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. 


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