In this article, we're going to go over customer identity for the RETAILvantage POS system.
Let's talk about how our integration handles customer identity for our RETAILvantage clients. When an order gets placed on your website, the integrator checks the email address (and phone number, if present) to see if either are already attached to an existing customer. If the email address or phone number already exists in our system, then the order is attached to the relevant customer.
When matching customers the hierarchy is:
- Customer ID
- Customer email address
- Customer phone number
When there is a match on either the phone or email, the customer record is updated to what was sent on the order. This only happens if the WebSale User is set to update customers. If this is disabled for the user, the customer record will not be updated.
From there, this information can be viewed from the Customers tab in the Admin Panel, allowing you to easily perform customer lookups.
If you have any questions, please submit a support request in the Admin Panel.