General

Back Next

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.

Open a customer card, click on the 'Fashion' tab and notice the 'Customer Group' field;
By clicking on the arrow on the right of this field you can tag this customer with a customer group code;
Select the needed customer group and click 'Ok';

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

Next go to 'Sales & Marketing -> Sales -> Setup -> Salesperson Determination';
Enter in the first column the customer group code and in the last column the salesperson code.

Salesperson Determination

Back Next

User GuideGeneral

Sitemap

Installation

Product Versions

Sana Software Links

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 Software – e-Commerce for Microsoft Dynamics

Updated: September 2011