SAP Business One

Sales Documents

Sana supports various sales documents in SAP Business One. Some sales documents can be created by customers and sales agents directly from the Sana web store online and automatically saved to SAP Business One, such as sales quotations, sales orders and return requests (orders). Other sales documents can be created only in SAP Business One.

Customers can log in to the web store and see any sales documents supported by Sana on the My account page, both created from the Sana web store and directly in SAP Business One.

A web store administrator can show and hide different sales document types in Sana Admin per customer type. To change visibility of various sales documents in the Sana web store, open Sana Admin and click: Setup > Ordering & checkout > Order overview.

In the Sana web store, customers can search different sales documents either by its number or date. SAP Business One can store original sales documents, such as sales quotations and sales orders, and related documents, such as delivery documents and invoices created from sales orders.

Customers can search for the original sales documents in Sana web store by their numbers.

Related sales documents can be found by their numbers and by the original document number.

For example, if the accountant created the invoice from the sales order in SAP Business One (sales order > invoice), then the customer can find this invoice in the Sana web store by the invoice number and by the order number from which this invoice was created. But if the invoice was created without relation to the sales order but only to the customer, then the customer can find this invoice in the Sana web store only by the invoice number, but not the order number.

Customers can also search for the related sales documents in the Sana web store by their numbers and not by the number of the original sales documents if they were created from other related sales documents. For example, if a customer created a sales order in the Sana web store and then the user in SAP Business One created the delivery document from this order, and then the invoice from the delivery document (sales order > delivery > invoice), then the customer can find this invoice only by its number but not by the number of the original sales order as the delivery document was first created and only then the invoice from it.