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MultiExcerptNameFeature Overview

User Debtor Integration allows for 2-way integration between your certain Website Users and PRONTO debtors. Integration extends to User and customer updates. For example, if a User updates their shipping address online, their PRONTO customer record will also be updated to reflect the change. The feature can be implemented for both B2C and the B2C role as well as custom-defined roles in the case of B2B Users. This functionality It can also cater for those in more than one Customer account.


User Debtor Integration is primarily of use to our clients with physical, brick and mortar shopfronts. Customer It ensures customer experience is synchronised and consistent across the various retail channels. Order history is maintained, communication is uninterrupted, and data is always up-to-date.

Any time a B2C User is created, a corresponding PRONTO customer will be created. The converse is also true - new PRONTO customers will automatically trigger the creation of a linked Website User.

User Debtor Integration also extends to User and customer updates. For example, if a User updates their shipping address online, their PRONTO customer record will also be updated to reflect the change.

Example scenarios

B2C Website Users

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Implementation

Due to complex field mappings between PRONTO and the website, it is not advisable to self-implement this functionality. If you're interested in User Debtor Integration for your site, please contact Commerce Vision for guidance. 


Example scenarios

Website User with one Customer account

1. Online

Any time a Website User is created that matches your User Debtor criteria, e.g., B2C customer, a corresponding PRONTO customer will be created. 

    Online 
    1. A new User registers on your website. 
    2. If their default role matches your User Debtor criteria, a new PRONTO account is automatically created. 
    3. The User logs
  1. in
    1. into your site and updates their details (billing address, phone number). 
    2. On integration, the PRONTO record is also updated. 
    3. The User enters one of your physical store locations and makes a purchase. 
    4. At the point of sale, their email address is queried and the transaction is linked to their PRONTO customer account, ensuring order history data is complete.
    5. The User logs in and navigates to the Order History page. 
    6. All orders, both online and in store, are visible in the User's history. 


2. In Store

New PRONTO customers will automatically trigger the creation of a linked Website User.

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    1. A new customer enters your retail location and makes a purchase. 
    2. At the point of sale, a new PRONTO account is created.
    3. On integration, a linked Website User is also created. 
  1. Your
    1. The new customer is sent an email advising them of their Website login details.
    2. The customer logs in and can now: 
      1. update contact and delivery information 
      2. view Order History
      3. purchase online.   
         

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Website

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User s (Customer Users)

Any time a B2C User is created, a corresponding PRONTO customer will be creatednew customer account is added in PRONTO, the system will check whether the corresponding Customer account exists online. If not, a Customer account and the Customer User(s) from PRONTO are created. Any additional customer contacts added in the future against the Customer  will be created online as well

  1. On Site/Offline 
    1. A new customer is approved and a new PRONTO account is created.
    2. On integration, the system checks whether the customer already has a Customer account online. If not, one is created. 
    3. For the Customer account (existing and new), the system checks if the new User Customer added user (email address) against the account in PRONTO exists online. If not, the a Customer User Customer is created.
    4. The new User Customer is sent an email advising them of their login details. 
    5. When additional contacts are added to a specific PRONTO account, it will also be added online as a new User Customer.    

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New Web User Email - Scenario 2Warning Email to Administrator (data conflicts)

Implementation

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Additional Information


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