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- There is a new offline customer, e.g., they enter your retail location and makes a purchase, 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 created.
- The new User is sent an email advising them of their Website login details. NOTE - if Auto Part Registration is active for a Customer account, the User must be approved before the registration process continues.
- The User logs in and can now:
- update contact and delivery information
- view Order History
- purchase online.
| Info |
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For sites running on versions 4.31, | Multiexcerpt include |
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| MultiExcerptName | 4.25 |
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| PageWithExcerpt | LTS 2021 actual min. versions |
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an enhancement is available for PRONTO to online integration to cater for scenarios where a debtor customer user 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 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
Email content Content of emails can be edited in the following templates via the Content menu (Content → Emails):
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| Minimum Version Requirements |
| Multiexcerpt |
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| MultiExcerptName | Minimum Version Requirements |
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| | 03.88.00; |
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| Prerequisites |
| Multiexcerpt |
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| Commerce Vision Integrator version 4.63 PRONTO proledb version 3.11 |
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| Self Configurable |
| Multiexcerpt |
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| MultiExcerptName | Self Configurable |
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| No |
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| Business Function |
| Multiexcerpt |
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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 |
| Multiexcerpt |
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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) |
| Multiexcerpt |
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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) |
| Multiexcerpt |
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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 |
| Multiexcerpt |
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| MultiExcerptName | Third Party Costs |
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| | n/a |
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| CMS Category |
| Multiexcerpt |
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| MultiExcerptName | CMS Category |
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| Users |
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