Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Multiexcerpt
MultiExcerptNameFeature Overview

User Debtor Integration allows for 2-way integration between your web users Website Users and your PRONTO debtors. Any time a B2C web 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 web user. User Debtor Integration also extends to user User and customer updates. For example, if a user 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 B2B Users.

This functionality is primarily of use to our clients with physical, brick & and mortar shopfronts. With User Debtor Integration, the customer 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

Any time a B2C User is created, a corresponding PRONTO customer will be created. 

  1. Online 
    1. A new user User registers on your website. 
    2. If their default role matches your User Debtor criteria, a new PRONTO account is automatically created. 
    3. The web user User logs in and updates their details (billing address, phone number). 
    4. On integration, the PRONTO record is also updated. 
    5. The web user User enters one of your physical store locations and makes a purchase. 
    6. 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.
    7. The web user User logs in and navigates to the Order History page. 
    8. All orders, both online and in store, are visible in the userUser's history. 

       



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

  1. In Store
    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 web user Website User is also created. 
    4. Your new customer is sent an email advising them of their login details.
    5. The customer logs in and can now: 
      1. update contact and delivery information 
      2. view Order History
      3. purchase online   
         online.   
         

B2B Website Users (User Customers)

Any time a B2C User is created, a corresponding PRONTO customer will be created. 

  1. On Site 
    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 in PRONTO exists. If not, the 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.    

Sample Emails 

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

...

Additional Information


Multiexcerpt
hiddentrue
MultiExcerptNameAdditional Info
 --

...