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.

All sales employees and business customers are created and managed in SAP Business One. A webshop administrator must create a shop account for a sales employee in Sana Admin: Customers > Shop accounts.

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

If you enable the option Linked customers, then your sales employee can represent particular customers that you assign to the sales employee in SAP Business One.

If you enable the option All customers, then your sales employee can represent all valid customers that exist in SAP Business One. This sales employee 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 employee in SAP Business One.

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

Assign a customer to a sales employee

Use the Sales Employees/Buyers - Setup window to define the list of sales agents. In SAP Business One 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. On 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