Microsoft Dynamics GP

Represent a Customer

Salespeople can place orders in the Sana webshop on behalf of their business customers. To allow salespeople place orders on behalf of their business customers, you need to assign a salesperson to a customer in Microsoft Dynamics GP.

Use the Salesperson Maintenance window to manage salespeople. Click: Sales > Cards > Salesperson.

In the Customer Maintenance window use the Salesperson ID field to assign the relevant salesperson to the respective customer.

Now a salesperson can log in to the Sana webshop using the shop account created in Sana Admin, represent a customer and place an order on behalf of the business customer.