ERP User GuideMicrosoft Dynamics GP

Microsoft Dynamics GP

Online Customer Registration

When a customer registers in the Sana webshop online, the data from a customer template in Microsoft Dynamics GP is used to create a new customer.
In the webshop, on the Creating a new account page, a customer enters only personal contact information, like name, address and shop account credentials.

All other data, like currency and taxes, is copied from the customer template to the newly registered customer. The customer templates which are used to register new customers are associated with countries in Microsoft Dynamics GP. Therefore, a customer template should be created and assigned to each country available in the Sana webshop for customer registration.

When a customer registers in the Sana webshop online, a customer selects from the dropdown list the country he or she lives in. Therefore, the list of the available countries and customer templates should be configured in Microsoft Dynamics GP.

To manage countries in Microsoft Dynamics GP, click: Administration > Setup > Company > Company > Country Code. Make sure that for all countries that should be available in the Sana webshop the Visible in Webshop checkbox is selected and the template customer is set.

The customer template which is assigned to the country can be created in the Customer Maintenance window.

Template customers should be predefined with data, like currency and tax schedule, if customers who register online should be liable to taxes, that will be copied to the newly registered customers.

For more information about countries configuration, see 'Countries'.

When a customer registers online, a customer record will be created in Microsoft Dynamics GP.

If you open the customer master data in Microsoft Dynamics GP, and at the top of the Customer Maintenance window click: Additional > Sana Commerce, you can check the customer type.

If the B2C Customer checkbox is selected, then this is the customer who registered online in the Sana webshop. If the B2C Customer checkbox is not selected, then this is a business customer which is created directly in Microsoft Dynamics GP. A business customer can log in to the Sana webshop only if he or she has a shop account created by a shop administrator in Sana Admin.

Customers can register in the webshop online only if the option New customers registration is enabled in Sana Admin: Setup> Customer > Registration fields.

In Sana Admin you can edit the registration form for those customers who register online in the webshop. You can manage the fields from your ERP system that should be used on the registration form. For more information, see 'Customer'.

ERP User GuideMicrosoft Dynamics GP