Sales Order Data

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This article contains the description of the Sana specific sales order data which is filled in by a customer in the Sana web store during the checkout process.

While placing an order in the Sana web store a customer can select delivery method, payment method, add reference number and comment. All this information is stored in the sales order in SAP Business One. The Sana specific sales order data which is coming from the Sana web store can be seen in the sales order, on the Web Store tab and in the User-Defined Fields. It can be also seen on the Web Store tab and in the User-Defined Fields of a sales quotation and delivery document.

The table below provides the description of the Sana Commerce user-defined fields of the sales order.

Field	Description
Promotion Code	A discount code (from Sana Admin) applied to a sales order in the Sana web store.
Shop Account Email	Customer's shop account e-mail from Sana Admin.
Promotable Quote	NOTE This option is applicable only to the sales quotations. This field indicates whether a customer can convert a quotation into an order from the order details page in the Sana web store. If the value of this field is Y, a customer can convert a quotation into an order directly in the Sana web store. For more information, see Order Processing.
Requested Delivery Date	NOTE It applies only to promotable quotations which can be converted to sales orders in the Sana web store. In the Sana web store, on the last checkout step, a customer can enter the requested delivery date. This date is stored in this user-defined field only for promotable sales quotations and copied to the sales orders converted from quotations. For more information, see Configure Sana Web Store.
Payment Method Name	The name of the payment method selected in the Sana webshop while placing an order. The payment cost is stored in the sales order freight charges and is registered on the payment cost account set in the Web Storestable.
Payment Transaction Id	The unique payment transaction ID.
Payment Method Status	The status of the payment method.
Discount Title	The title of the discount.
Discount Assortment Type	The type of the discount. For example, fixed amount or percentage.
Authorization Status	The status of the order after authorization. The order can be approved or declined. For more information, see Shop Account Roles.
Web Store	The ID of the web store where an order was created.
Invoice Discount Percentage	The discount which can be granted to customers when they pay the invoice prior to the due date. For more information, see Online Invoice Payments.
Promotion Discount Percentage	The discount percentage coming from the Sana web store. This is not the discount managed in SAP Business One, but the one created in Sana Admin. For more information. see Sana Discounts.
Shipping Method Name	The name of the shipment method selected in the Sana web store while placing an order.
Return Attachments	The URLs to the attachments added by the customer while creating a return order in the Sana web store. For more information, see Return Requests.
Return Reason	The code of the return reason which a customer selects for the return order header while creating a return order in the Sana web store. For more information, see Return Requests.
Pickup location ID	Some delivery services support pickup locations, for example nShift. If customers place an order in the Sana web store and select a shipping carrier which supports pickup locations, they can select a pickup location instead of the shipping address. In this case, the ID and address of the selected pickup location will be stored in these fields.
Pickup location address
Admin Account Email	The e-mail address of a web store administrator. If customers face some difficulties in the checkout process, a customer service representative can impersonate customers and place the order for them. If a customer service representative impersonates a customer and places an order in the Sana web store, then the e-mail address of the web store administrator will be recorded into the sales order. Using this field, a sales manager in SAP Business One can easily differentiate sales orders placed by the customer and customer service representative. For more information, see Impersonate a Customer.
Web Store Discount Percentage	If a web store discount from SAP Business One is applied in the shopping cart, there you will see the web store discount name and percentage. For more information, see Web Store Discounts.
Web Store Discount Name
Payment Method Type	NOTE Applies to: Sana Commerce Cloud 1.0.63 and higher in SAP Business One. Sana stores the payment method type that was used by the customer to pay for the order, such as Visa, Mastercard, American Express, etc. This payment method type is sent by the payment service provider used to process payments. NOTE Currently, only the payment method type sent by Sana Pay payment provider is stored in this field. Other payment providers do not support this feature for now.
Attachment Paths	A link to an attachment which a customer adds to a sales order during checkout is stored in this field. For more information, see Sales Document Attachments.

Payment and Shipping Costs

Payment and shipping methods and their costs selected by a customer while placing an order are stored in the sales order freight charges. To see payment and shipping costs of the order, click on the arrow button in the Freight field at the bottom of the Sales Order window. The payment and shipping costs are registered on the accounts set in the Web Stores window.

Reference Number, Comments, Requested Delivery Date and Attachments

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Customers and sales agents can enter a reference number, comments, requested delivery date and upload files in the web store while placing an order.

You can show and hide these fields on the last checkout step per customer type and make them optional or required. For more information, see Checkout Header Fields.

The Comments field is limited with 2000 characters.

On the screenshot below you can see where the reference number, comments, requested delivery date and a link to the attachment are stored in the sales documents in SAP Business One.

For more information about the requested delivery date, see Delivery Dates.

Requested Delivery Date

If a customer creates an order, the requested delivery date will be stored in the Delivery Date field in the general area of the sales order.
If a customer creates a quotation, the requested delivery date will be stored in the Valid Until field in the general area of the sales quotation.
If a customer creates a promotable quotation which can be converted to a sales order in the Sana web store, the requested delivery date will be stored in the user-defined field Requested Delivery Date of the sales quotation. When a customer converts a quotation to a sales order, the requested delivery date will be copied. You can also set up the requested delivery date for promotable sales quotations which can be converted to sales orders in the web store settings in SAP Business One. Click: Web Store > Web Stores > General. For more information, see Configure Sana Web Store.