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Need to allow to insert sales order to my customer

Posted on by 10

Hi all, 

my customer asked me to allow to insert sales order or returned goods of its customers straight away to its NAV. In this way he saves the time of data entry moving it to the work of its customers.

Is there any chance to allow this ? Creating a web portal interface ? I think it's a normal issue which has been figured out by someone of you. Could you help me describe me how did you solve it?

  • Suggested answer
    Sumit_Nandha Profile Picture
    Sumit_Nandha 160 on at
    RE: Need to allow to insert sales order to my customer

    We have the same situation, one of our Client using Sales order List page with Agent profile in agent profile only allow NAV user name password  One sales Order list page show in Role Canter page (WebClient), with that user Customer login add own Sales Order and ask the client to approve.

    Sumit Nandha

    Please Verify answers if you find it helped you

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Need to allow to insert sales order to my customer

    Create a universal Excel format by defining all required columns in that and share this excel to each customer, later you can take this data and import after creating a Processing only report.

    If you are a developer you can create XMLport and write a routine to insert these data direct into Sales Header and Sales Line tables.

    Hope it will help you.

    Cheers!

  • POPOPO Profile Picture
    POPOPO 10 on at
    RE: Need to allow to insert sales order to my customer

    Well, I'll try to explain better: The company A sells almost always the same items to 5 customers. TThe owner would like to give his customers the opportunity to insert sales orders or to insert returned goods. What is the fastest, cheapest and safest solution?

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,091 Super User 2024 Season 1 on at
    RE: Need to allow to insert sales order to my customer

    Yes, you can either publish a webservice or create a Processing Only report to get insert data into Sales Order through XMLPort by using Excel or CSV format file.

    Cheers!

    Nitin Verma

  • Suggested answer
    RockwithNav Profile Picture
    RockwithNav 6,562 on at
    RE: Need to allow to insert sales order to my customer

    Question is yet not clear?

    you want to make a Sales Order from Web -Service ?

  • Suggested answer
    Marco Mels Profile Picture
    Marco Mels on at
    RE: Need to allow to insert sales order to my customer

    Hello,

    Not sure if I understand the question completely, but this may be a good start:

    ruudvg.com/.../

    Thanks.

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