Inviting customers
The customer card within Commerce 365 extends the original Business Central customer card. Go to Sales > Customers to see all customers that are currently entitled to use your web store. To add existing customers to this list, go to your standard customer list, open a customer card, and click on the interactive Magento Status field to either create or open the Magento account card for this customer.
A notification will be shown to inform you that you can now complete the customer account and send an invitation email.
If you try to create a customer that already exists in Magento Commerce 365 will show a dialog which mentions that the customer already exists and asks if you want to map the customer to an existing account.
If you click ''No'' nothing will happen and if you click ''Yes'' a dialog with all existing magento customers with that email address will appear. To map the customer, select the customer and click ''Ok''. The customer is now mapped and the Magento Status will change to Synchronized.
Allowing new customers to register
Besides sending invites to existing customers you can also allow new customers to register through your webstore. There are multiple ways to collect the new account information, but by default new account data is imported into Business Central when a new customer places a first sales order.
When allowing new customers to register via Magento Commerce 365 for Magento will always follow the chronological order as described below.
- If the customer already exists in Business Central the Sales Order will be added to this customer.
- If the customer does not exist but the contact does exist, the Sales Order is added to the customer of which the contact is connected to.
- If there is no match Commerce 365 for Magento checks if a Collect Customer No. has been set up for the Country/Region code where the Magento Order is from.
- If no Collect Customer No. has been set up, Commerce 365 for Magento looks for a Customer Template No. which applies to the Country/Region code of the Magento order. Then it creates a new Business Central Customer and Magento Customer (within Business Central) and it uses the Customer Template to do so. The Magento order is added to this new Business Central Customer that has just been created.
Working with a Collect Customer
Commerce 365 for Magento also supports working with a Collect Customer. While working with a collect customer, all information of the Magento Order will be stored on the Business Central Sales Order. Information regarding VAT is retrieved from the Collect Customer that we are going to set up in the next steps. In order to set this up start by choosing the correct Country/Region Code.
When the Country/Region is selected go to the column ''Collect Customer No.'' and choose the customer that you want to use as a Collect Customer No.
Note: Leave the Customer Template Code empty when using the Collect Customer No., these 2 settings can't be used simultaneously!
The result of the setup is shown below, you are all set and ready to get your orders and customers flowing into Business Central.
Working with a Customer Template
When new customers are imported, you can apply a Customer Template based on the combination of Store View and Country Code. Go to Master Data > Store Views, select a Store View, and click on Related > Customer Templates.
These Customer Templates can be used apply a predefined set of values to every new customer record that gets created.
Breaking change: Until version 6 of Commerce 365 for Magento the software used Configuration Templates. With version 7 this has changed to Customer Templates. Make sure to create / select customer templates when upgrading from V6 to V7.
To create a new Customer Template click the ''New'' button.
This will create an additional line which fills the store code. Select the Country/Region Code of the customers for which you are creating the Customer Template.
If you have already created a Customer Template you can select the template that goes with the Country/Region Code. If not please click ''New'' to create a new Customer Template.
The screen below is your Customer Template, this allows you to predefine fields for all the customers that are being created with this Customer Template. Therefore only fill in values that are applicable for all customers from that Country/Region. Start by filling in a code that is recognisable and give it a clear description.
When you open all tabs you will see even more fields can be predefined. Make sure to fill in the mandatory fields, all other fields are optional.
When the template is completed and tailored to your needs click ''OK'' to finish your Customer Template.
Now you are all set, the customers ordering on the selected store from the Country/Region that you selected are now being created according to the Customer Template.
Note: Leave the Collect Customer No. empty when using the Customer Template Code, these 2 settings can't be used simultaneously!