Sana Admin
| Essential | Pro | Advanced | ||
| Customer type | Description | |||
| B2C customers | B2C specific features are available from the Essential plan starting from Sana Commerce Cloud 1.64. |
|
|
|
| B2B customers | B2B specific features are available from the Essential plan. |
|
|
|
| Sales agents | Sales agent specific features are only available from the Pro plan. |
|
|
|
| Prospects | Prospect specific features are only available from the Pro plan. |
|
|
|
| Essential | Pro | Advanced | |
| Features | |||
| Setup > Basics > Store information | |||
| Store name and store phone number |
|
|
|
| Access mode |
|
|
|
| Store type |
|
|
|
| Send order confirmation e-mail |
|
|
|
| Send order confirmation e-mail also to customer when the order is placed by sales agent |
|
|
|
| Send order confirmation e-mail also to sales agent when the order is placed by customer |
|
|
|
| Setup > Basics > E-mail addresses | |||
| Store e-mail address |
|
|
|
| 'From' e-mail address |
|
|
|
| Customer service e-mail addresses |
|
|
|
| RMA notifications e-mail addresses |
|
|
|
| Order notifications e-mail addresses |
|
|
|
| B2B registration e-mail addresses |
|
|
|
| Administrator notifications e-mail addresses |
|
|
|
| Invoice payment notifications e-mail addresses |
|
|
|
| Report e-mail addresses |
|
|
|
| Send e-mail to report addresses |
|
|
|
| Setup > Navigation | |||
| Main |
|
|
|
| Sitemap |
|
|
|
| Footer |
|
|
|
| My account |
|
|
|
| Custom menu |
|
|
|
| Apply customer segments to menu items |
|
|
|
| Setup > Search & filters | |||
| Basics - Product search |
|
|
|
| Basics - Category search |
|
|
|
| Basics - Content search |
|
|
|
| Keyword fields |
|
|
|
| Keyword stemming |
|
|
|
| Filter fields |
|
|
|
| Facetted filters |
|
|
|
| Facetted filters - Automatically preselect filters based on search term |
|
|
|
| Synonyms |
|
|
|
| Dynamic redirects |
|
|
|
| Sort fields |
|
|
|
| Setup > Web pages | |||
| Home page |
|
|
|
| Product suggestions page |
|
|
|
| Setup > E-mail templates | |||
| E-mail templates |
|
|
|
| Setup > Page elements & messages | |||
| All texts |
|
|
|
| Error & validation messages |
|
|
|
| Custom stock texts |
|
|
|
| HTML injections |
|
|
|
| Cookiebar |
|
|
|
| Apply customer segments to cookiebar |
|
|
|
| Setup > Products > Price | |||
| Price presentation |
|
|
|
| Discount percentage rounding precision |
|
|
|
| Local prices usage |
|
|
|
| Price when ERP connection is not available |
|
|
|
| Price visibility – [B2C customers] |
|
|
|
| Price visibility – [B2B customers] |
|
|
|
| Price visibility – [Sales agents] |
|
|
|
| Price visibility on lists – [B2C customers] |
|
|
|
| Price visibility on lists – [B2B customers] |
|
|
|
| Price visibility on lists – [Sales agents] |
|
|
|
| Price visibility for non-orderable products – [B2C customers] |
|
|
|
| Price visibility for non-orderable products – [B2B customers] |
|
|
|
| Price visibility for non-orderable products – [Sales agents] |
|
|
|
| Price visibility for a group – [B2C customers] |
|
|
|
| Price visibility for a group – [B2B customers] |
|
|
|
| Price visibility for a group – [Sales agents] |
|
|
|
| Price per base unit of measure – [B2C customers] |
|
|
|
| Price per base unit of measure – [B2B customers] |
|
|
|
| Price per base unit of measure – [Sales agents] |
|
|
|
| Setup > Products > Product specifications | |||
| Product specifications |
|
|
|
| Setup > Products > Product add-on fields | |||
| Product add-on fields |
|
|
|
| Setup > Products > Stock and assortment | |||
| Customer assortment |
|
|
|
| Customer item numbers | Paid | Paid | Paid |
| Products presentation – [B2C customers] |
|
|
|
| Products presentation – [B2B customers] |
|
|
|
| Products presentation – [Sales agents] |
|
|
|
| Stock visibility – [B2C customers] |
|
|
|
| Stock visibility – [B2B customers] |
|
|
|
| Stock visibility – [Sales agents] |
|
|
|
| Stock visibility on lists – [B2C customers] |
|
|
|
| Stock visibility on lists – [B2B customers] |
|
|
|
| Stock visibility on lists – [Sales agents] |
|
|
|
| Stock visibility on checkout – [B2C customers] |
|
|
|
| Stock visibility on checkout – [B2B customers] |
|
|
|
| Stock visibility on checkout – [Sales agents] |
|
|
|
| Stock alerts – [B2C customers] |
|
|
|
| Stock alerts – [B2B customers] |
|
|
|
| Stock alerts – [Sales agents] |
|
|
|
| Multi-location stock visibility – [B2C customers] | Paid | Paid | Paid |
| Multi-location stock visibility – [B2B customers] | Paid | Paid | Paid |
| Multi-location stock visibility – [Sales agents] | Paid | Paid | Paid |
| Availability depends on stock – [B2C customers] |
|
|
|
| Availability depends on stock – [B2B customers] |
|
|
|
| Availability depends on stock – [Sales agents] |
|
|
|
| Availability date per product line in checkout – [B2C customers] |
|
|
|
| Availability date per product line in checkout – [B2B customers] |
|
|
|
| Availability date per product line in checkout – [Sales agents] |
|
|
|
| Setup > Products > Stock levels | |||
| Stock levels |
|
|
|
| Setup > Products > Units of measure | |||
| Unit of measure selection |
|
|
|
| Weight and dimension units |
|
|
|
| Units of measure – [B2C customers] |
|
|
|
| Units of measure – [B2B customers] |
|
|
|
| Units of measure – [Sales agents] |
|
|
|
| Quantity rounding |
|
|
|
| Setup > Products > Product comparison | |||
| Product comparison settings |
|
|
|
| Setup > Products > Product grouping | |||
| Product grouping settings |
|
|
|
| Setup > Profiles & addresses | |||
| B2C registration fields |
|
|
|
| B2B registration fields |
|
|
|
| B2C profile |
|
|
|
| B2B profile |
|
|
|
| Guest profile |
|
|
|
| Prospect profile |
|
|
|
| B2C shipping |
|
|
|
| B2B shipping |
|
|
|
| Contact us |
|
|
|
| Setup > Ordering > Registration | |||
| Allow customer registration – [B2C customers] |
|
|
|
| Confirm e-mail upon registration – [B2C customers] |
|
|
|
| Guest checkout – [B2C customers] |
|
|
|
| Allow customer registration – [B2B customers] |
|
|
|
| Confirm e-mail upon registration – [B2B customers] |
|
|
|
| Activated by default – [B2B customers] |
|
|
|
| Approved by default – [B2B customers] |
|
|
|
| Default account role – [B2B customers] |
|
|
|
| Create prospects – [Sales agents] |
|
|
|
| Setup > Ordering > Shopping cart | |||
| Add to shopping cart event |
|
|
|
| Add to cart toast button |
|
|
|
| Calculation number of products |
|
|
|
| Number of order lines in quick order – [B2C customers] |
|
|
|
| Number of order lines in quick order – [B2B customers] |
|
|
|
| Number of order lines in quick order – [Sales agents] |
|
|
|
| Comment per shopping cart line – [B2C customers] |
|
|
|
| Comment per shopping cart line – [B2B customers] |
|
|
|
| Comment per shopping cart line – [Sales agents] |
|
|
|
| Shopping cart minimum order value |
|
|
|
| Setup > Ordering > Checkout & ordering | |||
| Product suggestions – [B2C customers] |
|
|
|
| Product suggestions – [B2B customers] |
|
|
|
| Product suggestions – [Sales agents] |
|
|
|
| Checkout type – [B2C customers] |
|
|
|
| Checkout type – [B2B customers] |
|
|
|
| Checkout type – [Sales agents] |
|
|
|
| Terms & Conditions checkbox – [B2C customers] |
|
|
|
| Terms & Conditions checkbox – [B2B customers] |
|
|
|
| Terms & Conditions checkbox – [Sales agents] |
|
|
|
| Number of order lines in the order overview – [B2C customers] |
|
|
|
| Number of order lines in the order overview – [B2B customers] |
|
|
|
| Number of order lines in the order overview – [Sales agents] |
|
|
|
| Checkout options – [B2C customers] |
|
|
|
| Checkout options – [B2B customers] |
|
|
|
| Checkout options – [Sales agents] |
|
|
|
| Order processing strategy – [B2B customers] |
|
|
|
| Order processing strategy – [Sales agents] |
|
|
|
| Setup > Ordering > Checkout header fields | |||
| Checkout header fields |
|
|
|
| Availability in checkout types |
|
|
|
| Field availability (Enabled and Required) – [B2C customers] |
|
|
|
| Field availability (Enabled and Required) – [B2B customers] |
|
|
|
| Field availability (Enabled and Required) – [Sales agents] |
|
|
|
| Setup > Ordering > Shipping addresses | |||
| Default shipping address option – [B2C customers] |
|
|
|
| Default shipping address option – [B2B customers] |
|
|
|
| Default shipping address option – [Sales agents] |
|
|
|
| Billing address availability in checkout - [B2B customers] |
|
|
|
| Billing address availability in checkout - [Sales agents] |
|
|
|
| Shipping address book – [B2C customers] |
|
|
|
| Shipping address book – [B2B customers] |
|
|
|
| Shipping address book – [Sales agents] |
|
|
|
| Edit shipping addresses – [B2C customers] |
|
|
|
| Edit shipping addresses – [B2B customers] |
|
|
|
| Edit shipping addresses – [Sales agents] |
|
|
|
| Delete shipping addresses – [B2C customers] |
|
|
|
| Delete shipping addresses – [B2B customers] |
|
|
|
| Delete shipping addresses – [Sales agents] |
|
|
|
| Save custom address – [B2C customers] |
|
|
|
| Save custom address – [B2B customers] |
|
|
|
| Save custom address – [Sales agents] |
|
|
|
| Collect from store – [B2C customers] |
|
|
|
| Collect from store – [B2B customers] |
|
|
|
| Collect from store – [Sales agents] |
|
|
|
| Collect from preferred store only – [B2C customers] |
|
|
|
| Collect from preferred store only – [B2B customers] |
|
|
|
| Collect from preferred store only – [Sales agents] |
|
|
|
| Ship to custom address – [B2B customers] |
|
|
|
| Ship to custom address – [Sales agents] |
|
|
|
| Disallow custom shipping address – [Guest] |
|
|
|
| Collect from store – [Guest] |
|
|
|
| Collect from preferred store only – [Guest] |
|
|
|
| Setup > Ordering > Shipping | |||
| Default estimated shipping costs |
|
|
|
| Shipping methods |
|
|
|
| Apply customer segments to shipping methods |
|
|
|
| Setup > Ordering > Locations | |||
| Locations |
|
|
|
| Setup > Ordering > Delivery dates | |||
| Delivery date configurations |
|
|
|
| Unavailable dates |
|
|
|
| Setup > Ordering > Payment | |||
| Online order payments – [B2B customers] |
|
|
|
| Online invoice payments – [B2B customers] |
|
|
|
| Allow overdue invoice payment – [B2B customers] |
|
|
|
| Validate credit limits – [B2B customers] |
|
|
|
| Payment methods |
|
|
|
| Apply customer segments to payment methods |
|
|
|
| Setup > Ordering > Subscriptions | |||
| Subscriptions |
|
|
|
| Setup > Ordering > Tax | |||
| Tax settings – [B2C customers] |
|
|
|
| Tax settings – [B2B customers] |
|
|
|
| Tax settings – [Sales agents] |
|
|
|
| Setup > Sales documents > General | |||
| Edit account name and e-mail address - [B2C customers] |
|
|
|
| Edit account name and e-mail address - [B2B customers] |
|
|
|
| Edit account name and e-mail address - [Sales agents] |
|
|
|
| Reorder - [B2C customers] |
|
|
|
| Reorder - [B2B customers] |
|
|
|
| Reorder - [Sales agents] |
|
|
|
| Lists - [B2C customers] |
|
|
|
| Lists - [B2B customers] |
|
|
|
| Lists - [Sales agents] |
|
|
|
| Sales agreements - [B2B customers] |
|
|
|
| Sales agreements - [Sales agents] |
|
|
|
| Setup > Sales documents > Orders | |||
| Orders - [B2C customers] |
|
|
|
| Orders - [B2B customers] |
|
|
|
| Orders - [Sales agents] |
|
|
|
| Edit order - [B2B customers] |
|
|
|
| Edit order - [Sales agents] |
|
|
|
| Sales order fields visibility - [B2C customers] |
|
|
|
| Sales order fields visibility - [B2B customers] |
|
|
|
| Sales order fields visibility - [Sales agents] |
|
|
|
| Setup > Sales documents > Quotes | |||
| Quotes - [B2C customers] |
|
|
|
| Quotes - [B2B customers] |
|
|
|
| Quotes - [Sales agents] |
|
|
|
| Edit quote - [B2B customers] |
|
|
|
| Edit quote - [Sales agents] |
|
|
|
| Quote to order conversion - [B2C customers] |
|
|
|
| Quote to order conversion - [B2B customers] |
|
|
|
| Quote to order conversion - [Sales agents] |
|
|
|
| Sales quote fields visibility - [B2C customers] |
|
|
|
| Sales quote fields visibility - [B2B customers] |
|
|
|
| Sales quote fields visibility - [Sales agents] |
|
|
|
| Setup > Sales documents > Invoices | |||
| Invoices - [B2C customers] |
|
|
|
| Invoices - [B2B customers] |
|
|
|
| Invoices - [Sales agents] |
|
|
|
| Invoice-based return orders - [B2C customers] |
|
|
|
| Invoice-based return orders - [B2B customers] |
|
|
|
| Invoice-based return orders - [Sales agents] |
|
|
|
| Invoice fields visibility - [B2C customers] |
|
|
|
| Invoice fields visibility - [B2B customers] |
|
|
|
| Invoice fields visibility - [Sales agents] |
|
|
|
| Setup > Sales documents > Return orders | |||
| Return orders - [B2C customers] |
|
|
|
| Return orders - [B2B customers] |
|
|
|
| Return orders - [Sales agents] |
|
|
|
| Invoice-free return orders - [B2C customers] |
|
|
|
| Invoice-free return orders - [B2B customers] |
|
|
|
| Invoice-free return orders - [Sales agents] |
|
|
|
| Return order fields visibility - [B2C customers] |
|
|
|
| Return order fields visibility - [B2B customers] |
|
|
|
| Return order fields visibility - [Sales agents] |
|
|
|
| Setup > Sales documents > Return receipts | |||
| Return receipts - [B2C customers] |
|
|
|
| Return receipts - [B2B customers] |
|
|
|
| Return receipts - [Sales agents] |
|
|
|
| Return receipt fields visibility - [B2C customers] |
|
|
|
| Return receipt fields visibility - [B2B customers] |
|
|
|
| Return receipt fields visibility - [Sales agents] |
|
|
|
| Setup > Sales documents > Credit notes | |||
| Credit notes - [B2C customers] |
|
|
|
| Credit notes - [B2B customers] |
|
|
|
| Credit notes - [Sales agents] |
|
|
|
| Credit note fields visibility - [B2C customers] |
|
|
|
| Credit note fields visibility - [B2B customers] |
|
|
|
| Credit note fields visibility - [Sales agents] |
|
|
|
| Setup > Sales documents > Posted shipments | |||
| Posted shipments - [B2C customers] |
|
|
|
| Posted shipments - [B2B customers] |
|
|
|
| Posted shipments - [Sales agents] |
|
|
|
| Posted shipment fields visibility - [B2C customers] |
|
|
|
| Posted shipment fields visibility - [B2B customers] |
|
|
|
| Posted shipment fields visibility - [Sales agents] |
|
|
|
| Setup > Sales documents > Backorder lines | |||
| Backorder lines - [B2C customers] |
|
|
|
| Backorder lines - [B2B customers] |
|
|
|
| Backorder lines - [Sales agents] |
|
|
|
| Backorder lines fields visibility - [B2C customers] |
|
|
|
| Backorder lines fields visibility - [B2B customers] |
|
|
|
| Backorder lines fields visibility - [Sales agents] |
|
|
|
| Setup > Search engine optimization | |||
| Search engine optimization settings |
|
|
|
| Setup > Marketing | |||
| Discounts |
|
|
|
| Newsletter subscription |
|
|
|
| Last viewed products |
|
|
|
| Google Analytics |
|
|
|
| Ratings & Reviews |
|
|
|
| Shopping cart offers |
|
|
|
| Setup > Security | |||
| Login & Passwords |
|
|
|
| Captcha |
|
|
|
| Design & Layout | |||
| Themes |
|
|
|
| Headers |
|
|
|
| Footers |
|
|
|
| Breadcrumb |
|
|
|
| Scroll to top button |
|
|
|
| Page layouts – [B2C customers] |
|
|
|
| Page layouts – [B2B customers] |
|
|
|
| Page layouts – [Sales agents] |
|
|
|
| Product list page default settings |
|
|
|
| Content search results |
|
|
|
| Checkout layout settings |
|
|
|
| List default settings |
|
|
|
| Products | |||
| Product attributes |
|
|
|
| Product pages |
|
|
|
| Product list pages |
|
|
|
| Product sets |
|
|
|
| Product group pages |
|
|
|
| Ratings & Reviews |
|
|
|
| Preview product pages – [Anonymous] |
|
|
|
| Preview product pages – [B2C customer] |
|
|
|
| Preview product pages – [B2B customer (Regular account)] |
|
|
|
| Preview product pages – [B2B customer (Account manager)] |
|
|
|
| Preview product pages – [B2B customer (Sub-account)] |
|
|
|
| Preview product pages – [Contact] |
|
|
|
| Preview product pages – [Sales agent] |
|
|
|
| Import & export product pages |
|
|
|
| Import & export product group pages |
|
|
|
| Import & export attributes |
|
|
|
| Import & export attributes data |
|
|
|
| Web pages | |||
| Content pages |
|
|
|
| FAQ |
|
|
|
| News |
|
|
|
| System pages |
|
|
|
| Preview web pages – [Anonymous] |
|
|
|
| Preview web pages – [B2C customer] |
|
|
|
| Preview web pages – [B2B customer (Regular account)] |
|
|
|
| Preview web pages – [B2B customer (Account manager)] |
|
|
|
| Preview web pages – [B2B customer (Sub-account)] |
|
|
|
| Preview web pages – [Contact] |
|
|
|
| Preview web pages – [Sales agent] |
|
|
|
| Blog | |||
| Blog |
|
|
|
| Customers | |||
| Shop accounts |
|
|
|
| Authentication type - Single sign-on |
|
|
|
| Shop account type – [Customer] |
|
|
|
| Shop account type – [Contact] |
|
|
|
| Shop account type – [Sales agent] |
|
|
|
| Account role |
|
|
|
| Account relation |
|
|
|
| Import shop accounts |
|
|
|
| Export shop accounts |
|
|
|
| Customer segments |
|
|
|
| Newsletter subscriptions |
|
|
|
| Sales | |||
| Discounts |
|
|
|
| Automatic discount method |
|
|
|
| Apply customer segments to discount codes |
|
|
|
| Sales statistics |
|
|
|
| Unprocessed orders |
|
|
|
| Basket management |
|
|
|
| Subscriptions |
|
|
|
| Analytics | |||
| Sana Commerce Insights (Standard) | Paid app | Paid app | Included |
| Sana Commerce Insights+ |
|
Paid app | Paid app |
| System | |||
| User management - Internal users |
|
|
|
| User management - External users (Single sign-on) |
|
|
|
| ERP connection |
|
|
|
| Scheduled tasks |
|
|
|
| Logs |
|
|
|
| Audit logging |
|
|
|
| Character replacement rules |
|
|
|
| HTML editor |
|
|
|
| Webstore domains |
|
|
|
| Cache |
|
|
|
| Tools | |||
| Performance profiler |
|
|
|
| File manager |
|
|
|
| Integrity check |
|
|
|