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 Data
Microsoft Dynamics AX: Sales Order Reference no. and Comment
Microsoft Dynamics 365 Business Edition: Sales Order Data
Microsoft Dynamics 365 Enterprise Edition: Sales Order Data
Microsoft Dynamics GP: Sales Order Data
SAP Business One: Sales Order Data
SAP: Sales Order Data

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 Data
Microsoft Dynamics AX: Sales Order Reference no. and Comment
Microsoft Dynamics 365 Enterprise Edition: Sales Order Data
Microsoft Dynamics GP:  Sales Order Data
SAP Business One: Sales Order Data
SAP: Sales Order Data

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
Microsoft Dynamics 365 Business Edition: Edit an Order
Microsoft Dynamics 365 Enterprise Edition: Edit an 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.

Shopping cart suggestions Use shopping cart suggestions to offer your customers the products which they might be interested to buy. Customers are often loyal to a particular brand or some products which they frequently buy, thus it's a good idea to build suggestions based on the customer's shopping behavior.
For more information, see 'Shopping Cart Suggestions'.
Order status Use this option to show/hide order status in the order history.
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.
Online payments 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'.

Order processing strategy Use this option to set up the suitable basket calculation mode.
For more information, see 'Order Processing'.
Checkout options Select the order placement type. It can be either order or quote, or both, giving a customer possibility to choose whether to place an order or a quote. A quote can be also converted to a sales order directly from the Sana web store.
For more information, see 'Order Processing'.
Quote to order conversion Allow or deny conversion of a sales quote into a sales order directly from the Sana web store.
From the Sana web store a quote can be converted into a sales order just with a single click ignoring stock and allowing customer pay on account, or you can lead a customer through the checkout process again to allow changing of the shipping address, delivery date and to complete (online) payment.
For more information, see 'Order Processing'.

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 shopping cart of the webstore to anonymous users and logged in customers only when shipping methods are not available, because there are no shipping methods that match the shipping cost conditions configured in Sana Admin. In this case the default estimated shipping cost is shown in the shopping cart just to show the approximate shipping cost and inform a customer about the extra charge. This is not a real shipping cost which a customer will need to pay. When a customer gets to the checkout process and selects the appropriate shipping method, the shipping cost will be recalculated.

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 the registered consumers and guests, and for business customers. When a customer places an order in the webstore, he or 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 or forbid business customers and sales agents enter the shipping address manually during the checkout process. Business customers can have several shipping addresses that are managed in the ERP system, while consumers 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.