User GuideSales


Sana Commerce 8.2
Your provider

Shop Accounts

Shop accounts are managed in the Sana Commerce backoffice -> Sales -> Shop accounts.

On the 'Shop accounts' page you can see an overview of all shop accounts. You can use the top pane to search for a specific shop account by name, account ID and e-mail address and filter the shop accounts by the 'Activated' option and account type.

Here you can create a shop account, edit and delete already existing shop account.

To create a shop account:

Step 1: Click on the 'New' button on the 'Shop account' page:

Shop Account

Step 2: Enter the shop account information. The table below provides the description of the shop account details:

Shop account details Description
Name The name of the customer. This name is shown in the header of the webshop.
E-mail address The e-mail address of the customer which is used as a login name in the webshop.
Password The password of a shop account which is used to log in the webshop.
Password should be at least 7 characters long.
Confirm password
Activated This option is used to activate the shop account.
Account type The shop account type.

Available account types:

  • Customer
  • Contact
  • Sales agent
Account ID Account ID of the shop account depending on the selected account type.

The list of all available accounts is retrieved from the ERP system (Microsoft Dynamics NAV/AX).
Use the 'Customer indexing task' to retrieve or update the list of all customers/contacts/sales agents from your Microsoft Dynamics ERP system.

Step 3: When the shop account information is entered and it is activated click 'Save'.

User GuideSales