User GuideNAV Specific

NAV Specific

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
User GuideNAV Specific