ERP User GuideSAP Business One

SAP Business One

Configure Sana Web Store



To set up a Sana web store, in SAP Business One click: Web Store > Web Stores.

If you have multiple Sana web stores, you can create and configure as many web stores in the Web Stores window as needed.

To create a web store, click on the Add button on the SAP Business One toolbar.

The tables below provide description of the fields in the Web Stores window.

General Tab


Field Description
ID Web store ID.

The web store ID should be exactly the same as the one specified during installation of the Sana web store on Web and database server and that is stored in the Sana SQL database.

Default: SanaStore
Template Customer Template Customer is used to show unit prices and inventory to the anonymous web store visitors. It is also used for product importing. If template customer is not specified the "Product import" task will fail. The template customer should be created in the Business Partner Master Data.

For more information, see "Online Customer Registration".
Branch SAP Business One provides a possibility to work with multiple branches on one database. This is a standard SAP functionality. Various master data in SAP can be used on different branches as well as shared between branches.

If multiple branches are enabled for the company (Administration > System Initialization > Company Details > Basic Initialization), then you will be able to setup the branches you need (Administration > Setup > Financials > Branches). When the branches are created, the web store can be linked to a certain branch. When a customer places an order in the Sana web store, this order is placed on a certain branch in SAP which is set for the web store.
Order Processing Use these settings to set up order processing. Quotations and orders are all part of the sales process. Sana supports all SAP Business One sales documents as well as a possibility to convert quotations into sales orders.

For more information, see "Order Processing".
Weight  and Dimention Conversion Select the units of weight and dimension for a web store. The units of weight and dimension set for the web store in SAP Business One and in Sana Admin will be used to calculate weight and dimensions for all items. The item weight and dimensions in the selected units will be sent to the delivery service to calculate the shipping cost. If item weight and dimensions in SAP Business One are defined in the units other than those set for the web store, they will be converted based on the conversion rules configured in SAP.

For more information, see "Item Weight and Dimensions".
Requested Delivery Date

      This setting applies only to promotable quotations which can be converted to sales orders in the Sana web store.

In the Sana web store, on the last checkout step, a customer can enter the requested delivery date. This date is stored in the user-defined field of a promotable sales quotation in SAP Business One.

Using this setting you can set up the requested delivery date for quotations that can be converted to sales orders. It can be either the same as the order date or order date + a certain number of days. If a customer does not enter the requested delivery date during checkout, the order date will be used.

When a customer converts a quotation to a sales order, the requested delivery date will be copied.

For more information about quotations which can be converted into orders, see "Order Processing".

Shipping Cost These are the accounts that are used to register a shipping cost and a payment cost that are returned from a Sana web store when a customer creates an order and selects the shipping and payment methods during checkout. This means that the shipping and payment costs coming from the web store will be registered on these accounts and stored as freight charges in the sales order.

For payment and shipping cost accounts freights are used. Freight reflects an extra sales cost. To set up freights, in SAP Business One click: Administration > Setup > General > Freight. In the Line Type field, you must define whether the freight can be used for shipping or payment cost account. To do this, you need to enter "paymentcosts" or "shippingcosts" in the Line Type field of the corresponding freight.

For more information, see "Freight - Setup Window".

These fields are required.
Payment Cost
New Customer Registration Type
Select the customer registration type. Sana can create business partners of a Company or Private type.

When a new customer registers in the Sana web store online, a business partner will be created in SAP Business One with the selected customer type.

If you create business partners of the Private type, then along with the business partner, the contact person will be created. If you create business partners of the Company type, then the contact person will not be created.

For more information, see "Online Customer Registration".
Shopping Cart Suggestion
Use shopping cart suggestions to offer your customers the products which they might be interested to buy. Customers are often loyal to a particular brand or some products which they frequently buy, thus it's a good idea to build suggestions based on the customer's shopping behavior. As all customer's sales data is stored in SAP Business One you can easily recommend certain products to a customer based on the customer's order history. SAP Business One uses specific rules to single out product suggestions for a customer.

For more information, see "Shopping Cart Suggestions".

Stock Presentation Tab

Stock is shown in a Sana web store on all product pages. This can be a simple text, a stock indicator of different colors, or a stock amount. Stock amount is retrieved from and calculated by SAP Business One real-time. Thus, when customers create orders from a Sana web store, stock is automatically adjusted by SAP Business One.

There are two methods that are used to calculate inventory and show stock amount to the customers in the Sana web store. You can either set up inventory to show how many units of an item are physically available or the projected available balance. You can also show stock amount from a specific warehouse or the total amount from multiple warehouses.

For more information, see "Inventory Calculation".

Web Store Filter

Use web store filters, if you want to filter items, business partners (customers) and sales agents in SAP Business One. This means that only those items, business partners and sales agents that meet the filter criteria will be indexed by Sana and available in the Sana web store. If web store filters are not configured, all valid items, business partners and sales agents will be available in Sana after indexing.

For example, you can set up a web store filter for items, if you want to show only the items assigned some specific item groups in your Sana web store. If you don't want certain customers that exist in your SAP Business One system to purchase online through the Sana web store for some reason, you can also set up web store filter for customers.

For more information, see "Web Store Filters".

Number Series Tab

Use Number Series to set up unique identifiers for sales orders, quotations, consumers, prospects and guests that are created in SAP Business One from a Sana web store. Easily differentiate business partner accounts and sales documents that are created directly in SAP Business One and from Sana.

For more information, see "Number Series".

Payment Processing Tab

Allow your business customers to pay their outstanding invoices through a payment provider directly from a Sana web store. There is no need to create an incoming payment record in your SAP Business One system each time when you receive invoice payment from your customers, because Sana will do it for you.

For more information, see "Online Invoice Payments".

Some businesses require down payments from customers to ensure that the customers are committed and will follow through with the orders they place. If you need to follow this business practice, Sana can create A/R down payment invoices along with the sales orders for your customers automatically in SAP Business One.

For more information, see "A/R Down Payment Invoice".

Images & Downloads

In SAP Business One you can add item images and show them in the Sana web store, as well as you can add different files and links to the items which will be shown on the product details pages in the Sana web store.

Select the Enable Item Attachments checkbox, if you want all files and URLs added to the items in SAP Business One to be shown on the product details pages in the Sana web store.

Select the Enable Product Images checkbox, if you want all pictures added to the items in SAP Business One to be shown on the product pages in the Sana web store.

For more information, see "Item Images" and "Item Attachments".

Pricing Tab

There are several tax settings in SAP Business One which you can use to show product prices either including or excluding tax to the customers in the Sana web store. You can set up tax presentation in the business partner master data and in the web store settings.

For more information, see "Taxes".

Sana is very flexible when it comes to presentation of prices and discounts in the web store. You are free to show those prices and discounts that you want. Using the Default Price field, you can choose which price, unit or sales, should be used as the default item price. It depends on your pricing setup in SAP Business One.

For more information, see "Item Prices".

ERP User GuideSAP Business One