Setup

Customer

Sana Commerce is available for any type of a webstore, both business-to-business sales portals for business customers and sales agents, and business-to-consumer online retail stores for customers, or a combination of both - a hybrid scenario that servers all customer roles simultaneously.

In Sana Admin you can edit the registration form of the customers in the webstore as well as customers' profile forms.

To manage registration and profile forms in Sana Admin click: Setup > Customer.

Registration fields

Under the Registration fields tab use New customers registration setting to enable/disable online customers registration in the webstore. If this setting is enable webstore visitors can register in the webstore online. If disabled, only existing in your ERP customers can log in the webstore using the shop accounts created in Sana Admin.

Using the table under the Registration fields tab you can edit the registration form for those customers that register online in the webstore.

There you can add, edit and remove the fields that are used on the registration form in the webstore.

The table below provides the description of the fields that should be filled in when you add or edit any field of the registration form:

Field	Description
Entity name	Two options are available: Address Customer Depending on the selected entity name different fields are shown in the Field name dropdown.
Field name	The fields for registration template are retrieved from your ERP system.
Editor	The type of the field: Text box Dropdown list
Visible	This option allows to show/hide the field on the registration form in the webstore.
Default value	In this field you can specify the default field value that will be shown on the registration 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.

The fields Name, E-mail address, CountryId and State are the required fields of the registration template and cannot be removed.

Profile fields

Under the Profile fields tab you can edit profile form for different types of customers. You can add, edit and remove the fields that are used for the customer's profile form in the webstore. In the webstore customer's profile can be seen under My account. There you can see your profile details.

The following profile forms can be edited:

Profile template	Description
Consumer profile	The profile form of the customers who register online in the webstore.
Business profile	The profile form of the business customers and sales agents. If you are logged in as a sales agent in the webstore you can see the profile of the represented customer only.
Prospect profile	The profile form to create a prospect order. Use the option Create prospects to enable/disable prospect orders creation. For more information about prospect orders, see the chapter depending on your ERP system: Microsoft Dynamics NAV: Prospect Functionality and Ordering Process Microsoft Dynamics AX: Prospect Functionality and Ordering Process SAP Business One: Prospects

The table below provides the description of the fields that should be filled in when you add or edit any field of the profile:

Field	Description
Entity name	The following two options are available for the Customer and Business profiles: Address Customer The following two options are available for the Prospect profile: Address Contact Depending on the selected entity name different fields are shown in the Field name dropdown.
Field name	The fields for the profile form are retrieved from your ERP system.
Editor	The type of the field: Text box Dropdown list Read-only text (This field type is not available in the Prospect profile and it is not editable.)
Visible	This option allows to show/hide the field on the profile form in the webstore.
Default value	In this field you can specify the default field value that will be shown on the profile 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.

The fields Name, E-mail address, CountryId and State are the required fields of any profile and cannot be removed.