User GuideNAV Specific

NAV Specific

Sana Commerce 9.0
Your connector

Overview
Webshop Catalog Overview
Location Code & Inventory
Countries
Data Validation Rules
Customer Assortment
Catalog Filter
Items Management
Item Description
Extended Texts
Item Variants Management
Item Categories and Product Groups
Related Items Management
Bill of Materials Management
Item Prices Configuration
Volume Prices
Prepayments Configuration
Units of Measure
Billing and Shipping Addresses Management
Currencies
Link a Customer to a Sales Agent
Link a Customer to a Sales Agent (Fashion Add-On)
Shipping Providers and Methods Configuration
Payment Methods Configuration
Invoice Discounts and Service Charges
Sales Order Reference no. and Comment
Prospect Functionality and Ordering Process
Edit an Order
B2C Customer Registration
Sales Orders IDs
Webshop Orders Overview
Sana Commerce Setup
Configure the Webshop
Optimization

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Link a Customer to a Sales Agent

The customer representation allows sales agents to order on behalf of their customers. Therefore it is necessary to assign the customers to the sales agents:

Step 1: Open the Customer Card you want to assign to the sales agent.

Step 2: Under the General FastTab use the Salesperson Code dropdown to assign the customer to the sales agent.

Assign a Customer to Sales Agent

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User GuideNAV Specific

Sitemap

Sana Mobile
User Guide
Installation
Configuration
How to
Knowledge Base
Add-ons and Modules

Installation

Setup Web and Database Server
Install Sana Admin and Webstore
Prepare NAV Server Environment
Prepare AX Server Environment
Prepare SAP Server Environment
Install Sana on NAV Environment
Install Sana on AX Environment
Install Sana on SAP Environment
Advanced Installation Topics

Product Versions

Sana Commerce Cloud
Sana Commerce 9.3
Sana Commerce 9.2
Sana Commerce 9.1
Sana Commerce 9.0
Sana Commerce 8.3
Sana Commerce 8.2
Sana Commerce 8.1
Sana Commerce 7.5
Sana Commerce 7.4

Links

Sana YouTube
Sana University
Sana Commerce
Sana Community

Sana Commerce does not accept any liability for the content of this website, or for the consequences of any actions taken on the basis of the information provided. The information below should be interpreted as an example. No rights can be derived from this information.

Sana Commerce – the integrated e-Commerce solution for Microsoft Dynamics and SAP

Updated: July 2015