Represent a Customer
WATCH THE VIDEO
Sales employees (sales agents) can place orders in the webstore on behalf of their business customers. To allow sales employees place orders on behalf of their business customers, you need to assign a customer to a sales employee in SAP.
All sales agents and business customers are created and managed in SAP. A webshop administrator must create a shop account for a sales agent in Sana Admin: Customers > Shop accounts.
When you create a shop account for a sales agent in Sana Admin, you can select the representation behavior 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 employee in SAP.
- If you enable the option All customers, then your sales agent can represent all valid customers that exist in SAP. These sales agents can log in to the Sana webshop and represent any customer they need and place an order even if this customer is not linked to the sales employee in SAP.
For more information about how to create and manage shop accounts in Sana Admin, see Shop Accounts.
Assign a Customer to a Sales Representative
To manage sales employees in SAP, use the following transaction codes:
-
Create sales representative (VPE1)
-
Change sales representative (VPE2)
-
Display sales representative (VPE3)
The respective customer can be assigned to the relevant sales employee in the sales area of the customer master data.
To manage customers in SAP, use the following transaction codes:
-
Create Customer (XD01)
-
Change Customer (XD02)
-
Display Customer (XD03)
To assign a customer to a sales employee, open the sales area data of a customer and use the Sales employee partner function on the Partner Functions tab.
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 customer.
When sales employees represent a customer, they can see all orders created on behalf of that customer in the order history. When sales employees do not represent customers, they can see all orders created on behalf of all customers assigned to them in SAP.
