Contacts
In a B2B webshop, contacts play a crucial role in ensuring smooth and efficient operations. By managing the contacts effectively, businesses can provide a personalized experience, streamline communication, facilitate negotiations, and integrate seamlessly with existing business systems. This leads to stronger business relationships, increased customer satisfaction, and ultimately, more successful B2B transactions.
A contact can place orders in the Sana webshop on behalf of a customer. Contacts are created and linked to the customers in Microsoft Dynamics AX. A contact can place orders on behalf of a customer only if a shop account is created for a contact in Sana Admin.
Create a Contact
In Microsoft Dynamics AX click: Sales and marketing > Customers > All customers. Open a customer account you want to create a contact for and on the Customer tab click Contacts > Add contacts.
Fill in all the necessary information, like contact name, address, phone number, etc., to create a contact.
To see a contact linked to a customer, open the customer account and on the Customer tab click Contacts > View contacts.
You can create multiple contacts for a customer.
Order Placement by a Contact
When a contact logs in to the Sana webshop, the customer data a contact is linked to will be used, like prices, discounts, taxes, addresses etc.
The order placed by a contact is created on behalf of a customer a contact is assigned to. You can see the name of a contact who created the order in the Contact field on the General FastTab of the sales order in Microsoft Dynamics AX.
The name of a contact is also shown in the order details in the webshop.
In the Sana webshop, in the order history, contacts can see all sales documents created by them, other contacts assigned to the same customer, and by the customer the contact is assigned to. Customers can also see all sales documents created by the contacts assigned to them.
