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NAV Specific

Sana Commerce 9.1
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Link a Customer to a Sales Agent (Fashion Add-On)

In Sana Commerce - NAV Connector with Pebblestone Fashion add-on assigning a customer to the sales agent is performed differently from Sana Commerce - NAV Connector. 
 
Customers which are assigned to a certain sales agent must be tagged with the customer group.
 
Step 1: Open the Customer Card and under the Fashion FastTab set the customer group.


Set a Customer Group for a Customer

Step 2: Click: Pebblestone Fashion > Wholesale & Distribution > Setup > Sales > Salesperson Determination.


Salesperson Determination

Step 3: In the Customer Group field select the customer group code and in the Salesperson Code field select the salesperson code.

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Updated: January 2017