Microsoft Dynamics GP

Prospects

Salespeople can place orders on behalf of their business customers. A salesperson can also create a prospect customer and place an order on behalf of this prospect.

To allow salespeople create prospects, the option Create prospects should be enabled in Sana Admin: Setup > Customer > Profile fields > Prospect profile. Here you can also manage the prospect profile form used in the webshop to create a prospect.

For more information, see "Profile fields".

To create a prospect, log in to the webshop as a salesperson, and on the My account page click Create a prospect order.

You will see the Prospect details form where you need to enter the personal information of your prospect customer, like name and address.

Those countries which are available in the Country dropdown of the prospect details should be configured in the Country Code Maintenance window in Microsoft Dynamics GP. The prospect functionality will work correctly only if a customer template is assigned to each visible in the webshop country. Customer templates assigned to the countries are customer records which are predefined with data, like currency and tax schedule, which is copied to the created prospect.

For more information about countries management, see "Countries".

When a prospect is created, it is saved into Microsoft Dynamics GP. The prospect is automatically represented by a salesperson, who can place an order on behalf of this prospect. When a salesperson places an order on behalf of the prospect, the ordering process is just the same as if a salesperson represents a regular business customer. The order placed on behalf of a prospect is saved into Microsoft Dynamics GP as a quote.

Note, that a salesperson can use a prospect only once. If a salesperson logs out or stops representing the prospect, it will not be possible to represent this prospect again and place an order on behalf of this prospect.