Additionally, multiple sales agreements can be applied to the same order, enabling customers to take advantage of various price and discount structures for different products within the same transaction.

• Single-agreement order: A single-agreement order is a sales order that references one sales agreement. All products and pricing in the order are governed by the terms (quantities, discounts, and pricing) defined in that sales agreement.

• Multi-agreement order: A multi-agreement order allows a customer to apply multiple sales agreements within the same sales order. Different products in the order can be linked to different agreements, enabling the customer to benefit from various prices and discounts in one transaction.

Key benefits for customers:

• Effortless ordering: Manage everything online in a single flow without splitting purchases or contacting sellers.

• Guaranteed best terms: Always receive correct prices and discounts from your agreements.

• Time saver: Reduce back-and-forth communication and manual checks, gaining speed and accuracy in every transaction.

Key benefits for merchants:

• Customer loyalty: Consistently honor agreed prices and terms to build trust and encourage repeat business.

• Online revenue: Capture orders that might otherwise be lost offline, driving webstore adoption.

• Efficiency: Reduce manual workload and errors with agreements applied automatically.

To enable or disable sales agreements for B2B customers and sales agents, log in to Sana Admin and click: Setup > Sales documents > General.

Sales Agreement Limitations

Here are some limitations that you might need to know if you are going to use sales agreements.

1. Sales agreements work with the Default order processing strategy only. Sales agreements are not supported if you use the order processing strategy optimized for large orders.

2. B2B customers cannot edit sales orders created using sales agreements.

3. Sales agreements are available only to B2B customers and sales agents.

4. Sales agreements are not supported by quotes.

5. Sales agreements are not available when Sana is in the maintenance mode.

6. Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations do not support applying multiple sales agreements to a single order. Only one sales agreement can be used per sales order.

7. SAP S/4HANA does not support sales agreements.

Sales Agreements Pages

There are two default system pages used for managing customer sales agreements:

• Sales agreements page displays up-to-date information about customer sales agreements, including sales agreement ID or title, effective date, expiration date, sales agreement status, etc. A customer can apply or cancel a sales agreement from the Sales agreements page.

• Sales agreement details page provides detailed information about a specific sales agreement. A customer can see the Sales agreement details page by clicking View details on the Sales agreements page.

The Sales agreements and Sales agreement details pages are system pages that exist in Sana by default, but you can customize their content and styling to fit your brand and specific business requirements.

Sales Agreements in Sana

Depending on the ERP system your Sana webstore is connected to, there could be slight differences.

If sales agreements are available for a customer in the ERP system and they are enabled in Sana Admin, then they will be shown on the My Account page in the Sana webstore.

Customers can search for the sales agreement by its number. Using the Active only checkbox, customers can see only valid sales agreements or all available.

Below you can see descriptions of the available sales agreement statuses.

Status	Description
Active	The sales agreement is valid and can be used by a customer.
On hold	Available only in Microsoft Dynamics AX and Microsoft Dynamics 365 for Finance and Operations. The sales agreement is waiting to become valid, or the agreement is no longer used.
Closed	The sales agreement is completely fulfilled by the customer.

Click View details to see the information about a sales agreement and its terms (sales agreement lines). All details of the sales agreements and their lines are taken from the ERP system.

A customer can search for a sales agreement term (line) by product number, product name, agreement term number, product category number, or name.

Each sales agreement term (line) contains information, like how many units of a product customers committed to buy or commitment amount, a discount percentage customers will get, if they buy a certain quantity of a product or products for a certain amount, as well as product or category ID and name, product unit of measure, location (warehouse) where the product is stored and shipped from, also shipped, invoiced, released and remaining quantity or amount.

A customer can also check the validity period of a sales agreement and its terms (lines).

A customer can check and apply a sales agreement:

• On the Sales agreements page. You can open it from the My account page.

• On the details page of a particular sales agreement. When you add a product to the shopping cart from the sales agreement details page, the agreement will be automatically applied to it.

• On the product details page, if there is a sales agreement for this product. The sales agreement terms appear on the product details page only when the sales agreement was applied from the Sales agreements page and the product is included in that agreement.

  You can display the sales agreement term on the product details page using the Sales agreements content element.

• In the shopping cart. There you can open the list of all sales agreements, see the sales agreement that has been applied to the shopping cart, remove it, change it, view details, and change the sales agreement term for each line.

It is possible to apply multiple sales agreements to a single order. This allows customers to take advantage of the most favorable terms available for each product in their shopping cart. When multiple agreements are available, the system enables the customer to select the most beneficial sales agreement term for each product, based on factors such as pricing, discounts, validity dates, and other conditions. This flexibility ensures that customers can maximize their savings and tailor their purchases according to the specific terms of each agreement.

The design and user experience of managing sales agreements in the webstore will vary depending on whether a single or multiple agreements are applied. In cases where multiple agreements are in use, the interface may provide additional options to support more granular control.

Shopping Cart with a Single Sales Agreement Applied

Shopping Cart with Multiple Sales Agreements Applied

Product Details Page with Multiple Sales Agreement Terms

When customers apply a sales agreement to the shopping cart, and if no sales agreement term is selected for the sales order line, they can select it by clicking Change next to the Agreement term field below the sales order line.

For ease of identification, each option in the Agreement term field includes the relevant sales agreement ID and agreement term ID.

A product should satisfy all requirements of a sales agreement. Otherwise, a customer will not get an agreed discount or special price. For example, according to a sales agreement, customers can get a discount if they buy a certain product in pieces. In case a customer buys this product in a different unit of measure, the conditions of the sales agreement will not be fulfilled, and the customer will not get the agreed discount. A customer will not be able to use the sales agreement if its currency differs from the currency of the customer.

Sales agreements can include predefined shipping addresses. When a sales agreement is applied to a sales order and its shipping address matches the customer’s shipping address, that address will be preselected on the Shipping information step at checkout, but the customer can change it.

If multiple sales agreements are applied to a single order and all share the same shipping address, which also matches the customer’s address, this address will be preselected. However, if at least one of the applied sales agreements has a different shipping address, the system will not preselect any address. In that case, the customer must manually select the correct shipping address during checkout.

If a sales agreement does not include a shipping address, it is not considered during address validation.

Sales agreements applied to a sales order are displayed at checkout in the Shopping cart summary area, under the Applied sales agreements section.

When a customer applies a sales agreement to the shopping cart and places an order, information about the sales agreement that is used will be shown in the order details.

A customer can see the sales agreement ID that was applied to the sales order and the agreement terms that were used for each sales order line. It is possible to open the sales agreement and its terms that were used for the order and check the details by clicking on the links.

Order Details with a Single Sales Agreement Applied (Multiple Terms)

Order Details with Multiple Sales Agreements Applied

A customer can return products purchased based on sales agreements. When customers create a return order from the invoice, they will see the agreements applied to the sales order lines.

Related Articles

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Microsoft Dynamics 365 for Finance and Operations: Sales Agreements
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