SAP Business One

Link Customer to Sales Employee

Sales employees can place orders in the web store on behalf of their business customers. To allow this, customers should be linked to the sales employees in SAP Business One.

Use the Sales Employees/Buyers - Setup window to define the list of sales agents. Click: Administration > Setup > General > Sales Employees/Buyers.

Make sure that the sales employee is active. Otherwise, he or she will not be able to create orders in the Sana web store.

The relevant sales employee can be assigned to the respective business customer in the Business Partner Master Data. Click: Business Partners > Business Partner Master Data. Under the General tab in the Sales Employee field assign the relevant sales employee to the customer.

Now a sales employee can log in the web store using the shop account created in Sana Admin, represent a customer and place an order on behalf of the business customer.

See also:
Sales Employees/Buyers - Setup
Business Partner Master Data: General Tab
How to create a shop account in Sana Admin