ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition

Microsoft Dynamics 365 for Finance and Operations, Enterprise Edition

Prospects and Ordering Process

Sales representatives can place orders on behalf of their business customers. A sales representative can also create a prospect customer and place an order on behalf of this prospect.

Create a prospect

Step 1: Log in to the Sana webshop as a sales representative.

Step 2: On the My account page click Create a prospect order.

Step 3: Enter the prospect details.

Countries, that are shown in the Country dropdown list, are configured in Dynamics 365 Enterprise Edition: Organization administration > Addresses > Address setup > Country/region. Make sure that for all countries that should be available in the Country list in the web store there is a Customer template and the option Visible in webshop is set to Yes. For more information, see 'Countries'.

If no customer template is available, you can create the one yourself.

When prospect details are entered and saved, this prospect will be automatically assigned to the sales representative. Now the sales representative can create a prospect order. The ordering process for a prospect is almost the same as when a regular customer is represented. The only differences are:

  • There is no My account link for a prospect, because a prospect is not an independent customer until he or she is manually transformed to a customer, which can be done by administrator in Dynamics 365 Enterprise Edition.
  • There is no possibility to choose the address on the Shipping information step for a prospect. The billing address is taken from the prospect details, which you have entered previously. The shipping address is prefilled with the billing address, but a sales representative can change it.

After the prospect order has been completed, it is saved in Dynamics 365 Enterprise Edition as a sales quotation. The sales representative can continue working with this prospect or log out. But be aware that the prospect can be used only once, and if you log out, you will not be able to use it again or create orders for this prospect.

The administrator in Dynamics 365 Enterprise Edition can make a sales order from a saved quotation and a customer can be created based on the prospect.

ERP User GuideMicrosoft Dynamics 365 for Finance and Operations, Enterprise Edition