User GuideNAV Specific

NAV Specific

Link a Customer to a Sales Agent (Fashion Add-On)

In Sana Commerce - NAV Connector with Pebblestone Fashion Add-On linking a customer to the sales representative is performed differently from Sana Commerce - NAV Connector. 
Customers which are linked to a certain salesperson must be tagged with the Customer Group.
 
Step 1: Open a customer card, click on the 'Fashion' tab and notice the 'Customer Group' field.

Step 2: By clicking on the arrow on the right of this field you can tag this customer with a customer group code.

Step 3: Select the needed customer group and click 'OK':


The 'Fashion' Tab with the 'Customer Group' Field

Step 4: Next go to 'Sales & Marketing -> Sales -> Setup -> Salesperson Determination'.

Step 5: Enter in the first column the customer group code and in the last column the salesperson code:


Salesperson Determination

User GuideNAV Specific