ERP User GuideMicrosoft Dynamics AX

Microsoft Dynamics AX

Sana Commerce 9.2
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Prospect Functionality and Ordering Process



When a sales representative logs in and does not have a specific contact name, the sales representative can create a contact by making a prospect order.

A prospect is a temporary contact that is created by sales representative.

To create a prospect:

Step 1: Log in as a sales representative.

Step 2: On the My account page click Create a prospect order.

Step 3: Enter the prospect details.


Prospect Details'

Countries, that are available in the Country dropdown, are configured in Microsoft Dynamics AX 2012: Organization administration > Setup > Addresses > Address setup > Country/region. In order the prospect functionality works correctly, each visible in webshop country must have a prospect template based on the template customer in Microsoft Dynamics AX.


Countries Configuration

If no customer template is available, you can create the one yourself. More detailed information about customer template can be found here.

When the prospect information is entered and saved, this prospect will be automatically assigned to the sales representative. And now you can create a prospect order. The ordering process in the prospect mode is almost the same as when a regular customer is represented. The only differences are:

  • There is no My account link in the prospect mode, because a prospect is not an independent customer until he is manually transformed to a customer, which can be done by administrator in Microsoft Dynamics AX.
  • There is no possibility to save the order as order template.
  • There is no possibility to choose the address on the Shipping information step in the prospect mode. The billing address information is taken from the prospect data, which you have entered previously. The shipping address is prefilled with the billing address data, but sales representative can change it.

After the prospect order has been completed it is saved in Microsoft Dynamics AX as a sales quotation. The sales representative can continue working with this prospect or log out. But be aware that the prospect can be used only once and if you log out you will not be able to use it again or create orders with this prospect.

The administrator in Microsoft Dynamics AX can make a sales order from a saved quotation and a customer can be created based on the prospect.

 NOTE

The Country/Region table is also used to configure countries that should be available when a customer registers in the webshop online. For more information, see 'B2C Customer Registration'.

ERP User GuideMicrosoft Dynamics AX