User GuideNAV Specific

NAV Specific

Sana Commerce 8.3
Your provider

Overview
Webshop Catalog Overview
Countries
Data Validation Rules
Customer Assortment
Catalog Filter
Items Management
Item Description
Extended Texts
Item Variants Management
Item Categories Management
Product Groups Management
Related Items Management
Bill of Materials Management
Item Prices Configuration
Prepayments Configuration
Units of Measure
Billing and Shipping Addresses Management
Customer's Language Preference
Customer's Currency Preference
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

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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' fast tab 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

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

Installation

Setup Web and Database Server
Prepare NAV Server Environment
Prepare AX Server Environment
Install SC on NAV Environment
Install SC on AX Environment
Install SC Application and Webshop
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 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 NAV & AX

Updated: January 2014