Locations

Locations provide customers with an alternative delivery location where they can collect their orders. Instead of delivering a package to the customer’s home or business address, customers can select a location and collect their order at a time that is convenient for them. The location can be a physical store, a warehouse, a pickup location of delivery service or any other place you specify.

In Sana Admin, you can create any locations you need, but you can also use those locations that already exist in your ERP system. Sana Commerce Cloud can retrieve existing locations from your ERP system, and then you can use them to create locations in Sana.

When a customer places an order, a location will be shown in the order details and in the order confirmation e-mail. 

Manage Locations in Sana Admin

Create Locations

To create locations, in Sana Admin click: Setup > Ordering > Locations.

You can see the list of all created locations on the Locations tab. You can enable and disable them, edit, duplicate, remove and change the order by dragging and dropping. The locations will be shown on the Collection location checkout step in the webstore exactly in the same order as they are set in Sana Admin.

To create a new location, click Add location.

Step 1: Enter the name of location, enable it and fill in the address fields.

Step 2: Using the External shipping method field, you can map a location to the shipping method in the ERP system. It will give your customers a possibility to track their orders at real time directly from the Sana webstore. For more information, see Shipment Tracking.

Step 3: You can retrieve locations existing in your ERP system and use them to create locations in Sana Admin. If you have any locations in your ERP system, they will be shown in the External location field after running the General information import scheduled task. When you select a location from the ERP system in the External location field, the fields will be automatically filled in. In case you select a location from the ERP system, and you have already filled in some fields, they will be overwritten.

Step 4: Enter the coordinates of a location in the Location field. You should enter the latitude and longitude coordinates for a location, where latitude and longitude are numbers between (+/-90) and between (+/-180) respectively, for example: -58.41589,45.458.

If the coordinates are entered, a customer will see a link in the order confirmation email, using which they will be able to see your store location in Google Maps.

Step 5: Configure the opening hours for your location. The opening hours can be copied to other days, so that not to create them for each day separately.

Step 6: You can assign customer segments to the locations to filter them. If you add a customer segment to the location, it will be available only to the customers that meet the criteria set in the customer segment. Other customers will not see this location.

This way you have more flexibility in setting up the availability of different locations based on various data from Sana Commerce Cloud and ERP.

For example, if you create a customer segment that includes customers from a specific city and assign it to the location, only the customers from this city will see this location in the Sana webstore.

Enable Locations

To show the created locations in the webstore, you also need to enable them globally. To do this, in Sana Admin click: Setup > Ordering > Shipping addresses. Enable the Collect from store option per customer type – B2C customers, B2B customers and sales agents.

When a location is created and enabled, a customer will see the location name, address and opening hours on the Collection location checkout step in the Sana webstore.

Configure the Locations in the ERP Systems

In Sana Admin, you can create any locations you need, but you can also use those locations that already exist in your ERP system. Sana Commerce Cloud can retrieve existing locations from your ERP system, and then you can use them to create locations in Sana.

For more information about where to set up locations in different ERP systems, read the information below.