Represent a Customer

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Salespeople (sales agents) can place orders in the Sana webshop on behalf of their business customers. To allow salespeople place orders on behalf of their business customers, you need to assign a salesperson to a customer in Microsoft Dynamics GP.

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

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

For more information about how to create and manage sales agent in Sana Admin, see Sales Agents.

Assign a Customer to a Salesperson

Use the Salesperson Maintenance window to manage salespeople. In Microsoft Dynamics GP, click: Sales > Cards > Salesperson.

In the Customer Maintenance window use the Salesperson ID field to assign the relevant salesperson to the respective customer.

Now a salesperson can log in to the Sana webshop using the shop account created in Sana Admin, represent a customer and place an order on behalf of the business customer.