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Insights for End-Users
A My-Insights Dashboard for end-users (to be found in the My Accounts Section) to provide more detailed transparency on purchasing history and behavior - resulting in a more data-driven relationship between vendor and customer. Sana can provide the solution to enable this. The required powerful data and most of the functionality is already available.
3
Error handling improvements
Sana error handling improvements
Is it possible to customize Sana error messages to be more user-friendly? For example, instead of a generic message like, "You are not able to order now, please contact your web administrator," I'd prefer a message that explains the actual issue, such as, "Your account is overdue. Please pay your balance to order again."

Similarly, for error messages that display a long log number, could the message instead describe the specific problem?

ERP error handling improvements
As a webshop visitor I would like to receive clear error message in case my requested page or data could not be retrieved. As a webshop manager, I want to make clear to my visitors why an error occurs. Categorized error handling from the ERP to Sana could improve this behavior. 
If ERP report returns no data then no error should be shown, but a specific message like "Report contains no data". If  ERP report encounter an erp error then the specific error should be returned to Sana SDK to be handled properly based on the type of error.
8
Front-end File Browser
As a design & product content manager, I want to provide my distributors with a media resource library, so they can browse and download files (images, pdfs, ppts, videos etc.) to support the marketing of our products in a File Manager / Browser type of interface. The ideal would similar to the File Manager we have in the Admin interface, but limited to specific folders/subfolders.
1
Customizable table columns
Many pages, such as Invoices, Orders, and Shipments represent data in a table structure. As a webstore admin, I would like the ability to choose fields from the respective table in the ERP to show on the webstore. I would also like to the ability to order by different columns.
19
Create a unified return proces/flow
Right now the RMA/return process only works for registred users and only based on invoice level or free to fill in base. Let's create a flow where the user can fill in his order number and e-mailadress, so it automaticly loads the order. The customer select the items to return, amount, reason etc etc. Submit and custoemr receives a email with all the detailed information. And The company receives the RMA in the system and can act on that.
2
My Account Dashboard to show B2B Customer Insights
It would be useful for B2B customers to have access to insights regarding their purchases, order history, and shopping behavior in the web store, for example on the My Account Dashboard page. Customers could benefit from these insights to, for example, compare purchases for a particular item category over the past 2 - 3 years, as a source for their next purchase decision.
2
Integrate F&O subscriptions module into Sana Subscriptions
The Subscription functionality in Sana should be able to see/use the existing subscription billing configurations we currently have in F&O. For instance: subscription billing D3FO "line type" function
For instance, I want the Subscriptions in Sana to automatically pull fields from the subscription billing modules in D3FO 365. This will allow me to utilize the out-of-the-box subscription billing functionality.
Additionally when a subscription is received within D3FO 365 subscription billing module, the ability to schedule "generate invoice" to auto-create the sales order would be nice.
I would like the ability to add automatically pull delivery address details with contact name(s) and email addresses on the subscription form in Sana which are mapped to D3FO 365 sales order.

Outstanding balance and Credit limit in My Account section
It would be useful it customers - who have the permission - could see their balance and credit limit within the My Account section.
10
Replacement Tag to pull in customer's Payment Terms
As a B2B customer, I want to be able to see my Account Payment Terms when I am checking out / placing an order. For example: Proforma invoice, 30 days, 60 days, etc.
Sales Documents – Sales Line Information
On "Sales Documents" it is possible to show and hide fields on the sales header level for documents like Quote/Order/Invoice.
This should be also possible for the Sales Line level. Here we want to display more information for example other date values (delivery dates), or hide specific fields.
5
Linking My Account documents
Currently, the Webshop displays the relevant Sales Order Document ID for two document types: Return Orders and Invoices.
It would be more beneficial to extend this functionality to include a Document Flow for the detailed page of Orders. This enhancement aims to offer customers a clearer understanding of the status and progression of their orders. Moreover, we can further expand this feature to Invoices and Return Orders, providing users with a comprehensive summary of the entire process. In doing so, customers can acquire a more detailed insight into the ongoing processes associated with their orders.
For instance, if we open a sales order by impersonating a customer (Sales DocNo: 123_XXXXX), we can observe all the relevant documents associated with this sales order:

• Sales Order Created: Document ID 123_XXXXX | Created Date: 19/12/2023
• Invoice created: Invoice Created; Invoice Number 4321_XXXXX | Created Date: 09/01/2024
• Return Receipt Created: Document Number: 5473_XXXXX | Created Date: 12/01/2024

1
Upload product 'Lists' to multiple customers at the same time
Uploading a product CSV file to 'My List' is a great functionality but it would be even better if a Sales Agent could upload the same 'List' to multiple customers. For example uploading one list to all accounts from a 'customer segment' would be awesome.
1
Login content element
With our public B2B store, and prices not visible for B2C visitors, I would like our customers to be able login through a login content element which I can place wherever I want. F.a. a clearly visible login element on the product detail pages or on the homepage.
1
Pay for payment pending order from the order details page
Business case: (Web shop owner = Company A, web shop buyer = Company B, end consumer who buys from Company B = Consumer).
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The consumer comes to Company B and places a request for an order for items. Company B will take the order into their system and collect payment from the consumer. Company B will then place an order in the web shop of Company A. This will be on account, but with the note that they are a PROFORMA customer (payment term = PROFORMA).
Before the order is confirmed as ready to deliver with all stocks, Company B will not make the payment to Company A (for legal reasons in the UK the prepayment invoice payment and the final invoice have to be on the same time period in order to claim back taxes correctly).
The company B will login, go to the order details page (nearer to the shipment date) and see a pay button which triggers the standard online order payment in the webshop.
Reason for the order to be placed upfront is to reserve stock that is incoming already.
Edit order with more control
The standard Sana edit order functionality is not usable for most clients as it allows too much editability to already placed orders. So it could be enhanced with more switches on what can actually be edited.
1. Do not allow to remove item sales lines = Yes/No.
2. Checkout header fields (ref no. etc.) = allow to change in edit mode = Yes/No.
3. Ship to address allow to edit = Yes/No.
4. Shipping method / Pickup allow to edit = Yes/No.
1
Order cancellation / Change request email
Some clients would like their customers to be able to cancel (partially or fully) their orders even while they have started shipping (mainly on account orders).
Some ERPs (such as BC) do not allow cancel functionality, and of course most clients do not want unattended cancellation.
Request:
- Allow a change request form initiated from the order details page.
- This should consist of comment lines on the header and each sales line which is in the statuses Not shipped or Partially shipped.
- The customer can fill in the comment what they want to change or cancel and this would be sent to the store email address (sales sales responsible) who can make the necessary adjustments.
1
Export from lists on the My account section
Customers like to export the my history lists (order, invoice, shipments etc.), in order to do their own reporting, mark with colors, and do internal discussions offline.
Request:
- Allow export to excel on all sales history list pages.
- Allow to set the columns to export.
- This should download a set limit (like 500 top lines from filter) in order to not crash the system. Paging for the download is not accepted.

2
Improve consistency for editing Sales Agreements fields
Please improve the consistency for Sales Agreements!
Why is the tab 'Sales Agreements' missing in the menu 'Sales Documents'!?
It can't be like this.
I really need to add/remove some fields here but I cannot get this done.
It works just fine for Orders, Shipping, RMA, Invoice. But I cannot edit fields for Sales Agreements.
This is absolutely necessary to be editable!

1
Add whole product list to lists
Currently it is possible to add single items on the PLP to a new or existing list. Customers might want to do an expert of a (filtered) PLP. This can only be done by manually adding them 1 by 1 to a list and then export. Too slow. An 'add all items to a list' button would add value here.
My Account additional functionality - see all serial number of hardware items shipped
as a customer user (b2B, B2C), I want the ability in my account to have the option to see all serial numbers that were shipped and applied to the serialized item(s) on my order, so that I can manage my inventory.
Wishlist info traveling to ERP
The wishlist information in only visible for customers. it will not travel to our ERP to give us any info on what stuff is being wished by our customers that we could re-stock, triggering the provisioning process for those items
Customer Statements
Adding a customer statements function to SANA would greatly improve the user experience and provide valuable functionality. Incorporating this feature into SANA would streamline communication between businesses and their customers.
8
Return order - collection address
Customers should be able to specify a collection address on their return requests (both free and invoice based). Minimum, allow existing addresses. Extended: Allow custom addresses as well.

Return orders - ability to enter past items
Customers should be able to enter items which were sold in the past via the web shop / or outside of the web shop, which are still in the ERP. This should be done by adding a product ID using free text entry on the return form.
This is needed in any industry which allows returns for longer warranty periods such as electronics, vehicle parts etc.

2
Improvement of "Quote to order conversion - Unattended"
Improvement of "Quote to order conversion - Unattended"
We are now using the "Quote to order conversion - Unattended" functionality. But after going live with the sana commerce cloud webshop this is not a functionality that internally gets adopted and also our customers are struggling with it.
The following features are missing:

1. Add comment
Our customers are missing the possibility of adding a comment to this "accord" while clicking on the button. This is also the reason why our internal sales prefer to use mail instead.

2. Select delivery address
Our customer would like to have the possibility to select a "delivery address" while according the quote.

3. Select delivery date
Our customer would like to have the possibility to select a "delivery date" while according the quote.

4. Mail
Our sales people would like to receive a notification via mail after a customer has accorded the quote.

Note
We can't use the "with checkout" method because it does not fit our business. It does not fit our business because to enable this feature it is mandatory to configure the basket with the setting “place orders & quotes”. This is for us not the right strategical path because we don't want to stimulate customers to place quotes via the checkout. We already have personal prices configured on the biggest part of the assortment, so customers should finalize their checkout with placing an order, instead of asking for quotes.
1
Options to Select and Filter many invoices to pay on Invoices page.
Our customers would like to be able to filter out invoices that are already paid and then have a Select All functionality so they can pay multiple invoices without checking each box. Currently only 10 per page are shown, in our case we could use 100 per page or the most possible that would not time out.
I hear credits due are on the road map, that would also be a big improvement for customers on terms.
1
Communication - Updates to user upon changes in order documents
As a webshop user I would like to receive notifications upon important changes in the webshop related to me so I can take action. For instance when a quote is ready to be converted to an order, if an order has an update on the expected delivery date, if the status of the order changes etc.
1
Make different payment options available on Invoices compared to Checkout
For checkout we allow credit card or On Account, typically net 30. Currently on Invoices, you can only have the same payment types as in the checkout. Since we've already extended these customers 30 days terms, we offer them to pay by echeck, we do not allow them to use a credit card to pay their balance due to the additional fees.
Please allow different payment options for the Invoice page or at least the ability to hide certain types.
1
Sales documents system pages to be fully editable
I would like to have more flexibility while editing the content of sales documents' details system pages. For example, the document addresses element should provide the possibility to only show desired addresses and not all of them (Bill-to, Sell-to, Ship-to).
Budget controll features and order history
A major customer of ours requires an overview over his past orders and a budget control feature to gain a better grip over their expenses. This request is of high importance to the customer so not having it in our Sana webshop would lead to losing this business.
The requests are as follows:
Budget:
- One budget per customer location
- The budget applies per month.
- The budget can be split between one or more orders (per month).
Order release:
The customer locations are split up in regions and these regions. For these regions exist a responsible area manager + a district manager.
Each customer location is managed by one location manager which is creating the orders. Customer location (1) = location manager (1) à probably no rights to place orders for other customer locations
The district manager will check and release the orders.
The district manager has access to several customer locations and can release the order of these locations.
The area manager has access to all locations in the area.
Introduce payments with credit cards for subscriptions
I would like to use subscriptions on my webstore, however credit cards are not supported and this is very important requirement for our business.
Payment Cost % on Invoice Payments
Payment Cost % is a great feature but for our business customers pay by invoice not at checkout (B2B). The payment cost % currently does not support this. However, it also currently breaks the invoice payment page completely if we have it turned on. Whether the payment is before or after checkout does not change the need to re-coop credit card fees.
1
Extra table item in orders for the stock of the products on the detail page
When a business-users or normal user places an order on or site or in-store. Many times there are products that are not available. Most of them wait until all the products are in. To see if they are in store we would like to be able to add a stock-column to our detail page of the orders, so our users can see if all the products are available and when.
1
Hyperlink to invoice for invoiced orders
If invoiced orders are shown in the order overview page then the order total is 0. This is confusing for the customer. The order total is not available anymore in the ERP, but perhaps we can replace the 0 total with a hyperlink to the invoice detail document(s).
Restrict Return Orders Based on Ship Date.
User Story: As a customer service representative,
I want to enforce restrictions on return orders based on the ship date recorded in the ERP system,
So that customers are unable to submit return requests for orders shipped more than x number of days.
Acceptance Criteria:
1. Return Window Restriction: The system should prevent customers from submitting return requests for orders shipped more than a fixed number of days, based on the ship date in the ERP.
2. Error Message: If a customer attempts to submit a return outside the window, the system should display a clear error message, such as: "Return period has expired. Orders can only be returned within X number of days of the ship date."
3. Configurable Setting: The restriction period should be configurable, allowing for adjustments by customer service based on business needs.
4. Ship Date Validation: The system should automatically pull the ship date from the ERP and validate it before accepting any return request.
5. Audit Trail: All return requests that are rejected due to this restriction should be logged in the system for future reference and reporting.
3
Allow customer to apply credit to an invoice payment
We would like to have the ability for our customers to apply a credit to an invoice when paying it in the customer portal.
Subscription payment online - automatic payment capture
The current subscription payment feature does not automatically capture the payments on the recurrence. This should be possible on automated capture of the order and the customer should only be able to stop it from happening.
Additional list sharing option
The two options currently are 'not shared' and 'view and edit'. We should introduce a third option which is 'view only'. This is to avoid any unwanted changes done by others.
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Insights for End-Users
Insights for End-Users

A My-Insights Dashboard for end-users (to be found in the My Accounts Section) to provide more detailed transparency on purchasing history and behavior - resulting in a more data-driven relationship between vendor and customer. Sana can provide the solution to enable this. The required powerful data and most of the functionality is already available.

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