Setup

Product and Order Attachments

 NOTE

Currently, Sana does not support product and sales document attachments from SAP Business One, Microsoft Dynamics GP, and Microsoft Dynamics 365 for Financials. Thus, you can add attachments to the file system of Sana.

Many ERP systems support document management. It allows to add files and links to the products and sales documents (sales quote, sales order, invoice, delivery document, etc.). If there are any files or links added to the products or sales documents in the ERP system, they will be shown in the Sana web store.

For example, you are selling electronics or some complex equipment used in mechanical engineering, and you need to provide some manuals to your customers online. These documents can be attached to the products in the ERP system and shown on the product details page in the Sana web store.

If you need to provide your business customers with some additional documentation required for sales transactions, for example a waybill or a copy of some extra documents, they can be attached to the corresponding sales document in the ERP system and shown on the sales document details page in the Sana web store.

If the ERP system does not support document management and it is not possible to add files to the products and sales documents, or you don't want to do this in your ERP system for some reason, you can upload files to the file system directly on the Web server or using File manager in Sana Admin.

Add files to a product using file manager

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

Step 2: Inside the 'Product attachments' folder create new folder. The name of the folder should be the same as product ID.

 NOTE

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

For each product a separate folder should be created.

Step 3: Upload the necessary files to the folder. Several files can be uploaded for each product.

Add files to a sales document using file manager

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

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

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

Step 3: In the appropriate folder for the required sales document type create a new folder. The name of the folder should be the same as sales document ID.

If this is an attachment to the original sales document, for example a sales order, then the name of the folder should be the same as the order ID.

Example: ORD12345

If this is an attachment to the related sales document, for example an invoice created from a sales order, then the name of the folder 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 folder 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 folder according to the character replacement rules configured in Sana Admin.

For each sales document a separate folder should be created.

Step 4: Upload the necessary files to the folder. Several files can be uploaded for each sales document.

See also: