On the Shop accounts page you can see an
overview of all shop accounts. You can create a shop account, edit
and delete already existing shop account and import shop accounts
from a CSV file.
You can search for a shop account by name, e-mail address and
account ID and filter the shop accounts by the 'Activated' status
and account type. You can also sort the shop accounts by name,
e-mail, account type or ID, by the 'Activated' status and last
login date. You can also view the last login date of the customer.
If a customer selected the 'Remember me' checkbox while logging in
the webstore, this will be considered as the last login date of a
customer. The date will be updated when the customer log out
(either manually or automatically when the authentication cookie
expires - 30 days) and log in the web store again.
To create a shop account:
Step 1: Click New item.
Step 2: Enter the shop account information. The
table below provides the description of the shop account
Available account types:
For more information about different roles, see 'Shop
The list of all available accounts is retrieved from your
Use the 'Customer
import' task to retrieve or update the list of all customers
(contacts or sales agents) from your ERP system.
Step 3: Set up permissions for a customer. You
can define whether a customer should be able to order products, see
prices and stock.
Shop account permission settings depend on whether orderability,
price and stock visibility are enabled / disabled globally in Sana
Admin under Setup > Products.
If it is disabled globally you cannot override it per customer. In
this case you will see a notification that the setting has no
effect when it is disabled on the webstore level.
Step 4: When the shop account information
is entered and it is activated click Save
Step 1: In Sana Admin click:
Customers > Shop
Step 2: Click Import.
Step 3: Download the CSV
Example file and open it. This is just the template where
you can enter the details of all shop accounts which you want to
import. You will need to enter the same data as if you create a
shop account in Sana Admin. See the
CSV Example file. It can be downloaded directly from Sana
Step 4: Fill in the CSV Example file with the
shop accounts details:
The shop account role will be set to regular account, if value
is empty. Only shop accounts of the 'Customer' type can have the
'Account manager' and 'Sub-account' roles).
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 Choose File to add the
Step 6: Click Import to
import shop accounts from the CSV file.
If a shop account already exists (based on the e-mail
address), it will be updated.