User GuideNAV Specific

NAV Specific

Create a Prospect

When a sales representative logs in and does not have a specific contact name, the sales representative can create a contact name by making a prospect order.
A prospect is a temporary contact that is created by the sales representative. After the creation, this prospect will be automatically assigned to the sales representative. The sales representative can create regular orders in the webshop; the orders can be saved as a sales quote in NAV. The Shop Administrator can make a sales order from a saved quote in NAV. A new customer can also be created in NAV based on the prospect.
In order to create a prospect you need to log in as a sales representative.

Step 1: Open the 'My account' page and click on the 'Create a prospect order' link. You will see the following page: 

The 'Prospect Details' Page 

Step 2: After the confirmation pop-up window has been closed, you will automatically be assigned the created prospect.

When submitting an order to NAV, the contact is created in NAV, using the prospect information entered earlier in the process.
A country that is available in the 'Countries' dropdown list is specified by the Shop Administrator in NAV. For more information please read the 'Configure the Prospect functionality' chapter. 
User GuideNAV Specific