ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

Represent a Customer



Sales agents can place orders in the Sana webshop on behalf of their business customers. To allow sales agents place orders on behalf of their business customers, you need to assign a sales agent to a customer in Microsoft Dynamics NAV.
 
Use the Salespeople/Purchasers window to manage sales agents. Click: Sales & Marketing > Sales > Setup > Salespeople.
 
 
Open the Customer Card and use the Salesperson Code field on the General FastTab to assign the customer to the sales agent.
 
 
Now a sales agent can log in the Sana webshop using the shop account created in Sana Admin, represent a customer and place an order on behalf of the business customer.
 
ERP User GuideMicrosoft Dynamics NAV