ERP User GuideMicrosoft Dynamics AX

Microsoft Dynamics AX

Represent a Customer



The customer representation allows sales agents to order on behalf of their customers. Therefore it is necessary to assign a customer to a sales agent.

All sales agents and business customers are created and managed in Microsoft Dynamics AX. A webshop administrator must create a shop account for a sales agent in Sana Admin: Customers > Shop accounts.

Starting from Sana 9.3.3, when you create a shop account for a sales agent in Sana Admin, you can select the representation behaviour of your sales agent.

If you enable the option Linked customers, then your sales agent can represent particular customers that you assign to the sales agent in Microsoft Dynamics AX.

If you enable the option All customers, then your sales agent can represent all valid customers that exist in Microsoft Dynamics AX. This sales agent can log in to the Sana webshop and represent any customer he or she needs and place an order even if this customer is not linked to the sales agent in Microsoft Dynamics AX.

For more information how to create and manage shop accounts in Sana Admin, see "Shop Accounts".

Assign a customer to a sales agent

Sales groups are used for assigning a customer to a sales agent. Thus before assigning a customer to a sales agent, you should create a sales group and add a sales representative to this group:

Step 1: In Microsoft Dynamics AX click: Sales and marketing > Setup > Commissions > Sales groups.

Step 2: Create a group and fill in the Group field, which is the code name or ID of the group, and its name.

Step 3: Click Sales rep. On the Sales rep. form you can add the sales representatives to the sales group.


Add Seles Representatives to Sales Group

Now you can assign a customer to this sales agent. To assign a customer to a sales agent in Microsoft Dynamics AX 2012:

Step 1: Click: Accounts receivable > Common > Customers > All customers.

Step 2: In the list of customers find the one which should be assigned to the sales agent and switch to the edit mode.

Step 3: On the Sales order defaults FastTab, select the sales group which includes the necessary sales agent.

ERP User GuideMicrosoft Dynamics AX