Sana User GuideCustomers

Customers

Sana Commerce 9.3
Your connector

Shop Accounts



To manage shop accounts, in Sana Admin click: Customers > Shop accounts.

On the Shop accounts page you can see an overview of all shop accounts. You can create a shop account, edit and delete already existing shop account and import shop accounts from a CSV file.

You can search for a shop account by name, e-mail address and account ID and filter the shop accounts by the "Activated" status and account type. You can also sort the shop accounts by name, e-mail, account type or ID, by the "Activated" status and last login date. You can also view the last login date of the customer. If a customer selected the "Remember me" checkbox while logging in the webstore, this will be considered as the last login date of a customer. The date will be updated when the customer logs out (either manually or automatically when the authentication cookie expires - 30 days) and logs in the web store again.

Create a shop account

Step 1: Click New item.

Step 2: Enter the shop account information. The table below provides the description of the shop account fields:

Shop account details Description
Name Enter the name of the customer. This name is shown in the header of the webstore.
E-mail address Enter the e-mail address of the customer which is used as a login name in the webstore.
Password Enter the password of a shop account which is used to log in the webstore.
Password should be at least 7 characters and not more than 30.
Type password again
Activated Activate the shop account.
Account type Select the shop account type.

Available account types:

  • Customer
  • Contact
  • Sales agent
Account role There are three shop account roles:
  • Regular account - is a regular business customer.
  • Account manager - is able to create and manage sub-accounts directly on the web store. Account manager can also place orders just like a regular customer.
  • Sub-account - is able to place orders just like a regular customer. However, if the order exceeds the cost limit set for the sub-account in the web store, the order should be approved. Depending on the rules set for the customer with the sub-account role there might be a single or multiple levels of authorization.

For more information about different roles, see "Shop Account Roles".

Account ID Select the account ID of the customer (contact or sales agent) depending on the selected account type. You can search for the account by ID or name of the customer (contact or sales agent). 

The list of all available accounts is retrieved from your ERP system.
Use the "Customer import" task to retrieve or update the list of all customers (contacts or sales agents) from your ERP system.

Step 3: Set up permissions for a customer. You can define whether a customer should be able to order products, see prices and stock.

 NOTE

Shop account permissions depend on whether orderability, price and stock visibility are enabled or disabled globally in Sana Admin under: Setup > Products. If it is disabled globally, you cannot override it per customer. In this case, you will see a message that the setting has no effect when it is disabled on the webstore level.

Step 4: After you have entered all shop account details and configured it, you must save it. You can simply save the shop account or save it and send the confirmation e-mail to the customer. You can also send the confirmation e-mail when you change the details of the existing shop account.

 NOTE

You can send the confirmation e-mail to a customer starting from Sana 9.3.2.

Click Save changes to save the shop account or click the split button and then click Save changes & send confirmation email to save the shop account and to send the confirmation e-mail to the customer. The confirmation e-mail will be sent to the e-mail address entered in the shop account details. Using the link in the confirmation e-mail, a customer can reset the default password generated by the web store administrator and log in to the web store.

The New Shop Account By Shop Admin e-mail template is used to send a confirmation e-mail to a customer. For more information, see "E-mails". 

To import shop accounts from a CSV file

Step 1: In Sana Admin click: Customers > Shop accounts.

Step 2: Click Import.

Step 3: Download the CSV Example file and open it. This is just the template where you can enter the details of all shop accounts which you want to import. You will need to enter the same data as if you create a shop account in Sana Admin. See the CSV Example file. It can be downloaded directly from Sana Admin.

Step 4: Fill in the CSV Example file with the shop accounts details:

Field Description
Name The name of the customer (contact or sales agent).
EmailAddress The e-mail address of the customer (contact or sales agent) which is used as a login name in the webstore.
Password The password of a shop account which is used to log in the webstore.
When the password field is empty, a password will be auto-generated. In this case, customers can change the auto-generated password in the webstore using the "Forgot password" feature on the "Login" page.
Activated Determines whether a shop account is activated. Possible values:
  • "0" - Not activated
  • "1" - Activated
AccountType The shop account type. Possible values:
  • "1" - Customer
  • "2" - Contact
  • "3" - Sales agent
AccountId Account ID of the shop account. The account ID should be taken from your ERP system.
AccountRole The shop account role. Possible values:
  • "1" - Regular account
  • "2" - Account manager
  • "3" - Sub-account

The shop account role will be set to regular account, if value is empty. Only shop accounts of the "Customer" type can have the "Account manager" and "Sub-account" roles.

Send confirmation email to new activated shop accounts     This option is available starting from Sana 9.3.2.

Enable this option to send the confirmation e-mail to new activated shop accounts. The confirmation e-mail will be sent to the e-mail address entered in the shop account details. The e-mail contains a link, using which a customer can reset the default password generated by a web store administrator and log in to the web store.

The New Shop Account By Shop Admin e-mail template is used to send a confirmation e-mail to a customer. For more information, see "E-mails".
Send confirmation email to existing activated shop accounts     This option is available starting from Sana 9.3.2.

Enable this option to send the confirmation e-mail to existing activated shop accounts changed by a web store administrator. The confirmation e-mail will be sent to the e-mail address entered in the shop account details. The e-mail contains a link, using which a customer can reset the default password generated by a web store administrator and log in to the web store.

The New Shop Account By Shop Admin e-mail template is used to send a confirmation e-mail to a customer. For more information, see "E-mails".

 NOTE

If you use Microsoft Excel to fill in the CSV file with shop accounts, please remember that Excel does not correctly handle the special characters (after it is saved) that are specific for some languages, for example Spanish. Thus, if you have special characters, for example in the customer's name, you should use some other editor (for example Notepad) to fill in the CSV file that can correctly handle the special characters.

Step 5: When the CSV file is filled in with shop account details, on the Import shop accounts page click Select file to add the file.

Step 6: Click Import to import shop accounts from the CSV file.

 NOTE

If a shop account already exists (based on the e-mail address), it will be updated.

Sana User GuideCustomers