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Documentation Index

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Here we show you how to activate a salesperson for a web shop. It is important to note that you must first create a salesperson in the system before you can activate them for the web shop. The salesperson used as an example here is created by default in NAV and is named “Joachim Ritter” with the code “JR”.
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Step 1: Open the Salesperson List

Navigate to the Salespeople/Purchasers area by entering “Salespeople/Purchasers” in the search.
Open the Salesperson List
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Step 2: Open the Salesperson Card

Select the row with the desired salesperson you want to activate for the web shop, in this case “Joachim Ritter”.Click the FastTab “Edit” in the “Manage” ribbon to open the Salesperson/Purchaser card.
Open the Salesperson Card
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Step 3: Define E-Commerce Data

Scroll all the way down in the Salesperson/Purchaser card and click on the “E-Commerce” FastTab. In our example, we want to activate the salesperson for a sales representative portal with a German language code.For this example configuration, we select the following settings:
  • Web Shop Code: “SALES”
  • Web Shop Language Code: “DEU”
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Step 4: Send E-Mail

In order to send the appropriate web shop access credentials to the salesperson, you must enter the salesperson’s e-mail address in the “Web Shop Login E-Mail Addr.” field. In our example, we enter lorenz@contoso.com and click on the FastTab “Send Access Data” in the “Home” ribbon. The notification window that subsequently appears can be closed by clicking “OK”.

Activate Customer for Web Shop

Activate customers for login and purchasing.

Set Up Dealer Search

Activate a customer as a dealer in the dealer search.