Order Processing Strategies

Sana Commerce Cloud provides two order processing strategies:

  • Default

  • Optimize for large orders

These are basket calculation modes - different approaches how the shopping cart can be calculated.

NOTE

The order processing strategy that is optimized for large orders is available only to B2B customers and sales agents. For B2C customers the Default order processing strategy is used.

To select the necessary order processing strategy, in Sana Admin click: Setup > Ordering > Checkout & ordering.

Default

The Default order processing strategy performs real-time basket calculation, triggering all available business logic in your ERP system.

Optimize for Large Orders

NOTE

This order processing strategy is available only to B2B customers and sales agents.

To use this order processing strategy, you must also select the synchronized basket type in the webstore settings of the Sana add-on in ERP.

This order processing strategy allows placing large orders, for example an order that consists of more than 100 order lines.

When this order processing strategy is used, an empty order is created in ERP at the moment a customer logs in the webstore. Each time when a customer adds an item to the basket, removes items or edits the basket, the related order is updated and recalculated in the ERP system, triggering all business logic available in ERP. Customer specific prices, discounts, taxes, service charges are used and shown during basket calculation in real-time.

This order processing strategy is available to business customers that require the ability to create and process very large orders still using business logic of the ERP system at full.

If you use order processing strategy that is optimized for large orders, you must also select the synchronized basket type for your webstore in the ERP system. It can be either quote or order. The synchronized basket type is the sales document which is used during the checkout process for large orders.

Limitations of the Order Processing Strategy Which Is Optimized for Large Orders

This article describes some limitations that you might need to know if you are going to use the order processing strategy that is optimized for large orders.

This order processing strategy is not supported in:

  • Microsoft Dynamics AX Retail

  • Microsoft Dynamics 365 Commerce

  • LS Retail for Microsoft Dynamics NAV

  • Microsoft Dynamics GP

  • SAP Business One

  • SAP S/4HANA

If you are connected to the ERP system that does not support the order processing strategy that is optimized for large orders, this feature will not be available in Sana Admin.

The following features are not supported, if you use the order processing strategy that is optimized for large orders:

  • Sales agreements - Sales agreements work with the Default order processing strategy only.

  • Quote to order conversion - When you select the order processing strategy that is optimized for large orders, the fields Checkout options and Quote to order conversion will be disabled. That is because the order processing strategy optimized for large orders uses a different logic, and you cannot allow your customers to choose whether to create an order or a quote, and to convert created quotes to orders. Which sales documents will be used depends on the Sana webstore setup in your ERP system.

  • Edit order - Business customers are not able to edit orders if order processing strategy is set to Optimize for large orders. In this case, the Edit button is not available on the order details page in the webstore.

  • Mix and match discounts

  • Extended texts in Microsoft Dynamics NAV and Microsoft Dynamics 365 Business Central that are used to add some extra information under the order lines in the shopping cart. Extended texts are added to the shopping cart as separate lines which substantially affect performance in case of large orders. To achieve acceptable performance with large orders, the extended texts functionality was disabled for this order processing strategy.

  • BOM explosion - Sana Commerce Cloud supports BOM explosion in certain ERP systems. It works with the Default order processing strategy only.

Related Articles

Microsoft Dynamics NAV: Order Processing
Microsoft Dynamics AX: Order Processing
Microsoft Dynamics 365 Business Central: Order Processing
Microsoft Dynamics 365 for Finance and Operations: Order Processing
Microsoft Dynamics GP: Order Processing
SAP Business One: Order Processing
SAP ECC: Order Processing
SAP S/4HANA: Order Processing