Inviting customers

The customer card within NAVcommerce extends the original NAV customer card. Go to NAVcommerce > Sales > Customers to see your existing customer list. In order for a customer to appear in this list. In other words, in order to make use of a customer record within your Magento environment, the customer has to have an email address. So, customers who don’t have an email address, will not show up on this list until you set an email address on the standard customer card.

Select a customer from the list and double click to open the detail card. Either select your default store, or any other store from the store list and then click on Activate Account. Next, the system will ask whether you want to send this customer an invitation email. If you click yes, the customer will receive an email, if you click no, the account will be created without any email notification.

For more information about configuring notifications or notification templates click here.

Allowing new customer to register

Besides sending invites to existing customers you can also allow new customers to register through your webstore. There are multiple ways to collect the new account information, but by default new account data is imported into NAV when a new customer places a first sales order.

New customer accounts can be created by using customer configuration templates. Go to Administration > Setup > Stores. Here you can specify which customer template should be used for which country.

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