Article Number: 461 | Rating: Unrated | Last Updated: Tue, May 14, 2013 at 10:07 AM
Overview:
To explain how to create a template ecommerce customer in NCR Counterpoint to be uploaded to NRO. This template ecommerce customer will be used by NRO as a host to pass customer information to NCR Counterpoint.
Creating the Customer Record
Counterpoint: Customers / Customers
This customer record will need to used during the integration agent installation. It is recommended you use this naming convention to make finding the record easier.
Main Tab
In NCR Counterpoint, browse to
Customers / Customers
.
In the
Customer #
field type
WEB
and hit
Enter
on your keyboard.
For the
Name
field, type
Web Customer
.
For the
First and Last Name
fields, type
Web Customer
.
In
Address 1, City, State, Zip Code, and Country
type your
companies information
.
The
email
field should contain a
fake email
address. The address does not matter as long as the standard email format is honored.
Select the default Sales Rep.
Contacts Tab
For the Contact 1 field type Web Customer
Email 1 field should contain the same fake email entered under the main tab.
Ecommerce Tab
Put a check in the Ecommerce Customer box.
WARNING
:
All of these fields are required for the ecommerce template customer to be moved to NRO.