Setup

Products

Product sets



Product sets are used to group products using filter expressions based on their characteristics, for example computers, smartphones, clothing, or brand, or other criteria.

Product sets can be added to the product list pages, flexi-pages and product pages.

In Sana Admin click: Setup > Products > Product sets.

Use filter expressions to create a product set:

  • Field name
  • Condition
  • Value

Field names are the product fields that are retrieved from the ERP system and are stored in the Sana index. Therefore, to use different fields to filter and group the products, you must first add them to the index fields in Sana Admin: Setup > ERP integration > Index fields > Filter fields. Then, you need to rebuild the product index by running the Product import scheduled task.

When you create a product set, filtering of products is performed by fieldcondition and value and by different filter expressions within the same field. Products which meet all configured filter expressions are added to the product set.

If you define different fields, the products catalog is filtered taking into account all specified fields for a product set. For example, if you create the product set by specifying filter expressions "Price" Equal "100" and "Product category" Equal "Bikes", the products from the "Bikes" product category which cost "100" will be added to the product set. In this case the products catalog will be filtered and the product set will include the products which are both, from the "Bikes" product category AND cost "100".

If a product set contains filter expressions within the same field, it will include products which fit at least one of the filter expressions of this field or both. For example, if you create the product set by specifying filter expressions "Price" Equal "100" and "Price" Between "200…500" and "Product category" Equal "Bikes", the products from the "Bikes" product category which cost "100" or meet the cost range "200…500" or fit both "100" and "200…500" will be added to the product set. In this case the products catalog will be filtered and the product set will include the products which are from the "Bikes" product category AND fit at least one of the filters by price OR both.

If you need to create a product set where multiple individual items should be excluded, the best solution is to use a range of items which will be visible.

For example: Item No. Less than 3, Item No. Greater than 6, Item No. Between 4 and 5.

The above example means that I want to see all items that are less than 3 but not equal OR greater than 6, but not equal OR between 4 and 5. For such product sets using the condition "Not equal" is not the best way, because by default Sana Commerce uses OR for multiples of the same field.

 NOTE

When you see the warning message that the index should be updated, click Tools > Scheduled tasks and run the Product import task to update the index.

Customer specific product sets can be created. Use the Only customer specific products option to create a product set with a customer specific or additional products.

When this option is enabled, only customer specific products are included to the product set. This means that products from this product set will be shown only to the customers for whom customer assortment rules are configured in your ERP system.

This way a shop administrator can create a separate page in the web store with the customer specific or additional products only for individual customers.

For such products and related customers, the customer assortment rules must be configured in the ERP system.

 NOTE

You should also rebuild the product index by running the Product import task in Sana Admin, after you configure the customer assortment rules in your ERP system.

Microsoft Dynamics NAV: Customer Assortment
Microsoft Dynamics AX: Customer Assortment
Microsoft Dynamics 365 Business Central: Customer Assortment
Microsoft Dynamics 365 for Finance and Operations: Customer Assortment
Microsoft Dynamics GP: Customer Assortment
SAP Business One: Customer Assortment
SAP: Customer Assortment

Price



In Sana Admin click: Setup > Products > Price.

On the Price tab, you can set up presentation of prices for your Sana web store. All prices are calculated in the ERP system and Sana has no impact on pricing calculation logic of ERP, but gives you flexibility and full control over prices presentation.

The table below provides the description of the settings on the Price tab.

Settings Description
Price presentation Using this option, you can define which prices and discounts from the ERP system you want to show in your Sana web store.

You can show:

  • Sales price
  • Base (unit) price and sales price
  • Base (unit) price, sales price and discount percentage (sales line discount)
  • Base (unit) price, sales price and discount amount (sales line discount)
  • Sales price and discount amount (sales line discount)
  • Sales price and discount percentage (sales line discount)

Microsoft Dynamics NAV: Item Prices and Line Discounts
Microsoft Dynamics AX: Product Prices and Line Discounts
Microsoft Dynamics 365 Business Central: Item Prices
Microsoft Dynamics 365 for Finance and Operations: Product Prices and Line Discounts
Microsoft Dynamics GP: Pricing
SAP Business One: Item Prices
SAP: Prices and Discounts

Volume prices Volume pricing is a pricing strategy that allows discounts for bulk purchases. Typically, it is used to give better pricing to customers who purchase larger quantities of products.

If volume prices are available in the ERP system and the Volume prices option is enabled in Sana Admin, then in the web store, on the product details page, a customer will see a link View volume discount under the product price. Clicking on this link opens the table with volume discounts for a product based on its quantity.

Microsoft Dynamics NAV: Volume Prices
Microsoft Dynamics AX: Volume Prices
Microsoft Dynamics 365 Business Central: Volume Prices
Microsoft Dynamics 365 for Finance and Operations: Volume Prices
Microsoft Dynamics GP: Volume Pricing
SAP Business One: Discounts and Volume Prices
SAP: Volume Prices
Price visibility when ERP connection is not available Use this option to show or hide prices when the web store is in the maintenance mode. When you enable this option, you need to reindex the catalog by running the Product import task. When the web store is in the maintenance mode, customers can see only the latest indexed list prices.

See also:
Maintenance Mode
Unprocessed Orders
Price visibility Use the Price visibility settings to show or hide prices in the web store per customer type. You can show or hide prices in the web store for:
  • B2C customers
  • B2B customer
  • Sales agents

    If you disable price visibility for any customer type, all product prices will not be shown in the web store to the customers of this type.


Product specifications



Product specifications are characteristics which can add more information to a product and help further refine your catalog. Any product field from your ERP system can be used for product specifications. Product specifications are shown in the web store on the product details and product list pages.

To manage product specifications, in Sana Admin click: Setup > Products > Product specifications.

The table below provides the description of the product specifications fields.

Field Description
Field name This dropdown list contains all fields that can be used for product specifications to be shown on the product details and/or product list pages. These fields are retrieved from your ERP system.
Related table If a field from the products (items) table in your ERP system is related to another table, the name of the related table will be shown in the column.
Related table field name This dropdown list contains all fields from the related table that can be used for product specifications. If no field from the related table is selected, the value of the field set in the Field name column will be used.

Use toggle in the Details page and List page columns to show or hide product specification on the product details and product list pages in the web store.

You can sort the product specifications fields just by dragging and dropping them. In the web store product specifications are shown in the same order as they are set in Sana Admin.

In the web store, product specifications can be shown on the product list pages under the product title and on the product details pages on the Specifications tab.

The values for product specifications are retrieved from your ERP system. You can change the default values using the In-site editor. In-site editor allows to change any text items directly from your web store in the edit mode. Use the In-site editor to provide nice product specifications instead of the default ones from your ERP system. Product specifications can be changed for any available language in the web store.

For more information about the editor, see "In-site Editor".


Stock and assortment



In Sana Admin click: Setup > Products > Stock and assortment.

On the Stock and assortment tab you can set up products availability, customer assortment, products presentation and stock visibility.

The table below provides the description of the stock and assortment settings.

Settings Description
Availability depends on stock If this setting is enabled, the availability of a product in the web store is checked each time it is added to the shopping cart. Enabling this option affects web store performance.

For more information, see "Product Availability".
Customer assortment Use this setting to optimize the web store catalog with the products that appeal to all customers as well as products targeted to the individual customers.

Available assortment modes:

  • Complete
  • Additional
  • Customer specific

For more information, see "Customer Assortment".

To be able to use Additional and Customer specific assortment, customer assortment rules should be set up in your ERP system.

Microsoft Dynamics NAV: Customer Assortment
Microsoft Dynamics AX: Customer Assortment
Microsoft Dynamics 365 Business Central: Customer Assortment
Microsoft Dynamics 365 for Finance and Operations: Customer Assortment
Microsoft Dynamics GP: Customer Assortment
SAP Business One: Customer Assortment
SAP: Customer Assortment

You can also create customer specific product sets. Such product set contains only customer specific products.

For more information, see "Product sets".

Products presentation Use this setting to enable or disable ordering of products per customer type. You can either allow to view products, but not to order (View only), or to view and order products (View and order) in the web store.

Products presentation can be set up for:

  • B2C customers
  • B2B customers
  • Sales agents
Stock visibility Use this setting to show or hide stock in the web store per customer type.

Stock can be enabled or disabled for:

  • B2C customers
  • B2B customers
  • Sales agents

On the Stock levels tab, you can set up stock ranges to determine products that are:

  • Out of stock
  • Low stock
  • In stock

For more information, see "Stock levels" below.

You can also change stock presentation in the web store. Using Custom stock texts, stock can be presented as an indicator or amount, or as a simple text. For more information, see "Page Elements & Messages".


Stock levels



In Sana Admin click: Setup > Products > Stock levels.

Product stock is calculated in and retrieved from the ERP system. It is shown on the product list and product details pages of a Sana web store.

In Sana Admin you can set up three levels of stock indication:

  • Out of stock
  • Low stock
  • In stock

You can specify stock ranges for each level.

Stock level settings are used only for stock presentation in the Sana web store, but have no impact on stock calculation.

Configuration of stock levels is performed for each product group/product category from your ERP system. This means that when you set up stock levels, they will be used for all products assigned to the product group/product category.

The Default category represents the default stock levels. All subcategories inherit stock ranges from the parent category.

In some cases, web store administrators don't want to show exact stock to the customers in a web store, but they want to show instead that there are more than 100 units of a product available in stock (>100), for example.

You can do this by setting up Max. stock number for product groups/product categories. It will be used for all products assigned to the product group/product category just like stock ranges. For example, 300 units of a product are available in stock, but you want to show stock like this >100 to your customers. If there are less than 100 units of the product available, the actual stock number will be shown. Regardless of stock presentation, your customers will be able to buy products until they are available. This option is only used for stock presentation.

Using Custom stock texts in Sana Admin, stock can be presented as an indicator, amount, or as a simple text.

For more information, see "Page Elements & Messages".

Units of measure



In Sana Admin click: Setup > Products > Units of measure.

Sana supports multiple units of measure. In your ERP system you can set up units of measure for each product. In the Sana web store, customers can select the unit of measure for products they buy.

The table below provides the description of the fields and settings on the Units of measure tab in Sana Admin.

Field/Setting Description
Show units of measure Select customer types that should see units of measure in a web store. You can also hide units of measure from all customers.
Unit of measure selection Use this setting to allow your customers to select a unit of measure for a product in the web store. Multiple units of measure should be set up in your ERP system for a product. If this setting is disabled only the base (sales) unit of measure will be shown.
Weight unit Select the unit of mass for all products. This information is needed for the delivery services which require weight and physical dimensions of a package to calculate the shipping costs, for example FedEx or UPS, or the internal Sana shipping costs calculation method based on weight.
Dimensions unit Select the unit of length for all products. This information is needed for the delivery services which require weight and physical dimensions of a package to calculate the shipping costs, for example FedEx or UPS.
Quantity rounding Use this table to set up quantity rounding for the products per unit of measure. Units of measure listed in this table are retrieved from your ERP system.

See also:
Microsoft Dynamics NAV: Units of Measure
Microsoft Dynamics AX: Units of Measure
Microsoft Dynamics 365 Business Central: Units of Measure
Microsoft Dynamics 365 for Finance and Operations: Units of Measure
Microsoft Dynamics GP: Units of Measure
SAP Business One: Units of Measure
SAP: Units of Measure