Supported Order Types

WATCH THE VIDEO

Sana complies with any individual business process flow. In a Sana webstore customers can create quotations, sales orders and return orders. They can even create quotations and then convert them into sales orders directly from a Sana webstore. All business scenarios are supported by Sana.

To set up sales document types which are used in your webstore and map them to the existing sales document types in SAP S/4HANA, open the Webstore Configuration Sana app in the SAP Fiori launchpad. Then, select the necessary webstore and click Edit. Open Order Settings.

The table below provides description of the fields on the Supported Order Types tab.

Field

Description

Document Type

Select the existing in SAP S/4HANA sales document type which must be mapped to the one used in Sana.

In SAP S/4HANA it is also possible to create and use a custom sales document type. In the screenshot above you can see the custom sales document type ZPRQ (Promotable Quotation) which is used for quotations which can be converted into standard orders.

Sales Doc. Type

Map the Sana sales document type to the SAP S/4HANA sales document type.

The following sales document types are available:

  • ORDER - sales order

  • QUOTE - quotation

  • PROMOTABLEQUOTE - quotation which can be converted to a sales order directly from a Sana web store

  • CREDITNOTE - credit note

  • INVOICE - billing document

  • RETURNRECEIPT - return receipt

  • RETURNORDER - return order

  • SHIPMENT - delivery document

For more information, see Order Processing.

Output Type

Sana enables customers to download printable sales reports (PDF file) generated by SAP S/4HANA for any sales document directly from a webstore. A customer can download the printable report from the corresponding sales document page in the order history.

For all sales document types for which customers must be able to download printable sales reports, you must select the necessary output types.

The output type selected for the sales document type is validated by Sana, in order to verify that this output type is configured correctly and can be used to generate sales reports.

For more information, see Sales Reports.

Default

You must enable the Default option for all sales documents that are created from a Sana web store:

  • Order

  • Quote

  • Promotable quote

  • Return order

Depending on your business process, customers can create orders from the Sana webstore and from other channels, for example by phone or e-mail. In case, if you are placing orders directly in the SAP S/4HANA system which are coming from other channels, for example by phone or e-mail, you can use another sales document type for such orders. If you add this sales document type to the Supported Order Types with the Default option disabled, customers will be able to log in to the Sana web store and see their orders placed from other channels in the order history also.

You must configure the ordering flow and settings for your web store in SAP S/4HANA and in Sana Admin.

See an example of the sales document types which are mapped to the existing document types in SAP S/4HANA and are used in the Sana webstore. You can show and hide different sales documents in the order history of the Sana webstore. For more information, see Order History.

Related Articles

Order Types: Quotes and Orders
Order Processing
Return Orders