Order History

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ERP systems have a variety of sales documents which are used in sales order processing. Sana Commerce Cloud being the ERP integrated e-commerce solution stores customers' orders in the ERP system. Customers can access their accounts online using a Sana webstore for a complete overview of their order history, including invoices and shipments. Customers can check their order history from the My account page, search for a specific sales document by its number and filter by date.

The sales document pages and the My account page can be edited in Sana Admin. For more information, see System Pages.

As a webstore administrator, you can decide which sales documents must be available to your customers. You can show and hide different sales documents for each customer type. For example, you might want to show invoices to your business (B2B) customers, but not to consumers (B2C). If your ERP system does not support some sales document type, you can simply disable it in Sana.

The sales documents can be called differently depending on the ERP system you use. Also, there can be some differences in how and for which purposes each ERP system uses these sales documents.

To manage sales documents visibility, in Sana Admin click: Setup > Sales documents.

For more information, see My Account Menu.

Sales agents can also see different sales documents and their details just like customers. When sales agents do not represent any business customers, they can see all orders placed on behalf of all assigned customers. When a sales agent represents a customer, only sales orders placed on behalf of this customer are shown.

Sana Commerce Cloud delivers support of different shop account roles and authorization procedure to meet your individual business requirements and convert the manual process of orders approval into fast and efficient automated process.

Those customers who are set as authorizers, meaning that they can approve and decline orders placed by other sub-accounts, have additional order history page, called Authorization history.

On the Authorization history page, the authorizers can see all approved, declined and pending orders placed by the associated sub-accounts. From this page, an authorizer can see how many orders still need to be approved, and approve or decline pending orders.

For more information about authorization procedure, see Shop Account Roles.