ERP User GuideMicrosoft Dynamics NAV

Microsoft Dynamics NAV

Sana Commerce 9.3
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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.

All sales agents and business customers are created and managed in Microsoft Dynamics NAV. 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 NAV.

If you enable the option All customers, then your sales agent can represent all valid customers that exist in Microsoft Dynamics NAV. 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 NAV.

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

Assign a customer to a sales agent

Use the Salespeople/Purchasers window to manage sales agents. In Microsoft Dynamics NAV 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.

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ERP User GuideMicrosoft Dynamics NAV

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Sana Commerce does not accept any liability for the content of this website, or for the consequences of any actions taken on the basis of the information provided. The information below should be interpreted as an example. No rights can be derived from this information.

Sana Commerce – the integrated e-Commerce solution for Microsoft Dynamics and SAP

Updated: January 2021