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| MultiExcerptName | Feature Overview |
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User Debtor Integration allows for 2-way integration between certain Website Users and PRONTO debtors. On your site, these Users are typically the B2C Roles but can be custom-defined B2B ones as well, depending on your business needs. The integration process ensures that when Website Users matching your User Debtor criteria registers an accountregister accounts, a corresponding PRONTO customer customers will also be created. Likewise, a new PRONTO debtor customer customers will trigger the creation of a linked Website UserUsers. Integration also extends to User and customer updates. For example, if a User changes their shipping address online, their linked PRONTO customer record will also be updated.
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User Debtor Integration is primarily of use to our clients with physical, brick and mortar shopfronts that use an ERP as well to maintain customer records. 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. This Depending on your website version, this feature can also be implemented to cater for Users who are active in more than one Customer account so that their User records are always updated against specific Customers.
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Due to complex field mappings between your ERP (PRONTO) and the website, it is not advisable to that this functionality is self-implement this functionalityimplemented. If you're interested in User Debtor Integration for your site, please contact Commerce Vision for guidance.
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When a new PRONTO debtor customer record is created, it will trigger the creation of a linked Website User on your website.
- A There is a new customer enters offline customer, e.g., they enter your retail location and makes a purchase, they are added by your sales rep, or their credit account application is successful, etc.
- A new PRONTO account is created.
- On integration, a linked Website User is also created.
- The new customer User is sent an email advising them of their Website login details. NOTE -for Users against Customer accounts, if part-registration is active if Auto Part Registration is active for a Customer account, the User must be approved before the registration process continues.
- The customer User logs in and can now:
- update contact and delivery information
- view Order History
- purchase online.
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For sites running versions 4.25+, an enhancement is available for PRONTO to online integration to cater for scenarios where a debtor customer is linked to more than one debtor customer account. On integration, the system checks all Website User records against contacts for debtor customers. A User record linked to a specific Customer will be created if one does not exist. The User will be sent a new User registration email. Example: - There is a new offline customer or an additional contact is entered for an existing debtor customer.
- For the new customer, a debtor customer PRONTO account is created.
- On integration, the system checks User Customer records for Customers flagged as Debtor customers. A Website User linked to the Customer is created if it does not exist.
- The User is sent a registration email advising them of their Website login details.
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Sample Emails
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Email content can be edited in the following templates via the Content menu (Content→ Emails):
- User Debtor New User Email
- User Debtor Warning / Error Email
| User Debtor New User Email | User Debtor Warning / Error Email - Warning Email to Administrator (data conflicts) |
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| Minimum Version Requirements |
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| MultiExcerptName | Minimum Version Requirements |
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| | 03.88.00; 4.25 |
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| Prerequisites |
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| Commerce Vision Integrator version 4.63 PRONTO proledb version 3.11 |
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| Self Configurable |
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| MultiExcerptName | Self Configurable |
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| No |
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| Business Function |
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| MultiExcerptName | Business Function |
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| Administration |
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| BPD Only? | |
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| B2B/B2C/Both |
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| MultiExcerptName | B2B/B2C/Both |
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| B2C, both |
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| Ballpark Hours From CV (if opting for CV to complete self config component) |
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| MultiExcerptName | Ballpark Hours From CV (if opting for CV to complete self config component) |
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| Contact Commerce Vision |
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| Ballpark Hours From CV (in addition to any self config required) |
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| MultiExcerptName | Ballpark Hours From CV (in addition to any self config required) |
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| Contact Commerce Vision |
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| Third Party Costs |
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| MultiExcerptName | Third Party Costs |
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| | n/a |
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| CMS Category |
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| MultiExcerptName | CMS Category |
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| Users |
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Related help
| Content by Label |
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| showLabels | false |
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| max | 5 |
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| spaces | KB |
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| showSpace | false |
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| sort | modified |
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| reverse | true |
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| type | page |
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| cql | label = "integration" and label = "pronto" and type = "page" and space = "KB" |
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| labels | how-to cms settings |
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