A customer needs to be activated online to ensure their debtor transactions and sales orders are integrated.
Step-by-step guide
The CSS Integrator Commerce Vision Integration client does not by default integrate data for all customers as this can sometimes cause overload of unnecessary data integration. A customer must be at a status of Active to have their data (statement data and orders) integrated.
- Login as and administrator
- Go to Accounts and then Account Selection
- Search for the customer to be activated
- Select the customer
- Click the "Mark Active" option. This will set the customer to "Pending" and their data will be available after the get "Get Orders" the Integrator performs.
| Tip |
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It is possible to have a setting the will automatically activate all customers. This should be used with caution as it will cause a large amount of data to be integrated. Please consult with Commerce Vision regarding turning this option on. |
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