Setup

Customer

Sana Commerce is available for any type of a webstore, both business-to-business sales portals for business customers and sales agents, and business-to-consumer online retail stores for customers, or a combination of both - a hybrid scenario that servers all customer roles simultaneously.

In Sana Admin you can edit the registration form of the customers in the webstore as well as customers' profile forms.

To manage registration and profile forms in Sana Admin click: Setup > Customer.

Registration fields



Under the Registration fields tab use New customers registration setting to enable/disable online customers registration in the webstore. If this setting is enable webstore visitors can register in the webstore online. If disabled, only existing in your ERP system customers can log in to the webstore using the shop accounts created in Sana Admin.

Using the table under the Registration fields tab you can edit the registration form for those customers that register online in the webstore.

There you can add, edit and remove the fields that are used on the registration form in the webstore.

The table below provides the description of the fields that should be filled in when you add or edit any field of the registration form:

Field Description
Entity name Two options are available:
  • Address
  • Customer

Depending on the selected entity name different fields are shown in the Field name dropdown.

Field name The fields for customer registration form are retrieved from the ERP system.
Editor The type of the field. Depending on the selected field different editors can be used: 
  • Text box
  • Check box
  • Radio buttons
  • Dropdown list
  • Date picker (standard calendar)
  • Date picker drop-downs (three separate dropdowns for day, month and year)
Visible This option allows to show/hide the field on the registration form in the webstore.
Default value In this field you can specify the default field value that will be shown on the registration 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 and their user-friendly translatable titles for the fields of the dropdown list type.

 NOTE

The fields Name, E-mail, CountryId, State and Is B2cCustomer are the required fields of the registration form and cannot be removed.

The field Is B2cCustomer is required, but it is not shown on the customer registration page. When a customer registers in a Sana webstore online, this field is used to save the customer to the ERP system as a B2C customer. The default value of the Is B2cCustomer field is set to 'true', which means that all customers who register in a Sana webstore will be saved to ERP as B2C customers.


Profile fields



Under the Profile fields tab you can edit a profile form for different types of customers. You can add, edit and remove the fields that are used for the customer's profile form in the webstore. In the webstore consumers and business customers can access their profiles from the My account page.

The following profile forms can be edited:

Profile template Description
Consumer profile The profile form of the customers who register online in the webstore. A consumer can change his or her personal profile information in the webstore from the My account page.
Business profile The profile form of the business customers and sales agents. If you are logged in as a sales agent in the webstore, you can see the profile of the represented customer only.

By default, all fields of the business customer profile are set to read-only. This means that a business customer cannot change his or her profile from the webstore. If there is a necessity, a webstore administrator can allow editing the profiles of business customers.

Guest profile The profile form to enter contact information and shipping address when a shopper places an order without registration.

For more information, see 'Guest Checkout'.

Prospect profile The profile form to create a prospect order.
Use the option Create prospects to enable/disable prospect orders creation.

For more information about prospect orders, see the chapter depending on your ERP system:
Microsoft Dynamics NAV: Prospects
Microsoft Dynamics AX: Prospect Functionality and Ordering Process
Microsoft Dynamics 365 Business Edition: Prospects
Microsoft Dynamics 365 Enterprise Edition: Prospects and Ordering Process
SAP Business One: Prospects
SAP: Prospects and Ordering Process

The table below provides the description of the fields that should be filled in when you add or edit any field of the profile:

Field Description
Entity name The following two options are available for the Consumer, Business and Guest profiles:
  • Address
  • Customer
The following two options are available for the Prospect profile:
  • Address
  • Contact

Depending on the selected entity name different fields are shown in the Field name dropdown.

Field name The fields for the profile form are retrieved from your ERP system.
Editor The type of the field. Depending on the selected field different editors can be used:  
  • Text box
  • Check box
  • Radio buttons
  • Dropdown list
  • Date picker (standard calendar)
  • Date picker drop-downs (three separate dropdowns for day, month and year)
  • Read-only text (If a field is set to read-only, a customer cannot change its value in his or her profile in the webstore. This editor is not available in the Prospect profile.)
Visible This option allows to show/hide the field on the profile form in the webstore.
Default value In this field you can specify the default field value that will be shown on the profile 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 and their user-friendly translatable titles for the fields of the dropdown list type.

 NOTE

The fields Name, E-mail, CountryId and State are the required fields of any profile and cannot be removed.