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Setup

Sana Commerce 9.0
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Order Processing Strategies

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

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.

Default

The default order processing strategy performs real-time basket calculation, triggering all available business logic in your ERP system.

Optimized for fast ordering

This order processing strategy is similar to the calculation method used in the maintenance mode. Trade agreements, discounts and volume prices are not used to calculate basket. Only when the order is placed it is recalculated and you can see all actual prices in the order confirmation or order details. This order processing strategy allows to quickly place even very big orders with a lot of lines as it does not require specific business logic to be triggered in ERP during basket calculation.

Optimized for large orders

Availability of this feature depends on your Sana Commerce license. To be able to use this feature the 'Optimize for large orders' add-on should be selected while requesting a Sana Commerce license.

This order processing strategy allows placing large orders, for example an order that consists of more than 100 order lines.

When this order processing strategy is used an empty order is created in ERP at the moment a customer logs in the web store. Each time when a customer adds an item to the basket, remove items or edit the basket the related order is updated and recalculated in the ERP system, triggering all business logic available in ERP. Customer specific prices, volume prices, discounts are used and shown during basket calculation in real-time.

This order processing strategy is available to business customers that require the ability to create and process very large orders still using business logic of the ERP system at full.

If you use order processing strategy that is optimized for large orders you should also select ERP document type for synchronized baskets, either quote or order.

The final document (order or quote) that will be created in the ERP depends on what is set in the Order type field. For example, if in the ERP document type for synchronized baskets you will select Quote and in the Order type field Order is set, then at the moment when a customer is placing an order in the web store the quote will be used, and when the order is placed the quote will be automatically converted to order in the ERP system.

If you select Order in the ERP document type for synchronized baskets field, and in the Order type field Quote is set, such scenario will not work, because it is not possible to convert an order into a quote in the ERP system.

Limitations of the order processing strategy that is optimized for large orders

This article describes some limitations that you might need to know if you are going to use the order processing strategy that is optimized for large orders.

This order processing strategy is not supported on the following ERP environments:

  • Microsoft Dynamics AX 2012 for Retail
  • LS Retail for Microsoft Dynamics NAV
  • SAP

If you are connected to the ERP environment that does not support the order processing strategy that is optimized for large orders this feature will be disabled in Sana Admin.

The following features are not supported if you use the order processing strategy that is optimized for large orders:

  • Edit order
    Business customers are not able to edit orders if order processing strategy is set to 'Optimize for large orders'. In this case the 'Edit' button is not available on the order details page in the web store.
  • Extended texts in Microsoft Dynamics NAV that are used to add some extra information under order lines in the shopping basket.
    Extended texts are added to the shopping basket as separate lines which substantially affect performance in case of large orders. To achieve acceptable performance with large orders the extended texts functionality was disabled for this order processing strategy.
User GuideSetup