Maintenance Mode
WATCH THE VIDEO
Sana Commerce Cloud allows to accept orders and customers to register online even when there is no connection to your ERP system. This allows to continue business operations without interruption, even when connection to your ERP system is not available for some reason. When there is no connection between Sana and ERP, Sana Commerce Cloud automatically enables the maintenance mode.
To configure the maintenance mode, in Sana Admin click: System > ERP connection.
The table below provides the description of the maintenance mode settings.
Settings |
Description |
---|---|
Number of connection failures before auto switching to maintenance mode |
Select the number of connection failures that should happen before enabling the maintenance mode automatically. |
Maintenance mode |
Use this option to enable or disable the maintenance mode manually. When it is disabled and connection to the ERP system is lost, the maintenance mode will be enabled automatically after a certain number of connection failures. |
ERP connection status |
Here you can see the connection status to your ERP system. If connection is not available, click Try to reconnect. You can also click Test connection to check your connection to the ERP system. There is also the ERP connection status check task. It automatically checks the connection to your ERP system according to the schedule. For more information, see Sync Payment Statuses between Sana and ERP. |
The webstore can run in the maintenance mode only if all required data is synchronized with the ERP system. To synchronize data, in Sana Admin click: System > Scheduled tasks, and run the following tasks:
-
General information import - synchronizes webstore settings with the ERP system and imports general information to the Sana database.
-
Product import - performs products indexing and imports catalog data to the Sana database.
-
Customer import - performs customers indexing and imports customers data to the Sana database.
-
Prices import – imports product list prices from the ERP system to Sana.
To show catalog prices in the maintenance mode, in Sana Admin click: Setup > Products > Price, and enable the option Price when ERP connection is not available. When you enable this option, you need to reload the product list prices by running the Prices import task. When the webstore is in the maintenance mode, customers can see only the latest imported list prices.
Sales orders that are placed in the maintenance mode can be viewed and processed in Sana Admin: Sales > Unprocessed orders. For more information about sales orders placed in the maintenance mode, see Unprocessed Orders.
System administrator receives an e-mail, when the maintenance mode is activated / deactivated. It is sent to the administrator notifications e-mail address specified in the store information settings in Sana Admin: Setup > Basics > Store information.
Two e-mail templates are used to notify system administrator when the maintenance mode is activated / deactivated:
-
[SHOPNAME] ERP connection not available. Maintenance mode activated.
-
[SHOPNAME] ERP connection available. Maintenance mode deactivated.
For more information, see E-mail Templates.
There are three states of the maintenance mode.
Maintenance Mode |
Description |
---|---|
Full |
This is the default state of the maintenance mode. When there is no connection between Sana and ERP, and all required data is synchronized, a Sana webstore continues to work, and customers can create orders. |
ViewOnly |
When there is no connection between Sana and ERP, and all required data is synchronized, a Sana webstore continues to work, but with limited functionality. Customers can still browse the catalog, but they cannot create orders. |
Disabled |
When there is no connection between Sana and ERP, a Sana webstore does not work. Users will see a page with a message that a webstore is temporarily unavailable. |
Webstore administrators cannot change the maintenance mode on their own. Therefore, if you want to change the maintenance mode for your webstore, please contact your Sana Project Manager or Customer Success Manager.
When Sana Commerce Cloud works in the Full maintenance mode, customers can still create orders, but there are some features which are not available:
-
Import and synchronization of any data between Sana and the ERP system is impossible in the maintenance mode, meaning that scheduled tasks will not work.
-
A customer is not able to view the order history.
-
Catalog prices - product prices are shown to the customers only if the option Price when ERP connection is not available is enabled in Sana Admin.
In the Full maintenance mode, the customers can see the prices based on the latest imported list prices. The customer specific prices, trade agreements, discounts and volume prices are not available. Only simple basket calculation.
When the order is processed in Sana Admin, the customer will receive the order payment e-mail with the recalculated sales order and the link to the page where the customer can pay the order. When the order is paid, the customer will receive one more order confirmation e-mail. -
Stock - in the maintenance mode the stock is not shown in the webstore and availability of products does not depend on stock.
-
Payment and shipping costs - customers will see all actual prices and will be able to pay the order, when it is processed by the webstore administrator.
-
Return orders
-
Optimize for large orders order processing strategy
-
Quote to order conversion
-
Creating an order by a sales agent on behalf of a prospect
-
Sales document reports
-
Sales document attachments
-
Product attachments
-
Shopping cart suggestions
-
Retail offers
-
Customers are not able to edit their profile
The features which are not available in the Full maintenance mode, are not available also when the ViewOnly maintenance mode is activated. Furthermore, customers are not able to create orders and all ordering functionality is not available. If the ViewOnly maintenance mode is enabled, customers can only browse the catalog.