User GuideSales

Sales

Sana Commerce 8.3
Your provider

Shop Accounts

Shop accounts are managed in the Sana Commerce backoffice > Sales > Shop accounts.

On the 'Shop accounts' page you can see an overview of all shop accounts. You can use the top pane to search for a specific shop account by name, account ID and e-mail address and filter the shop accounts by the 'Activated' option and account type.

Here you can create a shop account, edit and delete already existing shop account and import shop accounts from a CSV file.

Possibility to import shop accounts from a CSV file is available in Sana Commerce 8.3 SP1 out-of-the-box.
For Sana Commerce 8.3 the 'Import Shop Accounts' add-on is available that can be installed.

To create a shop account:

Step 1: Click on the 'New' button on the 'Shop account' page:


Shop Account

Step 2: Enter the shop account information. The table below provides the description of the shop account details:

Shop account details Description
Name The name of the customer. This name is shown in the header of the webshop.
E-mail address The e-mail address of the customer which is used as a login name in the webshop.
Password The password of a shop account which is used to log in the webshop.
Password should be at least 7 characters long.
Confirm password
Activated This option is used to activate the shop account.
Account type The shop account type.

Available account types:

  • Customer
  • Contact
  • Sales agent
Account ID Account ID of the shop account depending on the selected account type.

The list of all available accounts is retrieved from the ERP system (Microsoft Dynamics NAV/AX).
Use the 'Customer indexing task' to retrieve or update the list of all customers/contacts/sales agents from your Microsoft Dynamics ERP system.

Step 3: When the shop account information is entered and it is activated click 'Save'.

To import shop accounts from a CSV file:

Step 1: Open Sana Commerce backoffice > Sales > Shop accounts.

Step 2: Click 'Import':


Import Shop Accounts

Step 3: Download the 'CSV Example' file.

Step 4: Open the 'CSV Example' file and fill it with shop accounts details:

Field Description
Name The name of the customer.
EmailAddress The e-mail address of the customer which is used as a login name in the webshop.
Password The password of a shop account which is used to log in the webshop.
When the password field is left blank, a password will be auto-generated. In this case, customers can change the auto-generated password in the webshop using the 'Forgot password' feature on the 'Login' page.
Activated Determines whether a shop account is activated.
Possible values:
  • '0' - Not activated
  • '1' - Activated
AccountType The shop account type.
Possible values:
  • '1' - Customer
  • '2' - Contact
  • '3' - Sales agent
AccountId Account ID of the shop account. The account ID should be taken from your ERP system.

If you use Microsoft Excel to fill in the CSV file with shop accounts, please remember that Excel does not correctly handle the special characters (after it is saved) that are specific for some languages, for example Spanish. Thus, if you have special characters, for example in the customer's name, you should use some other editor (for example Notepad) to fill in the CSV file that can correctly handle the special characters.

Step 5: When the CSV file is filled in with shop account details, on the 'Import shop accounts' page click 'Browse' to add the file.

Step 6: Click 'Import File' to import shop accounts from the CSV file.

If a shop account already exists (based on the e-mail address), it will be updated.
User GuideSales