Using the Default shipping address option field for B2C and B2B customers, you can specify which shipping address option should be selected by default on the Shipping information checkout step when a customer places an order for the first time in the Sana webstore.

For example, the value Ship to a new custom address is selected in the Default shipping address option field for B2C customers, in this case when a B2C customer places an order for the first time, the Deliver the order to a different address option will be selected on the Shipping information checkout step for a customer. A customer can select any other option on the Shipping information checkout step, then Sana will remember the customer’s choice and this option will be selected by default the next time a customer places an order.

Use this field to manage billing address for B2B customers and sales agents on the Shipping information checkout step in the Sana webstore.

The following options are available:

• Allow billing address in separate option: The option Deliver the order to the same address as the billing address will be available on the Shipping information checkout step. If this option is selected, the order will be delivered to the customer’s billing address.

• Allow billing address in shipping address list: The billing address will be shown in the list of shipping addresses under the Deliver the order to a different address from address book option. The Deliver the order to the same address as the billing address option will not be available.

• Block billing address selection: The customer’s billing address will not be available on the Shipping information checkout step.

Using the Shipping address book option, you can show or hide the customer shipping address book on the Account details page in the Sana webstore.

If the Shipping address book option is enabled, then the options Edit shipping addresses, Delete shipping addresses and Save custom address will be available.

Using the Edit shipping addresses option, you can allow customers to edit shipping addresses in the address book.

This option will not be available, if the Shipping address book option is disabled.

Using the Delete shipping addresses option, you can allow customers to delete shipping addresses from address book.

This option will not be available, if the Edit shipping addresses option is disabled.

Use the Save custom address option to allow customers save custom shipping addresses to the address book.

• If the Save custom address option is enabled, then the Save address to address book checkbox will be shown on the Shipping information checkout step in the Sana webstore when a customer chooses to deliver the order to a different address. If a customer selects the Save address to address book checkbox, then the entered shipping address will be saved to the customer’s address book.

• If the Save custom address option is disabled, then the Save address to address book checkbox will not be shown on the Shipping information checkout step in the Sana webstore. The entered shipping address will be saved with the order, but not with the customer to the ERP system. The entered shipping address will not be saved to the customer’s address book.

Use the Collect from store option to enable or disable locations in the webstore. To show the locations in the webstore, they should be firstly created.

Select the necessary shipping address field. All fields for the customer’s shipping address are retrieved from your ERP system.

Select the field type:

• Text box

• Dropdown list

• Read-only text (the field of this type is not editable)

• Text box autocomplete (It is available for the Address and Zip Code fields. It is used for the Google address autocomplete and Loqate address autocomplete add-ons).

This option allows to show and hide the field on the customer’s shipping address form.

In this field, you can specify the default field value that will be shown on the shipping address form in the webstore.

Use this option to define whether the field is required or optional.

The option is available only for text box fields.

If the Readable name option is enabled, the field is validated for special characters. Only letters, digits, spaces and the following characters &-_().,'` can be entered.

You can define how many characters (minimum and maximum) can be entered in the field of the text box type.

You need to know the maximum number of characters that can be stored in the field you add in your ERP system not to exceed the limit and not to encounter unexpected problems.

Use options to add values for the field of the dropdown list type.