Setup

Ordering & Checkout

In Sana Admin click: Setup > Ordering & checkout.

Ordering

In Sana Admin click: Setup > Ordering & checkout > Ordering.

Before fulfilling an order, make sure you have configured your ordering options. These options will help you optimize the ordering experience for your customers.

The table below provides the description of the ordering options:

Option	Description
Reference number	Use this option to enable/disable reference number. If this option is enabled when a B2B customer or sales agent places an order the reference number can be entered on the Order overview step. See also: Microsoft Dynamics NAV: Sales Order Reference no. and Comment Microsoft Dynamics AX: Sales Order Reference no. and Comment SAP Business One: Reference Number and Comment SAP: Reference Number and Comment
Comment	Use this option to enable/disable comments. If this option is enabled when a B2B customer or sales agent places an order the comments can be entered on the Order overview step. See also: Microsoft Dynamics NAV: Sales Order Reference no. and Comment Microsoft Dynamics AX: Sales Order Reference no. and Comment SAP Business One: Reference Number and Comment SAP: Reference Number and Comment
Delivery date	Use this option to enable/disable delivery date. If this option is enabled when a B2B customer or sales agent places an order the delivery date can be specified on the Order overview step.
Edit order	Use this option to allow/forbid B2B customers and sales agents editing sales orders.  See also: Microsoft Dynamics NAV: Edit Order Microsoft Dynamics AX: Edit Order SAP Business One: Edit Order SAP: Edit Order
Reorder	Use this option to allow/forbid customers reorder the products which have been ordered before. In case the product is not orderable anymore a customer will be notified by a message on the basket page. If this option is enabled, the Reorder button is available in the webstore on the order history and pending orders pages.
Order status	Use this option to show/hide order status in the order history.
Order type	Select the order type. It can be either the regular order or a quote.
Online payments for B2B customers	Use this option to determine how B2B customer can pay the order. B2B customers can pay not only on account but also online through a payment gateway as well as based on prepayment rules.  The method Amount based on prepayment rules is available for the webstore integrated with Microsoft Dynamics NAV. For more information, see 'Prepayments Configuration'.
Order processing strategy	Sana Commerce provides three order processing strategies: Default Optimized for fast ordering Optimized for large orders (available only to B2B customers and sales agents) These are the basket calculation modes, meaning different approaches on how the basket can be calculated. For more information, see 'Order Processing Strategies'.
ERP document type for synchronized baskets	This setting is needed only if you use order processing strategy that is optimized for large orders. For more information, see 'Order Processing Strategies'.
Number of order lines in the order overview	In this field you can set how many order lines should be shown in the order overview. This is useful for large orders with a big amount of order lines. If the number of order lines exceeds the one set in this field, then the order lines will be collapsed on the Order overview step of the checkout process, in the order history and in the order confirmation e-mail. In this case a customer can expand order lines to see the details of the order with all order lines.

Shopping cart

In Sana Admin click: Setup > Ordering & checkout > Shopping cart.

The table below provides the description of the shopping cart settings:

Settings	Description
Add to cart event	Select what should happen when a customer adds a product to the shopping cart in the webstore. Two options are available: Redirect to the shopping cart Stay on the current page
Subtotal in cart miniature	Use this setting to show/hide the subtotal of the order amount in the shopping cart miniature at the top of the webstore.

Tax

In Sana Admin click: Setup > Ordering & checkout > Tax.

Under the Tax tab you can configure the presentation of taxes in the shopping basket. It can be configured per user group: B2C customers, B2B customers and sales agents.

The table below provides the description of the tax settings:

Setting	Description
Show TAX amount	Select whether to show the total TAX amount (Total) in the shopping basket or to show multiple tax lines (Detailed), or do not taxes at all (Do not show).
Show TAX amount above or below total price	Select whether to show TAX amount above the total price or below in the shopping basket.
Total excl. TAX	Show or hide the total price excluding tax.
Focus on Total	Select whether to make a focus on total price including tax or excluding tax. According to your choice the corresponding price will be shown using the bigger and bold font size.

Shipping

In Sana Admin click: Setup > Ordering & checkout > Shipping.

Under the Shipping tab you can set up the default estimated shipping costs and configure fields that should be used in the customer's shipping address.

Set up the default estimated shipping costs:

The default estimated shipping cost is shown in the webstore on the basket overview page for anonymous users or when shipping methods are not available.

Step 1: Under the Shipping tab expand the Default estimated shipping costs area.

Step 2: Enter the default shipping costs per currency - amount including tax and excluding tax.

The list of currencies is retrieved from your ERP system.

When a customer places an order in the webstore the appropriate price is retrieved depending on whether the prices including VAT (sales tax) is enabled or disabled for the customer in your ERP system.

Configure customer's shipping address form:

In Sana Admin you can edit the shipping address form for B2C and B2B customers. When a customer places an order in the webstore, he/she should specify the shipping address. In Sana Admin you can configure which fields should be shown for the customer's shipping address.

The table below provides the description of the fields that should be configured when you add or edit any field to the customer's shipping address form:

Field	Description
Field name	The fields for the customer's shipping address form are retrieved from your ERP system.
Editor	The type of the field: Text box Dropdown list Read-only text (the field of this type is not editable)
Visible	This option allows to show/hide the field on the customer's shipping address form.
Default value	In this field you can specify the default field value that will be shown on the shipping address form in the webstore.
Required	Use this checkbox to define whether the field is required or optional.
MaxLength	In this field you can define how many characters can be entered in the field of the text box type.
Options	Use options to add values for the field of the dropdown list type.

In the Business shipping address area you can also use the option Allow custom address to allow/forbid B2B customers and/or sales agents enter the shipping address manually during the checkout process. B2B customers can have several shipping addresses that are managed in the ERP system, while B2C customers always enter the shipping address manually.

Shipping methods

Under the Shipping methods tab you can create and configure shipping methods. For more information about how to create and configure shipping methods, see the 'Shipping Methods' article.

Payment methods

Under the Payment methods tab you can setup payment providers and create payment methods. For information about how to configure payment providers and create payment methods, see the 'Payment Methods' article.