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Need to allow to insert sales order to my customer

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Posted on by POPOPO

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?

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Sumit_Nandha 160 on at

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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

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Nitin Verma 21,593 Moderator on at

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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!

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POPOPO 10 on at

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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?

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Nitin Verma 21,593 Moderator on at

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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

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RockwithNav 7,952 Super User 2025 Season 2 on at

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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 ?

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Marco Mels on at

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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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