Sales Documents
Sana Commerce Cloud supports various sales documents in the ERP system. Some sales documents can be created by customers and sales agents directly from the Sana webstore online and automatically saved to ERP, such as sales quotes, sales orders and return orders. Other sales documents can be created only in the ERP system, such as invoices, shipments, return receipts, and credit notes.
Customers can log in to the webstore and see any sales documents supported by Sana Commerce Cloud on the My account page, both created from the Sana webstore and directly in ERP.
A webstore administrator can show and hide different sales document types in the Sana webstore per customer type. To change the visibility of various sales documents in the Sana webstore, open Sana Admin and click: Setup > Sales documents.
Sana Commerce Cloud is an ERP-integrated e-commerce solution that seamlessly supports all major sales document types from Microsoft Dynamics and SAP. All supported sales documents are available in Sana Admin for setup. Please note that there may be differences between various ERP systems. If your ERP does not support a specific sales document type, do not enable it in Sana Admin for your webstore.
Sana Commerce Cloud complies with any individual business process flow. We created our product to be as flexible as possible to cover the largest number of all possible scenarios. There are many settings in Sana Commerce Cloud that you can use to add and remove different ordering and checkout features to suit your specific needs.
For example, Sana Commerce Cloud supports two checkout types - multi step and one step, so you can go with the one which suits better the needs of your business.
Sana Commerce Cloud also supports placement of the quotes, orders, or quotes with the possibility to convert them into sales orders.
You can configure these checkout settings at the following location in Sana Admin: Setup > Ordering > Checkout & ordering.
Also, in Sana Commerce Cloud there is a huge amount of functionality related to the sales documents, such as the ability to edit orders, reorder, create orders based on sales agreements, or create a return order from an invoice.
You can configure these sales document settings at the following location in Sana Admin: Setup > Sales documents.
The above are just the main ordering and sales document settings and a small part of what is available in Sana Commerce Cloud.
