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Overview

User Debtor Integration is primarily of use to our clients with physical, brick and mortar shopfronts that use ERPs 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 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.

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 that matches user debtor criteria

1. Online

Any time a Website User that matches your PRONTO User Debtor criteria is created, a linked PRONTO customer will be created. 

1. 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 into your site and updates their details (billing address, phone number). 
   4. On integration, the PRONTO record is also updated. 
   5. The 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 User logs in and navigates to the Order History page. 
   8. All orders, both online and in store, are visible in the User's history. 

      
      

2. In Store/offline to online

When a new PRONTO debtor customer record is created, it will trigger the creation of a linked Website User on your website.

1. 1. A new customer enters your retail location and makes a purchase or they are added by your staff. 
   2. A new PRONTO account is created.
   3. On integration, a linked Website User is also created. 
   4. The new customer is sent an email advising them of their Website login details. NOTE - for Users against a business account, if part-registration is active, the User must be approved first before the registration process will continue. 
   5. The customer logs in and can now: 
      1. update contact and delivery information 
      2. view Order History
      3. purchase online.   
          

Sample Emails 

New Web User Email - B2C	Warning Email to Administrator (data conflicts)

Additional Information

Related help