User GuideNAV Specific

NAV Specific

B2C Customer Registration

When a new B2C customer registers in the webshop, the customer's template data is used to create a new customer. In the webshop on the 'Creating a new account' page a B2C customer enters only personal contact information, like name and address. All other data like currency, posting groups, invoice discounts is copied from the customer's template to the newly registered customer. Therefore, a customer template should be created and assigned to each country available in the webshop for registration. 

When a new B2C customer registers in the webshop, a customer selects from the dropdown the country she/he lives in. Therefore, the list of the available countries and customer templates should be configured in Microsoft Dynamics NAV.

To manage the countries:

Step 1: In Microsoft Dynamics NAV go to: Administration -> Application Setup -> General -> Countries/Regions:

Countries/Regions Table

Step 2: Select the 'Visible in Webshop' check boxes of the countries which should be available in the webshop in the 'Countries' dropdown.

Step 3: Select the 'Customer Template Code' for the predefined settings which will be copied to the newly registered B2C customer.

The customer templates can be created at the following location: Sales & Marketing -> Sales -> Administration -> Setup -> Customer Templates. Use the 'Customer Template' table to create templates with the information which will be used to create a new B2C customer based on the information in the template.

Both 'Visible in Webshop' and 'Customer Template Code' settings have to be defined for the correct work.

Location Code, which is used to suggest items from a particular inventory location, will be copied to the newly registered B2C customer from the template customer set on the webshop card. The template customer which is set on the webshop card is created in the 'Customer' table. The location code can be set on the customer card which is used as a template, under the 'Shipping' FastTab.

Template Customer No.

User GuideNAV Specific