Setup

Ordering & Checkout

In Sana Admin click: Setup > Ordering & checkout.

Ordering



In Sana Admin click: Setup > Ordering & checkout > Ordering.

Set up the ordering settings. These settings will help you to optimize the ordering experience for your customers.

The table below provides the description of the ordering settings.

Option Description
Product images Use this option to show or hide product image thumbnails in the shopping cart and on the order overview page.
Guest checkout Use the option "Guest checkout" to allow or prohibit creating orders without registration.

Use the option "Guest single address" to control which billing/shipping information a shopper must enter when creating an order.

The options "Guest checkout" and "Guest single address" can be set up only for B2C customers.

If the option "Guest single address" is enabled, a shopper will need to enter only one address which will be used both, as a billing address and shipping address.

If the option "Guest single address" is disabled, shoppers will be able to enter a billing address and a different shipping address.

For more information, see "Guest Checkout".
Guest single address
Comment Use this option to enable or disable sales order comments.

If this option is enabled, then B2B customers and sales agents will be able to add comments on the last checkout step.

When the order is placed, comments will be saved to the sales order in the ERP system.

See also:
Microsoft Dynamics NAV: Sales Order Data
Microsoft Dynamics AX: Sales Order Data
Microsoft Dynamics 365 for Finance and Operations: Sales Order Data
Microsoft Dynamics GP:  Sales Order Data
SAP Business One: Sales Order Data
SAP: Sales Order Data
Delivery date Use this option to enable or disable delivery date.

If this option is enabled, then B2B customers and sales agents will be able to specify the requested delivery date on the last checkout step. It is saved with the sales order to the ERP system.
Edit order

Business customers and sales agents can edit sales orders directly in the Sana webstore. Use this option to allow or forbid editing sales orders. If this option is enabled, business customers and sales agents will be able to edit existing sales orders from the order history. Business customers and sales agents can edit only those sales orders that are paid on account and are not posted yet in the ERP system.

To enable the "on account" payment type for your business customers and sales agents, in Sana Admin click: Setup > Ordering & checkout > Ordering. In the "Online order payments" field for B2B customers, select "Full amount paid on account". This option has nothing to do with the "Internal (on account)" payment method. Paying the order using the "Internal (on account)" payment method does not allow editing sales orders.

See also:
Microsoft Dynamics NAV: Edit Order
Microsoft Dynamics AX: Edit Order
Microsoft Dynamics GP: Edit an Order
Microsoft Dynamics 365 Business Central: Edit an Order
Microsoft Dynamics 365 for Finance and Operations: Edit an Order
SAP: Edit Order
Reorder

Use this option to allow or forbid customers reorder the products which have been purchased before. In case the product is not orderable anymore, a customer will be notified by a message in the shopping cart.

If this option is enabled, the Reorder button is shown on the order details page in the order history.
Shopping cart suggestions 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.

For more information, see "Shopping Cart Suggestions".
Order status Use this option to show or hide the order status in the order history.
Sales agreements Use this option to enable or disable sales agreements.

A sales agreement is a contract that commits the customer to buy products in a specific quantity or for a specific amount over time, in exchange for special prices and discounts.

For more information, see "Sales Agreements".
One step checkout Use this option to enable or disable one step checkout for different types of customers.

To create an order in a Sana web store, a customer must enter the shipping address, select delivery and payment methods, and check the order details.

You can use either a multistep checkout or a one step checkout.

If this option is enabled, all checkout steps will be shown on a single page.

If this option is disabled, all checkout steps will be shown separately.

For more information, see "Checkout".
Terms agreement checkbox Use this option to change the "Terms and Conditions" behavior on the last checkout step.

Terms and Conditions or Privacy Policy is a set of rules that a user must agree to in order to use your web site. In our case, these are the agreements between you as a web store owner and your customers. When a customer creates an order in a Sana web store, he or she must agree with the terms and conditions on the last checkout step.

By enabling this option, your customers will need to select the "Terms and Conditions" checkbox to agree with the rules and only then finalize the order, or disable it to inform the customers that by completing the order, they agree with the terms and conditions automatically.
Number of order lines in the order overview In this field, you can enter how many order lines should be shown in the order overview. This is useful for large orders with a big amount of order lines. If the number of order lines exceeds the one set in this field, then the order lines will be collapsed on the Order overview checkout step, in the order history, and in the order confirmation e-mail. A customer can expand the order lines to see the details of the order and all available order lines.
Number of order lines in quick order mode This option applies to B2B customers with the "Business" basket page layout.

When a business customer adds products directly on the shopping cart page, he or she cannot see more order lines than it is set in this field. Once a customer recalculates the shopping cart, all other order lines will be loaded and shown on the separate pages. A customer can use pagination in the shopping cart to see all order lines.
Reference number As a webstore administrator you can ask your business customers and sales agents for additional information during checkout, like customer's reference number.

You can hide and show the "Reference no." field on the last checkout step. You can also make it optional or required.

When the order is placed, the reference number will be saved to the sales order in the ERP system.

See also:
Microsoft Dynamics NAV: Sales Order Data
Microsoft Dynamics AX: Sales Order Data
Microsoft Dynamics 365 Business Central: Sales Order Data
Microsoft Dynamics 365 for Finance and Operations: Sales Order Data
Microsoft Dynamics GP: Sales Order Data
SAP Business One: Sales Order Data
SAP: Sales Order Data
Return orders Use this option to enable or disable return orders for different customer types.

Sana delivers an easy and personalized return experience to build trust relationship between shop owners and their customers. The return process is completely automated and integrated with the sales order processing in the ERP system.

Sana allows to create return orders based on invoice and those that are not connected to any sales documents.

For more information, see "Return Orders".
Online order payments Use this option to determine how B2B customers must pay their orders.

B2B customers can pay on account, online through a payment gateway, and based on prepayment rules. For more information, see "Payments".

     The payment type "Amount based on prepayment rules" is supported only by Microsoft Dynamics NAV and SAP ECC.

If your business customers pay their orders on account or based on prepayment rules, you can also set up credit limits validation. See below.

See also:
Microsoft Dynamics NAV: Prepayments
Microsoft Dynamics 365 Business Central: Prepayments
SAP ECC: B2B Customer Prepayments
Validate credit limits As a web store administrator, you can set up credit limits for your business customers in the ERP system. There might be some differences depending on the ERP system you are using and combination of settings "Online order payments" and "Validate credit limits".

Using the option "Validate credit limits", you can inform your business customers about exceeding their credit limit. The message is shown in the shopping cart.

The following options are available:
  • Disabled - When a business customer exceeds his or her credit limit, the warning message will not be shown in the shopping cart. A customer goes through the usual checkout process. If the credit limit is set for the customer in ERP and it is exceeded, it will be still calculated in your ERP system.
  • Enabled with warning only - A warning message is shown in the shopping cart, informing a customer that his or her credit limit is exceeded and asking to pay the outstanding invoices. A customer can also see the amount by which he or she exceeds the credit limit.
  • Enabled with online payment - A warning message is shown in the shopping cart, informing a customer that his or her credit limit is exceeded and asking to pay full amount online through the payment provider. A customer can also see the amount by which he or she exceeds the credit limit.

    In some ERP systems you can forbid a customer to place an order, if the credit limit is exceeded. In this case, the error message will be shown in the shopping cart (regardless of the selected option in the field "Validate credit limits"), informing a customer that his or her credit limit is exceeded, and a customer will not be able to proceed to checkout.

For more information, see "Credit Limits".

Online invoice payments Using this option, you can allow business customers to pay their open invoices online, either with the automatic payment journal creation in the ERP system or manual.

For more information, see "Online Invoice Payments".
Order processing strategy Use this option to set up the suitable basket calculation mode.

For more information, see "Order Processing".
Checkout options Select the order placement type. It can be either order or quote, or both, giving a customer possibility to choose whether to place an order or a quote. A quote can be also converted to a sales order directly from the Sana web store.

     Checkout options are not available, if you are using order processing strategy optimized for large orders.

For more information, see "Order Processing".
Quote to order conversion Allow or deny conversion of a sales quote into a sales order directly from the Sana web store.

From the Sana web store a quote can be converted into a sales order just with a single click ignoring stock and allowing customers pay on account, or you can lead a customer through the checkout process again to allow changing the shipping address, delivery date, and to complete (online) payment.

     Quote to order conversion is not supported, if you are using order processing strategy optimized for large orders.

For more information, see "Order Processing".

Shopping cart



In Sana Admin click: Setup > Ordering & checkout > Shopping cart.

The table below provides the description of the shopping cart settings.

Settings Description
Add to cart event Select what should happen when a customer adds a product to the shopping cart in the web store.

Two options are available:

  • Redirect to the shopping cart
  • Stay on the current page
Subtotal in cart miniature Use this setting to show or hide the subtotal of the order amount in the shopping cart miniature at the top of the web store.


Tax



In Sana Admin click: Setup > Ordering & checkout > Tax.

On the Tax tab, you can configure the presentation of taxes in the shopping cart. It can be set up per customer type: B2C customers, B2B customers and sales agents.

The table below provides the description of the tax settings.

Setting Description
Show TAX amount Select whether to show the total TAX amount (Total) in the shopping cart or to show multiple tax lines (Detailed), or do not show taxes at all (Do not show).
Show TAX amount above or below total price Select whether to show TAX amount above the total price or below in the shopping cart.
Total excl. TAX Show or hide the total price excluding tax.
Focus on Total Select whether to make a focus on total price including tax or excluding tax. According to your choice the corresponding price will be shown using the bigger and bold font.


Shipping



In Sana Admin click: Setup > Ordering & checkout > Shipping.

On the Shipping tab, you can set up the default estimated shipping costs and configure the fields that should be used in the customer's shipping address.

Set up the default estimated shipping costs

The default estimated shipping cost is shown in the shopping cart of the web store to anonymous users and logged in customers only when shipping methods are not available, because there are no shipping methods that match the shipping cost conditions configured in Sana Admin. In this case the default estimated shipping cost is shown in the shopping cart just to show the approximate shipping cost and inform a customer about the extra charge. This is not a real shipping cost which a customer will need to pay. When a customer gets to the checkout process and selects the appropriate shipping method, the shipping cost will be recalculated.

Step 1: On the Shipping tab, expand the Default estimated shipping costs area.

Step 2: Enter the default shipping costs per currency - amount including tax and excluding tax.

The list of currencies is retrieved from your ERP system.

When a customer places an order in the web store, the appropriate price is retrieved depending on whether the prices including VAT (sales tax) is enabled or disabled for the customer in your ERP system.

Configure customer's shipping address form

In Sana Admin you can edit the shipping address form for the registered consumers and guests, and for business customers. When a customer places an order in the web store, he or she should specify the shipping address. In Sana Admin you can configure which fields should be shown for the customer's shipping address.

The table below provides the description of the fields that should be configured when you add or edit any field to the customer's shipping address form.

Field Description
Field name The fields for the customer's shipping address form are retrieved from your ERP system.
Editor The type of the field:
  • Text box
  • Dropdown list
  • Read-only text (the field of this type is not editable)
Visible This option allows to show or hide the field on the customer's shipping address form.
Default value In this field you can specify the default field value that will be shown on the shipping address form in the web store.
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.

In the Business shipping address area, you can also use the option Allow custom address to allow or forbid business customers and sales agents enter the shipping address manually during the checkout process. Business customers can have several shipping addresses that are managed in the ERP system, while consumers always enter the shipping address manually.

Shipping methods

On the Shipping methods tab, you can create and set up the necessary shipping methods. For more information, see the "Shipping Methods" article.

Payment methods

On the Payment methods tab, you can create the necessary payment methods and connect them to your payment provider. For information, see the "Payment Methods" article.