Setup

Sales Reports

 NOTE

Currently, Sana does not support sales reports from SAP Business One and Microsoft Dynamics GP. Thus, you can add sales reports to the file system of Sana.

Sales reports can be key in keeping the sales process and the cash flow movement.

Sana enables customers to download printable reports (PDF file) generated by the ERP system directly from the web store.

Many ERP systems can generate reports for all types of sales documents (orders, quotes, invoices, shipments, return receipts, credit notes).

It is also possible to upload sales reports to the file system directly on the Web server or using File manager in Sana Admin.

This might be useful, for example if your ERP system does not support generation of printable sales reports and you use some external service to generate reports. In this case the generated sales reports can be uploaded to the Web server and will be available for download in the Sana web store.

Add reports to the sales documents using file manager

Step 1: In Sana Admin click: Tools > File manager.

Step 2: Expand the 'Sales document reports' folder and see the folders each corresponding to a specific sales document:

• Credit note
• Invoice
• Order
• Quote
• Return receipt
• Shipment

Step 3: Upload the necessary sales reports to the appropriate sales document folders. The name of the sales report file should be the same as the sales document ID.

If this is a report of the original sales document, for example sales order, then the name of the sales report file should be the same as the order ID.

Example: ORD12345

If this is a report of the related sales document, for example an invoice created from a sales order, then the name of the sales report file should be in the following format: [ID of the related sales document]_[ID of the original sales document].

Example: INV32786_ORD586049

If a sales document does not have the original sales order ID for some reason, then the name of the sales report should contain only the existing sales document ID.

Example: INV32787

 NOTE

If sales document ID has some special characters which are not allowed (\/:*?"<>|), these characters should be replaced in the name of the sales report file according to the character replacement rules configured in Sana Admin.

Only one sales report can be uploaded for each sales document.

See also: