User GuideNAV Specific

NAV Specific

Prospect Order Process

The ordering process during the prospect mode is almost the same as the ordering process during the regular customer mode though there are some differences:
  • Please note that there is no 'My account' link when the sales representative is under prospect mode, because a prospect is not an independent customer until he is manually transformed to a customer in NAV:

    The Top Header During the Prospect Impersonation 

  • There is no possibility to save the order as an order template:

    The Bottom Right Corner of the 'Shopping Basket' Page 

  • There is no possibility to choose the address on the 'Billing/Shipping' page during the prospect mode. The billing address information is taken from the prospect data. By default the Shipping address fields are pre-filled with the Billing address data, but the sales representative has the possibility to change them:

    The 'Billing/Shipping' Page During the Prospect Impersonation 
After the order has been completed successfully, you can continue working with the prospect or you can log out.
You can use the prospect mode only once. When you are no longer utilizing the prospect mode, you will not be able to use this prospect customer mode again nor create orders with this prospect customer.
User GuideNAV Specific