How do I review new web customers?
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
If you have a Platinum O+ e-commerce website, or use Platinum O to import orders from your own website or eBay, then you can review new web customers and manage how they are assigned to existing customer records in your Platinum system.
More Information
When a customer orders from you on the web for the first time you can review their details.
- Go to " Sales Order Processing Review Pending Web Customers".
- If a new customer has ordered from you then the " Review Pending Web Customers" screen will show.
- If no new customers have ordered from you since the last time you checked then a message will show this.
 | This screen will also show automatically, when required, while entering the " Add or Edit Sales Orders" or " Process Sales Orders" options. |
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Controlling Which Customers to Review
Go to " Reports and Parameters Maintenance System Administrator System Parameters".
On the [Accounts (1)] page are two parameters that can control which new web customers to review using the above process:
- "Ignore Matches Below" - set this to the minimum percentage score of new web customers that you want to review. Any new web customers that match with a score lower than this will automatically create a new customer record in your Platinum system without review.
- "Automatically Assign Matches Above" - set this to the maximum percentage score of new web customers that you want to review. Any new web customers that match with a score higher than this will automatically be assigned to the highest matching existing customer record in your Platinum system without review.
You can tune these parameters over time as you get a feel for how well the automatic matching routine gets it "right".
To Always Review New Web Customers
If you always want to review new web customers and never have Platinum deal with them automatically:
- Go to the two parameters described above.
- Set "Ignore Matches Below" to '0'%.
- Set "Automatically Assign Matches Above" to '100'%.
To Never Review New Web Customers
If you never want to review new web customers but let Platinum deal with them automatically:
- Go to the two parameters described above.
- Set "Ignore Matches Below" and "Automatically Assign Matches Above" to the same value, as follows:
- To always create new customer records and never assign to exsting ones, set both parameters to '100'%.
- To assign to existing customers when they match but always create new customer records otherwise, set both parameters to a suitably high percentage, such as '95'%.
