microsoft LiveID, Google, or Facebook accounts instead of the password you have created in E-Commerce B2B. text/html 2016-02-24T13:59:37+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/web_notifications?rev=1456322377&do=diff E-Commerce B2B Setup - Notifications The Notifications section of E-Commerce B2B Setup page contains the settings for notifications that you receive upon Storefront events - new orders, new comments for the orders placed previously, and new customer sign-ups. text/html 2016-02-24T20:46:49+0000 Anonymous (anonymous@undisclosed.example.com) https://kb-transact.sel.so/admin/e-commerce_setup/web_shipping?rev=1456346809&do=diff E-Commerce Shipping Setup When placing orders at the Storefront, your customers have an option to choose the desired order shipping method. If the selected method actually involves shipping service on your behalf, you may want to add the shipping service charge to the order. The amount you charge for the shipping does not typically depend solely on the method, but may also depend on order parameters like the shipping address (region / zone), the total weight and volume of the shipment, and the …