Basket Management

In Sana Admin click: Sales > Basket management.

There you can see all baskets of all customers and anonymous webstore visitors created in the Sana webstore. The baskets are shown until orders are created. It can be mainly used by customer service representatives to remove a broken basket of a customer.

For example, the customer added several items to the basket, but didn't complete the order. After some time the customer wants to complete the order, but something has changed, for example the webstore administrator has changed something in ERP that has affected basket calculation for this customer, and the basket cannot be calculated and has to be cleared. If the customer cannot do this directly in the webstore for some reason, the service representative can find the necessary (broken) basket in Sana Admin and remove it so that the customer can continue shopping. You can remove the basket using the Delete button.

The Basket management page can be also used to remove some old baskets. Keeping old baskets leads to accumulation of unnecessary data.

Export Baskets

You can also export baskets from Sana Admin to the CSV file. To do this, click Export. The CSV file provides more details about a basket than it is available in Sana Admin.

That is why exporting a basket to the CSV file can be useful in case you need more information about a basket. The following basket information is exported:

  • Shop account name

  • Shop account e-mail

  • Account name

  • Account e-mail

  • Account Id

  • Account type

  • Basket Id

  • Product Id

  • Variant Id

  • Quantity

  • Unit of Measure Id

If you used any filters on the Basket management page, then only a basket which fits the filter criteria will be exported to the CSV file. For example, if you filtered baskets by shop account name, then only a basket created by this customer will be exported to the CSV file.

Filters

You can search for the basket by customer account ID from ERP. Account ID is assigned to a shop account in Sana Admin.

You can also use filters to find the necessary basket. Click on the Add filter button to see all filters.

The table below provides the description of the filters.

Filter Description
Shop account name Using this filter, you can search for the basket by the name of the customer.

Shop account e-mail

Using this filter, you can search for the basket by the e-mail address of the customer. Customers use the shop account e-mail address to log in to the webstore.
Basket ID Using this filter, you can search for the basket by its ID. The basket ID is stored in the database.

You need to enter the correct GUID.
Shop account ID Using this filter, you can search for the basket by shop account ID.

You need to enter the correct GUID.

To find the shop account ID (GUID), you need to go to Customers > Shop accounts in Sana Admin. Then, find and open the shop account of the customer who created the basket. The shop account ID (GUID) is shown in the URL of the shop account page.

See the screenshot below the table.

NOTE

The Basket management page is available to the Sana Admin users with the System administrator and Order processor roles. Shop accounts are not available to the Sana Admin users with the Order processor role.

Basket Fields

On the Basket management page, you can see an overview of all baskets created by the customers in the Sana webstore.

You can see the shop account name and e-mail, the account ID, name and e-mail of the customer who created the basket, the date and time when the basket was created and modified in the Sana webstore.

Also, you can see the account type. The following three account types are available:

  • Customer: If you see this account type, it means that the basket is created either by a regular customer, by a customer represented by a sales agent or by a contact on behalf of a customer. In case you need to know which customer created the basket, you can open the shop account using the View shop account button and check the Shop account type field.

  • Anonymous: A webstore visitor who is not registered or logged in to the Sana webstore created the basket as a guest.

  • Contact: A sales agent on behalf of a prospect created the basket in the Sana webstore. A prospect is a potential customer who is interested in your products or services. In Sana sales agents can create prospects and place orders on behalf of them.

Using the View shop account button, you can open a shop account and see its details. This button is not available for users with the Order processor role. Also, this button is not active if the shop account no longer exists or the basket was created by a guest.