Ecommerce - Configure Customer Accounts

Ecommerce - Configure Customer Accounts

Introduction

Agility supports integrations/links with to ecommerce platforms. Depending on the ecommerce platform and it's features, customer accounts may be uploaded. For customer accounts to be uploaded, certain fields must be filled. This document details how the account must be configured.

Account Setup

1. Ensure the account has a name and address with at least 3 lines, from the top down. 


2. Ensure the account has a postcode.


3. Ensure that the account has a valid email address. This is used for customer confirmation with web sales.


4. Ensure the account has a telephone number.


5. Ensure that the website is selected from the web customer dropdown:



6. If customer type profiles are enabled for the website, ensure the account is assigned to the correct customer type profile. 


    • Related Articles

    • Ecommerce - Feeds and Website Communication

      Introduction If your Agility system has an ecommerce integration, it will be sending/receiving data from the website. Each type of information (prices, stock levels, customers...) required for the website is sent in a separate feed. A feed is a ...

    • Ecommerce- Configure Product For Ecommerce

      Introduction Agility Professional supports ecommerce integrations with different websites/ecommerce platforms. Stock codes can be individually set to sync with websites. Regardless of the ecomm platform, stock codes must be configured as follows: ...

    • Ecommerce - Web Order Invoicing and Nominals

      Introduction Part of most ecommerce integrations is the automated download of web orders. Web orders are handled much like cash or account orders on the delivery system, although there are differences. Invoicing: An invoice is generated for a web ...

    • Agility - JustSell Integration

      What is JustSell? JustSell is an online ecommerce platform created by our partners Uptivity. Agility has an integration/link with JustSell, which allows you to connect your Agility retail system with a JustSell website. JustSell website: Just ...

    • Ecommerce - Download Web orders into the delivery system

      If you find that the ecommerce orders are not appearing in the delivery system as they normally would, please follow these steps: Press the [Refresh] button on the delivery system. The prompts Agility to check for pending web orders that are still in ...