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User Debtor Integration allows for 2-way integration between certain Website Users with B2C roles and custom-defined B2B ones and PRONTO debtors. Integration extends to User and customer updates. For example, if a User updates changes their shipping address online, their PRONTO customer record will also be updated to reflect the change. The This feature can be implemented for the B2C role as well as custom-defined roles in the case of B2B Usersroles flagged as debtor users. 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 that use ERPs. 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. |
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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
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a default Customer account
1. Online
Any time a Website User is created that matches your User Debtor criteria, e.g., B2C customerrole, a corresponding PRONTO customer will be created.
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- A new customer enters your retail location and makes a purchase.
- At the point of sale, a new PRONTO account is created.
- On integration, a linked Website User is also created.
- The new customer is sent an email advising them of their Website login details.
- The customer logs in and can now:
- update contact and delivery information
- view Order History
- purchase online.
Website User
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against Customer account (Customer
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User)
Any time a new customer account is added in PRONTO, the system will check whether the corresponding Customer account debtor Customer contact(s) in PRONTO exists online. If not, a Customer account and the new Customer User (s) from PRONTO are is created. Any additional debtor customer contacts added against the Customer in the future against the Customer will be created online as well.
- On Site/Offline
- A new customer is approved and a new PRONTO account is created.
- On integration, the system checks whether the customer already has a Customer account contact exists online. If not, one is created. For the Customer account (existing and new), the system checks if the user (email address) against the account in PRONTO exists online. If not, a Customer User is created.
- The new User Customer is sent an email advising them of their login details. . NOTE - if Auto Approve is not on, Admin will need to approve the User Customer.
- 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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