By bringing essential financial information together in one place, the widgets reduce uncertainty and eliminate the need for calls or follow-up e-mails. Buyers can check their available credit, review unpaid invoices, and track the status of their pending refunds at any time. Sellers can personalize the page layout by adding, removing, or rearranging widgets to focus buyers' attention on what matters most to them. They can also decide which widgets are available for each customer segment, ensuring that every customer sees only the information that is relevant to them.

When buyers feel informed and in control, they return to the Sana webstore more often – creating a positive cycle of engagement. The widgets turn routine financial checks into opportunities to build loyalty, support self-service, and encourage repeat business.

Key Features

• Financial control center: One personalized space where buyers can view all essential financial details and manage their accounts independently.

• Credit limit overview: Provide buyers with a transparent view of their available credit and current balance directly on the widget. This real-time insight helps them track their spending and prevents unexpected order delays.

• Open invoices: A centralized view of outstanding and overdue invoices, including potential savings from early payment. Buyers can quickly review pending payments, plan, and manage financial obligations without contacting customer support.

• Pending refunds: Clear tracking of refund requests and credit notes. Buyers can monitor the status of their pending refunds and reimbursements, reducing uncertainty and follow-up inquiries.

• Seller-configured experience: Sellers control which widgets appear for which buyers, ensuring relevance and personalization.

Key Benefits for Buyers

• Financial clarity: Transparent, up-to-date financial information helps buyers plan purchases with confidence and avoid unexpected disruptions.

• Seamless self-service: Buyers can manage their own accounts with instant access to essential financial details, reducing the need to contact service teams.

• Trust and transparency: When financial information is easy to find and understand, buyers feel supported and valued, building lasting confidence in their supplier’s reliability and strengthening the business relationship over time.

Key Benefits for Sellers

• Stronger relationships: Shared information visibility improves communication and builds trusting relationships.

• Growth through connection: Frequent interactions with account information keep buyers connected to the Sana webstore.

• Scalable operations: With fewer support requests, sales and service teams can focus on higher-value tasks such as developing new accounts, expanding relationships, or identifying cross-sell opportunities that drive business growth.

Available Buyer Widgets

Sana Commerce Cloud provides the following buyer widgets:

• Credit limit
• Open invoices
• Pending refunds

Each widget is available as a content element that you can add to any page of the Sana webstore. These content elements are not shown by default. Therefore, webstore administrators need to add them manually. The most logical and common place is the My Account page, or you can also create a dedicated financial overview page if needed.

Buyers see their widget data only after logging in to the Sana webstore. Sales agents can view widget information as well, but only for the customers they currently represent.

All financial data displayed in the widgets comes from the ERP system. The widgets simply display this ERP data in a clear, easy-to-read format inside the Sana webstore.

Why Some Data May Not Be Shown

Some information may not appear in a widget for the following reasons:

• Insufficient permissions: The webstore administrator must enable offline data collection & usage on the Consent management page in Sana Admin to see all data and metrics at full capacity. This permission is necessary to display data in the following widgets in the Sana webstore:

  • Open invoices
  • Pending refunds

These widgets help buyers manage their financial interactions with your business more easily, improving their self-service experience.

• Data is not available: Certain financial or other data has not yet been accumulated.

• ERP connection issues: There is no connection between Sana Commerce Cloud and the ERP system. For example, the data in the Credit limits widget will not be shown until the ERP connection is reestablished.

• System errors: A configuration or technical issue may be preventing the widget from displaying data. These cases need to be troubleshooted and fixed.

For more information, see Data Sources.