User GuideSettings

Settings

Checkout

You can configure the checkout settings to avail the customer make an order in the webshop. It is possible to specify for which type of the customer group some option will be available.

The table below describes the settings which can be configured on the 'Checkout' page of the Sana Commerce backoffice:

Option Scenario Description
Add to basket event B2B, B2C, B2X Using this option you can specify the action which is performed when a customer adds a product to the shopping basket: will he stay on the current page or will he be redirected to the shopping basket.
Checkout offers B2B, B2C, B2X This field allows to enable the 'Checkout offers' functionality. The option is enabled as soon as at least one correct product code is entered in the field.  Product variant codes are not supported. Only product item codes should be entered.
The checkout offer items, after they are set in the backoffice, will be shown under the shopping basket.
Promotion code B2B, B2C, B2X Select if you want promotion codes to be entered in the shopping basket. For more information about promotion codes please read this chapter.
VAT rate B2C The VAT rate, which is used to calculate the total VAT for an order, can be configured only for Sana Commerce - SQL Provider. For more information read the this chapter.
Shipping address B2B, B2X This dropdown list allows you to enable or disable the possibility to enter the shipping address manually during the checkout process. It also allows you to specify for which type of the user role (customer, sales representatives or both of them) this option should be available. Please note that this option is only visible for B2B customers and sales representatives.  For B2C customers the shipping address is always entered manually.
Reference number B2B, B2X This dropdown list allows you to enable or disable the display of the 'Reference number' field on the 'Order overview' page. It also allows you to specify for which type of the user role (Customer, Sales Agent or both of them) this field should be visible. Please note that the 'Reference number' option is only available for B2B user roles. For B2C user roles this field will not be visible in the frontend.
Comment B2B, B2X This dropdown list allows you to enable or disable the display of the 'Comment' field on the 'Order overview' page. It also allows you to specify for which type of the user role (Customer, Sales Agent or both of them) this field should be visible. Please note that the 'Comment' option is only available for B2B user roles. For B2C user roles this field will not be visible in the frontend.
Quick order B2B, B2C, B2X This dropdown list allows to specify for which type of the user (Customer, Sales Agent or both of them) quick order should be available. You can also disable quick order by selecting 'Not visible'.
The product images can be also enabled/ disabled on the quick order page.
More detailed information about quick order can be found here.
Requested delivery date B2B, B2X This dropdown list allows you to enable or disable the display of the 'Requested delivery date' field on the 'Order Overview' page. It also allows you to specify for which type of the user role (Customer, Sales Agent or both of them) this button should be visible. Please note that the 'Requested delivery date' option is only available for B2B user roles. For B2C user roles this field will not be visible in the frontend.
Address format B2B, B2C, B2X This dropdown list allows you to select the address template which should be used in the webshop. The address templates are available for three address standards: European Union, North America and The Netherlands.

For more information about address templates see 'Address Format'.

Edit order B2B, B2X This dropdown list allows you to enable or disable the 'Edit order' option. It also allows you to specify for which type of the user group (customers, sales agents or both of them) this option should be available. Please note that the 'Edit order' option is only visible for B2B Customers and Sales agents. For B2C Customers this option is not available.
Important! To use the 'Edit Order' functionality you have to set the 'Product Availability' option to 'Always available'.
Depending on your provider you can read more about the 'Edit order' functionality in the 'NAV Specific' or 'AX Specific' section.
Reorder B2B, B2C, B2X

This option allows customers to reorder the products which have been ordered before. In case the items are not orderable anymore a customer will be notified by a message on the basket page.

Use the 'Enable reorder' dropdown list to enable or disable the 'Reorder' option. It also allows you to determine for which type of user group (customers, sales agents or both) this option should be available. If this option is enabled the 'Reorder' button is available in the webshop on the order history and pending order pages.

Order status B2C, B2X This option allows to show/ hide order status and shipment information in the order history overview.
Order type B2B, B2X This option specifies the order type - is it a regular order or a quote. This setting is specific to Sana Commerce - NAV / AX Connectors.
Online payments for B2B customers B2B This option allows B2B customers to use not only on account payment method but also online payment methods through PSP.
You can choose the payment type for B2B customers, whether they should pay based on prepayment rules or full amount on account or online.
Create prospect B2B, B2X This dropdown list allows you to enable or disable the 'Create prospect' option. It also allows you to specify for which type of the user role (customer, sales representative or both of them) this option should be available. Please note that the 'Create prospect' option is only visible for B2B user roles. For B2C user roles this option is not visible in the frontend.
Depending on your provider you can read more about the 'Prospect' functionality in the 'NAV Specific' or 'AX Specific' section.
Order confirmation B2B, B2X This option allows to send the order confirmation e-mail not only to the sales agent, but also to the represented by the sales agent customer.

For more information, see 'Order Confirmation [Sana 8.3]'.
VAT/TAX settings B2B, B2C, B2X

The 'VAT/TAX settings' section is used to configure the VAT/TAX presentation in the shopping basket per customer group: B2B or B2C customers, sales agents.

Use the 'Show VAT/TAX amount' dropdown to either show VAT/TAX amount in the shopping basket or do not show. You can also show multiple VAT/TAX lines ('Detailed') or total VAT/TAX amount ('Total'). In the SQL provider the detailed presentation of VAT/TAX amount is not available.

You can show VAT/TAX amount above the total price or below it. You can also show the total price excluding VAT/TAX or hide it. And you can choose whether to make a focus on total price including or excluding VAT/TAX. According to you choice in the 'Focus on Total' dropdown the corresponding price will be shown using the bigger and bold font size.


The Default Presentation

User GuideSettings