|
xTupleCommerce Product Guide |
|
|
xTupleCommerce Product Guide |
| 7. Creating the Guest Customer | ||
|---|---|---|
 | Chapter 1. Preparing the ERP for xTupleCommerce |  |
Not every visitor to your xTupleCommerce portal will have a registered account with you. Some buyers may even wish to fill up a shopping cart and proceed to checkout without having identified themselves to you. Of course, you will capture billing information for the user before they complete their purchase. However, up until that point, the user will have performed actions on your portal as a guest.
To support this scenario, it is extremely important that you define a guest customer in the ERP. The name of the account has to be a clearly understood and consistent name for the unauthenticated users on the web portal. Any user in the ERP and any Manager or Editor on the web portal should recognize that this account is meant to only be used for customers who do not already have an account and who do not wish to create an account. For this example, we're going to use "GUEST" as the account.
Here are the steps to follow:
In the ERP, create a new contact record from .
Give the new contact the following information:
First Name: Guest
Last Name: Customer
Near the bottom left of the contact screen, go to the Account # field.
Select the arrow next to the magnifying glass.
From the menu, select the option—this will open the screen for creating a new CRM account.
Give the new account the following information:
Account Number: GUEST
Account Name: Guest Customer
Click —this will close the Account window.
On the Contact window click —this will close the Contact window.
Now let's edit the new CRM account and create a linked customer record, by going to .
Locate the GUEST account from the list and open it for editing.
On the tab, select the Primary radio button.
Enter the name of your guest contact (i.e., "Guest Customer").
Now that the contact record is associated with the CRM account, the next step is to create a linked customer record. To do this, select the checkbox next to the button on the CRM Account window.
Once the button is activated, click on it to open the Customer screen.
Set the customer type for the GUEST customer. (Hint: You might want to define customer types that are appropriate for customers who order from your web portal.)
Make sure the Active flag is selected.
Click the tab on the GUEST customer record.
Define settings for the GUEST customer, with particular attention to the following:
Enter the sales rep for web portal orders, if desired.
Select the Free Form Bill To option.
Select the Free Form Ship To option.
Indicate other settings as needed.
Next, click on the Terms radio button.
Set the appropriate payment terms. Typically, this is set to Credit Card.
If required, update any other appropriate settings for your guest customers, based on your business needs.
Click —this will close the Customer window.
On the Account window click —this will close the Account window.
Navigate to .
Under the xDruple Settings, set the Guest Customer field to the guest customer that you created. This will connect your ERP to the web portal.
Select an option from the Default Pre-pay Terms drop-down list. This is typically a credit card option created in the module. Read more about this in Section 9, “Creating Billing Terms”.
On the xTupleCommerce portal, log in as a manager.
Navigate to .
Ensure that the Guest Customer field is set to GUEST.
Click .
At this point it is a good idea to log out of the manager account and log back into xTupleCommerce.
Be aware that the guest account is what connects the ERP to the web portal and allows the data to flow back and forth between the two. Therefore, it is very important that you do not remove this account.
| |  | |
| 6. Default Customer Settings |  | 8. Set Quote Number Generation |