Setup

Products

Product sets



Product sets are used to define which products should be grouped into the set by specifying the filter expressions. These product sets can be linked to the product list pages, flexi-pages and product pages.

For more information about how to link the product sets to these pages, see 'Product List Pages' and 'Flexi-pages'.

To create and manage product sets in Sana Admin click: Setup > Products > Product sets.

To create product sets you should set the filter expressions by specifying:

  • Field name
  • Condition
  • Value
 NOTE

The optimized connector fields which depend on multilingual and multicurrency settings are at the top of the list (in bold font). For the detailed information about fields, which are used to filter the products to create a product set, see 'ERP Integration'.

The field names in the FIELD NAME dropdown are retrieved from the index. If some fields are missing in the FIELD NAME dropdown you can extend the list by adding them to the index. In Sana Admin click Setup > ERP Integration > Index fields and in the Filter fields section add the necessary fields to the index. For more information about index fields that are used to create product sets, see 'ERP Integration'.

When you create a product set, filtering of products is performed by field, condition and value and by different filter expressions within the same field. Products which meet all configured filter expressions are added to the product set.

If you define different fields, the products catalog is filtered taking into account all specified fields for a product set. For example, if you create the product set by specifying filter expressions 'Price' Equal '100' and 'Product category' Equal 'Bikes', the products from the 'Bikes' product category which cost '100' will be added to the product set. In this case the products catalog will be filtered and the product set will include the products which are both, from the 'Bikes' product category AND cost '100'.

If a product set contains filter expressions within the same field, it will include products which fit at least one of the filter expressions of this field or both. For example, if you create the product set by specifying filter expressions 'Price' Equal '100' and 'Price' Between '200…500' and 'Product category' Equal 'Bikes', the products from the 'Bikes' product category which cost '100' or meet the cost range '200…500' or fit both '100' and '200…500' will be added to the product set. In this case the products catalog will be filtered and the product set will include the products which are from the 'Bikes' product category AND fit at least one of the filters by price OR both.

If you need to create a product set where multiple individual items should be excluded, the best solution is to use a range of items which will be visible.
For example: Item No. Less than 3, Item No. Greater than 6, Item No. Between 4 and 5.
The above example means that I want to see all items that are less than 3 but not equal OR greater than 6, but not equal OR between 4 and 5. For such product sets using the condition 'Not equal' is not the best way, because by default Sana Commerce uses OR for multiples of the same field.

 NOTE

When you see the warning message that the index should be updated, click Tools > Scheduled tasks and run the Product import task to update the index.

Customer specific product sets can be created. Use the Only customer specific products option to create a product set with a customer specific or additional products.

When this option is enabled, only customer specific products are included to the product set. This means that products from this product set will be shown only to the customers for whom customer assortment rules are configured in your ERP system.

This way a shop administrator can create a separate page in the webstore with the customer specific or additional products only for individual customers.

For such products and related customers the customer assortment rules must be configured in the ERP system.

For information about how to configure customer assortment in Microsoft Dynamics NAV, see 'Customer Assortment in NAV'.
For information about how to configure customer assortment in Microsoft Dynamics AX, see 'Customer Assortment in AX'.
For information about how to configure customer assortment in Microsoft Dynamics 365 Business Edition, see 'Customer Assortment'.
For information about how to configure customer assortment in Microsoft Dynamics 365 Enterprise Edition, see 'Customer Assortment'.
For information about how to configure customer assortment in Microsoft Dynamics GP, see 'Customer Assortment in GP'.
For information about how to configure customer assortment in SAP Business One, see 'Customer Assortment in SAP B1'.
For information about how to configure customer assortment in SAP, see 'Customer Assortment in SAP"

 NOTE

The Product import task should be run if the customer assortment rules in the ERP system have been changed.


Price



In Sana Admin click: Setup > Products > Price.

Under the Price tab you can control the pricing policy behavior of your webstore.

The table below provides the description of the settings under the Price tab:

Settings Description
Action prices In the ERP system you can specify unit price and sales price for a product.
If you enable the Action prices option in Sana Admin, both prices from your ERP system will be shown in the webstore.

If you are using Microsoft Dynamics NAV, see 'Item Prices'.
If you are using Microsoft Dynamics AX, see 'Product Prices Configuration'.
If you are using Microsoft Dynamics 365 Business Edition, see 'Item Prices'.
If you are using Microsoft Dynamics 365 Enterprise Edition, see 'Product Prices'.
If you are using Microsoft Dynamics GP, see 'Pricing'.
If you are using SAP Business One, see 'Item Prices'.
If you are using SAP, see ''Prices and Discounts'.

Volume prices Volume pricing is a pricing strategy that allows discounts for bulk purchases. Typically, the greater the number of items purchased the greater discount.

Prices for the products catalog are configured in the ERP system. If you enable the Volume prices option in Sana Admin, a customer will see the pricing offers from your ERP system in the webstore on the product details page.

If you are using Microsoft Dynamics NAV, see 'Volume Prices'.
If you are using Microsoft Dynamics AX, see 'Volume Prices'.
If you are using Microsoft Dynamics 365 Business Edition, see 'Volume Prices'.
If you are using Microsoft Dynamics 365 Enterprise Edition, see 'Volume Prices'.
If you are using Microsoft Dynamics GP, see 'Volume Pricing'.
If you are using SAP Business One, see 'Discounts and Volume Prices'.
If you are using SAP, see 'Volume Prices'.

Price visibility when ERP connection is not available Use this option to show/hide prices when the webstore is in the maintenance mode. Enabling this option requires reindexing of the products. In the maintenance mode the customers will be able to see the prices based on the latest imported list prices. The customer specific prices, trade agreements, discounts and volume prices are not available.

See also:
ERP Connection
Unprocessed Orders

Price visibility Use the Price visibility settings to show or hide prices in the webstore per user group. You can show or hide prices in the webstore for:
  • B2C customers
  • B2B customer
  • Sales agents

    If you disable price visibility for any customer group all prices and price conditions will not be shown in the webstore to this customer group.


Product specifications



Product specifications are characteristics which can add more information to a product and help further refine your catalog. Any product field from your ERP system can be used for product specifications. Product specifications are shown in the webstore on the product details and product list pages.

To manage product specifications, in Sana Admin click: Setup > Products > Product specifications.

The table below provides the description of the product specifications fields:

Field Description
Field name This dropdown list contains all fields that can be used for product specifications to be shown on the product details and/or product list pages. These fields are retrieved from your ERP system.
Related table If a field from the products (items) table in your ERP system is related to another table, the name of the related table will be shown in the column.
Related table field name This dropdown list contains all fields from the related table that can be used for product specifications. If no field from the related table is selected, the value of the field set in the Field name column will be used.

Use toggle in the Details page and List page columns to show or hide product specification on the product details and product list pages in the webstore.

You can sort the product specifications fields just by dragging and dropping them. In the webstore product specifications are shown in the same order as they are set in Sana Admin.

In the webstore on the product list page product specifications are shown below the product title and item number. On the product details page product specifications are shown under the Specifications tab.

The values for product specifications are retrieved from your ERP system. You can change the default values using In-site editor. This editor allows changing any text items directly from the webstore in the edit mode. Use this editor to provide nice product specifications instead of the default ones from your ERP system. Product specifications can be changed for any available language in the webstore.

For more information about the editor, see 'In-site Editor'.


Stock and assortment



In Sana Admin click: Setup > Products > Stock and assortment.

Under the Stock and assortment tab you can setup products availability, customer assortment, products presentation and stock visibility.

The table below provides the description of the stock and assortment settings:

Settings Description
Availability depends on stock If this setting is enabled, the availability of a product in the webstore is checked each time it is added to the shopping basket. Be aware that enabling of this option can have an influence on the webstore performance.
For the detailed information about all settings that can have an influence on availability of products, see 'Product Availability'.
Customer assortment Use this setting to optimize the webstore catalog with the products that appeal to all customers as well as products targeted to the individual customers.

Available assortment modes:

  • Complete
  • Additional
  • Customer specific

For more information, see 'Customer Assortment'.

To be able to use Additional and Customer specific assortment customer assortment should be setup in your ERP system.

If you are using Microsoft Dynamics NAV, see 'Customer Assortment in NAV'.
If you are using Microsoft Dynamics AX, see 'Customer Assortment in AX'.
If you are using Microsoft Dynamics 365 Business Edition, see 'Customer Assortment'.
If you are using Microsoft Dynamics 365 Enterprise Edition, see 'Customer Assortment'.
If you are using Microsoft Dynamics GP, see 'Customer Assortment in GP'.
If you are using SAP Business One, see 'Customer Assortment in SAP B1'.
If you are using SAP, see 'Customer Assortment in SAP'.

You can also create customer specific product sets. Such product set contains only customer specific products. For more information, see 'Product sets'.

Products presentation Use this setting to enable/disable ordering of products per user group. You can either allow to view products, but not to order (View only), or to view and order products (View and order) in the webstore.

Products presentation can be configured for:

  • B2C customers
  • B2B customers
  • Sales agents
Stock visibility Use this setting to show/hide stock in the webstore per user group.

Stock can be enabled/disabled for:

  • B2C customers
  • B2B customers
  • Sales agents

Under the Stock levels tab you can setup stock ranges to determine products that are:

  • Out of stock
  • Low stock
  • In stock

For more information, see 'Stock levels' below.

You can also change stock presentation in the webstore. Using Custom stock texts stock can be presented as an indicator or amount, or as a simple text. For more information, see 'Page Elements & Messages'.


Stock levels



In Sana Admin click: Setup > Products > Stock levels.

There are three levels of stock indication:

  • Out of stock
  • Low stock
  • In stock

You can specify stock ranges for each level.

The Default category represents the default stock levels. Sub categories will inherit stock ranges from their parent.

For more information about stock, read also about stock and assortment above and about custom stock texts in the 'Page Elements & Messages' chapter.

Units of measure



In Sana Admin click: Setup > Products > Units of measure.

Sana Commerce supports units of measure that can be setup for the webstore catalog. When you place an order in the Sana Commerce webstore, you specify a quantity of a product and you are able to choose a unit of measure.

The list of the available units of measure that can be used in the webstore is managed in your ERP system.

If you are using Microsoft Dynamics NAV, see 'Units of Measure in NAV'.
If you are using Microsoft Dynamics AX, see 'Units of Measure in AX'.
If you are using Microsoft Dynamics 365 Business Edition, see 'Units of Measure'.
If you are using Microsoft Dynamics 365 Enterprise Edition, see 'Units of Measure'.
If you are using Microsoft Dynamics GP, see 'Units of Measure in GP'.
If you are using SAP Business One, see 'Units of Measure in SAP B1'.
If you are using SAP, see 'Units of Measure in SAP'.

The table below provides the description of the fields and settings that can be managed under the Units of measure tab in Sana Admin:

Field/Setting Description
Show units of measure Use this dropdown to enable/disable units of measure in the webstore.
Units of measure can be enabled for some customer group or for all.
Unit of measure selection Use this setting to give a customer possibility to select a unit of measure in the webstore. Multiple units of measure should be setup in your ERP system for a product. If this setting is disabled only the base (sales) unit of measure will be shown.
Weight unit Use weight unit to select unit of mass for products. The selected weight unit is used for shipping rates by country and order weight and FedEx shipping rates calculation.
Dimensions unit Use dimensions unit to select unit of length for products. The selected linear dimensions unit is used for FedEx shipping rates calculation.
Quantity rounding Use this table to setup quantity rounding for the webstore catalog per unit of measure. Units of measure listed in this table are retrieved from your ERP system.