Overview
User Debtor Integration allows for 2-way integration between 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 changes their shipping address online, their PRONTO customer record will also be updated. This feature can be implemented for roles 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.
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 with a default Customer account
1. Online
Any time a Website User is created that matches your User Debtor criteria, e.g., B2C role, a corresponding PRONTO customer will be created.
- A new User registers on your website.
- If their default role matches your User Debtor criteria, a new PRONTO account is automatically created.
- The User logs into your site and updates their details (billing address, phone number).
- On integration, the PRONTO record is also updated.
- The User enters one of your physical store locations and makes a purchase.
- 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.
- The User logs in and navigates to the Order History page.
- All orders, both online and in store, are visible in the User's history.
2. In Store
New PRONTO customers will automatically trigger the creation of a linked Website User.
- 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 against Customer account (Customer User)
Any time a new customer account is added in PRONTO, the system will check whether debtor Customer contact(s) in PRONTO exists online. If not, the new Customer User is created. Any additional debtor customer contacts added against the Customer in the future 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 contact exists online. If not, one 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.
Sample Emails
New Web User Email - Scenario 2 | Warning Email to Administrator (data conflicts) |
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Additional Information
Minimum Version Requirements |
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Prerequisites | Commerce Vision Integrator version 4.63 PRONTO proledb version 3.11 |
Self Configurable |
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Business Function |
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BPD Only? |
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B2B/B2C/Both |
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Ballpark Hours From CV (if opting for CV to complete self config component) |
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Ballpark Hours From CV (in addition to any self config required) |
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Third Party Costs |
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CMS Category |
Related help